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Don't wait for FIIs: Nippon MF CIO Sailesh Raj Bhan on why market will rise before foreign money returnsIndian equities offer rare discounts for investors. Nippon India Mutual Fund's Equity CIO, Sailesh Raj Bhan, advises accumulating world-cla...
Why a Rs 72,000 crore fund manager refuses to chase defence rally nowICICI Prudential's Mittul Kalawadia advises caution on current market valuations. He notes that future growth is already factored into stoc...
Nifty’s hidden discount sale: 54% of top Indian stocks are cheaper now than in 2023. Is it time to buy?Over half of India's top Nifty50 stocks are now trading at lower forward P/E multiples than in 2023, indicating a significant valuation cor...
Apple stock price prediction after WWDC 2026: With Apple (AAPL) trading near its all-time high of $302.25, will AI-powered Siri drive the stock above $400?Apple stock price is once again at the center of Wall Street's attention after WWDC 2026. As Apple stock trades near $302, investors are de...
ICICI Bank shares in focus after lender receives Sebi’s warning letter. Here's whyICICI Bank shares are under scrutiny after Sebi issued a warning for a custodian violation related to FPI fund repatriation. Despite this, ...
ICICI Bank shares fall 10% in 6 months. Here’s why Motilal Oswal sees 41% upside potentialMotilal Oswal Financial Services maintains a 'Buy' rating on ICICI Bank, projecting a 16% loan CAGR and sustained profitability despite rec...
'India is on the wrong side of the AI trade': Emkay's Nirav Sheth sounds the alarmIndia is on the wrong side of the AI trade, warns Nirav Sheth. Foreign investors are chasing AI growth abroad, impacting Indian markets. In...
FII exodus, crude shock, and Rupee under pressure: Deepak Shenoy breaks down India's market stormIndian stock markets are facing tough times due to global economic factors. Deepak Shenoy of Capitalmind MF advises investors to look beyon...
Power, Hotels & Chemicals: Dipan Mehta maps out the market’s next big opportunitiesDipan Mehta advises selective investing, favoring power infrastructure, export manufacturing, and specialty chemicals. While acknowledging ...
Cautious on valuations, bullish on insurance and IT: How Nilesh Shetty is positioning for the next 12 monthsA cautious Nilesh Shetty of Quantum Advisors warns of a possible earnings disappointment in the next three to six months, citing El Niño ri...
IT stocks see tactical rotation as banking fatigue triggers sector shift: Dhananjay SinhaThe Indian IT sector's recent interest is seen as tactical, not structural, as banking stocks show fatigue. Rising crude oil prices are dri...
Markets eye FII return with Rupee stability, tax relief taking centre stage: Asit BhandarkarForeign investors are hesitant to re-engage with Indian markets until the rupee stabilizes and the government demonstrates a willingness to...
Sensex to hit 89,000? Why Morgan Stanley is betting big on India Inc after 6-quarter slowdownMorgan Stanley has turned more bullish on India, forecasting the BSE Sensex could rise to 89,000 by June 2027, implying around 15% upside f...
Jefferies blames HDFC Bank controversy for impacting banking sector valuationsJefferies said the leadership uncertainty at HDFC Bank has become a major overhang for the banking sector, dragging benchmark valuations de...
Will Meesho's 60% comeback rally cool or can Q4 serve as a new launchpad?Meesho shares remain in focus ahead of Q4 results after a sharp 60% rebound from March lows. While brokerages expect strong NMV growth, con...
Watch the Strait of Hormuz as closely as you watch earnings: Uttam Kumar SrimalIndian companies are showing steady earnings despite global challenges. While consumption names like Nestle and HUL are performing well, Ma...
Four months in, foreign outflows from Indian shares top last year's peakForeign investors have pulled more than $20 billion out of Indian equities in the first four months of 2026, surpassing last year's record ...
Sun Pharma shares rally 9% in two days after $12-bn Organon deal. Here's what Morgan Stanley, other brokerages saySun Pharmaceutical Industries' shares surged nearly 9% after announcing the $11.75 billion acquisition of Organon & Co., a global leader in...
Asset allocation: Buy smallcap banks, avoid largecap IT, bet on power, consumption: Rakesh VyasRakesh Vyas of Quest Investment Managers sees market volatility as a buying chance. He favors smallcap stocks benefiting from government st...
HCL Tech shares give Rs 59,000 crore shock in 3 days as stock down 15%. More pain ahead?HCL Tech shares have plunged sharply after weak Q4 earnings and subdued FY27 guidance, triggering multiple broker downgrades and target cut...