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Angel One, CAMS and ICICI AMC among JP Morgan's preferred bets on India's SIP boomJP Morgan has initiated coverage of India’s capital markets sector with a bullish outlook, citing resilient SIP inflows and rising retail f...- Nifty upside limited, but stock-specific opportunities remain: Pramod AmtheIndian equities face headwinds from inflation and monsoon uncertainty, yet opportunities exist. Pramod Amthe of InCred Capital highlights s...
- Full impact of inflation not yet in earnings; may reflect next quarter, warns Unmesh SharmaHDFC Securities' Unmesh Sharma anticipates the full impact of inflation on corporate earnings will surface in the June quarter, potentially...
- Siddharth Vora sees broad-based recovery after 1-2 quarters of pain; bets big on metals, stays cautious on quick commerceSiddharth Vora, Head of Quantitative Investment Strategies at PL Asset Management, is confident in his fund's metals-heavy portfolio. He se...
- Jefferies, other top brokers raise Lenskart targets after Q4 results; here's whyLenskart Solutions shares surged after the eyewear retailer reported a strong Q4FY26 performance, with revenue from operations rising nearl...
- BSE vs MCX: Which stock are you betting on? Jefferies, Morgan Stanley, others have their sayAmidst market volatility, Indian stock exchanges BSE and MCX have seen significant rallies, driven by increased trading activity. Both repo...
- AI-fuelled rally keeping global markets resilient despite oil shock, says Ed YardeniGlobal equity markets are defying geopolitical risks and high oil prices, with investors betting on economic resilience fueled by AI-driven...
- Bullish on power, energy, and BFSI; cautious on IT amid weak earnings: Devarsh VakilHDFC Securities sees opportunity in India's recovering equity markets. The firm favors power and energy sectors, citing infrastructure grow...
- Mutual funds bet big on healthcare, outpace BSE 200 exposure. Should you join in?Mutual funds significantly increased their allocation to the healthcare sector in February 2026, making it their fourth-largest exposure. T...
- India poised for next phase of outperformance as FIIs rebalance: Sachin ShahIndia may enter a new phase of outperformance as FIIs reassess emerging markets, says Emkay’s Sachin Shah. Strong earnings, GST cuts and he...
- HSBC sees India as way to diversify from crowded AI holdings, sets Sensex target at 94,000 by 2026 endHSBC has reiterated its bullish outlook on India, setting a Sensex target of 94,000 by end-2026. The brokerage sees India as a key diversif...
- US Stock market most popular stocks: Investors are banking on these stocks. Are you?Nvidia, Apple, Microsoft, Amazon, Alphabet, Meta, and Tesla stocks still remain the most popular stocks for US Stock Market investors.
- Nomura positive on India equities amidst global market shiftsNomura maintains a structurally positive outlook on Indian equities due to its limited trade exposure and its position as a China+1 benefic...
- Hot Stocks: Morgan Stanley, JPMorgan initiates coverage on Hyundai Motor; sees 17-24% upside in 1 yearHyundai Motor is attracting attention from global brokerage firms like JPMorgan and Morgan Stanley, both giving it an 'Overweight' rating. ...
- Athletic leap in deals: Brands race to bask in Olympic limelight; endorsement value rockets for Phogat, medallistsAfter Vinesh Phogat missed an Olympic medal by just 100 grams, her endorsement opportunities have surged, with 15 brands seeking to sign he...
- Morgan Stanley upgrades India to 'standout overweight' marketIndia has been structurally outperforming MSCI EM index by 45.5 per cent (in USD terms) from early 2021 until October 2022, and "we expect ...
- Here's why Ridham Desai is overweight on financial sectorAs I said at the outset, I think we are at the beginning of this new investment-led economic cycle. And investments, particularly in the pr...
- Morgan Stanley expects up to 46% upside in ITC share priceShares of ITC climbed 1 per cent to ₹252.90 on Friday.
- Fed Chair’s comments on slower hikes to boost EMsFurthermore, softening crude oil prices have reduced the pressure on the current account deficit in India.
- IIFL’s Sanjiv Bhasin is bullish on these 4 NBFCs, here’s whyWho cares for IT? Go for pharma to play rupee hedge, says Bhasin
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