Infosys, TCS or a Coforge, Persistent Systems? Why picking IT stocks is more art than science, explains Share.Market expert

Accenture’s better-than-estimated Q3 revenue estimates initially thrilled global tech watchers but economic uncertainty and shifting US policies are squeezing global tech spending and creating concerns for the tech companies and…

Continue ReadingInfosys, TCS or a Coforge, Persistent Systems? Why picking IT stocks is more art than science, explains Share.Market expert

JM Financial bets on banks, capex-led growth stocks with launch of new model portfolio for Indian equities

JM Financial has launched its India Model Portfolio with a bullish stance on banks, infrastructure, and domestic demand plays, while staying cautious on expensive mid-cap and small-cap stocks and export-oriented…

Continue ReadingJM Financial bets on banks, capex-led growth stocks with launch of new model portfolio for Indian equities

Kotak Equities reshuffles model portfolio; adds IndiGo, Pidilite; reduces Dabur. Here’s what changed

Making adjustments to its model portfolio, domestic brokerage firm Kotak Institutional Equities has increased the weight of InterGlobe Aviation (INDIGO) by 100 basis points to 250 basis points and Pidilite…

Continue ReadingKotak Equities reshuffles model portfolio; adds IndiGo, Pidilite; reduces Dabur. Here’s what changed

Global investors eyeing cheaper alternatives as India’s valuations stay high: Manishi Raychaudhuri

"I think investors are beginning to understand that there are cheaper alternatives which give them similar growth profile, similar earnings growth profile in the medium term but available at far…

Continue ReadingGlobal investors eyeing cheaper alternatives as India’s valuations stay high: Manishi Raychaudhuri