BUSINESS
Take a little bit more risk, trim exposure to IT, pharma, says Devarsh Vakil, HDFC Securities
HDFC Securities' Devarsh Vakil advises investors to shift from defensive sectors like IT and pharma to riskier bets, including cement and chemicals as the market nears a bottom
BUSINESS
Tweak LTCG structure if cutting rates not an option, say experts
Market participants say that while the government may not be in favour of rolling back a tax levy as they might lose out on a revenue source, at least the structure can be reviewed so that the impact is minimised.
BUSINESS
SME IPO boom fizzles: Sharp correction wipes out multi-bagger returns
The SME IPO rally has lost steam, with the BSE SME IPO Index dropping 30 percent from its peak as market corrections hit overvalued stocks.
BUSINESS
Smallcaps, midcaps were never as overvalued as experts suggested: Emkay's Manish Sonthalia
Very few of the names in the broader markets traded at very exorbitant valuations, skewing the perception of the midcap and smallcap indices, said Emkay Investment Managers' CIO Manish Sonthalia.
BUSINESS
Cables & Wires sector braces for UltraTech Cement’s big entry
UltraTech Cement's entry into the cables and wires sector with a Rs 1,800 crore investment triggered a sharp sell-off, with KEI Industries, Polycab, and Havells plunging up to 17 percent.
BUSINESS
Indian markets could see continued pressure as FIIs flock to China, further selling likely: Nomura
Nomura said that the positive narrative on India is also being tested amid a slowing economy and corporate earnings.
BUSINESS
Nifty to gain just 2% by FY26 to hit 22,850? This brokerage thinks so
InCred Equities' bull-case scenario puts Nifty 50 at 26,123, while in the bear-case scenario sees the index at 21,029 by March 2026.
BUSINESS
March Mania: Nifty 50 shows strong seasonality, positive in 7 of the last 10 years
Nifty 50 settled in the green during the month of March for the past seven of the past ten years, noted JM Financial.
BUSINESS
Do stocks exiting Nifty 50 perform better than incoming peers? | MC Analysis
Eight of the 13 stocks that were excluded from the Nifty 50 since 2018 have outperformed their replacements that joined the index.
BUSINESS
RBI likely to cut rates by 25 basis point in April meeting as growth concerns weigh: Analysts
During the RBI MPC's last meeting, the minutes showed that decision to cut repo rates was on concerns of the growth slowdown and a more favorable inflation outlook.
BUSINESS
Will Zomato, Jio Financial Services join the Nifty 50 in the upcoming rebalancing?
NSE Rejig: Zomato's inclusion would lead to passive inflows of $702 million, while Jio Financial Services could bring $404 million in flows, said JM Financial.
BUSINESS
Analyst Call Tracker | Slowdown weighs on consumption in January, optimism seen in financials despite tight liquidity
The government's GDP forecast for FY25, Donald Trump's return to the White House, the muted Q3 earnings, along with the RBI's liquidity measures were among key triggers in January.
BUSINESS
'Buy China, Sell India' tactical trade rises on DeepSeek-led AI boom, delayed Trump tariffs
The Chinese government's initiatives, cheap equity valuations, and technology thrust are likely to keep foreign capital invested in China.
BUSINESS
India falls to third place in MSCI Emerging Markets index amid sell-off
India's weightage in the key MSCI Emerging Markets index fell below the 20 percent mark as the ongoing correction weighed on stocks' market-caps.
BUSINESS
QSR, fashion, home improvement among consumption themes to bet on, says this fund manager
The March quarter is likely to be the last weak quarter for the consumption space, with a recovery seen in FY26, said Siddhant Chhabria, fund manager, Mirae Asset Investment Managers.
BUSINESS
Can Nifty 50 reclaim 26,000 by December 2025?
Citi Research is overweight on banks, telecom, and healthcare, while remaining underweight on consumer discretionary, IT, and metals.
BUSINESS
Nifty, Sensex trim early losses as pharma stocks recover; India VIX spikes 7%
The broader markets underperformed the benchmarks, with the Nifty Smallcap 100 and Nifty Midcap 100 cracking 2.2 percent in the early session.
BUSINESS
US-India tariff war could shake business confidence, RBI may deepen monetary policy easing: Morgan Stanley
The US is an important trading partner for India, making up 17.7 percent of India's overall exports in 2024.
MARKETS
British American Tobacco to divest stake in ITC Hotels at 'best time' to maximise shareholder value
As of December 2024, British American Tobacco holds as 15.3 percent stake in ITC Hotels.
BUSINESS
CPI inflation likely to ease further in February, strengthening case for RBI rate cuts, say experts
Experts suggest that CPI inflation is likely to ease further in February and see the RBI MPC cutting rates by 25 basis points in April.
BUSINESS
Morgan Stanley values Prudential's 49% stake in ICICI Pru AMC between $0.9-1.8 billion
As listed asset managers trade 15-30x consensus forward earnings, Morgan Stanley sees Prudential's stake in the firm valued around $0.9-1.8 billion.
BUSINESS
Tax relief likely to result in Rs 1 lakh crore of savings; FMCG, consumer discretionary segments to benefit, says Motilal Oswal
Over the past two to three years, consumer staples firms have struggled with revenue, margin, and bottom-line growth, with their growth rate slowing by 200-400 bps compared to the period from FY13 to FY23, said the brokerage firm.
BUSINESS
Give me gold: Trump’s tariff threat sparks gold rush, not just because of risk-aversion
Global banks and commodity exchanges have a headache because of the heightened need for physical delivery.
BUSINESS
Banking stocks tumble as RBI's policy disappoints on liquidity measures
Banking stocks fell after the Reserve Bank of India’s monetary policy failed to announce additional liquidity measures, despite a 25-basis-point rate cut.
