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PSU CAPEX
Indian market at 11% discount to long-term average; Anshul Saigal says it's a buyer's market for 3–5 year investorsMarket confusion presents a rare chance for patient investors. Anshul Saigal believes current valuations offer significant gains for those ...03 Jun, 2026, 09.37 AM IST- Eternal to Minda Corp: Axis Securities picks 15 stocks for June, sees up to 44% upside in top ideasAxis Securities retained a bullish view on Indian equities and recommended 15 stocks for June across market capitalisations, with potential...01 Jun, 2026, 04.22 PM IST
- GE Vernova T&D emerges as top BSE Power multibagger with 164% returns; should investors buy now?GE Vernova T&D India has emerged as the top multibagger in the BSE Power index, with its shares surging 164% over the past year amid strong...21 May, 2026, 10.39 AM IST
- Mega merger incoming: Should you buy PFC, REC shares ahead of merger? Here's what analysts sayPFC and REC shares are under scrutiny as a mega merger progresses. Analysts advise a staggered approach to buying, highlighting that the tr...21 May, 2026, 10.08 AM IST
- JP Morgan warns of FY27 earnings risk, says Nifty can fall to 20,500 in bear caseJP Morgan has cautioned that India’s FY27 earnings face significant risks from an extended energy and logistics shock linked to the Middle ...19 May, 2026, 04.11 PM IST
- Domestic cyclicals remain best bet in India, says Anish Tawakley amid global volatilityDespite global headwinds, India's economy is robust, with picking demand and spare capacity, according to DSP Mutual Fund's Anish Tawakley....19 May, 2026, 12.31 PM IST
- 'Worst behind us, Vodafone Idea starting FY27 with a clear plan', says executiveVodafone Idea is gearing up for a transformative leap in capital investments, set to kick off in the first quarter of FY27. With a bold vis...19 May, 2026, 01.45 AM IST
- ETMarkets PMS Talk | From Rs 1 crore to Rs 85 crore in 24 years - the power of high-conviction investing, says Alok AgarwalAlchemy Capital Management's Alok Agarwal highlights how a high-conviction, benchmark-agnostic approach has yielded extraordinary long-term...12 May, 2026, 06.42 PM IST
- FMCG recovery real but modest, banking margins face pressure, power sector demand unstoppable: Anand TandonIndia's earnings season reveals a steady, albeit unspectacular, recovery. FMCG sees rural demand lift, but growth remains modest. PSU banks...08 May, 2026, 10.50 AM IST
- West Bengal election results put these 43 stocks under spotlight. Will BJP's win be a trigger?Early West Bengal election trends putting BJP ahead of TMC have pushed stocks like Bandhan Bank, CESC, and Berger Paints into focus. Invest...04 May, 2026, 01.57 PM IST
- Are metals turning defensive? 5-year returns rival, even beat traditional safe havensMetal stocks are outperforming defensive sectors, delivering strong returns driven by structural demand shifts and supply constraints. Fact...28 Apr, 2026, 10.34 AM IST
- Stick to defensive and quality themes amid volatile global setup: Mayuresh JoshiIndian stock markets are showing a strong rebound. Investors are now carefully selecting companies with good earnings and strong finances. ...22 Apr, 2026, 02.24 PM IST
- Markets near bottom, but volatility not over; buy in staggered manner: Sunil SubramaniamMarkets are experiencing volatility due to global events. Experts advise investors to buy in small, staggered amounts. Institutional invest...20 Apr, 2026, 01.20 PM IST
- Where’s the Indian mutual fund sector going ahead? 6 big trends to watch out forMutual fund trends highlight a structural shift in investor preference towards mid and small caps, sectoral themes, and multi-asset funds, ...19 Apr, 2026, 01.45 PM IST
- PSU mutual funds see Rs 4,498 crore outflow in March: ReportPSU mutual funds saw Rs 4,498 crore in outflows in March, a mild improvement from February, according to Vallum Capital. While PSU funds po...17 Apr, 2026, 03.43 PM IST
- Earnings vs signals: Q4 results may matter more than they lookThe March quarter earnings season arrives at an inflection point, with stable numbers masking underlying economic shifts. Escalation of the...15 Apr, 2026, 03.59 PM IST
- PSU banks emerge most resilient in FY26 despite macro headwinds, deliver up to 57% returnsAs FY27 begins, FY26 was marked by global uncertainty and domestic headwinds, with the Nifty 50 falling 5%. Amid tariffs, FII outflows, wea...01 Apr, 2026, 02.51 PM IST
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