The brokerage sees capital expenditure, defence manufacturing and financialisation as key tailwinds for the segment.Read More

The brokerage sees India’s “Goldilocks” phase continuing, supported by policy actions, easing macro headwinds, and a revival in capital expenditure, while preferring financials, capex-linked sectors, defence, and select discretionary stocks.Read More

Veteran fund manager Siddhartha Bhaiya, who passed away after a cardiac arrest, was known for his contrarian investing style and multibagger small-cap bets. Citing rich valuations and market euphoria, he sharply reduced equity exposure and shifted heavily into gold ETFs. His disciplined, bottom-up approach delivered exceptional long-term returns and made his PMS the top performer...Read More

Antique Stock Broking expects an earnings-led recovery to drive Indian equities higher, with the Nifty targeting 29,500 by March 2027. The brokerage sees a profit upcycle in CY26, led by capital expenditure and financials, while remaining selective on consumption and midcaps. Stabilising FPI flows, improving earnings visibility and favourable macro conditions underpin its constructive outlook.Read More

Gold and silver posted historic gains in 2025, driven by Fed rate expectations, a softer dollar, geopolitical tensions, industrial demand, and supply deficits. In 2026, gold could test $5,000/oz and silver $100/oz, supported by central bank buying, robust industrial use, and INR weakness. Investors are advised to maintain disciplined allocations, balance physical and paper holdings,...Read More

Analyst forecasts highlight eight BSE large-cap stocks with strong upside potential over the next 12 months. Lodha Developers, Eternal, Hindustan Aeronautics, Swiggy, Waaree Energies, Apollo Hospitals, Mankind Pharma, and Max Healthcare are projected to deliver gains ranging from 19% to 35%, backed by positive sequential revenue and profit growth.Read More

The U.S. military raid in Venezuela, resulting in President Maduro’s capture, has heightened geopolitical tensions at the start of 2026. Oil, gold, silver, the U.S. dollar, and global equities are expected to react when markets reopen on Monday. Venezuela’s vast energy and gold reserves, combined with market sensitivity after 2025 gains, may drive volatility across...Read More

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Foreign portfolio investors have started 2026 on a cautious note, extending their selling streak from last year by withdrawing Rs 7,608 crore (USD 846 million) from Indian equities in the first two trading sessions of January.Read More

The combined market capitalisation of seven of the top-10 most-valued firms surged Rs 1,23,724.19 crore last week, in line with an optimistic trend in equities, with Reliance Industries stealing the limelight with the biggest jump in its valuation.Read More