Indices plunge 2%, then ride rupee rebound to log gains
https://economictimes.indiatimes.com/markets/stocks/news/indices-plunge-2-then-ride-rupee-rebound-to-log-gains/articleshow/129993271.cms
Indian benchmark indices rebounded on Thursday, closing higher after a rupee recovery spurred short covering ahead of an extended weekend. Despite early losses, Sensex and Nifty ended in positive territory, contrasting with global market weakness. Volatility remains a concern, though technical indicators suggest a potential near-term pullback.
https://economictimes.indiatimes.com/markets/stocks/news/indices-plunge-2-then-ride-rupee-rebound-to-log-gains/articleshow/129993271.cms
Indian benchmark indices rebounded on Thursday, closing higher after a rupee recovery spurred short covering ahead of an extended weekend. Despite early losses, Sensex and Nifty ended in positive territory, contrasting with global market weakness. Volatility remains a concern, though technical indicators suggest a potential near-term pullback.
HDFC Bank penalises 12 execs for role in mis-selling AT1 bonds
https://economictimes.indiatimes.com/markets/stocks/news/hdfc-bank-penalises-12-execs-for-role-in-mis-selling-at1-bonds/articleshow/129993337.cms
HDFC Bank has penalized at least 12 senior and mid-level executives, including Ashish Parthasarthy, for their alleged role in the mis-selling of Credit Suisse AT1 bonds. This action follows previous sackings and suspensions, with the bank attributing the issue to technical documentation and regulatory interpretation lapses rather than fraud.
https://economictimes.indiatimes.com/markets/stocks/news/hdfc-bank-penalises-12-execs-for-role-in-mis-selling-at1-bonds/articleshow/129993337.cms
HDFC Bank has penalized at least 12 senior and mid-level executives, including Ashish Parthasarthy, for their alleged role in the mis-selling of Credit Suisse AT1 bonds. This action follows previous sackings and suspensions, with the bank attributing the issue to technical documentation and regulatory interpretation lapses rather than fraud.
Concerns settled, share buybacks could flow via exchanges again
https://economictimes.indiatimes.com/markets/stocks/news/concerns-settled-share-buybacks-could-flow-via-exchanges-again/articleshow/129993457.cms
Sebi is proposing to bring back share buybacks via stock exchanges. This reverses a decision made a year ago. New tax rules have resolved earlier concerns about fairness and tax distortions. Public shareholders will now be taxed on actual capital gains, similar to market sales. This change aims to ensure equal participation for all shareholders.
https://economictimes.indiatimes.com/markets/stocks/news/concerns-settled-share-buybacks-could-flow-via-exchanges-again/articleshow/129993457.cms
Sebi is proposing to bring back share buybacks via stock exchanges. This reverses a decision made a year ago. New tax rules have resolved earlier concerns about fairness and tax distortions. Public shareholders will now be taxed on actual capital gains, similar to market sales. This change aims to ensure equal participation for all shareholders.
Bank of Baroda Q4 update: PSU lender reports 14% YoY growth in global business; deposits rise 12%
https://economictimes.indiatimes.com/markets/stocks/earnings/bank-of-baroda-q4-update-psu-lender-reports-14-yoy-growth-in-global-business-deposits-rise-12/articleshow/129993742.cms
State-owned Bank of Baroda reported a 14% year-on-year rise in global business to Rs 30.78 lakh crore in Q4FY26, led by steady growth in deposits. Global deposits increased 12%, while domestic deposits rose 13%. The figures are provisional and part of the bank’s quarterly update, with final audited numbers to be announced alongside its earnings release.
https://economictimes.indiatimes.com/markets/stocks/earnings/bank-of-baroda-q4-update-psu-lender-reports-14-yoy-growth-in-global-business-deposits-rise-12/articleshow/129993742.cms
State-owned Bank of Baroda reported a 14% year-on-year rise in global business to Rs 30.78 lakh crore in Q4FY26, led by steady growth in deposits. Global deposits increased 12%, while domestic deposits rose 13%. The figures are provisional and part of the bank’s quarterly update, with final audited numbers to be announced alongside its earnings release.
