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Market complacent on tariffs; additional 25% pure hypocrisy: Nilesh Shah

If someone wants 25 per cent returns, I don't see opportunities. For high single-digit or low double-digit returns, there are plenty, says Nilesh Shah of Kotak AMC in this exclusive interview.

RIL AGM: Expectations, stock historical performance, strategy decoded

At the bourses, meanwhile, the stock has been an outperformer, rallying nearly 16.5 per cent thus far in calendar year 2025 (CY25) as compared to 0.7 per cent gain in the BSE Oil & Gas index

Build a portfolio of equities, fixed income, precious metals: Taher Badshah

'Build portfolio of equities, fixed income, precious metals'

Will GST reform, S&P Global upgrade bring FIIs back to Indian stock market?

Thus far in calendar year 2025 (CY25), foreign institutional investors have dumped Indian equities worth Rs 1.17 trillion, shows NSDL data

GST reforms: How and where to invest in the stock market? Analysts decode

At the bourses, the consumption-driven theme has played out well thus far in FY26 with the Nifty India Consumption index rising nearly 11 per cent as compared to around 5 per cent rise in Nifty 50

AMCs that create value for investors will grow: DSP Mutual Fund MD & CEO

I have been an investor since 1998, and in both the best and worst of times, there has never been a day without worries or opportunities, says Kalpen Parekh, MD and CEO of DSP Mutual Fund (MF)

Caution name of the game in Indian markets, says Manishi Raychaudhuri

With tariff uncertainties, weakening earnings, and premium valuations, investors are urged to adopt selective stock-picking strategies while awaiting clearer market triggers.

JIO, Retail, O2C, New Energy: What analysts expect from RIL AGM on Aug. 29

At the AGM in 2024, Mukesh Ambani-controlled RIL guided for 2x growth in its business by 2030, with JIO and Retail envisaged to double over the next three-four years

FPI selloff may worsen as Trump ups India tariffs pressure

Analysts have largely attributed the selloff to the trade uncertainty triggered by Donald Trump's tariff-related policies

Markets seem to have priced in earnings downgrades: Yogesh Patil, LIC MF

Yogesh Patil of LIC Mutual Fund believes that trade near-term uncertainty around trade wars may impact the investment decisions for now.

Should you buy, sell, hold interest rate sensitive stocks post RBI policy?

Nifty PSU Bank, Nifty Private Bank and Nifty Bank index have outperformed the market,down in the range of 0.09 per cent to 0.25 per cent.

Brokerages decode DLF Q1FY26 results; check what's in store for the stock

Nomura, HSBC, Nuvama, JM Financial dissect realty major DLF's June quarter results and revise their target price on the counter.

Use any tariff-triggered market correction to buy, says Jitendra Gohil

India is in a unique position where the return on equity for BSE 500 companies is among the best globally, second only to the US, says Gohil

Brokerages size up US's trade punch: Tariff impact seen as limited

Brokerages are hopeful that the final tariff may land lower - 15-20% - as both nations continue to negotiate a solution

Goldman Sachs, Bernstein, Nomura: Brokerages decode Trump India tariffs

Export-oriented stocks, analysts said, can underperform in the near-term. Investor sentiment till trade talks turn positive from here is expected to remain cautious, they suggest

Mid, smallcap indices can dip up to 9% from here; analysts turn cautious

Historically, the combination of narrowing earnings differential, high valuations and prolonged outperformance, Nuvama said, has led to a large period of underperformance for SMIDs (2018-19)

LIC portfolio sees Rs 46,000 crore dent in July; RIL biggest value drag

Meanwhile, four IT companies combined - TCS, Infosys, HCL Technologies and Tech Mahindra - have made a dent of ₹15,321 crore in LIC's portfolio thus far in July

Markets aren't overheated at current levels: Rahul Arora of Nirmal Bang

Markets have already scaled a wall of worry - from tariff tensions and border skirmishes to unrest in West Asia, says Arora

Nuvama, 360One Wealth, Anand Rathi Wealth: Bernstein bets on asset managers

Until now, most wealth was self-managed, or managed by unorganised players. This, Bernstein feels, will change as rising return expectations, product complexity will trigger demand for professionals

India credit, charge card payment market to cross $300bn in 2025: Report

An important factor contributing to this uptrend in India, GlobalData believes, is the availability of installment facilities