Domestic mutual funds shifted focus to India-facing growth stocks in December, increasing bets on financials, consumption and aviation while trimming global-facing names
Aberdeen Group Plc sees Indian stocks staging a rebound next year, while Principal Asset Management Co. and Eastspring Investments view the market's low correlation with AI trade
Corporate earnings growth is expected to sustain in the mid-teens for FY27. If markets follow earnings growth trajectory, we see Nifty around 28,500-30,000 by end-2026, Rungta said
Trent has seen a 36.5% drop in its share price in the last 12 months and offers an attractive combination of low valuation, earnings resilience in recent quarters, and a relatively high RoNW of 29%
Even as it invests in new greenfield plants and broadens its distribution network to capture demand, Varun Beverages is maintaining profitability through operational discipline and cost efficiency
Improving trade links with the world's second-biggest economy add to a string of positives for India, including the prospect of further central bank interest-rate cuts
Both February and August were marked by sharp foreign portfolio investor outflows, cautious investor positioning, and sharper declines in broader market segments versus frontline indices
Avendus Spark Institutional Equities narrowly sidestepped potentially disruptive error in Clean Science and Technology block trade, as investment banker was acting as buyer and seller, sources said
Besides India, Korea, Brazil, United Arab Emirates (UAE), Poland and Philippines are the other emerging markets (EMs) where JP Morgan has maintained an 'overweight' stance
The regulator says that the high-frequency trading giant has made $4.3 billion from India in a little over two years, and so far its officers have only investigated trades in one index
The IPO is the biggest since Hyundai Motor India Ltd.'s record $3.3 billion deal in October and comes as institutional share placements and listings are picking up after a lull