What cigarette tax hike means for 37 lakh ITC shareholders? Jefferies explains

What cigarette tax hike means for 37 lakh ITC shareholders? Jefferies explains

The finance ministry’s notification on sharp rise in excise duty for cigarettes is “clearly negative” for ITC in the near term, Jefferies has warned, flagging a meaningful hit to volumes and earnings even as it keeps its positive stance on the stock. Jefferies describes the move as “a meaningful negative surprise for the legal cigarette … Read more

Sandeep Tandon on valuations, IPO hype and investor discipline

Sandeep Tandon on valuations, IPO hype and investor discipline

The year 2025 will likely be remembered as one of the most psychologically testing phases for investors, marked by sharp valuation excesses, uneven participation and a widening gap between headline indices and individual portfolios. Reflecting on the period, Sandeep Tandon, CIO, Quant Mutual Fund in an interview to ET Now said, “See, important or key … Read more

Premium housing to stay buoyant in 2026 on strong end-user demand: Savills India

Premium housing to stay buoyant in 2026 on strong end-user demand: Savills India

India’s premium residential market delivered a standout performance in 2025, with capital values rising sharply across key cities, led by under-construction projects that recorded price appreciation of up to 36% year-on-year, according to the latest report by Savills India. Strong end-user demand, improving infrastructure-led connectivity, limited supply in prime locations, and rising input costs emerged … Read more

Positive Breakout: These 11 stocks cross above their 200 DMAs – Upside Ahead?

Positive Breakout: These 11 stocks cross above their 200 DMAs – Upside Ahead?

As of December 31, 2025, 16 stocks in the Nifty 500 segment closed above their 200-day moving average (DMA). Of these, we have highlighted the top 11 stocks that posted gains of more than 1.5%, based on StockEdge’s technical scan data. The 200-day daily moving average (DMA) is used as a key indicator by traders … Read more

Fund managers urge diversification amid AI and valuation concerns

Fund managers urge diversification amid AI and valuation concerns

As the curtain drops on a year of volatile trade, equity investors are pinning hopes on a calmer 2026. With the consensus in favour of the Nifty gaining 8-14% in the new year, as per a recent ET Markets poll, the mood is far more assured than it was early in 2025. It’s underpinned by … Read more

Warren Buffett retires today: Berkshire faces its first dawn without the Oracle of Omaha

Warren Buffett retires today: Berkshire faces its first dawn without the Oracle of Omaha

Warren Buffett steps down as chief executive of Berkshire Hathaway today, closing one of the longest and most consequential tenures in modern corporate history and forcing investors to confront whether America’s most venerated conglomerate can thrive without the man who defined it? The retirement, announced at Berkshire’s annual shareholders’ meeting earlier this year, hands day-to-day … Read more

IT, Fintech poised for a comeback as market leadership expands ahead of 2026: Rajat Sharma

IT, Fintech poised for a comeback as market leadership expands ahead of 2026: Rajat Sharma

After a prolonged phase of narrow market movement and selective sectoral leadership, investors are increasingly reassessing where fresh opportunities could emerge as India heads into 2026. While metals, auto stocks, PSU banks and financial services have dominated returns over the recent past, attention is gradually shifting to segments that have lagged, particularly information technology, real … Read more

The Great Divide: When the mood overtakes the math

The Great Divide: When the mood overtakes the math

Over the last few months, Indian markets have witnessed a series of extraordinary developments leading to shocking data points which under normal circumstances, would only surface during periods of deep macro stress. Yet today, they are unfolding in a macro environment that is fundamentally robust and resilient. This piece attempts to find the underlying drivers … Read more

New year stock picks 2026: Why MandM, Marico, Hindustan Petroleum offer up to 20% potential upside – Solid Bets

New year stock picks 2026: Why MandM, Marico, Hindustan Petroleum offer up to 20% potential upside – Solid Bets

Target: Rs 525/550 Hindustan Petroleum continues to trade in a strong long-term uptrend, having resumed its bullish structure after an earlier corrective phase. The stock has posted higher highs and higher lows and is currently undergoing a healthy consolidation near the upper end of the range, indicating profit booking rather than a trend reversal. The … Read more