High beta stocks hit higher peaks and deeper troughs. Laurus Labs, Paytm shine with 99% gains, Trent, IRFC slip in double digits

High beta stocks hit higher peaks and deeper troughs. Laurus Labs, Paytm shine with 99% gains, Trent, IRFC slip in double digits

A comparison of low and high beta stocks within the BSE 500 index reveals a balanced yet contrasting performance pattern over the past year — with high beta stocks edging ahead in returns, while low beta counters offered relative stability during volatile phases. The data underscores the familiar risk-reward trade-off in equity investing — high … Read more

Markets pricey with modest EPS growth; autos, hospitality offer opportunities: Venkatesh Balasubramaniam of JM Financial

Markets pricey with modest EPS growth; autos, hospitality offer opportunities: Venkatesh Balasubramaniam  of JM Financial

Venkatesh Balasubramaniam of JM Financial shared a comprehensive view of the Indian equity markets, highlighting the challenges and opportunities amid the current environment. He emphasized that the markets are trading at elevated valuations, with the headline indices priced at nearly 23–24 times one-year forward earnings—roughly one standard deviation above the mean. While such valuations could … Read more

Will Samvat 2082 deliver stronger returns after a volatile year for equities?

Will Samvat 2082 deliver stronger returns after a volatile year for equities?

Indian equities posted modest gains in Samvat 2081 after a strong rally in the previous year, which took the markets to new highs in September 2024. Since then, volatility returned as high valuations, mixed corporate results, and global uncertainty — including the impact of Trump’s tariff moves — led to foreign investor selling. However, steady … Read more

20+ MFs added these 12 stocks in September ’25; one turned multibagger. Do you own any? – Portfolio Picks

20+ MFs added these 12 stocks in September ’25; one turned multibagger. Do you own any? – Portfolio Picks

In September 2025, mutual funds (MFs) continued to show strong confidence in Indian equities, recording net investments of about Rs 46,442 crore for the month. ETMarkets’ analysis shows that 19 stocks were added to over 20 MF portfolios — higher than in August. Of these, 12 delivered double-digit returns in CY25, with one stock surging … Read more

Auto stocks rise up to 6% ahead of GST council meeting. Tata Motors, Maruti, M&M defy weak August sales

Auto stocks rise up to 6% ahead of GST council meeting. Tata Motors, Maruti, M&M defy weak August sales

Auto stocks rallied as much as 6% on Monday ahead of the all important two-day GST council meeting that starts on Wednesday, September 3. Sectorally, auto trumped its peers with the Nifty Auto index finishing the day with 2.8% uptick. All the 15 stocks settled in the green. The positive sentiments helped stocks sail through … Read more

360 BSE 500 stocks bleed in August, 65 lose in double-digits; Maruti & KIOCL shine with up to 28% jump

360 BSE 500 stocks bleed in August, 65 lose in double-digits; Maruti & KIOCL shine with up to 28% jump

Trump’s tariff moves, coupled with weak Q1 earnings, weighed on domestic equities in August, pulling the BSE 500 index down nearly 2% during the month.. The gloom on D-Street was evident as 360 stocks in the broader index ended lower, with 65 names plunging up to 24%. PSU, infrastructure, and energy stocks bore the brunt, … Read more

FMCG and auto stocks to outperform even as Nifty loses momentum: Ajit Mishra

FMCG and auto stocks to outperform even as Nifty loses momentum: Ajit Mishra

After nearly two weeks of rebound, Tuesday’s session turned out to be a dampener with selling pressure gripping the indices right from the opening bell. “What made it worse was the banking sector,” said Ajit Mishra, SVP – Research at Religare Broking, in a conversation with ET Now. “Private banks have not participated in this … Read more

Suzuki is becoming a top Japan importer with made-in-India cars

Suzuki is becoming a top Japan importer with made-in-India cars

Suzuki Motor Corp. beat out Mercedes-Benz Group AG to become Japan’s top car importer in June, thanks to the Jimny Nomad and another popular small SUV assembled in India. The Japanese carmaker brought 4,780 vehicles into Japan last month, up a dramatic 230-fold jump from a year earlier, overtaking Germany’s Mercedes-Benz, according to data from … Read more

Maruti Q4 profit misses estimates, expenses a drag

Maruti Q4 profit misses estimates, expenses a drag

Maruti Suzuki, India’s largest carmaker, Friday reported a 4.3% decline in standalone net profit for the fiscal fourth quarter, missing Street estimates, as higher revenues outweighed an increase in expenses. Profit however touched a record in the just-ended financial year. Profit in the three months ended March 31 fell to ₹3,711.1 crore from ₹3,877.8 crore … Read more

Trump’s 25% auto tariff: Should mutual fund investors with exposure in auto funds be worried?

Trump’s 25% auto tariff: Should mutual fund investors with exposure in auto funds be worried?

President Donald Trump’s proposed 25% tariff on auto imports has ignited discussions among investors and analysts, particularly concerning its potential impact on mutual funds with significant holdings in automotive stocks. This tariff, aimed at bolstering domestic automotive manufacturing, could lead to increased costs for auto manufacturers. Consequently, the profitability and stock prices of companies within … Read more