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Christy Mathai used market dip to buy insurance, logistics stocks; here's his sector-by-sector playbookFund Manager Christy Mathai sees easing war-driven inflation fears, expecting a shorter earnings hit. He's selectively adding to his portfo...
These mid-cap stocks with ‘Strong Buy’ & ‘Buy’ recos can rally over 25%, according to analystsFrom a macro perspective, it is clearly a good time to be bullish. But as valuations remain high in parts of the market despite the recent ...
These large-caps have ‘strong buy’ & ‘buy’ recos and an upside potential of up to 27%As the market seems to be in comeback mode, it helps to be aware that the best (and probably biggest) wealth creator of the last couple of ...
India has wide AI talent gaps in deployment, governance, security: Quess reportIndia faces significant AI talent gaps in deployment, governance, and security roles, with GenAI deployment showing the widest deficit. Whi...
Stock picks of the week: 5 stocks with consistent score improvement and upside potential of up to 27%The US-Iran peace deal is finally about to happen. There is a high probability that global markets will see a relief rally, a part of which...
Kiran Mazumdar-Shaw eyes crown of world’s top insulin supplier for BioconIndian drugmaker Biocon aims to be the world's top insulin supplier within five years, capitalising on growing demand as major pharmaceutic...
NBFCs and private banks better positioned than PSU banks: Aman ChowhanAman Chowhan of Abakkus Asset Manager highlights crude oil as the dominant macro risk, potentially impacting corporate earnings by 100-200 ...
Quant Mid Cap Fund adds Adani Energy and 4 others, exits Paytm and 3 more stocks in MayQuant Mid Cap Fund, managed by Sandeep Tandon, has strategically adjusted its portfolio in May. The fund added Adani Energy and four other ...
Falling crude, stronger rupee could boost earnings outlook for India: Deepak ShenoyIndian stocks are poised for a favorable period. Falling crude oil prices and a strengthening rupee offer support. Macroeconomic conditions...
Light at the end of the tunnel? Gautam Shah sees Nifty eyeing 25,500, bets on smallcaps, pharma and Adani stocksIndian equities are nearing a crucial turning point, with market veteran Gautam Shah suggesting a shift in focus beyond benchmark indices. ...
The hidden cost of looking better: What health insurance covers, and what it leaves you to payRising demand for weight-loss drugs, cosmetic procedures and wellness treatments is creating a growing out-of-pocket healthcare expense cat...
Sudip Bandyopadhyay bets on pharma, metals and select cyclicals as geopolitical risks easeEasing West Asia tensions boost global markets, prompting investors to reassess opportunities. Market veteran Sudip Bandyopadhyay favors ph...
Flexi cap fund inflows halve to Rs 5,175 crore in May after record April. Is this profit booking or a buying opportunity?Flexi cap fund inflows dropped 49% in May to Rs 5,175 crore after April’s record surge, reflecting broader moderation across equity categor...
Stock picks of the week: 5 stocks with consistent score improvement and upside potential of up to 26%On Thursday evening, US President Trump said he would “hit Iran hard tonight”. Then, as the world waited with bated breath, came the announ...
Call to extend duty cuts on critical inputs soonIndia is set to decide on extending customs duty relief for critical raw material imports beyond June 30. An inter-ministerial panel will r...
'Not a great environment for Indian market': Harsha Upadhyaya on Iran-US tensions, IT outlook, pharma bet, and where to be cautiousGlobal challenges are impacting Indian stocks. West Asian tensions and rising US inflation create headwinds. Tech sector shifts also affect...
Japanese investors are looking beyond China... India is key alternative: Tsutomu Takemura, Senior MD, NomuraIndia is increasingly becoming a long-term structural investment destination rather than a short-term strategic bet. Global capital is movi...
'Time to cherry pick again': Porinju Veliyath says small and midcaps have bottomed & Thomas Cook is his latest buyPorinju Veliyath sees the correction in small and midcap stocks ending. He believes patient investors will find rewards. Thomas Cook India ...
Promoter sells Rs 1,024 crore worth of Ajanta Pharma shares in block deal to Kotak MF and ABSL MFA promoter entity of Ajanta Pharma sold shares worth over Rs 1,024 crore through a block deal, with Kotak Mahindra Mutual Fund and Aditya B...
100 days of Iran war, Rs 4,50,000 crore wiped out: Is your stock portfolio safe from missiles?Indian equities have lost Rs 4.5 lakh crore in 100 days as the Iran-led West Asia conflict and a global AI trade unwind trigger sharp FII o...