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Torn between largecap and smallcap funds? The sweet spot may be in the middle
https://economictimes.indiatimes.com/markets/stocks/news/torn-between-largecap-and-smallcap-funds-the-sweet-spot-may-be-in-the-middle/articleshow/130076198.cms

Midcap funds have emerged as a stable investment option, delivering positive returns in FY26 while largecap and smallcap funds faltered. This outperformance is attributed to market flows and strong business performance in sectors like manufacturing and specialty chemicals, offering a balanced risk-return profile.
Motilal Oswal trims HDFC Bank, increases weight in SBI amid latest reshuffle. Here’s the full list
https://economictimes.indiatimes.com/markets/stocks/news/motilal-oswal-trims-hdfc-bank-increases-weight-in-sbi-amid-latest-reshuffle-heres-the-full-list/articleshow/130077434.cms

Motilal Oswal reshuffled its model portfolio, increasing SBI weight while trimming HDFC Bank. It added stocks across financials, new-age, defence, and manufacturing, citing strong growth prospects and valuations. The brokerage remains selective on IT and metals while favouring emerging platforms and consumption-driven opportunities.
Motilal Oswal sees 6% Q4 earnings growth for Nifty 50 amid Iran-US tensions
https://economictimes.indiatimes.com/markets/stocks/news/motilal-oswal-sees-6-q4-earnings-growth-for-nifty-50-amid-iran-us-tensions/articleshow/130077485.cms

Motilal Oswal forecasts Nifty 50 companies to achieve 6% YoY earnings growth in Q4 FY26, driven by financials, metals, and telecom, despite the oil and gas crisis. The brokerage anticipates softer overall growth due to the Iran-Israel-US conflict's impact on energy prices and supply chains.
Should investors buy TCS, Infosys ahead of Q4 results or AI risk too big to ignore?
https://economictimes.indiatimes.com/markets/stocks/news/should-investors-buy-tcs-infosys-ahead-of-q4-results-or-ai-risk-too-big-to-ignore/articleshow/130077616.cms

Indian IT stocks face pressure ahead of Q4 results, with Nifty IT down nearly 20% this year. Investors weigh a potential buying opportunity against structural concerns like weak global demand and the significant impact of AI. Brokerages remain cautious, expecting subdued growth and mixed margins, with a focus on FY27 guidance.
Titagarh Rail shares rally 16% in two days. Here's why Jefferies is bullish on this railway stock
https://economictimes.indiatimes.com/markets/stocks/news/titagarh-rail-shares-rally-16-in-two-days-heres-why-jefferies-is-bullish-on-this-railway-stock/articleshow/130078050.cms

Titagarh Rail Systems shares surged following Jefferies' 'Buy' rating, citing robust growth prospects in passenger and metro coaches driven by increased railway spending. The brokerage forecasts significant revenue and EPS growth, projecting a substantial rise in return on equity. In contrast, Jupiter Wagon received an 'Underperform' rating due to its higher valuation and slower growth expectations.
'Ramayana' impact: Ranbir Kapoor-backed smallcap stock rallies 320% in one year, should you buy?
https://economictimes.indiatimes.com/markets/stocks/news/ramayana-impact-ranbir-kapoor-backed-smallcap-stock-rallies-320-in-one-year-should-you-buy/articleshow/130078825.cms

Prime Focus shares have surged over 320% in a year, fueled by excitement for Ranbir Kapoor's upcoming 'Ramayana' film. The production house, known for its visual effects, is anticipating a massive Rs 1,000 crore OTT deal for the two-part epic. Kapoor himself invested significantly in the company last year.
Anand Rathi Wealth, RPSG Ventures among 6 stocks that hit 52-week high; rally up to 70% in a month
https://economictimes.indiatimes.com/markets/stocks/news/anand-rathi-wealth-rpsg-ventures-among-6-stocks-that-hit-52-week-high-rally-up-to-70-in-a-month/slideshow/130086087.cms

On Tuesday, Sensex rose 510 points to 74,617, with six BSE 1000 stocks reaching 52-week highs, signaling strong momentum and bullish investor sentiment, suggesting potential for continued market gains.
Market Trading Guide: Buy Ramco Systems, Natco Pharma and 2 more stocks on Wednesday for gains up to 14%
https://economictimes.indiatimes.com/markets/stocks/news/market-trading-guide-buy-ramco-systems-natco-pharma-and-2-more-stocks-on-wednesday-for-gains-up-to-14/slideshow/130089799.cms

