Sectors

After a strong rebound from April lows, Indian markets are treading cautiously again—sector churn and fading participation hint at a rally on shaky legs

Nifty inches closer to peak, but 25 of 30 sectoral indices trailing in race to all-time high

Analysts say that sectors such as metals, energy, auto and real estate saw limited participation in the rally due to concerns over a potential weakness in global economic recovery, despite a temporary pause in tariffs.

Black Friday: All sectoral indices trade in red; Nifty IT, Auto, Media, Metal plunge the most

Sectoral indices saw broad declines, with the Nifty IT index leading the fall, dropping over 4 percent. Nifty Auto and Nifty Media indices each declined more than 3.4 percent, while the Nifty Consumer Durables index lost 3.2 percent

Best sectors and categories for first-time stock market investors

For beginners, it's important to pick sectors that are relatively stable, have growth potential, and are easy to understand. Here are some of the best sectors and categories that first-time investors should consider:

Mutual funds bet on these sectors likely to benefit from Budget 2024

FMCG, manufacturing, infrastructure, power, banks, housing and agriculture are the few sectors likely to benefit from the announcement made in the Union Budget 2024. Active fund managers hold significant allocations in these sectors

Check out these election-proof sectors; Are you invested in them?

While some sectors are more sensitive to the possible electoral outcomes, there are those that are impervious — a prudent, defensive hedge, regardless of the results. Here are few sectors that would not be affected by who comes to power, according to six portfolio managers

Fund managers on a treasure hunt in these 10 sectors. Check your portfolio

Fund managers look for sectors with healthy growth potential and consistent profitability. These are the top sub-sectors wherein the fund managers have increased exposure significantly in these sectors over the last three months

Top sectors that MF increased exposures, lately. Are you invested in them?

Fund managers of actively managed mutual funds have increased exposure significantly in these sectors over the last three months

Ayodhya to attract 50 mn tourists annually as Ram Mandir set to bring divine cheer for travel, hospitality firms

Ram Mandir Opening: The grand opening of the Ram temple at Ayodhya is set to establish the city as a new tourist spot as the small town is expected to open its doors to top hotels including Indian Hotels, ITC, Marriott and OYO; food chains including Burger King, McDonald’s, Jubilant Foods and Devyani International; and airlines such as IndiGo, Tata group’s Air India, Spicejet, and others

Time for caution on business-to-govt stocks now after 18-month rally: Amit Jeswani

The B2G sector, including defence, railways, and other such companies, has reached the end of its rally, Amit Jeswani observed. But other trends may open up in 2024.

Here are 10 sectors on which mutual funds have gone big

Active mutual fund managers have either made fresh positions or increased exposure significantly in these sectors over the last year

Here's where funds cut exposure in 2023: Check your portfolio

Active fund managers sense these changes early and reposition their portfolios accordingly.

Chart of the Day | How strong is the market, structurally speaking?

The rally that started in March 2023 is different from previous rallies in the market, in terms of the stocks that are visible on the leaderboard

India will be among first markets to hit life-time high, says Atul Suri of Marathon Trends

Market veteran and trader Atul Suri is seeing strong signs of a global recovery in equities, led by India. He bets that there is still more upside on Nifty from current levels, and soft crude prices will sustain this rebound in world equities

Engineers India looks at new sectors, overseas for new phase of growth

Starting in 1965 as an answer to head reliance on foreign companies for doing engineering and other work for the massive projects that a newly independent nation undertook, EIL has over the years expanded beyond its core competence in the oil and gas sector to petrochemicals, fertilizer, green hydrogen and biofuels.

Mutual funds increased exposure to these sub-sectors lately. Do you own any?

These sub-sectors have turned attractive for the active fund managers and taken fresh positions or increased exposure in the stocks within those sectors

Budget 2023: Subsidies to agri, fertiliser sectors could see moderation

Incentives for development of infrastructure for storing and transporting agri products could become a game-changer. Also, programs to help increase crop yields and diversify income sources may get a leg up.

Indian markets on track to outsmart global peers in Samvat 2079

With Indian inflation expected to stay high next year, analysts suggest investing in stocks and sectors that give the best returns in volatile markets

Business cycle funds stay upbeat on these sectors as opportunities beckon

Over the past year, these business cycle themed mutual fund schemes delivered an average return of 11 percent while the NIFTY 50 – TRI cranked out four percent

The Green Pivot: One earth, one life — Four sectors that companies need to focus on for ESG push

While frontrunners such as power, steel and cement are the focus of ESG practices, EY highlights four other sectors that are critical for the government to work closely with

Is The Best Of Returns Over For Asian Paints, Berger Paints & Other Paint Sector Stocks?

India's paint sector demonstrated strong demand resilience in the last few years. Historically, investors have flocked to high quality companies such as Asian Paints and Berger Paints in an uncertain market environment as they have the strongest capability to weather a crisis. However, the recent news flow and price action suggests that the trend seems to changing. Why’s that? Let’s find out.

Will today's market rebound sustain; which sectors & stocks are a good 'buy' post correction?

In the latest edition of Markets Weekly, we take stock of the market mood with Sunil Subramaniam of Sundaram Mutual. Watch the video as he shares his insight on investing amid volatility, navigating periods of sell-off and big trends to watch out for, in conversation with Karunya Rao

Simply Save | Why investors should avoid chasing cheap valuations over quality stocks?

Jinesh Gopani, who oversees over Rs 1.3 lakh crore of equity investments as head-equities of Axis Mutual Fund, says economic recovery has been strong, but earnings growth will take markets to next level.

Here are the sub-sectors mutual funds increased exposure. Are you invested in them?

Select sub-sectors turn attractive for fund managers taking fresh positions or increased exposure in the stocks within those sectors

Russia-Ukraine Conflict: Things may not turn out to be as positive as it seemed for India

Chances of stagflation derailing economic growth in the US and EU are high; it will hurt exports from India.