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STEEL SECTOR OUTLOOK
Motilal Oswal sees surging steel prices to offset cost inflation for metal majors. Here are its top stock picksMotilal Oswal expects firm steel prices, lean inventories and resilient demand to support a shift toward pricing- and cost-led earnings gro...
MFs raise healthcare bets for 4th straight month to 71-month high. Should investors follow?Mutual funds raised their healthcare allocation for the fourth straight month in August 2026 to 8.4%, the highest in 71 months. Experts att...
EV-related stocks: Own the chain, not the guess; 13 stocks with upside potential of up to 28% and downside risk of -14%, according to analystsIn the stock market, when a big theme or sectoral trend takes off, most investors focus on the face of it. A brand with which they can rela...
Explained: Why did market bounce back? Sensex recovers 620 points from day’s low, Nifty closes near 23,400On Friday, Indian stock indices bounced back notably after a sluggish start, largely due to declining oil prices and bond yields. The shift...
These mid-cap stocks with ‘Strong Buy’ & ‘Buy’ recos may rally over 21%, according to analystsWith the US market shedding weight overnight, the probability is high that Thursday will see another day of choppy trading. The best way to...
India's growth seen above 7% in FY27 as investment, exports take centre stage: ReportIndia's economic growth is expected to exceed seven percent in fiscal year twenty twenty-seven. Investment and export cycles will increasin...
“You can either remain rational or outperform”: DSP CIO Anish Tawakley explains his contrarian approach to stocks, bonds and market irrationalityAnish Tawakley took over as Chief Investment Officer (CIO) at DSP Asset Managers in April after a successful stint as co-CIO at ICICI Prude...
Sensex rises 363 points, Nifty ends near 23,900 as market closes at day’s low. What lies ahead?Indian stock markets concluded Friday's trading session with gains. Sensex and Nifty saw intraday gains diminish near closing. Tata Steel a...
These large- and mid-cap stocks can give more than 20% return in 1 year, according to analystsThe Indian market was under pressure on Thursday, particularly at the index level. Rising crude-oil prices are an obvious concern, but dome...
These mid-cap stocks with ‘Strong Buy’ & ‘Buy’ recos can rally over 25%, according to analystsIn the equity market, it is generally good to keep one eye on risk management. But there are times when it becomes a must-do. We are curren...
These large-caps have ‘strong buy’ & ‘buy’ recos and an upside potential of more than 20%We normally don’t dwell on F&Os in this space. However, it is good to know that, in the current circumstances, an upmove in the indices and...
Metals emerge as 2026’s top sectoral bet, IT, FMCG struggleThe metals sector has achieved a double-digit return this year, outperforming other indices. Realty stocks have seen a significant turnarou...
Metal stocks: Time to contradict analyst expectations? 5 metal stocks with upside potential from a low 2% to a high of 17%For a long time, there was a familiar pattern in the metal sector. When prices were high and times were good, companies borrowed heavily to...
First drones, now missiles. The spending is certain, who gets the maximum is not: 14 stocks from the defence ecosystemThe defence sector’s positives are well known. But there are some unknowns. For “security reasons” we will never know how or why orders are...
These large-, mid- and small-cap stocks can give more than 20% return in 1 year, according to analystsEven if the ongoing conflict in the Gulf settles anytime soon (and we certainly hope it does), don’t be surprised if the Nifty and Sensex r...
These mid-cap stocks with ‘Strong Buy’ & ‘Buy’ recos can rally over 25%, according to analystsGiven the possibility of hostilities resuming in the Gulf region, focus on risk management in the market. Why? Because fresh hostilities wi...
Auto ancillary sector: Time for another re-rating? 5 stocks from the auto ancillary space with upside potential of up to 30%Auto ancillaries are in a very different situation from three years ago. At that time, it was all about who will be able to make the transi...
Indian steel industry poised for volume-led recovery in H2FY27: ReportIndia's steel industry is likely to see a volume-led recovery in the second half of FY27, supported by lower input costs, easing maintenanc...
Steel, bitumen, geopolitics could slow India’s construction boom: ICEMA Vice PresidentIndia's construction equipment industry anticipates single-digit growth this financial year. Rising steel and bitumen prices are significan...
Metals sector outlook improves as non-ferrous earnings lead recovery: SystematixIndia's metals and mining sector outlook is improving significantly. Non-ferrous companies are expected to lead earnings growth and perform...