Iran war, earnings hit and more: Brokerages identify nearly 80 stocks from a battered Indian market for FY27
https://economictimes.indiatimes.com/markets/stocks/news/iran-war-earnings-hit-and-more-70-stocks-brokerages-pick-from-a-ravaged-indian-market-for-fy27/articleshow/129997387.cms
Brokerages see the recent market correction driven by geopolitical tensions and rising oil prices as a buying opportunity, identifying nearly 80 stocks across sectors. While near-term risks remain, valuations have eased and earnings growth outlook stays intact. Analysts expect volatility to persist but believe the downside is largely priced in, making the current phase suitable for gradual accumulation.
https://economictimes.indiatimes.com/markets/stocks/news/iran-war-earnings-hit-and-more-70-stocks-brokerages-pick-from-a-ravaged-indian-market-for-fy27/articleshow/129997387.cms
Brokerages see the recent market correction driven by geopolitical tensions and rising oil prices as a buying opportunity, identifying nearly 80 stocks across sectors. While near-term risks remain, valuations have eased and earnings growth outlook stays intact. Analysts expect volatility to persist but believe the downside is largely priced in, making the current phase suitable for gradual accumulation.
Nifty's rare 4-month losing streak just ended; history says a 40% rally could be next
https://economictimes.indiatimes.com/markets/stocks/news/niftys-rare-4-month-losing-streak-just-ended-history-says-a-40-rally-could-be-next/articleshow/130012841.cms
Nifty has ended a rare four-month losing streak, a pattern that historically precedes strong recoveries. DSP data shows average one-year returns of 40.7% after similar phases. With fund managers signalling capitulation and increasing equity exposure, market indicators suggest the recent correction may have marked a bottom for Indian equities.
https://economictimes.indiatimes.com/markets/stocks/news/niftys-rare-4-month-losing-streak-just-ended-history-says-a-40-rally-could-be-next/articleshow/130012841.cms
Nifty has ended a rare four-month losing streak, a pattern that historically precedes strong recoveries. DSP data shows average one-year returns of 40.7% after similar phases. With fund managers signalling capitulation and increasing equity exposure, market indicators suggest the recent correction may have marked a bottom for Indian equities.
Concurrent Gainers: 9 smallcap stocks that rose for 5 days in a row
https://economictimes.indiatimes.com/markets/stocks/news/concurrent-gainers-9-smallcap-stocks-that-rose-for-5-days-in-a-row/slideshow/130012990.cms
Nine BSE small-cap stocks logged gains for five straight sessions even as the broader market slipped last week.
https://economictimes.indiatimes.com/markets/stocks/news/concurrent-gainers-9-smallcap-stocks-that-rose-for-5-days-in-a-row/slideshow/130012990.cms
Nine BSE small-cap stocks logged gains for five straight sessions even as the broader market slipped last week.
Rethinking the role of AI in investing: What retail investors need in volatile markets
https://economictimes.indiatimes.com/markets/stocks/news/rethinking-the-role-of-ai-in-investing-what-retail-investors-need-in-volatile-markets/articleshow/130013054.cms
AI in investing is often built for stable markets, limiting its usefulness during volatility. This piece argues that AI should enhance decision-making rather than replace human judgment. With rising retail participation in India, adaptive, context-driven AI tools focused on risk awareness and scenario analysis can significantly improve investment outcomes in uncertain market conditions.
https://economictimes.indiatimes.com/markets/stocks/news/rethinking-the-role-of-ai-in-investing-what-retail-investors-need-in-volatile-markets/articleshow/130013054.cms
AI in investing is often built for stable markets, limiting its usefulness during volatility. This piece argues that AI should enhance decision-making rather than replace human judgment. With rising retail participation in India, adaptive, context-driven AI tools focused on risk awareness and scenario analysis can significantly improve investment outcomes in uncertain market conditions.
