Equity markets offer selective opportunities across autos, banks and consumption, says Sandip Sabharwal. He prefers Bajaj Auto on export-led margins, passenger vehicles for momentum, and large banks such as Axis, ICICI Bank and SBI. IT remains defensive, while equipment makers look better than power generators. A consumption revival could lift FMCG stocks.Read More
European shares drifted lower on Tuesday, pulling back after robust gains in the previous session, while investor caution ahead of crucial U.S. jobs data added to the dour mood.Read More
Market participants should brace for a phase where easy returns from broad themes may fade. Selectivity, precise bet sizing, and a sharp bottom-up approach will be crucial for portfolio construction in the coming months. Investors should focus on direct beneficiaries of government initiatives like MSME expansion, with credit and hiring-linked plays showing promise.Read More
Japan’s Nikkei share average dropped more than 1% on Tuesday, weighed down by declines in chip and other artificial intelligence-linked stocks ahead of crucial U.S. employment data later in the day.Read More
Mutual funds stepped up equity buying in November 2025, adding nine stocks across multiple schemes amid strong inflows. These stocks witnessed rising institutional confidence and delivered double-digit returns in FY26 so far. The trend highlights sustained MF conviction in select large and mid-cap names across sectors.Read More
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