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Morgan Stanley expects Reliance Industries to see rating upgrades every quarter in 2026 as its energy, retail and telecom businesses turn free cash flow positive. The brokerage has reiterated an overweight rating with a Rs 1,847 target, citing a refining upcycle, retail recovery, telecom cash flows and a chemicals turnaround.Read More

Despite a challenging 2025 for India’s microcap segment, several stocks delivered stellar returns, with 18 rising over 50% and two becoming multibaggers. Lumax Auto Technologies, Gabriel India, and CarTrade Tech were among the top performers in the Nifty Microcap 250 Index.Read More

Midcaps and smallcaps are turning attractive after a 14-month consolidation as earnings rebound and growth-adjusted valuations improve, according to Helios MF CEO Dinshaw Irani. He believes retail caution and not weak fundamentals, is holding smallcaps back, and further expects financials—especially consumer-facing banks—to lead the next market rally once margins stabilise.Read More

AI’s ambitious spending faces a funding crunch, shifting from internal cash to debt, raising investor concerns. Experts highlight energy and skilled labour shortages as the real hurdles, not technology itself. This reality may redirect investment from US tech giants towards infrastructure, power sectors, and emerging markets like China and India, promising sustainable returns.Read More

PSU banks have emerged as the top performers in 2025, with the Nifty PSU Bank Index rising over 26%, far ahead of the broader market. Strong earnings, improved asset quality and attractive valuations have driven gains, though performance remains uneven across lenders. Analysts see momentum sustaining over the next few quarters.Read More