Puneet Wadhwa

​US 10-year bond yield topping 5% a near-term risk for markets: Chris Wood

The rate on 10-year Japanese government notes, too, climbed higher to hit 3 per cent for the first time since 1996, while UK 30-year yields reached the highest since 1998.

₹1 trillion market-cap stock club swells 27% to 119 in FY27

Among the new additions, Laurus Labs saw its market-cap rise 92 per cent to ₹1.03 trillion from ₹53,546 crore as of March 30, 2026

Mid-, smallcaps' outperformance vs Nifty hits 2026 high; analysts weigh in

The Nifty Midcap and Smallcap indices outperformed the Nifty 50 index by 14 percentage points and 21 per centage points respectively at the peak levels in calendar year 2026, shows data.

HDFC Bank's Puri legacy hard to match; India expensive mkt: Shankar Sharma

SIPs have been marketed as a product that can deliver 12 per cent, 14 per cent and other such fantastical figures. These claims are made by people who have a vested interest in saying so, Sharma said.

Jefferies, Nomura: Brokerages on Sashi Jagdishan's decision to exit HDFC Bank

"Jagdishan's decision is incrementally positive as it removes one binary uncertainty," analysts at Nomura said in a note post the development.

6 months of West Asia war: Market winners, losers & the road ahead

At the bourses, meanwhile, investors sought refuge in realty, pharma and the metal pack. Their respective indexes on the NSE gained up to 17 per cent thus far, ACE Equity data shows.

Gold monetisation: Manappuram, MCX among Jefferies top stock picks

While gold has traditionally been a dormant store of value for Indian households, the current price upcycle is increasingly turning the asset into a source of liquidity through gold-backed loans.

FPIs pump in over Rs 27k cr in Aug; highest monthly flow since Sept 2024

Despite being net buyers for the past two months, FPIs are still net sellers in Indian equities thus far in 2026 with their net sales totalling Rs 2.27 trillion ($24.31 billion) in CY26, data shows.

​Hormuz disruption to keep oil prices firm; $100/bbl risk looms: Analysts

Rabobank expects Brent to remain volatile in the months ahead, with $70-$75/bbl acting as the lower-end support zone and $95-$100 forming the upper end of the range.

Delhi Master Plan 2047 puts brokerages' spotlight on Max, Fortis, Medanta

For hospital operators, a Jefferies note said the MPD introduces several measures that could improve asset productivity and enable higher capacity creation in land-constrained areas.

Opportunity to raise money via NFOs maybe limited: Chirag Setalvad, HDFC AMC

The slowdown in NFOs is more to do with the product suite being complete rather than concerns on the market's trajectory, Setalvad said.

ICICI Bank, SBI: Foreign brokerages pick winners in the Indian banking pack

Among large private banks, Goldman Sachs sees the strongest upside in ICICI Bank; Bernstein, meanwhile, rates ICICI Bank, Axis Bank, HDFC Bank and IndusInd Bank as 'Outperform.

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.