Markets Insights

ICICI Securities initiates coverage on Netweb with 'Buy'; sees 28% upside

ICICI Securities has set a target price of ₹4,110 per share for NetwebTechnologies, implying an upside potential of 28 per cent from Friday's close

SEPC shares soar 13% on ₹3,300-crore mining project JV; details here

SEPC shares rose 13 per cent on Monday after it secured its entry into a ₹3,300-crore mining consortium project,with an estimated project tenure of around 10 years

Top wealth creators of 2020-25: biggest, fastest and consistent stocks here

The pace of wealth creation during 2020-25 was the fastest in 17 editions of Motilal Oswal's study and well above the BSE Sensex's 21 per cent return

Emkay sees extreme near-term volatility; says India-US trade deal key

The equity market is finally feeling the pinch, as both global funds and local investors head for the door, Emkay Global said in a report.

Inside Nifty's rise to new highs: Stocks and sectors driving the comeback

Recent upgrades by global brokerages such as HSBC and Goldman Sachs, which have turned overweight on India, have contributed to the upbeat momentum

Consumption stocks yet to fully price GST 2.0 boost: Analysts

The consumer sector, according to a Motilal Oswal note, reported the third quarter of mid-single-digit earnings growth of 5 per cent year-on-year in Q2-FY26

IT, pharma to gain most from rupee fall; don't jump to buy yet: Analysts

On Monday, the rupee advanced amid reports that the RBI resumed efforts to support currency via overseas and onshore markets

D-St to act as hedge for funds looking to trim global AI play, say analysts

Analysts are growing cautious about the surge in semiconductor and AI stocks, warning that stretched valuations may signal a bubble

Retail investors' NSE market-cap share at 22-yr high of 18.75% in Q2FY26

After four successive quarters of decline, total promoter ownership in NSE-listed and Nifty 500 companies held broadly steady at 50.1 per cent and 49.3 per cent, respectively, in Q2-FY26

India, US trade deal not priced in yet; can bring back FII flows: Analysts

Goldman Sachs sees a case for India to perform better next year, with growth-supportive policies, earnings revival, supportive positioning and defensible valuations

KFC, Pizza Hut operator stock slips 3% after muted Q2 results; details here

Devyani International shares fell 3 per cent after the company reported muted second-quarter earnings for the second quarter

From Marico to TCS: Here are 10 defensive stock that may bounce back

The Great Defensive Slump: 2025 turned FMCG, IT, and pharma into market laggards. Yet with earnings stable and valuations cooling, their next move could surprise

Earnings revival to liquidity boost: Key factors to watch this Samvat 2082

Analysts believe the impact of the policy reforms announced in the latter part of Samvat 2081 will be the key domestic cues that may shape the markets in Samvat 2082

Record-setting 2025: Gold, S&P 500 on a tear; Nifty sits on the sidelines

In 2025 so far, Nifty and Sensex have risen by nearly 7 per cent, while gold and silver have rallied 53.09 per cent and 74.65 per cent, respectively

KRBL shares gain 3% after winning ₹402.8-crore bid for Panipat land

KRBL shares rose 3 per cent after it was declared the successful bidder in the E-auction for the acquisition of immovable properties in Panipat, Haryana

Two big triggers that could stop FIIs from selling India stocks in H2FY26

The near-record selling by foreign investors has come at a time when policymakers have already played their best cards, for now, analysts opine.

Happy all-time high anniversary, Nifty; Que sera sera!

Nifty and Sensex had closed at record levels on September 26, 2024, while the broader Mid and Small-cap gauges hit a record on September 24 last year

Easy money via F&O is over; discount brokerages to be hit: Systematix MD

Domestic consumption continues to drive robust growth, with strong performance expected across automotive, staples, and discretionary segments, Khandelwal said

GST revamp to drive macro tailwinds; Antique backs consumer discretionary

The GST 2.0 is expected to deliver a significant consumption boost of around ₹2.8 trillion, equivalent to 0.7 per cent of GDP, Antique Broking said

GST revamp to fuel consumption growth: Motilal Oswal's sector of the week

The recent tax cuts and GST reform, along with the broader policy shift, indicate a push toward consumption-driven growth, Motilal Oswal said