Nikita Vashisht

Buffett Indicator vs Nifty P/E: Analysts warn risk against mid, smallcaps

While the Buffett Indicator signals froth, Nifty P/E shows large caps are stable. The real risk, analysts said, lies in mid & small caps, where valuations remain stretched.

Retail investors tapped index-based investing amid Iran war: Vasanth Kamath

Retail investors remain resilient amid Iran war volatility, shifting towards index investing, diversification, and long-term strategies, says smallcase CEO.

Valuations favour private banks over PSBs: Kotak Institutional Equities

Kotak Institutional Equities is bullish on private banks over PSU banks peers citing better valuations and risk-reward.

AI tailwinds not enough: Analysts cautious on Indian IT after Accenture Q2

Accenture sees AI-led deal momentum, but analysts remain cautious on Indian IT stocks amid weak demand, macro risks, and uncertain growth outlook

Heatwave to boost power demand: Analysts pick top power stocks to invest in

Heatwave alert: Rising temperatures could drive a surge in power demand. Analysts see opportunities in select power stocks like NTPC, Tata Power, JSW Energy, and Adani Power.

HDFC Bank share price crash: These mutual funds may see the biggest hit

HDFC Bank share price plunged 8.6 per cent intraday, hitting a 52-week low. Here's how the fall impacts mutual funds, top MFs with highest exposure, and which funds increased or cut exposure in Q3FY26

Iran war, oil shock: What US Fed's move means for equities, bonds, gold?

Fed signals 'higher for longer' rates. Analysts decode how investors can navigate equities, bonds, and gold amid inflation risks and market volatility due to Iran war

What should investors do with HDFC Bank stock as Atanu Chakraborty resigns?

HDFC Bank shares hit a fresh 52-week low on Thursday, falling over 8 per cent on the NSE, following the resignation of its Chairman Atanu Chakraborty. Analysts warn of near-term pressure

Aviation stocks in turbulence? Analysts warn of more pain, advise caution

Aviation stocks: IndiGo and SpiceJet face pressure from high oil prices, DGCA free-seat rule, and West Asia tensions. Analysts advise caution despite up to 55 per cent drop in stock price in 2026

M&M share price up 8% in 3 days; analysts upbeat on growth, see 49% upside

M&M share price rose for a third straight session on Wednesday. Analysts at Nomura and SBI Securities are bullish on the stock citing strong SUV demand, EV growth, and attractive valuations

EV policy boost: Nomura sees gains for Tata Motors, M&M, Ather, Sona BLW

The latest recommendations by the Parliamentary Committee on EV policy reforms (PM E-DRIVE) could boost Tata Motors, M&M, Ather, and Sona BLW, said analysts at Nomura

Iran war impact: Emkay sees Nifty at 21,000; lists top 3 stocks to buy now

Emkay Global warns of a 10-per cent downside in Nifty as Iran war volatility keeps crude oil above $100 per barrel. It has picked HDFC Bank, Eternal, and Max Healthcare as top stocks to buy now.

Iran war pushes oil above $100; $110 crude may force fuel price hike: Elara

Crude oil above $110 could become a "breaking point" for India, forcing fuel price hikes and pressuring government finances, says Elara Capital. Notably, oil prices hit $106 per barrel on Monday

Operation 'Epic Churn': Kotak Equities' advise amid Iran war market crash

Analysts at Kotak Institutional Equities advise investors to use the Iran war-led market correction to rebalance portfolios and buy quality stocks amid valuation dislocations.

West Asia war may push cement prices higher; Nomura, Emkay pick top stocks

West Asia tensions may raise fuel and packaging costs for cement firms. Analysts see near-term margin pressure but suggest accumulating large-cap cement stocks.

LNG crisis bigger risk than oil; earnings may fall over 4%: Shriram AMC

Analysts at Shriram AMC warn that LNG supply disruption due to the Iran war may hurt India Inc earnings more than crude oil shortages

Voltas, Blue Star, LG: Will the LPG crisis weigh on air conditioner stocks?

Analysts are positive on AC stocks amid strong summer demand outlook, though they caution that LPG/PNG shortages and rising input costs could impact production in near-term

QSR stocks in a soup on LPG shortage: Don't sell in a panic, say analysts

LPG shortage triggered by Strait of Hormuz disruption is forcing QSR kitchens to shut or cut menus. Analysts say earnings may take a hit in Q4FY26 but advise investors not to panic

LPG shortage may hurt food delivery order growth in Q4FY26: Motilal Oswal

LPG supply disruption could slow Zomato and Swiggy order volumes as restaurants cut operations. Motilal Oswal expects a temporary impact on food delivery growth

Nomura bets on AI-led NBFC growth; Piramal, LT Fin, Tata Capital rated Buy

AI could transform NBFC lending and drive faster growth, according to Nomura. The brokerage has initiated coverage on Piramal Finance, L&T Finance, Tata Capital and HDB Financial.