India view’s positive, it must at least have market weight exposure: Ajay Rajadhyaksha, Barclays
Foreign investors are holding back on India due to shifts in the US-India relationship, according to Barclays’ Ajay Rajadhyaksha. Despite this, India is viewed positively for stability and growth. Rajadhyaksha also discussed the sustainability of the AI rally and sees potential in base metals and large US tech firms.
RBI plans new eligibility norms for urban co-op bank licences
The Reserve Bank of India is considering new rules for urban cooperative bank licenses. Credit societies meeting strict financial and operational standards may qualify. This move aims to strengthen the sector. The proposal seeks to reopen licensing after a long pause. Only large, well-managed entities will be considered for conversion. Governance standards will align with […]
Are technical indicators flagging deeper weakness across Nifty 500 stocks?
Technical indicators reveal a weakening undertone in India’s top 500 shares, with a majority trading below key moving averages. This broad-based weakness, exacerbated by trade deal uncertainties and global concerns, suggests sellers are dominating across sectors. While oversold conditions may present buying opportunities for quality stocks, a decisive upward trend is not yet anticipated.
CLSA flags margin recovery ahead for HDFC Bank, predicts 27% headroom despite weak start to the year
CLSA has reiterated its “Outperform” rating on HDFC Bank, setting a target price of ₹1,200 and implying over 27% upside from current levels despite recent stock weakness. The brokerage views concerns over deposit growth and margins as temporary and expects FY27 to be a bounce-back year.
Mukul Agrawal reshapes Rs 6,500-crore portfolio in Q3: Two new stocks, one exit. Do you own?
Mukul Agrawal has updated his Rs 6,500-crore stock portfolio. He added Hindustan Construction and Sudeep Pharma. Agrawal reduced his stake in Monolithisch and likely exited Stanley Lifestyles. His portfolio includes several multibagger stocks from the past year. These include Osel Devices, Zelio E-Mobility, Monolithisch India, Zota Health Care, and ASM Technologies.
ICICI Prudential Life Q3 Results: PAT jumps 19% YoY to Rs 397 crore, net premium income drops 4%
ICICI Prudential Life reported a 19% YoY rise in Q3 PAT to Rs 387 crore even as net premium income fell 3.7%. VNB touched Rs 615 crore with strong margins, while AUM grew 6.5%. Retail protection APE surged over 40%, supported by GST reforms and rising policy volumes.
Reliance Industries shares slip 2%, down 8% in 2026. Time to buy before Q3?
Reliance Industries shares have seen a decline of over 8% in early 2026, reaching an intraday low of Rs 1,448. Technical analysts suggest this is a healthy consolidation within an uptrend, with strong support expected around Rs 1,380-1,440. Investors with a medium-to-long-term view may consider buying on dips.
Ashish Kacholia-backed Balu Forge shares bounce back 13% after sharp YTD fall
Balu Forge Industries shares surged up to 13% intraday after the company clarified that a recent Income Tax Department search concluded without finding any incriminating documents or unaccounted assets. The company confirmed no impact on business operations, providing relief to investors, including ace investor Ashish Kacholia.
Biocon QIP to ease balance sheet pressure; metals, PSU banks favoured in near term: Nischal Maheshwari
Biocon’s fundraising is viewed positively to manage debt. Expert Nischal Maheshwari is optimistic about Biocon’s future, expecting earlier investments to yield returns. He also favors contract development and manufacturing firms like Laurus Labs. Maheshwari sees potential in banking, metals, and power sectors, particularly execution-focused players in power.
Earnings better than expected, but IT sector still lacks growth visibility: Sandip Agarwal
India’s top IT firms have started their earnings season with results slightly better than expected. Companies like TCS and HCL Tech are managing costs and benefiting from currency movements. However, underlying business growth remains slow. Experts suggest that while current performance is acceptable, significant demand revival is not yet visible.