HDFC Bank, Bharti Airtel among 10 largecap stocks with up to 35% upside potential. Check list
Brokerages remain optimistic on select largecap stocks despite rising geopolitical risks and inflation concerns. Stocks across banking, telecom, auto and infrastructure sectors offer upside potential of up to 35%, supported by improving fundamentals, earnings visibility and valuation comfort, making them attractive picks for investors navigating volatile market conditions.
5 mutual fund NFOs and 1 SIF to open for subscription this week. Check details
Five mutual fund NFOs and one SIF are set to open for subscription this week, offering investors fresh opportunities across index, ETF and thematic categories. With varying investment minimums and timelines, these launches reflect fund houses’ efforts to expand offerings and capture investor interest in evolving market segments.
Nifty stays range bound as volatility rises; breakout awaited
Nifty 50 traded within a narrow range, closing slightly higher amid rising volatility and weak momentum indicators. Markets remain in consolidation, with key resistance and support levels intact, while sector rotation suggests selective opportunities despite the absence of strong directional trends.
Microcap stocks steal show in April, outpace, Nifty, smallcap, midcaps, largecaps. What’s driving the surge?
Indian equities surged in April 2026, led by strong gains in mid, small, and microcaps despite persistent macro risks, foreign outflows, and currency weakness. Market performance diverged from fundamentals, which remained stable, suggesting price-driven momentum rather than earnings-led improvement across segments.
Bitcoin nears $78,000 as crypto market cap hits $2.6 trillion; $1.9 billion ETF inflows signal strong demand
Bitcoin hovered near $78,000 as the global crypto market cap approached $2.6 trillion, supported by strong ETF inflows of $1.9 billion. While institutional demand remains firm, analysts highlight neutral sentiment and caution over volatility, as gains are driven more by futures activity than spot buying across markets.
Tether slows gold purchases for USDT reserves in first quarter, data shows
Tether reduced gold purchases sharply in Q1, slowing from 27 to 6 tons, while maintaining diversified reserves across U.S. Treasuries, Bitcoin, and gold. Its stablecoin USDT remains heavily backed by Treasury assets, with gold playing a smaller but strategic reserve role.
Madhusudan Kela’s portfolio: 5 stocks rally up to 135%; 4 new Q4 bets revealed
Madhusudan Kela’s portfolio shows a mixed performance, with five stocks delivering sharp gains of up to 135% while several others declined significantly. The March quarter also saw four new additions, reflecting a strategic shift. Despite volatility, select bets have generated strong returns over the past year.
AI spending boom soars but no returns for big tech giants, warns Jefferies’ Chris Wood
Rising AI investments by global tech giants are straining cash flows, with capex nearing record levels relative to operating cash flow. Despite aggressive spending, monetisation remains uncertain, prompting concerns over profitability. Analysts warn the AI sector may resemble capital-intensive industries, even as competition intensifies and early signs of financial strain emerge.
Largecap IT stocks as a value play? BNP Paribas’ Kumar Rakesh issues a reality check
BNP Paribas analyst Kumar Rakesh cautions that weak FY27 guidance, AI-led disruption, and stalled client spending challenge the IT sector’s “value” narrative. While buybacks and dividends provide support, earnings risks remain elevated, making selective stock picking crucial for investors.
F&O Talk: Nifty charts suggest further consolidation; Sudeep Shah’s strategy on Cohance, HEG and 4 more stocks
Indian markets corrected amid volatility, with Nifty entering a consolidation phase after a sharp April rally. Technical indicators suggest a range-bound trend with key support and resistance levels in focus. Weakness in banking stocks persists, while smallcaps continue to outperform, offering selective opportunities for investors in the near term.