Seven exclusive MF-held stocks fell up to 55% in a year, while four outliers gained up to 125%, ETMarkets analysis shows.Read More

India’s fast-moving consumer goods sector is recovering well. Experts see continued growth, with rural areas leading. Companies are aiming for more market share. Premium products are also driving sales. This trend is expected to continue, making FMCG an attractive sector for the future.Read More

Nilesh Shah of Kotak AMC believes artificial intelligence will transform India’s IT sector gradually. He advises retail investors to let experts manage their investments during this period. Shah notes that India’s market is currently priced fairly. He anticipates a return to double-digit earnings growth, supported by positive economic indicators. This outlook suggests a period of...Read More

Infosys and Anthropic’s AI partnership is generating buzz. Experts caution investors to look beyond the hype and focus on fundamental value. Large and midcap IT firms can benefit from AI advancements. AI is expected to impact IT sector growth over the next three years. Current stock valuations may already reflect AI disruption, creating opportunities for...Read More

Hindalco and National Aluminium Company shares fell Tuesday. A brokerage firm downgraded both companies. They cited weak growth prospects for the coming quarters. Aluminium prices are expected to decline. Hindalco’s large capital expenditure could impact its balance sheet. NALCO’s expansion coincides with softening alumina prices. Earnings for both companies are projected to fall.Read More

Gaudium IVF has set its IPO price band at Rs 75-79 per share, aiming to raise Rs 165 crore and valuing the company at Rs 575 crore. The fertility services provider’s public offering opens February 20, with funds earmarked for expanding its IVF centre network and debt repayment. This marks a significant step for the...Read More

Motilal Oswal has included Groww’s parent company (Billionbrains Garage Ventures) and Dixon Technologies among its bullish stock ideas in its latest coverage, reflecting confidence in secular growth themes beyond the core index. The brokerage’s Buy call on Groww underscores its dominant retail broking market share and diversified revenue expansion potential, while Dixon Tech features as...Read More

Australian shares climbed on Tuesday. BHP surged to a record, boosting the resources sector. This set the tone as earnings season began. The S&P/ASX 200 extended gains. Focus remained on domestic earnings due to market closures elsewhere. Investors watched for signals on iron ore demand and the sector outlook. Jobs data is now a key...Read More

Nitin Raheja of Julius Baer believes the IT sector selloff is overdone, with AI disruption unfolding gradually. He sees strong cash flows enabling IT firms to invest in AI acquisitions and data centers. Raheja also highlights India’s low household equity allocation as a long-term growth driver for capital markets, favoring asset managers for now.Read More

Japanese government bond yields dropped significantly on Tuesday. Trading was light due to Lunar New Year holidays in several Asian markets. Super-long-dated bond yields saw sharp declines. A five-year bond auction had a weak outcome. The benchmark 10-year JGB yield also reached its lowest point since mid-January. The yen strengthened against the dollar.Read More