Earnings growth likely to bottom out in Q2 FY26: Motilal Oswal’s Sneha Poddar

Markets may enter a consolidation phase despite a better-than-expected Q4, says Sneha Poddar of Motilal Oswal. She expects real earnings momentum to emerge only in H2FY26, with Q2 likely marking the bottom. Time correction may continue as fresh triggers remain limited. Meanwhile, downgrade pressures may ease as global cues, including China and trade tensions, show […]

3 reasons why Warren Buffett doesn’t buy REITs, but here’s why that shouldn’t stop you

Warren Buffett’s Berkshire Hathaway largely avoids REITs due to their tax structure and the company’s investment philosophy, which prioritizes high unleveraged returns. However, Indian REITs offer individual investors tax-efficient income and liquidity, making them a potentially smart portfolio addition. SEBI regulations and transparency further enhance their appeal as an alternative to traditional real estate.

Fund Manager Talk | Markets may move in 5% range till festive season: Trideep Bhattacharya

Indian equities are expected to consolidate in a narrow range over the next few months as corporate earnings remain the missing link, says Trideep Bhattacharya of Edelweiss MF. While macro headwinds have eased and policy momentum has improved, meaningful earnings revival is seen only in H2FY26. Consumption, financials, and defence are key sectors to watch, […]