Defence stocks under pressure, bottom-fishing risky for now: Anand James of Geojit

Defence stocks under pressure, bottom-fishing risky for now: Anand James of Geojit

Defence stocks continue to remain under selling pressure, with technical and derivative indicators pointing to sustained weakness rather than an immediate turnaround. Anand James, Chief Market Strategist at Geojit Investments, cautions that while the sector is attempting to build a base, bearish signals on higher timeframes and heavy call writing suggest bottom-fishing may be premature … Read more

F&O Talk | Nifty corrects 2.5% after record high; All eyes now on this key breakout level: Sudeep Shah

F&O Talk | Nifty corrects 2.5% after record high; All eyes now on this key breakout level: Sudeep Shah

Markets witnessed heightened volatility and finished the week in the red amid a mix of domestic and global signals. Investor sentiment remained cautious for most of the week and deteriorated further as selling pressure picked up, although a late recovery in the final sessions helped curb losses. Continued foreign fund outflows and a sharp fall … Read more

Tata Steel shares see volume spike after strong Q2 results; Analyst sees nearly 20% upside

Tata Steel shares see volume spike after strong Q2 results; Analyst sees nearly 20% upside

Tata Steel shares traded with a modest 0.5% gain at Rs 173 in Wednesday’s trading session, but the stock has witnessed a sharp rise in trading volumes over the past week following the company’s robust September quarter earnings announced on 12 November 2025. The steel major reported a 59% quarter-on-quarter increase in net profit to … Read more

Fertilizer stocks poised for growth amid policy push: Siddhartha Khemka

Fertilizer stocks poised for growth amid policy push: Siddhartha Khemka

The market mood appears buoyant, but investors are treading cautiously across sectors. In an exclusive chat with ET Now, Siddhartha Khemka, Head of Retail Research at Motilal Oswal, shared his perspective on the buzzing chemical and fertilizer space, the performance expectations from banking giants like SBI, and the improving outlook for metals. Chemicals & Fertilizers: … Read more

Hindalco, Vedanta shares jump up to 2% on strong volumes; metal index advances over 1%

Hindalco, Vedanta shares jump up to 2% on strong volumes; metal index advances over 1%

Shares of Hindalco and Vedanta gained up to 2% during Tuesday’s trading session amid a surge in trade volumes and an optimistic outlook among traders toward the steel sector. The Nifty Metal Index rose 1.10%, adding 114.85 points to trade at 10,582 around 10 am, compared to its previous close of 10,467.15. Among the constituents, … Read more

TCS results, AI bets and metals rally: Parag Thakkar sees value across IT, metals and banking sector

TCS results, AI bets and metals rally: Parag Thakkar sees value across IT, metals and banking sector

In an exclusive conversation with ET Now, Parag Thakkar, from Fort Capital shared his perspective on Tata Consultancy Services’ (TCS) latest quarterly results, the company’s strategic shift towards AI and data centre investments, and his bullish stance on the metals and banking sectors. “We have 2.5% weight in TCS and we are not going to … Read more

F&O Talk| Nifty ends week on a high, closes above 24,800 as pullback rally gains steam. What’s ahead? Sudeep Shah weighs in

F&O Talk| Nifty ends week on a high, closes above 24,800 as pullback rally gains steam. What’s ahead? Sudeep Shah weighs in

Markets staged a recovery amid volatility and closed near the week’s highs, buoyed by broad-based buying following the recent correction. The initial sessions remained muted, but sentiment saw a sharp turnaround after the MPC policy announcement. Consequently, both benchmark indices posted gains of nearly 1%, with the Nifty ending at 24,894.25 and the Sensex at … Read more

$75 billion gone from Tata stocks in 2025 so far. What’s ailing India’s top conglomerate?

 billion gone from Tata stocks in 2025 so far. What’s ailing India’s top conglomerate?

India’s Tata Group has had a challenging 2025, losing more than a staggering $75 billion in market value this year. Notably, a significant portion of this decline occurred in the past couple of weeks, driven by challenges such as US visa restrictions and a cyberattack that halted production. According to Bloomberg data, the combined market … Read more

Explained: What is China’s anti-involution shift and how it impacts Indian stocks

Explained: What is China’s anti-involution shift and how it impacts Indian stocks

China is rolling out an “anti-involution” strategy in 2025, a sweeping policy aimed at ending years of cutthroat competition and oversupply in industries from steel and solar to electric vehicles. For Indian investors, the shift could ripple across metals, energy, and renewables, with Reliance Industries, Tata Steel, JSW Steel, and Hindalco among the stocks analysts … Read more

Tata Steel shares slip as investors book profit after 6% rally

Tata Steel shares slip as investors book profit after 6% rally

Tata Steel shares dipped 0.50% to Rs 167 on Thursday, retreating after a robust 6% gain in the previous session. The slight pullback occurred despite ongoing optimism in the metal sector, supported by global supply dynamics and domestic protective policies. On Wednesday, Indian metal stocks surged as investors responded to expectations of firmer global steel … Read more