GIFT Nifty tumbles 1.5% as US stock market plunges. Will Dalal Street crash on Monday?GIFT Nifty plunged over 1.5% after a sharp selloff on Wall Street, signalling a weak start for Dalal Street on Monday. Strong US jobs data ...
06 Jun, 2026, 12.21 PM IST
Why organized players like Titan Company could emerge bigger winners in India’s evolving gold marketIndia's gold market is rapidly formalizing despite high prices and tax hikes. Resilient consumer demand, especially for investment, favours...
23 May, 2026, 05.57 PM IST
Sensex dips 3,400 points in 4 days. Is this the beginning of a bigger crash?Indian equity markets fell for a fourth straight session as rising crude oil prices, geopolitical tensions, FII selling, and a record-low r...
12 May, 2026, 04.45 PM IST
Marico, Radico Khaitan in focus as FMCG navigates inflation-led challengesIndia's FMCG sector navigates inflation. Input costs are rising, impacting margins. Companies are adjusting prices. Past cycles show resili...
28 Apr, 2026, 10.03 AM IST
Coal India, NMDC emerge as must-watch mining plays as spot prices surge, says Motilal Oswal's Siddhartha KhemkaIndia's mining and metals sectors show strong opportunity with surging coal and iron ore prices, benefiting Coal India and NMDC. Private ba...
16 Apr, 2026, 12.17 PM IST
Early monsoon boosts hopes for rural revival and consumption play: Siddhartha KhemkaEarning season shows decent results, meeting or exceeding expectations. Nifty's EPS growth is around 6%, surpassing the anticipated 4%. Q4 ...
29 May, 2025, 10.05 AM IST
Gradual uptick in market expected; 5 stocks to consider now: Siddhartha KhemkaSiddhartha Khemka of MOSL highlights promising sectors like NBFCs and US generics, with Sun Pharma and Trent as top picks. He suggests focu...
04 Apr, 2025, 09.01 AM IST
Here's why Siddhartha Khemka is bullish on IT sectorFor example, companies that we like within the space, Cipla, Divi’s, they are likely to report strong numbers. On the domestic focused side...
11 Oct, 2024, 08.00 AM IST
3 stocks Siddhartha Khemka is bullish on from real estate packEven on the ferrous side, we believe something like a JSW Steel and Sail, they could do well. But yes, in the interim, there could be fall,...
05 Sep, 2024, 08.00 AM IST
Are we headed for a sell-on-news market on June 4? Siddhartha Khemka explainsSiddhartha Khemka assesses Paytm's situation, noting the impact of RBI regulations on the banking business. He emphasizes the need for mana...
30 May, 2024, 09.30 AM IST
PSUs in these 5 sectors have a long growth runway: Siddhartha KhemkaSiddhartha Khemka of MOFSL highlights the value of PSUs like Bharat Electronics and discusses various trends including Zomato, urban and ru...
15 May, 2024, 09.58 AM IST
IT may remain under pressure for next 3-6 months; 3 large & midcap cement picks: Siddhartha KhemkaSiddhartha Khemka anticipates short-term pain in IT but remains positive on the market outlook. As some of the larger sectors like banking,...
25 Apr, 2024, 09.28 AM IST
Record high! Siddhartha Khemka on where to find value in this marketSiddhartha Khemka discusses the preference for private sector banks over PSU banks and anticipates chemical sector recovery, and expects we...
11 Apr, 2024, 10.00 AM IST
In auto, prefer two-wheelers; Hero Moto top pick: Siddhartha KhemkaSun Pharma reported better-than-expected earnings with EBITDA margins beating expectations. The stock reacted positively to the news. Volta...
31 Jan, 2024, 04.33 PM IST
There is room for at least 20-25% upside in PSU stocks: Siddhartha KhemkaSiddhartha Khemka says: “We believe that in the next two years, FY24-25, the Nifty earnings would continue to grow at 18-20% which should d...
04 Jan, 2024, 03.18 PM IST
Why are punters & smart investors flocking to chemical stocks? What to avoid among bank stocks? Siddhartha Khemka explainsSiddhartha Khemka says: “The crude oil prices which have cooled off on a monthly average basis, is providing some comfort in terms of raw m...
26 Dec, 2023, 04.04 PM IST
Now is the time to increase risk on the portfolio: Siddhartha Khemka, MOSLCapital goods is a sector where we would like to increase weightage, says Khemka.
20 Dec, 2018, 03.48 PM IST