Diwali 2025 Picks: Asit C. Mehta recommends these 9 stocks with up to 54% upside – Portfolio Ideas

Diwali 2025 Picks: Asit C. Mehta recommends these 9 stocks with up to 54% upside – Portfolio Ideas

Polycab, which operates in the cables and electricals sector, rounds out the list. The stock trades at Rs 7,581 and is expected to reach Rs 8,440, implying a potential upside of 11%. (Disclaimer: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of The Economic Times) … Read more

GK Energy shares rally 7% after D-Street debut, IPO investors see 15% gains

GK Energy shares rally 7% after D-Street debut, IPO investors see 15% gains

Shares of GK Energy extended their post-listing gains on Friday, surging 6.6% to hit an intraday high of Rs 175.95 on the BSE. This fresh upmove comes after the stock listed with an 11.8% premium over its issue price of Rs 153 earlier in the day, taking total listing gains for IPO investors to nearly … Read more

SBI Card likely to benefit from festival season and GST cuts: Amnish Aggarwal

SBI Card likely to benefit from festival season and GST cuts: Amnish Aggarwal

The Indian markets are witnessing a flurry of developments across multiple sectors, with pharma, credit cards, and real estate grabbing investor attention. Pharma Sector: Event-Driven MomentumSignificant activity continues in the pharma space, with Glenmark Pharma advancing its oncology portfolio, Dr Reddy’s partnering with Hetero for an HIV prevention drug, and Lupin receiving approvals for its … Read more

FMCG in a sweet spot after GST cuts and monsoon boost: Rajat Sharma

FMCG in a sweet spot after GST cuts and monsoon boost: Rajat Sharma

“For disclosure, HUL and Asian Paints have been my top picks since the beginning of this year, and I have mentioned this on your channel before. The slowdown in consumption had been so severe that a recovery was inevitable at some point. First, we had income tax rates being revised upwards, leaving more money in … Read more

Defence stocks overheated, wait for correction: Deven Choksey

Defence stocks overheated, wait for correction: Deven Choksey

“If we look at Mahindra & Mahindra’s example, where they appointed Anisha Shah as CEO from her prior CFO role, it also proves that a transition from CFO to CEO ensures financial discipline while scaling the business. In that sense, I believe PB Balaji is a good choice and could deliver even better results going … Read more

Market movement to be limited in coming quarter; be neutral on pharma: Amit Khurana

Market movement to be limited in coming quarter; be neutral on pharma: Amit Khurana

Amit Khurana, Head of Institutional Equities, Dolat Capital, says market movement is expected to be limited in the coming quarter. Headwinds will create a cooling period before buying resumes. Upside potential is capped, while downside risk is protected. The pharma sector faces challenges in FY26 due to normalizing tailwinds and US trade tariffs. A neutral … Read more

Q4 results today: Tata Motors, Airtel among 83 companies to announce earnings on Tuesday

Q4 results today: Tata Motors, Airtel among 83 companies to announce earnings on Tuesday

The fourth quarter earnings season is picking up momentum and on Tuesday as many as 83 companies will announce their quarterly numbers. Key earnings to watch out include from Airtel, Tata Motors, Cipla, Hero Moto and GRSE. Apart from the above, AB Capital, Alembic, ASK Automotive, Bharti Hexacom, Honeywell Automation, IB Infotech Enterprises, Indo Borax, … Read more

Stopping Nifty weekly expiry will deprive hedging opportunity: Anand James

Stopping Nifty weekly expiry will deprive hedging opportunity: Anand James

After BSE has announced that it will discontinue Bankex weekly expiries, the market is rife with speculations that NSE may choose Nifty Bank over Nifty as both exchanges have to pick one expiry under new Sebi rules. Nifty Bank brings in higher volumes for the exchange, and better trading opportunities for speculators, but if Nifty … Read more

Stocks in news: General Insurance Corp, ONGC, SpiceJet, GSK Pharma, Cipla

Stocks in news: General Insurance Corp, ONGC, SpiceJet, GSK Pharma, Cipla

Domestic markets traded subdued and ended the day nearly unchanged, continuing the ongoing gradual uptrend. In today’s trade, shares of General Insurance Corp, ONGC, SpiceJet, GSK Pharma, Cipla among others will be in focus due to various news developments. General Insurance CorpThe government has proposed to sell 6.78% stake in General Insurance Corporation of India … Read more

We would keep 12-15% cash and wait for stocks that would outperform over next 12 months: Sandip Sabharwal

We would keep 12-15% cash and wait for stocks that would outperform over next 12 months: Sandip Sabharwal

Sandip Sabharwal, asksandipsabharwal.com, says “the markets have corrected and people are correlating it to what might happen in the election. I do not think that is the right way to do it. I think markets fall under their own weight when they become overweight. So, the Indian market became overweight and is correcting a bit. … Read more