Puneet Wadhwa

The SMID segment, analysts' caution, is now the most crowded trade in the Indian stock markets.

We've also seen significant sector rotation over the past few weeks, making it difficult for fund managers to stay positioned across every segment, says B. Gopkumar, MD & CEO of Axis Mutual Fund.

Rent, the NoBroker report said, is the single largest line item in most urban tenants' monthly budgets, and for nearly half of them it consumes more than 30 per cent of their monthly income

Tractor sales, the JM Financial study said, were most sensitive to El Nino conditions, recording weaker sales growth during the La Niña period, which is associated with excess rainfall.

Q1-FY27 numbers, according to Anirudh Garg, fund manager & partner, INVasset PMS, are likely to show soft margins across the board, but private banks will be the first to show the NIM trough is over

While renewed geopolitical tensions in West Asia are likely to keep markets choppy, the Nifty 50 could rise to 26,500 by June 2027, around 10 per cent upside from current levels, Goldman Sachs said.

The Nifty Midcap 50 and Smallcap 50 have gained 21 per cent and 29 per cent thus far in FY27 led by strong gains in BHEL, Laurus Labs, Prestige Estates, Aegis Logistics and Welspun Corp.

The oil market, Shah of Kotak AMC said, is signalling that supplies could get constrained again, which may lead to another increase in prices. All this will impact how equity markets play out.

The recovery seen in the Indian stock markets on Thursday, analysts said, was more on account of value buying at lower levels, but advise investors stay cautious.

Anil Agarwal, president & group head of institutional clients coverage, Vikas Shinde, who once headed the debt capital market team, and Jimmy Tavadia, group head of trading, have resigned, reports say

Here's what leading brokerages expect from India Inc. in Q1-FY27 and a deep dive into expectations across companies in the frontline sectors.

As a base-case scenario, they have maintained June 2027 Sensex target at 89,000 levels, up nearly 14 per cent from the current levels. Morgan Stanley attached 50 per cent probability to this forecast.

The Nifty IT currently quotes around 20 per cent below its 200-DMA. TCS, Infosys, Wipro and HCL Technologies are down in the range of 21-26 per cent form respective 200-DMAs.

While retaining HDFC Bank, Bernstein has added Axis Bank to its portfolio amid hopes of an improvement in asset quality and a more favourable trajectory for credit costs.

Markets are either portrayed as unstoppable or extremely fragile, whereas the truth generally lies somewhere in between, says Radhika Gupta of Edelweiss Mutual Fund.

July has also been traditionally good for foreign inflows, which aided market performance. According to data compiled from the NSDL, FPIs have been net buyers of Indian stocks in 9 out of 12 years.

Each Debenture provides the holder a premium seat on Centre Court or No.1 Court for The Championships for five years, along with the use of exclusive restaurants and bars.

For India, BofA Securities has raised the 2026 GDP (gross domestic product) forecast to 7 per cent from the 6.2 per cent forecasted in April. For 2027, it now pegs the GDP growth at 7 per cent.

The Sensex declined 10.3 per cent in H1CY26 amid persistent FPI selling, while small- and mid-cap indices outperformed on strong domestic investor support

Among sectors, the Nifty IT index, the worst performer among sectoral indices, tanked 27.8 per cent in H1CY26 as rising concerns around artificial intelligence (AI)-led disruption spooked investors.