Explained: Why RBI’s FCNR(B) and ECB swap window could be a game changer for banksRBI’s FCNR(B) and ECB swap windows aim to boost liquidity, stabilise the rupee and ease funding costs for banks. Attractive returns for NRI...
14 Jun, 2026, 03.38 PM IST
FIIs, weak global cues among 5 factors that could keep D-St under pressure this weekIndian stock markets may remain under pressure this week amid persistent FII selling, weak global cues, rising geopolitical tensions in Wes...
07 Jun, 2026, 09.39 AM IST
Market turns selective as earnings diverge; power, EVs and midcaps emerge as key bets: Siddhartha KhemkaSiddhartha Khemka believes Indian markets have become increasingly stock-specific as earnings trends diverge across sectors. He remains pos...
06 Jun, 2026, 06.43 PM IST
Bullish on autos? Siddhartha Khemka picks Maruti Suzuki and Samvardhana MothersonIndia’s auto sector started FY27 on a mixed note, with passenger vehicles and tractors showing resilience while two-wheelers and commercial...
06 Jun, 2026, 12.31 PM IST
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
Sensex recovers 850 points from day’s low, Nifty closes above 23,400. One big reason behind sharp market rebound!Indian stock markets staged a strong comeback on Wednesday afternoon. This recovery followed earlier sharp declines. Media reports indicate...
03 Jun, 2026, 04.00 PM IST
ICICI Bank, AU Small Finance Bank top picks as banking sector gears up for earnings revivalIndia's banking sector is poised for a strong earnings rebound. Profit growth is set to recover significantly over the next two years. Priv...
30 May, 2026, 09.51 AM 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
Retail SIP boom boosts AMC outlook; Nippon, ICICI Pru lead pack: Siddhartha KhemkaIndia's asset management sector is transforming with systematic investing driving growth and stability, reducing reliance on volatile discr...
19 May, 2026, 10.00 AM 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
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
Siddhartha Khemka’s top 4 two-wheeler and tyre picks in current market“Hero followed by Eicher would be the two preferred picks within the two-wheeler space. Within the tyre space, we prefer Ceat, followed by ...
09 Nov, 2023, 09.15 AM 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
IndusInd, HDFC, Kotak remain long-term bets: Siddhartha Khemka, Centrum BrokingNow that infra is picking up, the demand for cement companies have been rising. So despite not doing well, there is volumes growth for most...
18 Aug, 2016, 04.20 PM IST
Cement stocks may see further upside despite recent rally: Siddhartha KhemkaCement sector, Khemka said, has been benefitting from increased activity at ground level, both in terms of infrastructure development as we...
22 Jul, 2016, 11.15 AM IST
Why Siddhartha Khemka likes L&T Finance, Byke Hospitality & Sanghvi MoversI am expecting the markets to improve much better in the second half compared to the first half.
14 May, 2016, 10.57 AM IST