Smallcap Stars: 10 stocks rally up to 72% despite 11% Nifty crash in March. Do you own any?
https://economictimes.indiatimes.com/markets/stocks/news/smallcap-stars-10-stocks-rally-up-to-72-despite-11-nifty-crash-in-march-do-you-own-any/slideshow/130013994.cms
Despite an 11% fall in the Nifty during March amid global tensions and rising crude prices, select smallcap stocks delivered strong gains of up to 72%. The list highlights standout performers across sectors that defied the broader market downturn, showcasing resilience and stock-specific momentum in a volatile environment.
https://economictimes.indiatimes.com/markets/stocks/news/smallcap-stars-10-stocks-rally-up-to-72-despite-11-nifty-crash-in-march-do-you-own-any/slideshow/130013994.cms
Despite an 11% fall in the Nifty during March amid global tensions and rising crude prices, select smallcap stocks delivered strong gains of up to 72%. The list highlights standout performers across sectors that defied the broader market downturn, showcasing resilience and stock-specific momentum in a volatile environment.
Midcap mayhem! 10 stocks that plunged up to 29% in March. How many do you own?
https://economictimes.indiatimes.com/markets/stocks/news/midcap-mayhem-10-stocks-that-plunged-up-to-29-in-march-how-many-do-you-own/slideshow/130014658.cms
Midcap stocks saw sharp declines in March as rising crude prices, geopolitical tensions and continued FII outflows dragged markets lower, with the Nifty falling over 11%. This list highlights 10 worst-performing midcaps, with losses of up to 29%, reflecting broad-based selling pressure across sectors during a volatile period.
https://economictimes.indiatimes.com/markets/stocks/news/midcap-mayhem-10-stocks-that-plunged-up-to-29-in-march-how-many-do-you-own/slideshow/130014658.cms
Midcap stocks saw sharp declines in March as rising crude prices, geopolitical tensions and continued FII outflows dragged markets lower, with the Nifty falling over 11%. This list highlights 10 worst-performing midcaps, with losses of up to 29%, reflecting broad-based selling pressure across sectors during a volatile period.
AI evolution decoded: Ace investor Vijay Kedia explains it with a simple house-building analogy
https://economictimes.indiatimes.com/markets/stocks/news/ai-evolution-decoded-ace-investor-vijay-kedia-explains-it-with-a-simple-house-building-analogy/articleshow/130014840.cms
Veteran investor Vijay Kedia explains AI's evolution using a house-building analogy, from expert advice (LLMs) to autonomous action (agents), collaborative teams (multi-agent), human-level mastery (AGI), and beyond (superintelligence). This framework mirrors his investment philosophy: learn, earn, evolve. However, Kedia's portfolio faced a challenging FY26, with most holdings declining amid market pressures and geopolitical concerns.
https://economictimes.indiatimes.com/markets/stocks/news/ai-evolution-decoded-ace-investor-vijay-kedia-explains-it-with-a-simple-house-building-analogy/articleshow/130014840.cms
Veteran investor Vijay Kedia explains AI's evolution using a house-building analogy, from expert advice (LLMs) to autonomous action (agents), collaborative teams (multi-agent), human-level mastery (AGI), and beyond (superintelligence). This framework mirrors his investment philosophy: learn, earn, evolve. However, Kedia's portfolio faced a challenging FY26, with most holdings declining amid market pressures and geopolitical concerns.
14 penny stocks crash up to 75% in just 3 months. Did you invest in any?
https://economictimes.indiatimes.com/markets/stocks/news/14-penny-stocks-crash-up-to-75-in-just-3-months-did-you-invest-in-any/slideshow/130033441.cms
https://economictimes.indiatimes.com/markets/stocks/news/14-penny-stocks-crash-up-to-75-in-just-3-months-did-you-invest-in-any/slideshow/130033441.cms
Can Sensex, Nifty rally for a third consecutive session on Monday? 5 factors to watch this week
https://economictimes.indiatimes.com/markets/stocks/news/can-sensex-nifty-rally-for-a-third-consecutive-session-on-monday-5-factors-to-watch-this-week/articleshow/130033416.cms
Indian markets ended higher despite sharp intraday swings, with Sensex and Nifty extending gains for a second session in FY27. However, the outlook remains volatile and event-driven, with Middle East tensions and the Strait of Hormuz situation likely to dictate crude prices, inflation risks, and overall market sentiment.
https://economictimes.indiatimes.com/markets/stocks/news/can-sensex-nifty-rally-for-a-third-consecutive-session-on-monday-5-factors-to-watch-this-week/articleshow/130033416.cms
Indian markets ended higher despite sharp intraday swings, with Sensex and Nifty extending gains for a second session in FY27. However, the outlook remains volatile and event-driven, with Middle East tensions and the Strait of Hormuz situation likely to dictate crude prices, inflation risks, and overall market sentiment.
