BUSINESS
Weekly Tactical Pick – Why India’s largest private bank merits attention
Sentiment-led correction masks improving fundamentals; growth revival, margin tailwinds, and attractive valuations make HDFC Bank a timely tactical bet
BUSINESS
Weekly Tactical Pick: A value buy amid tax, war shocks
ITC’s diversification efforts, high dividends, and attractive valuation make it an attractive bet
BUSINESS
Middle-East conflict: Which bruised blue chips to add when markets are deep in the red?
While volatility could be the only constant in the foreseeable future, a staggered approach to adding quality businesses may prove rewarding for long-term investors
BUSINESS
Weekly Tactical Pick: Why this pipe player merits attention at this stage
Prince Pipes is well-positioned to benefit from the growing demand for infrastructure and housing in the domestic economy
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
