India's stock market is entering a calmer phase with easing valuations and less investor excitement. This shift offers better buying opportunities but suggests lower future returns. While large caps are gaining attention, mid-caps contin...
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UTI Asset Management Company (UTIAM) reported a financial quarter where core profit missed analyst estimates by 11.5%. The company's shift towards lower-fee Exchange Traded Funds (ETFs) and rising operating costs are impacting earnings....
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India's stock market is shifting as domestic investors buy record amounts, offsetting massive foreign outflows from 2025. This domestic demand keeps markets resilient, despite global uncertainty and AI disruption impacting tech stocks. I...
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India is at a critical economic moment. Bernstein cautions against complacency, urging the nation to speed up reforms in jobs, manufacturing, and innovation. This is vital to keep pace with AI advancements and changing global supply chai...
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The ASK Private Wealth Hurun India Successors 50 report highlights how next-generation leaders have collectively added ₹26.3 lakh crore in market value between March 2020 and March 2026. Driven by strong sector tailwinds in automotive an...
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Ten women successors, all under 50, now lead companies valued over ₹8.16 lakh crore, marking a significant shift in Indian corporate succession. The 2026 ASK Private Wealth Hurun India Successors 50 report highlights these leaders' perfo...
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PL Capital has cut its Nifty earnings growth forecast for fiscal year 2026 to 4%, down from 6% in fiscal year 2025. The downgrade reflects rising geopolitical tensions, higher oil prices, and global supply chain disruptions. The firm sug...
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Motilal Oswal projects 10% earnings growth for Nifty-50 in Q4 FY26, driven by financials and metals. However, a split emerges with sectors like automobiles and capital goods facing significant downward revisions, signaling a dual-speed e...
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Shahzad Madon of TCG Asset Management recommends investors focus on long-term growth themes. He highlights digital infrastructure, defense, and renewables, citing geopolitical shifts and rising demand as key drivers for expansion. Madon...
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JPMorgan has cut its year-end Nifty 50 target to 27,000, citing rising global tensions, higher oil prices, and major foreign investor withdrawals. Analysts warn of increasing pressure on corporate profits and have lowered earnings foreca...
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Morgan Stanley's latest equity report forecasts a significant 24% surge for the benchmark Sensex, aiming for 95,000 by year-end. This optimistic outlook is based on historically low valuations, an expected rebound in earnings, and positi...
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Indian stock markets are in their sixth consecutive week of losses, struggling with volatility driven by global geopolitical fears. While a late Thursday rebound offered temporary relief, Nifty Bank pulled down indices, though IT and met...
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Major financial firms are split on Indian equities. Jefferies and ICICI Prudential AMC see opportunities in valuations and domestic inflows, especially in banking and pharma. Others, like Nomura, Goldman Sachs, and UBS, urge caution due...
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The Nifty Microcap 250 index shows signs of an accumulation phase, with 31% of its companies trading below a P/B of 2, a historically deep value level. While these valuation signals suggest potential for a tactical bounce and better risk...
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Indian corporate demergers have significantly boosted shareholder value, a study by proxy advisor InGovern reveals. Analyzing 22 cases from 2016-2024, the research found a 36% combined market capitalization increase for parent and spun-o...
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Indian markets are feeling the strain from rising oil prices and geopolitical worries, which are causing foreign investors to sell shares and the rupee to weaken. At the same time, fears that Artificial Intelligence (AI) could disrupt th...
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India's higher education sector is poised for substantial inbound growth, projected at 8% annually from 2025, as global students seek alternatives to tightening Anglophone markets. However, this rise is tempered by critical internal chal...
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While analyst Rahul Sharma sees buying opportunities in select large-cap stocks like Larsen & Toubro, State Bank of India, and Titan amidst Nifty's narrow market leadership, a deeper look reveals significant valuation risks and competiti...
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Mutual fund equity investments saw a sharp decline in February, hitting a three-year low, primarily due to decreased inflows and market volatility. This contrasts with a significant return of foreign portfolio investors (FPIs), who injec...
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WhiteOak Capital's February 2026 "Chemistry of Investing" study, analyzing data from September 2001 to January 2026, quantifies the impact of asset allocation on portfolio risk and return. Findings show modest equity allocations can enha...
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