ETMarkets Smart Talk | IT sector set for 2H25 comeback backed by low base, global tailwinds: Ambit Capital

July 11, 2025

Ambit Capital suggests India’s IT sector is poised for a revival in late 2025, driven by seasonality and global tech demand. The market favors large-caps and stock pickers due to muted returns and rising concentration. Experts recommend defensive sectors like FMCG, Pharma, and IT, emphasizing quality and low volatility stocks amid slowing earnings growth and a cyclical slowdown.

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F&O Talk | Markets remain jittery but downside appears limited: Rahul Ghose

The markets continued to remain under pressure as the Nifty logged its fourth straight week of losses. Although the index attempted a recovery in the

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Mcap of 6 of top-10 most valued firms drops by Rs 2.22 lakh cr; Reliance biggest laggard

The combined market valuation of 6 of the top-10 most valued firms diminished by Rs 2.22 lakh crore last week, with Reliance Industries taking the

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