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Next two quarters will be tough for the markets, B. Gopkumar, Axis MF

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.

HDFC Securities recommends Bull Spread on Bajaj Finance, MidCap Nifty

Nandish Shah, senior technical/ derivative analyst at HDFC Securities reckons that MidCap Nifty and Bajaj Finance have seen long build-up, and are favourably placed on the charts.

RBI's forex deposit measures raise hopes of margin recovery for banks

RBI's measures to attract foreign currency inflows are expected to improve liquidity and support lending margins as major private sector banks, including HDFC and Axis Bank, report Q1 earnings

Dabur's double-digit Q1FY27 growth must sustain to drive stock rerating

Strong Q1FY27 revenue growth, improving rural demand and healthy international business support Dabur's outlook, but sustained revenue momentum remains crucial for a stock rerating