For a balanced portfolio, Shiv Gupta of Sanctum suggests holding around 40 per cent in equities, 25 per cent in debt, and 25 per cent in alternatives, including private equity, private debt, and gold
Foreign investors remain overwhelmingly concentrated in India's largest companies, while domestic fund flows are increasingly directed towards midcap and smallcap stocks
IT companies on an average returned 85% of profits to shareholders via dividends or buybacks, with less than 15% reinvested in capacities and capabilities; the case is almost inverse for pharma firms.
Market correction is largely over and valuations remain attractive, says Mirae Asset CIO Neelesh Surana, citing earnings recovery and India's strong macro outlook
Angel One Group CEO Ambarish Kenghe discusses market volatility, India's long-term growth story, AI-led investing, retail participation, and tapping tier-2/3 cities for the next 100 mn investors
PL Capital says defence, power and capital goods stocks remain richly valued, while IT, retail, hotels and real estate trade below historical averages
Experts believe the markets, which were already nervous owing to the West Asia war, may have overreacted to PM Modi's appeal for austerity measures given the sharp fall seen in the last two days.
JP Morgan has revised down its FY27 earnings estimates by 2-10 per cent on a weighted-average basis over the last few weeks across sectors such as Consumer, Auto, Financials and OMCs
In developed markets, we are investing in defence & aerospace, power turbines & plant construction, the data center supply chain and in ultra-luxury consumption plays, Mukherjea said.
PL Capital has advised investors to adopt a cautious yet opportunistic approach, focusing on quality names, diversification, and sectoral selectivity.
The downward movement in the market was reflected in market breadth, as the BSE advance-decline ratio stood at 1:6.6, meaning only one stock gained for every seven weak counters
The six stocks that will join the F&O segment include Adani Power, Cochin Shipyard, Hyundai Motor India, Motilal Oswal Financial Services, Nippon Life India Asset Management, and Vishal Mega Mart
Oil prices, Rogers said, could definitely cross $100 a barrel again, especially if the geopolitical developments continue.
Stock Market Highlights Feb 27, 2026: In the broader market, the Nifty MidCap and the Nifty SmallCap indices ended 1.14 per cent and 1.10 per cent down, respectively.
Sensex Today| Stock Market Highlights on February 26, 2026: In the broader market, The Nifty MidCap ended 0.66 per cent higher, and the Nifty SmallCap index ended 0.01 per cent down.
Stock Market Highlights on February 25, 2026:The Nifty MidCap and the Nifty SmallCap indices ended 0.58 per cent and 0.96 per cent higher, respectively.
Stock Market LIVE on February 24, 2026:The Nifty MidCap and the Nifty SmallCap indices ended 0.32 per cent 0.55 per cent down, respectively
Sensex today | Stock Market LIVE on February 23, 2026: The Nifty MidCap ended 0.43 per cent down, while the NSE SmallCap ended 0.29 per cent higher
UR Bhat, co-founder & director, Alphaniti Fintech says the trade deals have cleared the air as regards the EU and the US stance, and expects the market to react to finer details of the India-US deal.
Sensex Today | Stock Market Highlights on January 9, 2025: In the broader markets, the Nifty Midcap 100 and the Nifty Smallcap 100 ended 0.79 per cent and 1.81 per cent lower, respectively