India’s hospital and defence sectors offer strong long-term investment potential, driven by capacity expansion, medical tourism, healthy order books and policy support. Marketsmith India’s Mayuresh Joshi explains why organised healthcare players and select defence stocks remain attractive despite valuation concerns, highlighting structural growth drivers, improving balance sheets and disciplined capital allocation.Read More

Despite Nifty 50 hitting record highs in 2025, many portfolios lagged due to market polarization, with large-caps outperforming mid- and small-caps. This divergence stemmed from expensive valuations and uneven earnings growth in smaller segments. Looking ahead, sustained SIP inflows and a strong IPO pipeline are expected to drive market stability and growth in 2026.Read More

Anand Shah, CIO at ICICI Prudential AMC, emphasizes that companies, not markets, create wealth through compounding. His BMV framework (Business, Management, Valuation) guides stock selection, prioritizing sustainable earnings growth, quality, and reasonable valuations. Shah advocates for businesses that outperform their sectors and grow faster than GDP, while surviving downturns.Read More

As 2026 approaches, fixed income investors face nuanced challenges with slowing rate cuts. Siddharth Chaudhary of Bajaj Finserv AMC advocates a barbell strategy, balancing cash for flexibility with selective long-duration bonds. Attractive term premiums, evolving RBI liquidity, and INR stability shape bond market opportunities, with potential for spread compression amid managed volatility.Read More

Indian investors are increasingly seeking global diversification, with outbound investment queries rising 25-30% year-on-year. Despite domestic market highs, global markets like the US, Europe, and Japan have outperformed. Technology, clean energy, and healthcare are key themes attracting interest, with a recommended 20% allocation to global assets.Read More

Indian equity markets are set for a stronger 2026 as earnings growth revives, consumption picks up and capex improves, says Bajaj Finserv Asset Management CIO Nimesh Chandan. Largecaps remain attractive, smallcaps are back on the radar after corrections, and sectors like financials, healthcare and consumption offer fresh opportunities for investors.Read More

On December 22, four Nifty500 stocks closed more than 1.5% below their VWAP levels, signalling potential bearish pressure. Closing below VWAP indicates the stock ended the session beneath its volume-weighted average price, reflecting rising selling interest and weakening intraday sentiment among market participants.Read More

Ola Electric shares: The company clarified that promoter Bhavish Aggarwal’s Rs 324 crore stake sale was a one-time move to repay debt. The proceeds were used to fully repay a Rs 260 crore promoter-level loan, including interest, and to release all pledged promoter shares.Read More

India’s IPO market is facing a harsh reality check as nearly half of the 102 listings in 2025 are trading below their issue price. Even strong demand from High Net Worth Individuals (HNIs) failed to protect 12 heavily subscribed IPOs, which are now underwater, highlighting issues beyond subscription frenzy.Read More

Axis Securities forecasts the Nifty 50 to reach 28,100 by December 2026, anticipating a robust earnings-led growth phase for Indian equities. The brokerage has identified nine top stock picks, including SBI and Varun Beverages, with potential upside up to 23%, driven by strong fundamentals and earnings visibility.Read More