Puneet Wadhwa

Nearly three in four Indian crypto investors are under 35: CoinSwitch study

Despite differences in trading behaviour and portfolio construction, Bitcoin and Dogecoin emerged as the most popular crypto pairing across every age group in Q2-CY26 on the CoinSwitch platform.

Nifty makes history; fails to cross previous day's high for 12 straight sessions

While Nifty may be struggling to make new highs, history, analysts said, suggests such extended periods of failing to cross the previous day's high have often been followed by a meaningful upside.

Bernstein shuffles India portfolio as Q1 earnings offer stock-specific bets

Bernstein has, however, held on to some of the stocks in its earlier focus list - Larsen & Toubro (L&T), NTPC Axis Bank, HDFC Bank, Nuvama and HomeFirst.

'India has been competing for FII flows since 12 mths, but has been losing'

For FII flows to accelerate - lower crude oil prices, rupee stability and two consecutive quarters of earnings delivery without downgrades seem must, says Jignesh Desai of Centrum Broking.

Earnings & fundamentals are beginning to matter again: Vaibhav Chugh, Abakkus MF

The biggest opportunity for a fund house to differentiate itself lies in the strength of its investment philosophy, people, and processes, Chugh said.

Rs 44,000 crore wiped out in Tata group stocks; TCS accounts for 81% of fall

A sentiment knock across the pack was the realistic expectation, said Anirudh Garg, Fund Manager and Partner, INVasset PMS, with the magnitude inversely proportional to succession clarity.

Tata group stocks may shrug off Chandra's exit in the long run: Analysts

Most of the group stocks such as TCS, Titan, Tata Communications and Tata Motors PV traded with cuts of up to 4 per cent in intraday deals on Wednesday.

Britannia, HUL, M&M: UBS picks stocks to play the rural recovery theme

Shriram Finance (up 28 per cent), Eicher Motors (up 22 per cent), Cholamandalam Financial Holdings (up 19 per cent) and M&M (up 19 per cent) have outperformed Nifty 50 this far in FY27, data shows.

DII equity inflows top Rs 5 trillion for third straight calendar year

Within the Nifty-500, DIIs were overweight in Consumer, public sector undertaking (PSU) Banks, Oil & Gas, Telecom, Metals, and Technology sectors in the June 2026 quarter, reports suggest.

MCX, HDFC Bank, Lenskart: Chris Wood rejigs India portfolio

India, Wood wrote, continues to benefit from improving domestic fundamentals, with bank credit growth accelerating to 17-18 per cent year-on-year in 2026.

RBI policy & market outlook: Calm is conditional, say analysts

For Indian markets, the bigger issue over the next few months, analysts said, isn't the repo rate, but how much more geopolitical pressure the rupee can take before the central bank has to step in.

India could see $25bn inflow if GEM funds alter underweight stance: HSBC

HSBC had earlier upgraded Indian equities to "Neutral" from "Underweight" and raised its 2026-end target for the BSE Sensex index to 84,000 levels.

Bhel, Adani among key gainers of $5.5-trn Asia energy capex: Morgan Stanley

In the Indian context, Morgan Stanley expects the total power demand to rise 6.75 per cent between 2025 and 2030 to 668 terawatt-hour (TWh). Of this, datacenter will see a demand of 68 TWh.

Why Sensex jumped 504-pts, while Nifty plunged 184-pts Tuesday morning?

Ajit Mishra of Religare Broking explains that stock prices were adjusting following a variation in behaviour during Monday's closing auction session on the BSE and NSE.

Time ripe for India to outperform Emerging Asia & EM: Dinshaw Irani, Helios India

It is best for the investors miss the India IT pack bus as we believe with the adoption of AI, our IT services companies' revenue models will have to undergo a reset, Irani said.

DII holding hits record 21% in Nifty 500 cos; will their dominance continue?

In contrast, foreign institutional investor (FII) holding declined to a new low of 17 per cent in June 2026, the MOFSL note said.

Madhusudan Kela, Vijay Kedia: Smart investor portfolios beat markets in July

G Chokkalingam, founder and head of research at Equinomics Research expects markets to reward stocks of companies where there is valuation comfort, earnings visibility rather than a broad-based rally.

Nifty50 spends 100 trading days below 200-DMA, longest in a decade

The NSE Nifty 50 index has been quoting below its long-term 200-day moving average since February 27, 2026.

Chinese AI models can trigger massive capital destruction in US: Chris Wood

The best way to play the AI trade, Wood believes, is the picks and shovels trade, in terms of companies who are profiting, or are likely to benefit directly from the hyperscalers' spending.

Titan, private banks help Rekha Jhunjhunwala beat markets in FY27

Of the ₹7,756 crore total gain in her portfolio, one stock - Titan Company - has made her richer by ₹3,469 crore since April 2026