Axis picks 5 smallcap stocks that can rally up to 60%. How many are in your portfolio?
https://economictimes.indiatimes.com/markets/stocks/news/axis-picks-5-smallcap-stocks-that-can-rally-up-to-60-how-many-are-in-your-portfolio/slideshow/129993885.cms
Axis Direct has set a Nifty target of 29,480 for December 2026, indicating 30% upside, and identified five smallcap stocks with potential gains of up to 60%. Picks include Ujjivan Small Finance Bank, Chalet Hotels and Minda Corporation, backed by improving fundamentals, strong order books and favourable sector outlook.
https://economictimes.indiatimes.com/markets/stocks/news/axis-picks-5-smallcap-stocks-that-can-rally-up-to-60-how-many-are-in-your-portfolio/slideshow/129993885.cms
Axis Direct has set a Nifty target of 29,480 for December 2026, indicating 30% upside, and identified five smallcap stocks with potential gains of up to 60%. Picks include Ujjivan Small Finance Bank, Chalet Hotels and Minda Corporation, backed by improving fundamentals, strong order books and favourable sector outlook.
Q4 impact: Bank stocks slump up to 32% in 3 months, but brokerages bet on SBI, HDFC Bank, 6 more stocks. Check why
https://economictimes.indiatimes.com/markets/stocks/news/q4-impact-bank-stocks-slump-up-to-32-in-3-months-but-brokerages-bet-on-sbi-hdfc-bank-6-more-stocks-check-why/articleshow/129994128.cms
Banking stocks have slumped up to 32% over three months, underperforming the Nifty amid FII outflows, rising oil prices and rate concerns. Brokerages remain selective, backing SBI, ICICI Bank and others despite margin pressure. Q4 results and FY27 outlook will be key triggers for the sector’s recovery.
https://economictimes.indiatimes.com/markets/stocks/news/q4-impact-bank-stocks-slump-up-to-32-in-3-months-but-brokerages-bet-on-sbi-hdfc-bank-6-more-stocks-check-why/articleshow/129994128.cms
Banking stocks have slumped up to 32% over three months, underperforming the Nifty amid FII outflows, rising oil prices and rate concerns. Brokerages remain selective, backing SBI, ICICI Bank and others despite margin pressure. Q4 results and FY27 outlook will be key triggers for the sector’s recovery.
Eternal, SBI, Bharti Airtel, 6 other stocks can rally up to 57%. How many do you have?
https://economictimes.indiatimes.com/markets/stocks/news/eternal-sbi-bharti-airtel-6-other-stocks-can-rally-up-to-57-how-many-do-you-have/slideshow/129994475.cms
Axis Direct has identified nine large-cap stocks, including SBI, Bharti Airtel and Bajaj Finance, with upside potential of up to 57%, while pegging the Nifty target at 29,480 by December 2026. The picks are backed by strong fundamentals, growth visibility and sectoral tailwinds despite recent market underperformance.
https://economictimes.indiatimes.com/markets/stocks/news/eternal-sbi-bharti-airtel-6-other-stocks-can-rally-up-to-57-how-many-do-you-have/slideshow/129994475.cms
Axis Direct has identified nine large-cap stocks, including SBI, Bharti Airtel and Bajaj Finance, with upside potential of up to 57%, while pegging the Nifty target at 29,480 by December 2026. The picks are backed by strong fundamentals, growth visibility and sectoral tailwinds despite recent market underperformance.
