Puneet Wadhwa

TCS to Infosys: 9 out of 10 Nifty IT stocks trade up to 27% below 200-DMA

The Nifty IT currently quotes around 20 per cent below its 200-DMA. TCS, Infosys, Wipro and HCL Technologies are down in the range of 21-26 per cent form respective 200-DMAs.

Bernstein, Macquarie rejig India stock portfolio as West Asia tensions ease

While retaining HDFC Bank, Bernstein has added Axis Bank to its portfolio amid hopes of an improvement in asset quality and a more favourable trajectory for credit costs.

Indian markets are not fragile; tepid Q1 earnings priced in: Radhika Gupta

Markets are either portrayed as unstoppable or extremely fragile, whereas the truth generally lies somewhere in between, says Radhika Gupta of Edelweiss Mutual Fund.

Sensex in July: 23-year history suggests index can deliver a solid return

July has also been traditionally good for foreign inflows, which aided market performance. According to data compiled from the NSDL, FPIs have been net buyers of Indian stocks in 9 out of 12 years.

The Wimbledon Debenture: A front-row seat and a winning investment

Each Debenture provides the holder a premium seat on Centre Court or No.1 Court for The Championships for five years, along with the use of exclusive restaurants and bars.

​BofA Securities sees Brent crude oil averaging at $72 a barrel in H2CY26

For India, BofA Securities has raised the 2026 GDP (gross domestic product) forecast to 7 per cent from the 6.2 per cent forecasted in April. For 2027, it now pegs the GDP growth at 7 per cent.

Sensex logs worst H1 decline since pandemic as broader indices outperform

The Sensex declined 10.3 per cent in H1CY26 amid persistent FPI selling, while small- and mid-cap indices outperformed on strong domestic investor support

Small, midcaps set to steal a march over large-cap peers in H1

Among sectors, the Nifty IT index, the worst performer among sectoral indices, tanked 27.8 per cent in H1CY26 as rising concerns around artificial intelligence (AI)-led disruption spooked investors.

Hynix, Samsung: Why is Chris Wood betting big on these South Korean companies?

While hyperscaler cloud providers face margin pressures, Wood views memory producers as the most leveraged way to play the relentless AI investment cycle.

Fertilisers, FMCG: Markets not overly worried about weak monsoon just yet

According to a recent India Meteorological Department (IMD) release, India recorded 45.6 mm of rainfall by June 20 against the seasonal normal of 84.4 mm, resulting in a 46 per cent shortfall.

Kospi crash, SpaceX fall: Is bull-run in AI-related stocks nearing an end?

While AI as a concept is here to stay, said U R Bhat, co-founder & director, Alphaniti Fintech, it is the valuation of the related companies that's worrisome.

Worst is over for crude oil prices for now: Jim Burkhard, S&P Global Energy

Oil prices will remain volatile, but we expect Brent to move into the $80-$90 range, says Jim Burkhard, vice-president and head of research for oil markets, energy and mobility at S&P Global Energy.

This tech indicator suggests market is at crossroads; what to expect next?

An analysis of Nifty 500 stocks, reveals that nearly 50 per cent of the shares trade on either side of the long-term 200-day moving average; thus suggesting that the market is at crossroads currently.

Large, marquee IPOs do not guarantee an instant jackpot for investors

Retail investors, said G Chokkalingam, founder and head of research at Equinomics Research, must look at company's valuation relative to listed peers, outlook for the sector before investing.

Marc Faber sees 20% fall in Indian markets, prefers to stay in cash

Marc Faber, editor and publisher of 'The Gloom, Boom & Doom Report', says that his advice is to stay in cash and bonds for now

From Nomura to Emkay: Brokerages decode RIL 49th AGM fine print

RIL stock will re-rate on a continuous basis as key milestones of transition are achieved, starting with the JIO IPO and subsequently the commissioning of 10 GW integrated solar project, analysts said

Patent expiry: A $5 bn opportunity for Indian pharma majors, says report

Lupin, Intas Pharmaceuticals, Sun Pharma, MSN Laboratories, Natco Pharma, Zydus Life Sciences and Dr Reddy's Laboratories are some of the companies, the note said, that could potentially benefit.

Accenture impact: Nifty IT index cracks 6%; TCS, Infy, TechM plunge up to 8%

Indian IT stocks fell on Friday as Accenture narrowed its annual revenue growth forecast and issued weaker-than-expected fourth-quarter guidance, despite steady quarterly earnings.

Hindalco, Coal India: UBS turns selectively bullish on Indian metal sector

Aluminium remains is UBS' preferred sub-sector, that offers a mix of earnings growth (cyclical tailwinds), valuation support, and potential to deleverage.

Jio IPO details, data centre strategy: Expectations from RIL's 49th AGM

RIL's annual report, according to CLSA, highlights the company's ambition to leverage AI offerings, plans to expand data centre capacity, along with progress in new energy.