9 Large-cap stocks with massive upside potential of up to 65%! Do you own any?
https://economictimes.indiatimes.com/markets/stocks/news/9-large-cap-stocks-with-massive-upside-potential-of-up-to-65-do-you-own-any/slideshow/130034024.cms
Nine large-cap stocks show 45–65% upside based on analyst consensus, highlighting strong growth potential. These projections guide investors toward high-quality opportunities with favorable ratings and expected returns over the next year.
https://economictimes.indiatimes.com/markets/stocks/news/9-large-cap-stocks-with-massive-upside-potential-of-up-to-65-do-you-own-any/slideshow/130034024.cms
Nine large-cap stocks show 45–65% upside based on analyst consensus, highlighting strong growth potential. These projections guide investors toward high-quality opportunities with favorable ratings and expected returns over the next year.
FPIs extend selloff in April; pull out Rs 19,837 crore in just 2 sessions
https://economictimes.indiatimes.com/markets/stocks/news/fpis-extend-selloff-in-april-pull-out-rs-19837-crore-in-just-2-sessions/articleshow/130034089.cms
Foreign investors continued to exit Indian equities, withdrawing Rs 19,837 crore (USD 2.1 billion) in the first two trading sessions of April, weighed down by the West Asia conflict, rising crude oil prices, and persistent rupee depreciation.
https://economictimes.indiatimes.com/markets/stocks/news/fpis-extend-selloff-in-april-pull-out-rs-19837-crore-in-just-2-sessions/articleshow/130034089.cms
Foreign investors continued to exit Indian equities, withdrawing Rs 19,837 crore (USD 2.1 billion) in the first two trading sessions of April, weighed down by the West Asia conflict, rising crude oil prices, and persistent rupee depreciation.
YES Bank Q4 biz update: Loans rise 11%, deposits grow 12% YoY
https://economictimes.indiatimes.com/markets/stocks/earnings/yes-bank-q4-biz-update-loans-rise-11-deposits-grow-12-yoy/articleshow/130034185.cms
YES Bank reported steady Q4 growth, with advances rising 6% QoQ and deposits outpacing at 9%, improving its CD ratio to 85.4%. Strong CASA traction supported margins, though reliance on certificates of deposit increased. Liquidity remained comfortable. Overall, improving deposit quality and a stronger liability franchise signal a more balanced outlook despite measured loan growth.
https://economictimes.indiatimes.com/markets/stocks/earnings/yes-bank-q4-biz-update-loans-rise-11-deposits-grow-12-yoy/articleshow/130034185.cms
YES Bank reported steady Q4 growth, with advances rising 6% QoQ and deposits outpacing at 9%, improving its CD ratio to 85.4%. Strong CASA traction supported margins, though reliance on certificates of deposit increased. Liquidity remained comfortable. Overall, improving deposit quality and a stronger liability franchise signal a more balanced outlook despite measured loan growth.
Chasing trends or buying value? The strategy that wins over time
https://economictimes.indiatimes.com/markets/stocks/news/chasing-trends-or-buying-value-the-strategy-that-wins-over-time/articleshow/130034440.cms
The global stock market landscape has become increasingly complex, shaped by macroeconomic uncertainty, geopolitical risks, and shifting liquidity conditions. Yet, amid this volatility, timeless investing principles, such as those advocated by Joel Greenblatt offer a structured lens to interpret market behavior and identify opportunities.
https://economictimes.indiatimes.com/markets/stocks/news/chasing-trends-or-buying-value-the-strategy-that-wins-over-time/articleshow/130034440.cms
The global stock market landscape has become increasingly complex, shaped by macroeconomic uncertainty, geopolitical risks, and shifting liquidity conditions. Yet, amid this volatility, timeless investing principles, such as those advocated by Joel Greenblatt offer a structured lens to interpret market behavior and identify opportunities.
