BUSINESS
Morgan Stanley reflects on India's moderate exposure to US sectoral tariffs
India's exposure to US sectoral tariffs remains moderate compared to other Asian economies, with the highest impact in pharmaceuticals, agriculture, and mineral fuels. Despite the sizable US autos deficit, India's limited exposure to vehicle tariffs highlights its relatively resilient position.
BUSINESS
Backing largecaps, ICICI Pru's Naren says macros are fine, India has a 'valuation problem'
S Naren, ICICI Prudential's CIO, is in favour of increasing exposure to largecap stocks, citing valuation challenges. Despite concerns over US tariffs, he remains cautiously optimistic, favoring a balanced investment strategy.
BUSINESS
Trump’s April 2 ‘massive tariffs’ loom, key stocks to watch
Of the total trade in FY24, Indian exports to the US stood at $77.5 billion, while US exports to India stood at $40.7 billion. America is the third largest investor in India with cumulative FDI inflows of $67.76 billion between April 2000 and September 2024.
BUSINESS
Top gainers and losers today: Stocks that moved the most on March 27
At closing, Sensex was at 77,606.43, up 317.93 points (+0.41%) ad Nifty 50 closed at 23,591.95, up 105.10 points (+0.45%).
BUSINESS
Emkay Global exits IndusInd Bank from its model portfolio, adds PFC
Emkay Global has removed IndusInd Bank from its model portfolio, citing leadership uncertainty and the fallout of the derivatives accounting issue. The brokerage sees limited near-term recovery despite attractive valuations.
BUSINESS
Netweb Tech shares fall 37% in 6 months; here's what analysts predict for the stock
Ajit Mishra, Head Research Analyst at Religare Broking, sees signs of a strong base forming, with prices hovering around a support zone and showing sideways consolidation with higher lows.
BUSINESS
Top gainers and losers today: Stocks that moved the most on March 24
Among the top gainers were Kotak Mahindra Bank, NTPC, SBI, Power Grid Corp, and Bajaj Finserv. On the flip side, M&M, Titan Company, IndusInd Bank, Zomato, and Infosys ended as the day's biggest laggards.
BUSINESS
Market veteran Ramesh Damani says stocks went through a bull market correction
Ramesh Damani believes domestic stock markets are in the middle on an ongoing bull run and they are nowhere near the top, and even in this phase of a normal market correction, several stocks hit fresh highs on the back of growth plans and ambitious capex.
BUSINESS
Brokerages give thumbs up as Bain Capital plans stake buy in Manappuram Finance
With an open offer triggered for an additional 26% stake, Bain Capital’s total shareholding in Manappuram could rise as high as 41.7%, depending on how many shares public investors tender. Post-investment, the existing promoter stake will drop to 28.9%.
BUSINESS
Discretionary capex of states likely to be the first casualty amid rising fiscal pressure, says report
While March is a seasonally heavy month for states’ expenditure, a sharp pick-up during the month will still leave states to carry forward high cash balance into FY26
BUSINESS
Market rebound: Why investors are wary of its sustainability
All eyes are on FOMC meeting, but investors more concerned about Trump policy than rate action, said market experts
BUSINESS
Top 10 Portfolio Management Schemes for the month of February 2025
Wave Asset – Bloom leads the list, followed by Aequitas Investment Consultancy - India Opportunities Product. All other listed strategies recorded negative performances.
BUSINESS
Jhunjhunwala's holding reduces in this key Tata subsidiary; IKS now at the top of the portfolio
Rekha Jhunjhunwala, wife of veteran investor, Late Rakesh Jhunjhunwala, holds 5.14 percent stake in Titan that is trading close to a 52-week low, while IKS is a new entrant that was listed in December 2025
BUSINESS
Still a lot of froth in mid and smallcaps, correction not over yet, says Samco's Jimeet Modi
Samco Mutual Fund's Founder Jimeet Modi said he expects smallcaps to see further correction, with potential to underperform the largecaps by as much as 30%.
BUSINESS
Correction has lowered India's valuation premium closer to its historic average, says Axis Mutual Fund
Axis Mutual Fund's latest report has pointed out that the market selloff has brought Nifty's valuations closer to its one-year forward Price to Earnings average.
BUSINESS
Top gainers and losers today: Stocks that moved the most on March 10
The market initially saw an upward movement, led by heavyweights pushing the index higher, which failed to sustain. In the second half of the trading session, a sharp decline in the mid and smallcap space weighed heavily on the index.
BUSINESS
Valuations still 'expensive', even after the drawdown: Expert takes from MC Global Wealth Summit
Both Rashi Talwar Bhatia and Prashant Jain agreed that largecap stocks are starting to present attractive valuations, but were not comfortable with valuations in the broader market space.
BUSINESS
BSE Smallcap, Midcap are trading flat; Trump tariffs continue to tarnish investor sentiments
BSE Midcap and Smallcap are registering highs and lows close to about a percent, while Sensex and Nifty began today's trade on a positive note of over a percent's gain.
BUSINESS
Oaktree Capital Management's new Hyderabad office to commence from July 1
After Mumbai, Oaktree Capital Management's second office in India will be set up in the HITEC City, Hyderabad, with 200 employees, and Ajay Maddali to lead as its human resources director.
BUSINESS
Weak currency is a good thing for the country: Arjun Divecha, Emerging Markets Head, GMO
In a conversation with Moneycontrol, Divecha also explained why a weak currency is a good thing for countries that are growing; holds faith in India’s strong macroeconomics while China’s market is now attractively priced but structural disparity persists.
BUSINESS
Markets simply don’t predict the future, they’re also compensating for the past: Samir Arora
After the sharp rallies Samir Arora noted, 'as long as you don't feel that you should reduce equity in favour of something else, because broadly it has corrected or that relatively a five-year number looks out of place… it is still a bull run'
BUSINESS
Don't expect a V-shaped market recovery as that needs govt's intervention: Samir Arora
Market expert Samir Arora added that the market is set to bottom out in the next one or two months.
MARKETS
India on its way to becoming an asset class, holds lot of long-term potential: Ashmore Group's Mark Coombs
CEO of Ashmore Group explains what drives his faith in India's high growth potential, with the country ticking off all the boxes in his checklist
BUSINESS
Gensol shares crash another 10% over 'falsification' of data, EPC player blames liquidity crunch for downgrade
Anmol Singh Jaggi, the Chairman and Managing Director of Gensol Engineering said the business has faced a temporary liquidity mismatch caused by simultaneous execution of several large-scale projects.
