Latest posts
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Valuations of IT stocks already capture most of AI disruption risk: Chintan Haria
The Nifty IT index’s 25% fall in 2026 may have already priced in much of the threat from AI. Chintan Haria of ICICI Prudential AMC sees selective opportunities in companies positioned to benefit from data engineering, cloud migration, legacy modernisation and AI integration.
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ET Alpha Wealth Summit 2.0: Date, venue, speakers, agenda and registration
The ET Alpha Wealth Summit 2.0 set to be held on October 8 at ITC Maratha in Mumbai. Leading investment experts will convene to discuss trends affecting capital flows and investment strategies. Keynote speeches and panel discussions will cover topics such as alternative assets, structured debt, and family office investment frameworks. The summit aims to…
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IPO bonanza: 29 companies to list this week; GMPs signal returns of up to 59%
After a busy fundraising period, the primary market turns its focus to 29 listings this week. Grey market trends remain mixed, with Vans Electroengineerings signalling a potential 59% gain, while several companies indicate flat debuts.
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Rate cut cycle near turning point. What lies ahead for Indian bonds?
The RBI is expected to signal monetary tightening at its October policy meeting as stronger economic growth, rising oil prices and elevated US Treasury yields fuel inflation concerns. Higher domestic rates could support the rupee but raise borrowing costs for the government and companies while pressuring equities and consumption.
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What will bring foreign investors back to Indian stock market? 5 things that should go right
FPIs sold more than Rs 25,000 crore of Indian equities in September as surging US bond yields, elevated crude prices and a weaker rupee reduced India’s appeal. Cooling yields and oil, currency stability, strong Q2 earnings and attractive valuations could bring foreign investors back.
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Bajaj Finance: Why this rare Nifty outperformer is likely to reward investors in a muted market
Bajaj Finance is down only about 2% in 2026 against a roughly 13% fall in the Nifty, even as FPI outflows reached $26.8 billion year to date. the relative strength rests on a Rs 17,500 crore capital raise (QIP plus promoter warrants), which Jefferies sees lifting FY28e BVPS by 8% with eps broadly flat.
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Auto sales surge in September, but GST base clouds the picture. Can stocks rebound ahead of Q2 results?
India’s auto sector delivered a mixed September, with strong passenger- and commercial-vehicle sales offset by weak tractor and domestic two-wheeler demand. Festive buying could support growth, but rural stress, rising input costs and excess dealer inventory pose risks to margins.
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7 midcap stocks with rising EPS for four straight quarters. Are they in your portfolio?
Seven NSE midcap companies, including Poonawalla Fincorp, Nykaa, Laurus Labs and Lodha Developers, reported sequential EPS growth for four consecutive quarters through the June 2026 quarter, according to StockEdge data.
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Axis Direct picks 5 smallcap stocks with up to 40% upside potential. How many do you have?
After eight consecutive weeks of market losses, Axis has identified five small-cap stocks offering up to 40% upside following the sharp correction.
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Bonus issues, stock splits and dividends: 10 stocks turning ex-record date this week. Do you own any?
This week marks an exciting period for investors as various companies, including NMDC, BLS E-Services, and GTV Engineering, have revealed their record dates for notable corporate actions such as bonus issues and stock splits. Additionally, PTC India and Shankara Buildpro are preparing to issue dividends while executing stock splits. Mold-Tek Technologies and others will reward…