Page 2 - Investment Strategies

Samvardhana Motherson shares rise 4% on Vision 2030 plan; upside left?

Samvardhana Motherson International (SAMIL) has impressed Dalal Street with its ambitious 'Vision 2030' strategy, aimed at transforming the auto ancillary giant into a diversified global powerhouse

Tariffs not a trigger point to exit equities: Equirus Asset's Sahil Shah

FII inflows will return once India's earnings growth shifts back to double digits, most likely in H2FY26, says Sahil Shah, CIO and fund manager of Equirus Asset Management

Investors pivot to quality, fundamental picks over momentum: PGIM India MF

As investment patterns in the Indian markets shift to high growth and good quality stocks, PGIM India MF suggests a portfolio strategy

MOFSL recommends these two top banking stocks for your portfolio; details

Retail lending, which had been the mainstay of growth for private banks, has decelerated sharply across both secured and unsecured categories.

Bluehill VC to announce final close of maiden fund by end of 2025

Bluehill VC is targeting the final close of its ₹350 crore maiden fund by the end of 2025. The firm has already raised ₹225 crore and has made investments in deep-tech startups

'Markets will continue to attract more flows compared to bank deposits'

Nikhil Ranka, chief investment officer - equity alternatives at Nuvama Asset Management, says investors could scout for bottom-up mid-caps and small-caps stocks to generate superior returns

Anup Saha resigns as Bajaj Fin MD: Impact & investment strategy explained

Bajaj Finance share may remain steady in the near-term with Rajeev Jain returning as the VC & MD, after Anup Kumar Saha resigned. Analysts weigh what this means for the stock ahead of Q1 results

How to spot alpha stocks in an uncertain stock market? Himani Shah explains

Stock market outlook: Uncertain times in stock markets present interesting opportunities to invest in high-quality companies at attractive valuations, says Himani Shah of Alchemy Capital Management

Outlook: Where to invest in an ageing bull market? Nuvama Equities decodes

Stock market outlook: As the pent-up demand-led stock market rally faces downside risks, analysts at Nuvama Institutional Equities share their investment guide for an ageing bull market

Motilal Oswal bullish on capital goods sector this week; check stock picks

Motilal Oswal sector of the week: The capital goods sector is riding a multi-year upcycle driven by public capex and energy transition imperatives

Markets stuck between rich valuation, tepid growth; SMIDs at risk: Report

Stock Market Outlook: The valuations of the Indian market and of most sectors and stocks are quite rich and well above fair values, cautioned Sanjeev Prasad of Kotak Institutional Equities

'Our fair price on Nifty50 is around 28,000 over the next 12 months'

The market is factoring in approximately 14 per cent earnings growth for the Nifty50 for FY26, according to Equentis Wealth Advisory Services

Earnings to events: Motilal Oswal says investors must alter their focus

With most adverse developments now under control, analysts from Motilal Oswal Private Wealth suggest investors switch their attention towards 'earnings' from 'events'

Where's the stock market headed in bull vs bear battle? An investor guide

India's initiatives to expand manufacturing capacity and increase spending will help offset any weak global demand, Moody's said

Banks, defence, OMCs: Which PSU stock to buy now? Analysts pick top bets

PSU stocks to buy: Bharat Dynamics, Mazagon Dock Shipbuilders, Garden Reach Shipbuilders, Bharat Electronics, Hindustan Aeronautics, and Cochin Shipyard have surged up to 59 per cent this year

Where is Gautam Sinha Roy of ICICI Pru Life Insurance investing now?

As a strategy, we prefer domestic-focused sectors like BFSI, Consumption, Industrials, Healthcare, and Telecom, says Gautam Sinha Roy, equity & fund manager at ICICI Prudential Life Insurance.

Nifty outlook, stocks to buy today: Chandan Taparia's trading guide, May 14

Nifty share price: Nifty has formed a bearish candle on the daily frame and has formed higher lows over the last two trading sessions

Where to invest as markets look past trade, India-Pak war, Q4 earnings?

Stock market outlook: Analysts suggest investors invest in domestic economy-facing sectors

Worst over but full blown 'tariff war' not priced-in by markets: Analysts

Stock Market News: Donald Trump is set to impose reciprocal tariffs on all the US' trading partners including India, on April 2, 2025

Stocks to buy today: Ruchit Jain of Motilal Oswal picks NTPC, JSW Steel

Stocks to Buy Today, March 6, 2025: The recent correction in the Dollar Index should also support metal stocks due to their inverse correlation