Indian stocks ended flat with a negative bias on Friday, with the Sensex and the Nifty swinging between red and green as investors locked in gains near record territory and weighed expectations of potential interest-rate cuts in both the U.S. and India alongside incoming domestic growth signals.The S&P BSE Sensex edged down 13.7 points, or … 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
With Infosys’ record Rs 18,000 crore share buyback just a day away, Zerodha co-founder Nithin Kamath took to X (formerly Twitter) on Thursday to warn investors not to get blindsided by the tax implications. “Infy is one of the most highly held stocks by investors, and the record date for their massive buyback is November … Read more
Indian IT stocks could be down amid current headwinds, but they are the backbone of the domestic economy, generating millions of jobs, foreign exchange reserves while building a tech ecosystem, Gurmeet Chadha, Managing Partner & CIO at Complete Circle Consultants, said, slamming analysts who in his views are “abusing” top IT companies. He said that … Read more
The Indian market fell for the sixth straight session on Friday, with the Sensex and Nifty posting their steepest weekly drop in nearly seven months as U.S. curbs on H-1B visas and tariffs on branded drugs dampened sentiment. The S&P BSE Sensex dropped 733.22 points, or 0.90%, to close at 80,426.46, while the NSE Nifty … Read more
India’s second largest IT services company Infosys will consider a proposal for buyback of company’s equity shares at its meeting to be held on September 11, 2025. The company informed about the development today after market hours. Infosys shares ended at Rs 1,436.10 on the NSE, down by Rs 8.50 or 0.59%. The share buyback … Read more
Digant Haria, Co-founder, GreenEdge Wealth, says IT stocks face muted expectations due to AI risks and economic uncertainty, favoring technical trading over fundamental analysis. The defence sector, experiencing strong growth between 2020 and 2024, boasts of high order books and positive sentiment. While existing investors can benefit, new entrants might find better opportunities in related … Read more
Atul Bhole, Executive Vice President and Fund Manager at Kotak Mutual Fund, identifies IT stocks as a potential under-the-radar opportunity amid current market uncertainties. While the sector has underperformed year-to-date due to concerns over US economic conditions and AI disruption, Bhole sees compelling reasons to pay attention to this overlooked space. Edited excerpts from a … Read more
Despite Friday’s recovery attempt, technical charts are painting a cautious picture for Nifty in the coming week. Anand James, Chief Market Strategist at Geojit Investments Limited, believes the recent sell-off isn’t over yet and expects the index to test the 24,060 level before any meaningful recovery takes hold. However, it’s not all doom and gloom. … Read more
“Overall sense is that the news developments can turn positive because both auto and steel overall the tariff is still there, but when you look at the news flow, it is possible that US might give some leeway in terms of certain segments for autos talking about China,” says Pankaj Pandey, Head Research, ICICIdirect.com.Let me … Read more