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VALUATION STANDPOINT
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...
FIFA World Cup marketing spends in India may halve as brands stay awayThe FIFA World Cup has begun in India with minimal marketing buzz. Brands are hesitant due to poor match timings and late broadcast deals. ...
Startup investing in India: Why angel investing is high-risk, illiquid, and suitable only for patient investors with diversified portfoliosIndian startup investing, once fueled by easy money, now demands caution due to market volatility and inherent risks. While success stories...
HFCL shares slip 10% in two sessions after sharp 165% rally in 2026HFCL shares have corrected about 10% in two sessions after a sharp 165% rally in 2026, driven largely by profit booking. Despite strong fun...
SpaceX and other mega IPOs may wait years to join the S&P 500SpaceX and other mega IPO candidates may have to wait years before joining the S&P 500 after S&P Dow Jones Indices retained its profitabili...
AI threat overblown: Why Invesco’s Hiten Jain is doubling down on IT stocksInvesco Mutual Fund's Hiten Jain offers a contrarian view, identifying the tech rout as a significant buying opportunity and dismissing bro...
Campus Activewear shares jump 7% after strong Q4 show; PAT surges 26% YoYCampus Activewear shares rallied nearly 7% after the company reported strong Q4 FY26 earnings, driven by healthy revenue growth, expanding ...
NTPC Green Energy shares fall 4% after Q4 profit drops 15% YoYNTPC Green Energy shares fell after the company reported a 15% year-on-year decline in March quarter net profit despite strong revenue grow...
Laurus Labs adds Rs 40,150 crore to investors' wealth in a year with 120% rally. Buy, hold or book profits?Laurus Labs has significantly boosted investor wealth, adding over Rs 40,000 crore in a year with a 120% stock rally. Driven by business im...
Macro worries cloud markets, but domestic fundamentals offer cushion: Sandip SabharwalMarket expert Sandip Sabharwal highlights that despite global headwinds like rising crude oil and currency weakness, Indian corporate funda...
Sensex down nearly 7,200 points in 2026 so far. Should you continue SIPs or pause?The BSE Sensex has seen a significant drop this year. Experts recommend investors continue their Systematic Investment Plans. This strategy...
Rupee slide to 94-95 is a goldmine for these 3 sectors, says Amisha VoraThe Indian rupee's significant fall presents a major investment opportunity. Experts advise focusing on export-oriented sectors like pharma...
Rajeev Agrawal prefers domestic cyclicals as global markets stay concentrated in AI tradeMarket expert Rajeev Agrawal highlights AI's dominance in global equity trends, benefiting semiconductor-heavy economies like Korea, while ...
Intel stock jumps 12% to all-time high: why are INTC shares surging big today as Intel stock climbs from $20 to $97 in 8 months— is Trump the biggest winner? here’s what’s remaking the INTC storyIntel Stock Surges 12%: Apple Chip Deal Talks and a Blockbuster Q1 Remake the INTC Story. Intel stock delivered one of its most dramatic si...
HFCL shares rise 4% after securing Rs 84 crore optical fiber cable ordersHFCL shares rose after it, along with subsidiary HTL Limited, secured new orders worth Rs 84.23 crore from a domestic telecom provider. The...
Brent at $100? Hormuz Risk, AI rally and a fragile US market: Andrew Freris flags two-year energy shock cycleGeopolitical shifts in West Asia will alter global energy routes for years. Oil prices may stay high. Equity markets are climbing on artifi...
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...
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...
Markets rise as Iran crisis stays in limboIndian stock markets ended a three-day losing streak with a gain of 0.8 percent on Monday. This rise followed positive movements in Asian m...
FII exodus deepens in 2026 at Rs 1.75 lakh crore as April outflows swell to Rs 43,967 crore; FOMC next triggerForeign institutional investors offloaded Indian equities worth Rs 17,140 crore last week, extending April's outflows to Rs 43,967 crore. T...