Nifty extended gains for a fourth session, confirming a breakout and positive near-term trend above key moving averages. Analysts highlight resistance at 23,200 and volatility risks from Middle East tensions, while recommending four stocks showing bullish patterns, momentum strength, and upside potential in coming weeks.
Ahead of Market: 10 things that will decide stock market action on Wednesday
https://economictimes.indiatimes.com/markets/stocks/news/ahead-of-market-10-things-that-will-decide-stock-market-action-on-wednesday/articleshow/130090810.cms

Indian markets extended gains for a fourth session, led by IT, metal and FMCG stocks, with Nifty crossing 23,100. Technical indicators signal bullish momentum and breakout above key levels, though Middle East tensions may drive volatility near resistance at 23,200 in the near term.
Sebi grants relief in minimum public shareholding compliance norms, waives penalties amid Middle East conflict
https://economictimes.indiatimes.com/markets/stocks/news/sebi-grants-relief-in-minimum-public-shareholding-compliance-norms-waives-penalties-amid-middle-east-conflict/articleshow/130091327.cms

Sebi has granted a temporary relaxation for listed companies struggling to meet Minimum Public Shareholding norms due to Middle East geopolitical tensions. Companies with deadlines between April and September 2026 are exempt from penalties, easing compliance amid volatile markets.
Goldman Sachs fund sells Cello World shares worth Rs 55 crore via bulk deals
https://economictimes.indiatimes.com/markets/stocks/news/goldman-sachs-fund-sells-cello-world-shares-worth-rs-55-crore-via-bulk-deals/articleshow/130091926.cms

Goldman Sachs sold over 13.82 lakh shares of Cello World via a Rs 55 crore bulk deal at Rs 401 apiece. The stock remained steady despite the transaction but has underperformed over the past year. The company reported flat revenue and a decline in profit in its December quarter results.
Lenders' fields may yield less as collections wilt in summer
https://economictimes.indiatimes.com/markets/stocks/news/lenders-fields-may-yield-less-as-collections-wilt-in-summer/articleshow/130099538.cms

"Collections fell by about two percentage points last summer, and we expect a similar dip this year," said the head of a non-bank lender, who did not wish to be identified. "Field visits will reduce, and some customers may seek deferments as business activity slows. Collection should normalise once temperatures ease."
D-Street shows trust in IT resilience, stocks gain ahead of Q4 results
https://economictimes.indiatimes.com/markets/stocks/news/d-street-shows-trust-in-it-resilience-stocks-gain-ahead-of-q4-results/articleshow/130099446.cms

Traders are exhibiting unexpected confidence in IT stocks ahead of the Q4 results season, cutting bearish bets and initiating long positions. This shift is driven by expectations of a slowdown in AI adoption, coupled with attractive valuations and oversold conditions, signaling a potential contrarian opportunity for the sector.
JPMorgan assigns overweight tag to Hindalco and Vedanta
https://economictimes.indiatimes.com/markets/stocks/news/jpmorgan-assigns-overweight-tag-to-hindalco-and-vedanta/articleshow/130099468.cms

JPMorgan has upgraded Hindalco Industries and Vedanta Limited to 'overweight', setting price targets of β‚Ή1,125 and β‚Ή850 respectively. The brokerage anticipates a sustained upcycle in aluminium prices due to supply disruptions, particularly from the West Asia conflict, predicting a sharp tightening of ex-China aluminium markets.
IndiaFirst deal with BNP Cardif hits a UBI pact hurdle
https://economictimes.indiatimes.com/markets/stocks/news/indiafirst-deal-with-bnp-cardif-hits-a-ubi-pact-hurdle/articleshow/130099558.cms

IndiaFirst Life's proposed stake sale to BNP Paribas Cardif is delayed. Union Bank of India has exited its corporate agency tie-up with IndiaFirst Life. This development impacts the deal closure and growth visibility. Bancassurance is a key business driver for IndiaFirst Life. Discussions are continuing regarding the renewal of the agreement.
Visa's India, South Asia head Sandeep Ghosh to quit
https://economictimes.indiatimes.com/markets/stocks/news/visas-india-south-asia-head-sandeep-ghosh-to-quit/articleshow/130099577.cms

Sandeep Ghosh, Visa's India and South Asia head, is stepping down after more than four years to pursue an external opportunity. His departure occurs as the payments company intensifies its focus on digital payments and regional partnerships. A successor has been identified and will be announced shortly to ensure a seamless transition.
Market bets on Aurobindo as Europe, US sales show uptick
https://economictimes.indiatimes.com/markets/stocks/news/market-bets-on-aurobindo-as-europe-us-sales-show-uptick/articleshow/130099598.cms

Aurobindo Pharma stock is performing well. Sales in Europe are improving. New products are launching in the US. The company is also developing weight loss drugs. Future growth will come from more product launches and a recent acquisition. Backward integration projects are also boosting profitability. The company expects strong earnings growth.