Indian Stocks

Domestic mutual funds turn homeward in December, pare global exposure

Domestic mutual funds shifted focus to India-facing growth stocks in December, increasing bets on financials, consumption and aviation while trimming global-facing names

Earnings, policy aid to lift Indian equities after 2025 underperformance

The Nifty ‍50 and Sensex advanced about 10 per cent and 8.5 per cent, ​respectively, in 2025, marking their tenth straight year of annual gains

Global funds view Indian stocks as top hedge against AI risks in 2025

Aberdeen Group Plc sees Indian stocks staging a rebound next year, while Principal Asset Management Co. and Eastspring Investments view the market's low correlation with AI trade

Markets in 2026: Avendus Wealth's Saurabh Rungta decodes an ideal portfolio

Corporate earnings growth is expected to sustain in the mid-teens for FY27. If markets follow earnings growth trajectory, we see Nifty around 28,500-30,000 by end-2026, Rungta said

Goldman Sachs upgrades Indian stocks to 'overweight' on growth momentum

The global brokerage has set a 2026 year-end target of 29,000 for the benchmark index Nifty 50, implying a 14% upside from Friday's close

Beaten-down stocks Part 1: Why Trent may be attractive bet at present level

Trent has seen a 36.5% drop in its share price in the last 12 months and offers an attractive combination of low valuation, earnings resilience in recent quarters, and a relatively high RoNW of 29%

Beaten-down stocks Part 3: Why Thermax may be worth buying at current level

The Thermax stock has dropped 37.9 per cent in the trailing 12 months to September, underperforming the BSE Sensex, which is down just 4.8 per cent

Beaten-down stocks Part 6: TCS is trading at valuations too good to ignore

TCS and the broader IT sector stand to gain from stable pricing, opportunities in agentic AI, and momentum in BFSI and hi-tech segments

Beaten-down stocks Part 7: Bajaj Housing Finance dip may be investors' gain

The stock is down 28.6% since September last year, with its price to book value more than halving over the period after a stellar IPO and listing

Beaten-down stocks Part 8: Analysts see upside in Tata Elxsi from here

Strong client relationships, differentiated capabilities, and presence across verticals make Tata Elxsi well placed for sustained growth

Beaten-down stocks Part 10: Correction in Varun Beverages opens entry way

Even as it invests in new greenfield plants and broadens its distribution network to capture demand, Varun Beverages is maintaining profitability through operational discipline and cost efficiency

Modi-Xi handshake, fresh tax cuts boost case for lagging Indian stocks

Improving trade links with the world's second-biggest economy add to a string of positives for India, including the prospect of further central bank interest-rate cuts

August Slump: Over 2,300 stocks in red, market breadth hits six-month low

Both February and August were marked by sharp foreign portfolio investor outflows, cautious investor positioning, and sharper declines in broader market segments versus frontline indices

Street Signs: Microcaps under microscope, double-edged deal, and more

Avendus Spark Institutional Equities narrowly sidestepped potentially disruptive error in Clean Science and Technology block trade, as investment banker was acting as buyer and seller, sources said

India relatively safe amid trade uncertainty; remain overweight: JP Morgan

Besides India, Korea, Brazil, United Arab Emirates (UAE), Poland and Philippines are the other emerging markets (EMs) where JP Morgan has maintained an 'overweight' stance

Jane Street deposits ₹4,840 cr to meet Sebi order, resume trading in India

Though trading restrictions are expected to be lifted, Jane Street remains prohibited from using the specific trading strategies flagged by Sebi

Sebi's ban on Jane Street hits options volumes, rebound expected soon

Since the order, index options premium turnover on the NSE and BSE exchanges declined on a week-on-week basis in four of five sessions

Sebi probe puts Jane Street's India trading strategy under spotlight

The regulator says that the high-frequency trading giant has made $4.3 billion from India in a little over two years, and so far its officers have only investigated trades in one index

HDB to debut on Mumbai bourse following biggest Indian IPO of 2025

The IPO is the biggest since Hyundai Motor India Ltd.'s record $3.3 billion deal in October and comes as institutional share placements and listings are picking up after a lull

Sebi tightens oversight on trading members' compliance post-inspection

Trading members, including trading houses and brokerages, have to submit a compliance status report within timelines set by the Sebi