Market expert Sandip Agarwal sees a structural turn in IT stocks driven by a weakening rupee and cooled valuations, expecting significant EPS growth. He also highlights emerging value in the banking sector, while advising caution on EMS and consumption due to seasonal and supply chain concerns.Read More

Escalating Middle East tensions and disrupted oil flows through the Strait of Hormuz pose a major inflation risk for the United States, with a Federal Reserve Bank of Dallas study warning prices could surge sharply if conflict involving Iran persists, according to Reuters.Read More

Amidst geopolitical tensions and rising inflation fears, analysts anticipate the RBI may hike its policy repo rate by 50 basis points in 2026. This potential shift could significantly impact rate-sensitive sectors like banking and real estate, which are already showing signs of fragility despite current demand.Read More

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India’s IT sector shows a strong rebound, with the Nifty IT index climbing 8% in April as foreign investors significantly reduced their selling. Valuations are attractive, with many IT stocks trading below historical averages and holding substantial cash. While some strategists see a bottom, others remain cautious about future growth and AI’s impact.Read More

Indian markets experienced consolidation in FY26 due to global headwinds, but underlying economic strength remains. FY27 revival hinges on global stability and domestic growth drivers like government capex and consumption. Investors should focus on sectors with strong earnings visibility and policy support.Read More

Rohit Seksaria, Fund Manager at Sundaram Mutual, is strategically repositioning his investments. He sees value in lending financials and the broader services sector, including retailers and telecom. Seksaria is reducing exposure to metals and manufacturing. His outlook anticipates a market recovery driven by domestic demand, with a focus on resilient businesses.Read More

Titan Company’s shares are in focus after a strong performance in the January-March quarter. The company saw a 42% jump in its domestic business and a 156% surge in its international operations. Jewellery sales led the growth with a 46% increase. The watches segment grew 7% while EyeCare saw a 16% rise. Overall, Titan added...Read More

Angel One’s Q4 business update highlighted steady client growth and strong trading activity, with orders and turnover rising on both quarterly and annual bases. While funding book trends remained mixed, market share performance was uneven across segments, reflecting selective pressure despite continued expansion in client base and overall derivatives activity.Read More