Market volatility has created buying opportunities. Valuations are now more attractive, supported by central bank liquidity. Long-term investors can cautiously build positions. Sectors like IT and private banks are showing promise. Manufacturing and select pharma companies also present opportunities. Investors should remain selective.Read More

Bank of America anticipates strong first-quarter revenue growth, driven by market volatility and consumer spending. Net interest income is projected to rise at least 7%, with investment banking fees up around 10% and global markets revenue expanding at a low double-digit pace. These positive trends are supported by increased trading activity and client engagement amid...Read More

Jefferies has raised Coal India target to Rs 485, citing reasonable valuation and improving earnings. The brokerage forecasts 9% CAGR in FY26–28, supported by higher e-auction premiums, rising dispatch volumes, and a rebound in power demand. Coal India remains a cash-rich, high-dividend PSU stock with strong market share.Read More

Gas stocks rallied sharply on Wednesday as investors bet the Iran–Israel conflict may ease, potentially relieving supply constraints. The rebound follows last week’s sharp fall triggered by escalating tensions. India continues to face a deepening gas crisis, with prices surging and the government prioritising PNG, CNG and LPG to ensure uninterrupted supply.Read More

Shares of Shakti Pumps, NCC, and KEC International rallied after the Union Cabinet approved the Jal Jeevan Mission’s extension until 2028. The program has a Rs 8.69 lakh crore outlay. This decision is expected to benefit several engineering, procurement, and construction companies. Pump manufacturers and pipe makers will also see support. A new digital framework,...Read More

The Rs 255 crore Rajputana Stainless IPO entered its final bidding day with modest grey market interest. The issue was subscribed 42% by the second day, led mainly by institutional investors. With a small grey-market premium and mixed investor demand, the IPO is drawing cautious attention ahead of its expected listing.Read More

IndiGo shares will be in focus after CEO Pieter Elbers resigned nearly three months after major operational disruptions that stranded passengers. Managing Director Rahul Bhatia will oversee operations temporarily. The airline also faces sector risks from rising crude prices and geopolitical tensions, though brokerages still see long-term growth potential.Read More

Nilesh Shetty of Quantum Advisors shifts from bullish to cautious on India due to Middle East conflict. He sees potential for prolonged market correction. However, Shetty identifies Indian IT services as a contrarian buying opportunity. He believes AI fears have unfairly punished these stocks. Shetty sees value in IT firms positioned to integrate AI into...Read More

Indian equity investors face an 18-month return drought, with the Nifty and smallcaps significantly below recent peaks. Despite fears surrounding AI and geopolitical tensions, strategists urge against raising cash, advocating for increased equity allocation due to attractive valuations and a potential market turn.Read More

Reliance Industries shares will be in focus after U.S. President Donald Trump announced a proposed $300 billion oil refinery project in Texas with investment backing from the Indian conglomerate. The facility at the Port of Brownsville is expected to boost U.S. energy output and exports, though Reliance has not confirmed the partnership.Read More