How to trade Nifty Bank amid RBI monetary policy: Anand James shares his playbook
https://economictimes.indiatimes.com/markets/stocks/news/how-to-trade-nifty-bank-amid-rbi-monetary-policy-anand-james-shares-his-playbook/articleshow/130034999.cms
Bank Nifty remains at a critical juncture ahead of the RBI monetary policy, with recent volatility giving way to early signs of stabilisation.
https://economictimes.indiatimes.com/markets/stocks/news/how-to-trade-nifty-bank-amid-rbi-monetary-policy-anand-james-shares-his-playbook/articleshow/130034999.cms
Bank Nifty remains at a critical juncture ahead of the RBI monetary policy, with recent volatility giving way to early signs of stabilisation.
11 IPO stocks to see lock-in expiry worth Rs 2,378 crore in next two months. Do you own any?
https://economictimes.indiatimes.com/markets/stocks/news/11-ipo-stocks-to-see-lock-in-expiry-worth-rs-2378-crore-in-next-two-months-do-you-own-any/slideshow/130035542.cms
Rs 2,378 crore in IPO anchor shares unlocking across 11 firms during April–May may create supply pressure, with clustered expiries potentially impacting stock prices and short-term market sentiment significantly.
https://economictimes.indiatimes.com/markets/stocks/news/11-ipo-stocks-to-see-lock-in-expiry-worth-rs-2378-crore-in-next-two-months-do-you-own-any/slideshow/130035542.cms
Rs 2,378 crore in IPO anchor shares unlocking across 11 firms during April–May may create supply pressure, with clustered expiries potentially impacting stock prices and short-term market sentiment significantly.
M-cap of 6 of top 10 most valued firms drops nearly by Rs 65,000 cr; Bharti Airtel biggest laggard
https://economictimes.indiatimes.com/markets/stocks/news/m-cap-of-6-of-top-10-most-valued-firms-drops-nearly-by-rs-65000-cror-bharti-airtel-biggest-laggard/articleshow/130035445.cms
The combined market valuation of six of the top-10 most valued firms declined by Rs 64,734.46 crore in a holiday-shortened last week, with Bharti Airtel taking the biggest hit, reflecting the broader weakness in the equities market.
https://economictimes.indiatimes.com/markets/stocks/news/m-cap-of-6-of-top-10-most-valued-firms-drops-nearly-by-rs-65000-cror-bharti-airtel-biggest-laggard/articleshow/130035445.cms
The combined market valuation of six of the top-10 most valued firms declined by Rs 64,734.46 crore in a holiday-shortened last week, with Bharti Airtel taking the biggest hit, reflecting the broader weakness in the equities market.
Stocks braced for volatility as RBI policy, West Asia conflict take centre stage, say analysts
https://economictimes.indiatimes.com/markets/stocks/news/stocks-braced-for-volatility-as-rbi-policy-west-asia-conflict-take-centre-stage-say-analysts/articleshow/130037689.cms
The domestic stock market is expected to remain volatile this week as investors track the Reserve Bank's monetary policy decision, key global macroeconomic data and the impact of the West Asia conflict, analysts said.
https://economictimes.indiatimes.com/markets/stocks/news/stocks-braced-for-volatility-as-rbi-policy-west-asia-conflict-take-centre-stage-say-analysts/articleshow/130037689.cms
The domestic stock market is expected to remain volatile this week as investors track the Reserve Bank's monetary policy decision, key global macroeconomic data and the impact of the West Asia conflict, analysts said.
