India’s markets hit fresh all-time highs, and market expert Sunil Subramaniam says the rally is far from over. With DIIs driving steady inflows, FIIs showing signs of returning, stronger earnings ahead, and the India–US trade deal nearing, he expects sustained upside. He outlines key triggers, sector strategies, and why investors should stay diversified and invested...Read More

India’s IT sector is poised for a measured comeback in 2026. Global rate stabilization and increased enterprise tech spending will drive this recovery. While 2025 was challenging, improving deal traction and margin repair are expected. Financials, industrials, and domestic consumption themes are also set for alpha generation. Valuations in pockets remain elevated, but earnings growth...Read More

Nifty hit a fresh lifetime high in December, buoyed by favorable seasonality and positive FII/DII trends. Historically, December offers an average 1.6% return, with Nifty closing higher 60% of the time over the past decade. FIIs and DIIs have shown a generally positive flow, influencing market performance.Read More

India’s real estate sector is set for a major shift. Private credit is becoming a key driver for the nation’s one trillion dollar real estate goal. Institutional investors are increasing their real estate allocations. This trend offers stability and diversification. Flexible funding beyond traditional banks is crucial for project execution and urban development.Read More

India’s Atmanirbhar Bharat vision needs a sixth pillar—financial self-reliance. As domestic savings, market participation, and long-term capital grow, India can increasingly fund its own development. Strengthening local market intermediaries, payment systems, and asset managers is essential to reduce external dependence and build a resilient, sovereign financial ecosystem.Read More

Foreign investors are heavily investing in India’s telecom sector, pouring ₹43,000 crore into it. This surge is driven by expected tariff hikes, rising average revenue per user (ARPU), and the upcoming Jio IPO. Analysts are optimistic about a multi-year monetization cycle, with major brokerages upgrading their outlook and projecting strong earnings growth for companies like...Read More

Gold prices opened higher above Rs 1.28 lakh, nearing two-week highs amid Fed rate cut optimism and a softer dollar, while silver also gained nearly 1%. Analysts expect volatility ahead of key global data, with gold and silver seen trading within defined support and resistance ranges on MCX.Read More

Motilal Oswal has identified five stocks with significant upside potential, including Tata Steel, Coforge, Max Financial Services, TVS Motor Company, and Bharat Electronics. These recommendations come as the Nifty 50 index reaches an all-time high, driven by strong domestic fundamentals and policy support.Read More

Mahindra & Mahindra shares surged following Nomura’s Buy rating and a Rs 4,335 price target, driven by the launch of the feature-rich XEV 9S at a disruptive price. The brokerage anticipates strong SUV growth and sees the new vehicle as a catalyst for Mahindra’s electric era, with bookings opening in January 2026.Read More

Thyrocare Technologies’ shares slumped 66.7% to ₹492 on Friday as they began trading ex-bonus for the recently announced 2:1 bonus issue. The sharp drop is a normal adjustment due to the bonus issue and doesn’t indicate any deterioration in fundamentals.Read More