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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 170 new stores.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

Larsen & Toubro shares price gained 8%. This followed a US-Iran ceasefire announcement. The Strait of Hormuz, a crucial oil route, is expected to reopen safely. This development is positive for L&T, which has substantial business interests in the Middle East. The company operates numerous sites and employs thousands in the region. Recent geopolitical tensions had impacted L&T’s stock.Read More