Ahead of Market: 10 things that will decide D-Street action on Monday
https://economictimes.indiatimes.com/markets/stocks/news/ahead-of-market-10-things-that-will-decide-d-street-action-on-monday/articleshow/130037775.cms
Bulls staged a sharp rebound on Thursday, lifting Sensex and Nifty to a second straight gain despite high volatility. IT stocks led the recovery, while India VIX edged higher. Analysts see near-term upside but caution that broader weakness and elevated volatility persist. Market sentiment remains positive, supported by strong breadth and selective buying interest.
https://economictimes.indiatimes.com/markets/stocks/news/ahead-of-market-10-things-that-will-decide-d-street-action-on-monday/articleshow/130037775.cms
Bulls staged a sharp rebound on Thursday, lifting Sensex and Nifty to a second straight gain despite high volatility. IT stocks led the recovery, while India VIX edged higher. Analysts see near-term upside but caution that broader weakness and elevated volatility persist. Market sentiment remains positive, supported by strong breadth and selective buying interest.
Banks pay near 2-year high rates on CDs amid tight liquidity
https://economictimes.indiatimes.com/markets/stocks/news/banks-pay-near-2-year-high-rates-on-cds-amid-tight-liquidity/articleshow/130048327.cms
Banks are paying significantly higher rates for certificates of deposit, reaching near two-year highs. This reflects intense competition for funds and ongoing liquidity pressures. Several banks, including CSB Bank and Ujjivan Small Finance Bank, have offered elevated rates. This trend goes beyond seasonal year-end adjustments, indicating deeper funding challenges for lenders.
https://economictimes.indiatimes.com/markets/stocks/news/banks-pay-near-2-year-high-rates-on-cds-amid-tight-liquidity/articleshow/130048327.cms
Banks are paying significantly higher rates for certificates of deposit, reaching near two-year highs. This reflects intense competition for funds and ongoing liquidity pressures. Several banks, including CSB Bank and Ujjivan Small Finance Bank, have offered elevated rates. This trend goes beyond seasonal year-end adjustments, indicating deeper funding challenges for lenders.
Sadbhav Lenders turn down NARCL offer, settle it out of court
https://economictimes.indiatimes.com/markets/stocks/news/sadbhav-lenders-turn-down-narcl-offer-settle-it-out-of-court/articleshow/130048425.cms
Sadbhav Engineering lenders have chosen an out-of-court debt restructuring. This decision bypasses an offer from NARCL. A consortium-led plan was approved by lenders. The company finalized a ₹1,517 crore restructuring package. This move aims to resolve stressed assets outside insolvency courts. The agreement involves convertible debentures and equity conversion. Lenders include PNB, Union Bank of India, and Axis Bank.
https://economictimes.indiatimes.com/markets/stocks/news/sadbhav-lenders-turn-down-narcl-offer-settle-it-out-of-court/articleshow/130048425.cms
Sadbhav Engineering lenders have chosen an out-of-court debt restructuring. This decision bypasses an offer from NARCL. A consortium-led plan was approved by lenders. The company finalized a ₹1,517 crore restructuring package. This move aims to resolve stressed assets outside insolvency courts. The agreement involves convertible debentures and equity conversion. Lenders include PNB, Union Bank of India, and Axis Bank.
Small finance banks make it big on micro revival
https://economictimes.indiatimes.com/markets/stocks/news/small-finance-banks-make-it-big-on-micro-revival/articleshow/130048433.cms
Small finance banks in India have concluded fiscal year 2026 with robust business growth. These lenders experienced higher-than-average loan portfolio expansion, exceeding 20%. This positive trend was significantly supported by a revival in microfinance lending. Asset quality also saw notable improvement across these banking entities. This indicates a healthy recovery in the bottom of the pyramid borrower segment.
https://economictimes.indiatimes.com/markets/stocks/news/small-finance-banks-make-it-big-on-micro-revival/articleshow/130048433.cms
Small finance banks in India have concluded fiscal year 2026 with robust business growth. These lenders experienced higher-than-average loan portfolio expansion, exceeding 20%. This positive trend was significantly supported by a revival in microfinance lending. Asset quality also saw notable improvement across these banking entities. This indicates a healthy recovery in the bottom of the pyramid borrower segment.