10 largecap stocks with upside of up to 31%
Prabhudas Lilladher sees India’s equity markets entering a phase led by domestic demand, supported by tax cuts, lower inflation and easier credit conditions. Against this backdrop, the brokerage has highlighted 10 large-cap stocks that it expects to deliver strong returns over the next 12 months. The picks span financials, consumption, infrastructure and healthcare, and reflect […]
US tariffs to hit textiles, gems, MSMEs hard; GDP growth forecast cut to 6%: Nomura
Nomura warns that India’s economy is at risk due to high US tariffs. Export sectors like textiles and gems may suffer. Around 30-40% of India’s exports are exposed to the tariff hike. Aurodeep Nandi forecasts a cut in India’s FY26 GDP growth. MSMEs are at greater risk. RBI may cut rates to ease the impact.
ETMarkets NRI Talk| From EVs to AI infra: Why NRIs are betting on U.S. growth stories, Sitashwa Srivastava decodes
NRIs are increasingly investing in global markets, particularly in U.S. technology and manufacturing, with Tesla, NVIDIA, and Super Micro being popular choices. This trend is driven by access to innovation, aspiration, and the desire to invest in sectors not yet fully developed in India. Experts anticipate continued growth in AI, advanced manufacturing, and clean energy […]
Fund Manager Talk | SAMCO MF’s Umesh Kumar Mehta explains why FII selling won’t derail India growth story
Despite Foreign Institutional Investors selling off Indian equities, SAMCO Mutual Fund’s CIO, Umesh Kumar Mehta, remains optimistic. He attributes the FII exit to global factors, not India’s strong fundamentals. Mehta highlights India’s resilient growth, structural reforms, and demographic dividend as key drivers.
Gold edges lower as dollar firms, but Fed turmoil limits losses
Gold prices saw a slight decrease because of a stronger dollar. However, worries about President Trump’s actions regarding the Federal Reserve provided some support to gold. Trump’s attempt to remove Lisa Cook raised concerns about the Fed’s independence. Markets anticipate a possible rate cut by the Fed next month.
Stock Market Holiday 2025: Are NSE, BSE open or closed today on Ganesh Chaturthi 2025? Check here
NSE Holidays 2025: Indian stock and commodity markets are closed today, August 27, for Ganesh Chaturthi, following the Independence Day holiday earlier this month. Trading on the BSE and NSE, including equities and derivatives, will resume on Thursday. While MCX will have evening trade, NCDEX remains closed for the entire day.
Why are FPIs betting big on Indian IPOs despite market uncertainties?
Despite being net sellers in the secondary market, foreign portfolio investors are significantly increasing their investments in Indian IPOs, with a threefold surge to ₹26,508 crore in FY25. This indicates strong confidence in India’s growth story, driven by the potential for higher returns and access to differentiated business models.
How will new US tariffs affect Indian markets and investor confidence?
Indian markets experienced a significant downturn on Tuesday, with both the Nifty and Sensex falling by over 1% due to the US imposing a 25% tariff. Except for FMCG, all sectoral indices declined, with realty, PSU bank, and consumer durables taking the biggest hit.
Asian shares post modest drop with focus on Nvidia
Asian stock markets showed mixed performance. Investors are keenly waiting for Nvidia’s earnings report. This report will likely guide market trends. Nikon shares rose in Japan. Cambricon Technologies in China reported record profits. US shares increased, led by Nvidia. Investors are also watching for Friday’s inflation data. The market is focused on a potential September […]
Cash less, care less? Insurer-hospital standoff may add to patient trauma
The General Insurance Council (GIC) has criticized the Association of Healthcare Providers India (AHPI) for discontinuing cashless hospitalization for Bajaj Allianz General Insurance and Care Health Insurance customers, deeming it disruptive and harmful. AHPI’s decision, driven by disputes over reimbursement rates amid rising medical costs, will require patients to pay upfront and seek reimbursement later.