India’s infrastructure theme is once again drawing investor attention as fresh order flows begin to pick up after a muted phase. Analysts say the trend fits the usual cycle where activity strengthens toward year-end, setting the stage for next year’s execution pipeline. Dharmesh Kant from Cholamandalam Securities in an interview to ET Now noted that … Read more
Axis Mutual Fund’s Jayesh Sundar outlines a calibrated contrarian roadmap for 2026, spotlighting segments where valuations, cyclical resets, and improving macros converge to create asymmetric opportunities. Even as broader markets consolidate, he identifies three pockets—IT, FMCG and select export plays—that could deliver meaningful upside as earnings visibility strengthens and global conditions stabilise. Edited excerpts from … Read more
India’s primary market continues to pull in heavy retail money even as parts of the secondary market move sideways. With IPOs such as Excelsoft seeing ~45x subscription and Sudeep Pharma drawing 98x, the trend of investors shifting their attention to fresh listings is unmistakable. Speaking to ET Now, Dipan Mehta, Director, Elixir Equities said the … Read more
The recent ferocious rally in defence stocks post the recent skirmish is yet another example of greed or FOMO taking over the rational investing behavior, says Atul Bhole, EVP & Fund Manager, Kotak Mahindra Asset Management Company. “Since Operation Sindoor, defence stocks bounced back significantly and are again trading at much higher valuations than can … Read more
Hyderabad: RED.Health recently launched Salus EMS, an innovative end-to-end emergency medical services (EMS) platform designed to improve the way emergency care is delivered in India. The EMS guarantees prompt interventions during life-threatening situations by filling up critical communication gaps between emergency rooms and ambulances, and optimising real-time communication to prepare hospital teams well in advance. … Read more
Brokerage UBS upgraded rating on Eicher Motors to Buy while Jefferies initiated coverage on Syrma SGS and Kaynes Technologies. Nomura also shared its views on oil marketing companies (OMCs) in the light of a Rs 2 per litre cut in petrol and diesel prices. We have collated a list of recommendations from top brokerage firms … Read more
The worst August selloff in years for emerging-market assets eased on Tuesday as China continued to drip-feed its stimulus measures. The month-end optimism echoed in everything from a tech-stock rally in Hong Kong to firmer iron ore prices in Singapore and a stronger South African rand. Beyond the China-themed assets however, markets were muted with … Read more
Much before the US Federal Reserve started its aggressive interest rate hikes and balance sheet reduction in May this year, the flow of FIIs on Dalal Street turned negative in October 2021. Till June, the foreigners’ club sold Indian equities worth an unprecedented $33 billion. July onwards, FII flows towards India and other emerging markets … Read more