Page 2 - Markets Insights

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

RPP Infra shares gain 4% on ₹134-crore order win; details here

RPP shares over 4 per cent after it secured a LoA from the Maharashtra State Infrastructure Development Corp for ₹134.21 crore

Nifty, Sensex trim gains after 1% surge; key factors fueling the rally

FMCG and auto stocks drove Nifty and Sensex higher by over 1 per cent each, alongside strong cement, insurance buying

JM Financial downgrades defence, industrials; turns bullish on consumption

JM Financial also turned underweight on banks, NBFCs and insurance as disbursement growth is likely to remain weak in FY26

HSBC flags 5 positives, 4 risks for Indian equities amid market uncertainty

Indian equities have trailed their EM peers by over 24 percentage points since mid-September 2024, primarily because of earnings weakness

Jio IPO, New Energy, AI focus: Brokerages decode RIL AGM and stock strategy

Reliance Industries got its 'Buy' call retained from most analysts, with a target price going as high as 27 per cent.

Stocks of domestic-facing firms lag despite tariff-related hedge calls

In August so far, gauges of FMCG stocks, realty, private and public sector banks have given muted returns, indicating mixed participation

Stock market close highlights: Jio IPO set for 2026; Reliance to double Ebitda by 2027; RIL down 2%

Stock market close highlights, Aug 29: Mukesh Ambani said Jio has surpassed 500 million customers and confirmed a Jio IPO planned for H1 2026

Stock market closing highlights: Sensex rises 329 pts led by IT shares; Nifty at 24,968

Sensex Today | Stock market closing highlights, Aug 25: In the broader markets, Nifty MidCap 100 was up 0.12 per cent, while SmallCap was down 0.04 per cent

IndiGo, Max Healthcare set for Nifty entry; announcement due post-market

IndiGo and Max Healthcare are likely to see inflows of approximately $507 million and $423 million, respectively.

Q1 results show early recovery signs; 18% of India Inc see earnings upgrade

Elara Capital trimmed its FY26 Nifty EPS estimate by 1 per cent to ₹1,165, while projecting a 15 per cent rise to ₹1,335 in FY27

Voltas shares plunge 8% as Q1 results miss estimates; should you sell?

Voltas shares fell 8 per cent after its June quarter earnings missed estimates, with its profit falling 58 per cent