CLSA tweaks India portfolio, fears de-rating in expensive capex stocks

June 5, 2024

CLSA adjusts India portfolio post BJP’s election setback, favoring defensive stance with HCL Tech replacing L&T. Overweight on banks, commodities, IT, insurance, and staples. Concerns over market valuation amid Nifty’s 6% drop and historic high PE ratio.

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Eternal to ICICI Bank: 15 stocks on Axis Securities buy list for June

Axis Securities has identified 15 stocks for investors to consider in June. These picks span large, mid, and small-cap segments, offering potential gains up to

June 3, 2026

ITC shares fall 3% to fresh 52-week low; Motilal Oswal sees more pain ahead

ITC shares fell to a fresh 52-week low on Wednesday as investors reacted to steep tax hikes on cigarettes under the new GST 2.0 regime.

June 3, 2026

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