Sai Aravindh

Inside Nifty's rise to new highs: Stocks and sectors driving the comeback

Recent upgrades by global brokerages such as HSBC and Goldman Sachs, which have turned overweight on India, have contributed to the upbeat momentum

Consumption stocks yet to fully price GST 2.0 boost: Analysts

The consumer sector, according to a Motilal Oswal note, reported the third quarter of mid-single-digit earnings growth of 5 per cent year-on-year in Q2-FY26

IT, pharma to gain most from rupee fall; don't jump to buy yet: Analysts

On Monday, the rupee advanced amid reports that the RBI resumed efforts to support currency via overseas and onshore markets

Nvidia's bullish outlook: What it means for Mag 7, Indian IT and FII flows

Nvidia projected fourth-quarter revenue of $63.7-66.3 billion, topping the $61.98 billion average analyst estimate, according to Bloomberg

Infosys buyback opens Nov 20: Date, tax payable, should you tender shares?

For an investor in the lower tax slabs, it would be better to participate in the Infosys buyback as it would leave them with higher proceeds, analysts said

DMart to Swiggy: CLSA picks top stocks to ride India's consumption story

CLSA noted that India's largest consumption categories, those with market sizes above $1.5 billion, are concentrated in beauty and personal care products

D-St to act as hedge for funds looking to trim global AI play, say analysts

Analysts are growing cautious about the surge in semiconductor and AI stocks, warning that stretched valuations may signal a bubble

Nifty IT stocks extend surge, gain 5% in 3 days; Should you buy this rally?

Nuvama noted that IT services companies outperformed expectations in Q2, supported by stronger growth, margin expansion, and healthy deal wins

India, US trade deal not priced in yet; can bring back FII flows: Analysts

Goldman Sachs sees a case for India to perform better next year, with growth-supportive policies, earnings revival, supportive positioning and defensible valuations

Tata Motors demerger: What lies ahead for PV and CV businesses post split

Tata Motors Commercial Vehicles will list on November 12, 2025, on stock exchanges under the 'T' Group, with a face value of ₹2 each

MSCI Nov rejig: Fortis Healthcare, Paytm among 4 entrants in Standard Index

Fortis Healthcare and GE Vernova have rallied 41 per cent and 51 per cent, respectively, compared to an 8.2 per cent advance in the Nifty50

Tata Motors split: How will passive funds respond to CV arm demerger?

Under the approved demerger scheme, the commercial vehicles arm will have the name Tata Motors, which is expected to be listed soon

S&P 500, Nasdaq could rise 15-20% over the next 12 months: Mark Matthews

He described the current market sentiment related to AI stocks as "crazy," amid the hype surrounding tech leaders such as Nvidia's Jensen Huang and OpenAI's Sam Altman

Set for the best month since Nov 2024, is Nifty IT out of the woods?

Among individual stocks, Infosys has risen by 4 per cent, while Tata Consultancy Services (TCS) and HCL Technologies have risen by 5.8 per cent and 9.8 per cent, respectively thus far in October

Nifty IT set for best month since July 2024; but is it out of the woods?

Analysts remain mixed on IT stocks' outlook, with some cautioning that the optimism around the technology pack could be short-lived

Earnings revival to liquidity boost: Key factors to watch this Samvat 2082

Analysts believe the impact of the policy reforms announced in the latter part of Samvat 2081 will be the key domestic cues that may shape the markets in Samvat 2082

Large vs mid vs small caps: Where to look for alpha in Samvat 2082?

Key triggers for the upcoming Samvat include a broad-based consumption from GST 2.0, urban demand recovery, festive tailwinds, and an earnings acceleration

Record-setting 2025: Gold, S&P 500 on a tear; Nifty sits on the sidelines

47 highs for gold, 41 for S&P 500, none for Nifty this calendar year

Street cautious on TCS near-term outlook despite solid Q2 and AI ambitions

Shares dip after Q2 profit misses estimates; brokerages cite solid AI plans and margin gains but flag weak near-term growth visibility

Silver ETFs fall up to 4% on Friday; still up as much as 86% YTD

Silver ETFs Fall Today: Year-to-date (Y-T-D), Multi Commodity Exchange (MCX) spot gold is up 60 per cent, and MCX spot silver has jumped 84 per cent, per Bloomberg