Sectors

PSU banks, metals lead rally in FY26 as consumption and IT stumble

FY2026 saw India's equity markets diverge, with headline indices down 4-5%. Cyclicals led gains: PSU banks surged 32%, metals 23%, autos 14%. Real estate and IT fell sharply.

Chart of the Day: Market mayhem — Which sectors took a direct hit?

Indian benchmark indices have shed over 8 percent since American and Israeli forces struck Iran, but the damage has not been spread evenly. Certain sectors have taken a far heavier blow

Karnataka budget: AI takes centre stage as Siddaramaiah unveils digital push across sectors

From AI tutors for students to smart grievance systems and robotics hubs, Karnataka budget outlines multiple initiatives to strengthen its technology ecosystem

Q3 review: Growth is real, but fragile

Q3FY26 earnings brought a long-awaited revival, but analysts warn the triggers may be too temporary to sustain the market's lofty expectations.

How the Iran-Israel war has altered the market

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.