COMPANIES-2
Sectors to watch as Iran war plays out
The most noticeable impact will be on commodities which India sources from the Middle-East as raw materials or feedstock
BUSINESS
Weekly Tactical pick: Why should you buy the SAMHI Hotels stock?
The company stands to benefit from better connectivity as well as increasing exhibitions and conferences
BUSINESS
Which beaten down stocks merit attention as war risk premium spikes?
Market corrections are throwing up selective opportunities in fundamentally strong Indian stocks
BUSINESS
Weekly Tactical Pick – Is it the right drink for investors?
Seasonal tailwinds, improved mix, and expanding international presence to drive growth and margins
BUSINESS
US Supreme Court ruling on tariffs: What it means for the capital market
Tariff reset trims risk premium, revives export hopes, but policy uncertainty lingers
BUSINESS
Weekly Tactical Pick – Can gold loans add sparkle to this bank’s stock?
The muted earnings in the third quarter of FY26 led to a sharp correction in the stock price
BUSINESS
Nifty breaks 3-day gains amid geopolitical tensions | Closing Bell
Indian markets witnessed a sharp pause after a three-day rally, as both benchmark indices — Sensex and Nifty — declined nearly 1% each amid rising global concerns. The Nifty slipped below the crucial 25,600 mark, reflecting broad-based weakness across sectors. Except for pharma, all sectoral indices ended in the red, with realty and FMCG emerging as the worst-hit segments. Investor sentiment remained fragile following reports of a US military build-up in the Middle East, which heightened geopolitical tensions and triggered risk-off positioning. Market breadth also turned negative, with the advance-decline ratio at 1:2, indicating widespread selling pressure. Volatility spiked as India VIX surged 8%, underscoring growing uncertainty. On the stock-specific front, ONGC, Hindalco, and Infosys managed to buck the trend and close as top gainers within the Nifty 50, while IndiGo, Trent, and UltraTech Cement featured among the top laggards of the session.
BUSINESS
Weekly Tactical Pick: Why this defence stock looks interesting after correction
The company has significant headroom to ramp up execution as new orders flow in
BUSINESS
Weekly Tactical Pick: Why this apparel major deserves attention
The company’s medium-term outlook is positive and growth is expected to pick up from Q4FY26
BUSINESS
India-US trade deal — Is it a reset for Indian equity markets?
The stage looks set for FPIs to take a hard look at India
BUSINESS
India Budget 2026 Decoded: Winners, losers, and investment takeaways
While the Union Budget 2026 fell short of investor expectations, the finance minister offered broad-based incentives in select sectors
BUSINESS
Weekly Tactical Pick: Why you should look at this infrastructure bellwether
The government’s continued push for reforms and investment augur well for L&T
BUSINESS
Bruised but Not Broken: These stocks are worth a bet amid the market weakness
Sell-off casualties with comeback potential — A curated list of stocks by Moneycontrol Research
BUSINESS
EU-India FTA: Sectoral shake-up – Who gains, who loses?
Key Indian export sectors to benefit include textiles, leather, gems & jewellery, pharma, EMS, and chemicals
BUSINESS
Weekly Tactical Pick: Why this defence shipyard play looks interesting after correction
Mazagon Dock Shipbuilders has earnings visibility, shipbuilding expansion plans, and strong orders in hand
BUSINESS
RIL Q3FY26: New Energy and AI infra initiatives to reposition RIL for a brave new world
While digital and O2C supported margins during the quarter, focused investments in new business initiatives are likely to drive a re-rating in the medium to long term
BUSINESS
Weekly Tactical Pick: Why this midcap IT player merits a look
Coforge is in a consolidation phase and looks well set for long-term growth and profitability
BUSINESS
Weekly Tactical Pick: Should investors bet on the health of a weak healthcare stock?
The current valuation of KIMS is appealing and the stock exhibits resilience amid current market volatility
BUSINESS
Weekly Tactical Pick: Does this chemical stock warrant attention, post recent correction?
New growth drivers as well core market demand augur well for the company which is in an expansion mode
BUSINESS
Weekly Tactical Pick: Why should you check into this hotel stock?
ROHL has an aggressive inventory addition pipeline and aims to almost triple its room inventory to about 22,000 keys by 2030
BUSINESS
Discovery Series | An FMCG proxy play with industry tailwinds
The Indian LAB market continues to see a robust growth of 4-5%. Tamilnadu Petroproducts stands to gain
BUSINESS
How data centre boom will fuel India’s next infrastructure investment wave
India’s AI-led data centre demand is gathering momentum, creating powerful tailwinds across the technology and infrastructure ecosystem.
BUSINESS
These stocks are good to ride India’s data centre boom
While technology giants and large conglomerates dominate headlines, some of the most consistent AI-linked opportunities lie with the providers of critical infrastructure and enablers
BUSINESS
How you can invest in foreign stocks from India
Want to own a slice of Apple, Microsoft, Nvidia or Tesla? Yes, you can grab shares of some of the biggest global names sitting in India. In this video, we break down the easiest hacks to invest abroad - no jargon, no stress. Diversify, dodge volatility, and flex that global portfolio.
