Brokerages see the recent market correction driven by geopolitical tensions and rising oil prices as a buying opportunity, identifying nearly 80 stocks across sectors. While near-term risks remain, valuations have eased and earnings growth outlook stays intact. Analysts expect volatility to persist but believe the downside is largely priced in, making the current phase suitable...Read More

A sharp market correction has dragged midcap stocks significantly lower, with 14 Nifty Midcap names plunging between 40% and 50% from their 52-week highs. The broader indices have also declined, reflecting widespread selling pressure amid volatility, making midcaps the worst-hit segment in the ongoing downturn.Read More

Markets staged a late recovery, but technical indicators suggest indecision rather than a confirmed reversal. Sudeep Shah highlights key Nifty and Bank Nifty levels, cautioning that volatility remains elevated. While IT shows relative strength, rate-sensitive sectors may stay under pressure ahead of the RBI MPC decision and macro uncertainty.Read More

Gurmeet Chadha has urged the government to revisit capital gains tax and STT, citing sustained foreign capital outflows. He claims India is losing nearly $1 billion daily since July 2024. The remarks come amid heavy FII selling, rising tax burdens and concerns over weakening investor sentiment in Indian equity markets.Read More

India’s private credit market stands resilient amid global stress due to its conservative fund structures, strict leverage norms, and closed-ended AIF framework. Unlike global peers facing liquidity and redemption pressures, India’s system aligns investor timelines with asset maturity, reducing systemic risks while offering significant growth headroom in an underpenetrated market.Read More

Axis Bank plans to invest Rs 389 crore in Axis Max Life, raising its combined stake to 19.99%, near the regulatory cap. The move strengthens its insurance play as the sector expands. The deal remains subject to approvals, while Max Financial will retain majority ownership of around 80%.Read More

Gold is regaining prominence as global markets face geopolitical tensions, rising debt and de-dollarisation trends. Central bank buying, structural shifts in the financial system and weakening confidence in fiat currencies are driving demand. Despite short-term volatility, gold’s long-term outlook remains strong amid a transition towards a multipolar global economic order.Read More

Siddarth Bhamre expects renewables and defence to lead market performance in FY27, supported by structural tailwinds. Infrastructure and gas stocks may offer high-risk opportunities post-correction. While geopolitical risks and weak earnings weigh on sentiment, FII flows could recover in the second half, with valuations improving but still dependent on earnings recovery.Read More

State-owned Bank of Baroda reported a 14% year-on-year rise in global business to Rs 30.78 lakh crore in Q4FY26, led by steady growth in deposits. Global deposits increased 12%, while domestic deposits rose 13%. The figures are provisional and part of the bank’s quarterly update, with final audited numbers to be announced alongside its earnings...Read More

Axis Direct has set a Nifty target of 29,480 for December 2026, indicating 30% upside, and identified five smallcap stocks with potential gains of up to 60%. Picks include Ujjivan Small Finance Bank, Chalet Hotels and Minda Corporation, backed by improving fundamentals, strong order books and favourable sector outlook.Read More