Page 2 - Sirali Gupta

Indian stock markets only loser among EMs in FY26: What lies ahead?

Going ahead, analysts believe the probability of another year of relative underperformance remains high, unless earnings improve meaningfully, crude stabilises, and foreign flows return

Nomura flags stress in MSME, vehicle loans as fuel shock hits NBFC sector

The brokerage assessing the impact of a prolonged conflict noted that these segments face the highest near-term risk, while housing, gold, and power loans appear relatively better insulated

Nifty Metal gains 1% in weak mkt; Nalco, Hindalco, Vedanta lead rally

At 9:40 AM, individually, among others on the National Stock Exchange (NSE), National Aluminium Company (Nalco) jumped 6.11 per cent, followed by Hindalco up 4.3 per cent, Vedanta rose 3.66 per cent

How is West Asia conflict impacting metal companies? Axis Sec decodes

Nifty Metal fell as much as 1.6 per cent in trade to day's low at 11,156.7. At 10:49 PM, 14 out of 15 stocks on the index traded with losses

What will Infosys gain from $560 million Optimum, Stratus acquisitions?

Nomura believes the above two acquisitions and Versent (which is pending closure due to regulatory approvals) could contribute 225 basis points (bps) to Infosys' revenue growth in FY27F

IndiGo shares slip 2% in trade; Motilal Oswal cuts target price on stock

In a month, IndiGo shares have declined over 10 per cent, compared to Sensex's fall of over 7 per cent

Stocks to Watch today, Mar 27: Oil stocks, UltraTech Cement, Infosys, Ola

Stocks to Watch today, March 27, 2026: BPCL, IOCL, Oil India, RIL, and others will be in focus; here's why

From crude to currency: Key triggers that could influence markets in FY27

Foreign outflows, the West Asia conflict, rupee depreciation, uncertainty around US tariffs, and elevated valuations were among the key factors that influenced investor sentiment

Sagility shares jump 8% in trade; Nomura initiates 'Buy', sees 40% upside

Nomura has initiated coverage on Sagility with a 'Buy' rating and target price of ₹55, implying 40 per cent upside from current levels

Bajaj Finserv gains 2%; Motilal Oswal initiates coverage, see 11% upside

Motilal Oswal believes Bajaj Finserv is entering a phase of broad-based growth as it strengthens its presence across lending, insurance, and emerging financial platforms

Stocks to Watch today, Mar 25: OMCs, RIL, SBI Card, NTPC Green, TVS Motor

Stocks to Watch today, March 25, 2026: From OMCs to RIL, here is a list of stocks that will be in focus today

Iran war impact: Consumer durables, plywood, pipes stocks slide up to 21%

Higher crude prices are pushing up the cost of petrochemical-based inputs such as plastics, resins, insulation materials, and packaging, while also inflating fuel and logistics expenses

10 pharma firms launch semaglutide in India; Nomura sees ₹12k-cr mkt

Companies including Dr. Reddy's Laboratories, Sun Pharma, Zydus Lifesciences, Natco Pharma, Alkem Laboratories, and Torrent Pharmaceuticals have developed their own formulations

Gold, silver prices crash 45% from their peak: Buy or avoid related stocks?

The fall in gold prices, according to analysts, may actually support jewellery demand in the medium-term, even though it may create short-term pressure for some players

Motilal Oswal initiates coverage on Urban Company; sees 14% upside

The brokerage believes Urban company is well positioned to benefit from the gradual shift of India's fragmented home services market towards organised, tech-led platforms

Nifty50 valuations ease amid oil surge, geopolitical jitters: JM Financial

Despite global headwinds, consumption trends held up, banking and household financial activity remained steady

Stocks to Watch today, Mar 24: HDFC Bank, Coal India, Oil stocks, Wipro

Stocks to Watch today, March 24, 2026: From HDFC Bank to oil related stocks, here is a list of shares that will remain on investors' radar

Petronet LNG drops 8%; Nomura flags cash flow risk from LNG disruption

In a month, Petronet LNG shares fell 15 per cent, compared to Sensex's fall of 10.5 per cent

Markets in panic mode: India VIX spikes 15% in trade; up 91% since Feb. 27

Since February 27, 2025, when the war initiated, India VIX has spiked over 91 per cent

Oil turmoil: OMCs raise industrial diesel rate; ATF hike likely from April

According to a Nomura note dated March 22, industrial diesel prices were increased to ₹109.59 per litre from ₹87.57 per litre on March 20, marking a jump of about 25 per cent