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

Market Wrap: Sensex dips 42 pts, Nifty holds above 26,150 as IT stocks retreat, halting 2-day rally

Market Wrap: Sensex dips 42 pts, Nifty holds above 26,150 as IT stocks retreat, halting 2-day rally

Indian equities finished little changed on Tuesday, with the Sensex and Nifty ending flat as a pullback in IT shares ended a two-session rally. The market also came under pressure as foreign investors turned net sellers and investors found few fresh catalysts heading into the year-end. The Sensex slipped 42 points, or 0.05%, to close … Read more

Mutual funds stay cautious in November, private banks, NBFCs among top picks

Mutual funds stay cautious in November, private banks, NBFCs among top picks

Mutual fund managers adopted a relatively cautious approach in November, with the benchmark indices touching all-time highs, while the broader market struggled to keep pace with the blue chips. Agencies Private banks and NBFCs were among the top sector picks of the largest fund houses as they expect these to benefit from improving liquidity conditions. … Read more

Largecaps seen as safer harbour in stock picker’s market: Nitin Bhasin

Largecaps seen as safer harbour in stock picker’s market: Nitin Bhasin

Market participants are bracing for a phase where returns may no longer come easily from riding broad themes. Instead, selectivity, sizing of bets and a sharper bottom-up approach could define portfolios in the months ahead, believes Nitin Bhasin from Ambit. Responding to a question on whether the coming year will be driven more by bottom-up … Read more

Mcap of 8 of 10 most valued firms erodes by Rs 79,129 cr; Bajaj Finance, ICICI Bank hit hard

Mcap of 8 of 10 most valued firms erodes by Rs 79,129 cr; Bajaj Finance, ICICI Bank hit hard

The combined market valuation of eight of the top-10 most valued domestic firms eroded by Rs 79,129.21 crore last week, with Bajaj Finance and ICICI Bank taking the biggest hit, amid a largely bearish trend in equities. Last week, the BSE benchmark index declined by 444.71 points or 0.51 percent. From the top-10 pack, Reliance … Read more

Kaynes shares plunge 43% from October peak. Is a tactical rebound on the cards or more pain ahead?

Kaynes shares plunge 43% from October peak. Is a tactical rebound on the cards or more pain ahead?

Kaynes Technologies’ sharp 43% slide from its October peak, capped by a steep 12.5% drop on Friday, has raised questions about whether the stock is approaching a reversal zone or slipping into deeper losses. While momentum indicators remain firmly bearish, its stretched gap from the 200-day moving average suggests potential mean-reversion opportunities for tactical investors. … Read more

Mcap of five of top-10 most-valued firms surges Rs 72,285 cr; TCS, Infosys biggest winners

Mcap of five of top-10 most-valued firms surges Rs 72,285 cr; TCS, Infosys biggest winners

The combined market valuation of five of the top-10 most valued firms surged by Rs 72,284.74 crore last week, with Tata Consultancy Services (TCS) and Infosys emerging as the biggest winners. While Bharti Airtel, TCS, ICICI Bank, Infosys and Bajaj Finance were the gainers, Reliance Industries, HDFC Bank, State Bank of India, Larsen & Toubro, … Read more

Nomura sets 2026 Nifty target at 29,300, sees 13% upside ahead

Nomura sets 2026 Nifty target at 29,300, sees 13% upside ahead

Mumbai: Nomura has set its price target for the Nifty for 2026 at 29,300, implying an upside of close to 13% from the index’s Tuesday closing level. ICICI Bank, Infosys, Bajaj Finance, Mahindra & Mahindra, Axis Bank, Titan, Ultratech Cement, Godrej Consumer Products, LG Electronics, CG Power, Swiggy, Dr Reddy’s, Dixon Technologies, Alkem, Mahindra Finance, … Read more

Infosys, TCS, HCL Tech and other IT stocks surge up to 4%. Here’s why

Infosys, TCS, HCL Tech and other IT stocks surge up to 4%. Here’s why

Shares of information technology (IT) companies such as Infosys, TCS, HCL Tech, and Persistent Systems rose by up to 4%, driving the Nifty IT index up by 3%, as an anti-AI trade unfolds in global markets, indicating concerns about a bubble forming in AI stocks. In the afternoon, Infosys shares surged as much as 4% … Read more

Infosys’ Rs 18,000 crore share buyback window to open on Nov 20. 5 things to know

Infosys’ Rs 18,000 crore share buyback window to open on Nov 20. 5 things to know

India’s second-largest IT services company Infosys‘ Rs 18,000 crore share buyback window will open on Thursday, November 20 and will close on Wednesday, November 26. The company received shareholders’ approval on November 6 for the share buyback up to ten crore fully paid-up equity shares. Infosys will buy the shares at a price of Rs … Read more