The architecture of resilience: Why India’s private credit stands apart
https://economictimes.indiatimes.com/markets/stocks/news/the-architecture-of-resilience-why-indias-private-credit-stands-apart/articleshow/129994601.cms
India’s private credit market stands resilient amid global stress due to its conservative fund structures, strict leverage norms, and closed-ended AIF framework. Unlike global peers facing liquidity and redemption pressures, India’s system aligns investor timelines with asset maturity, reducing systemic risks while offering significant growth headroom in an underpenetrated market.
https://economictimes.indiatimes.com/markets/stocks/news/the-architecture-of-resilience-why-indias-private-credit-stands-apart/articleshow/129994601.cms
India’s private credit market stands resilient amid global stress due to its conservative fund structures, strict leverage norms, and closed-ended AIF framework. Unlike global peers facing liquidity and redemption pressures, India’s system aligns investor timelines with asset maturity, reducing systemic risks while offering significant growth headroom in an underpenetrated market.
Axis Bank to deepen insurance bet with Rs 389 crore infusion in Axis Max Life; stake seen at 19.99%
https://economictimes.indiatimes.com/markets/stocks/news/axis-bank-to-deepen-insurance-bet-with-rs-389-crore-infusion-in-axis-max-life-stake-seen-at-19-99/articleshow/129994737.cms
Axis Bank plans to invest Rs 389 crore in Axis Max Life, raising its combined stake to 19.99%, near the regulatory cap. The move strengthens its insurance play as the sector expands. The deal remains subject to approvals, while Max Financial will retain majority ownership of around 80%.
https://economictimes.indiatimes.com/markets/stocks/news/axis-bank-to-deepen-insurance-bet-with-rs-389-crore-infusion-in-axis-max-life-stake-seen-at-19-99/articleshow/129994737.cms
Axis Bank plans to invest Rs 389 crore in Axis Max Life, raising its combined stake to 19.99%, near the regulatory cap. The move strengthens its insurance play as the sector expands. The deal remains subject to approvals, while Max Financial will retain majority ownership of around 80%.
ETMarkets Smart Talk | Renewables, defence to lead in FY27; infra and gas stocks offer high-risk opportunities: Siddarth Bhamre
https://economictimes.indiatimes.com/markets/stocks/news/etmarkets-smart-talk-renewables-defence-to-lead-in-fy27-infra-and-gas-stocks-offer-high-risk-opportunities-siddarth-bhamre/articleshow/129994961.cms
Siddarth Bhamre expects renewables and defence to lead market performance in FY27, supported by structural tailwinds. Infrastructure and gas stocks may offer high-risk opportunities post-correction. While geopolitical risks and weak earnings weigh on sentiment, FII flows could recover in the second half, with valuations improving but still dependent on earnings recovery.
https://economictimes.indiatimes.com/markets/stocks/news/etmarkets-smart-talk-renewables-defence-to-lead-in-fy27-infra-and-gas-stocks-offer-high-risk-opportunities-siddarth-bhamre/articleshow/129994961.cms
Siddarth Bhamre expects renewables and defence to lead market performance in FY27, supported by structural tailwinds. Infrastructure and gas stocks may offer high-risk opportunities post-correction. While geopolitical risks and weak earnings weigh on sentiment, FII flows could recover in the second half, with valuations improving but still dependent on earnings recovery.
Losing $1 billion a day: Gurmeet Chadha urges PMO, Finance Ministry to revisit capital gains tax, STT
https://economictimes.indiatimes.com/markets/stocks/news/losing-1-billion-a-day-gurmeet-chadha-urges-pmo-finance-ministry-to-revisit-capital-gains-tax-stt/articleshow/129995974.cms
Gurmeet Chadha has urged the government to revisit capital gains tax and STT, citing sustained foreign capital outflows. He claims India is losing nearly $1 billion daily since July 2024. The remarks come amid heavy FII selling, rising tax burdens and concerns over weakening investor sentiment in Indian equity markets.
https://economictimes.indiatimes.com/markets/stocks/news/losing-1-billion-a-day-gurmeet-chadha-urges-pmo-finance-ministry-to-revisit-capital-gains-tax-stt/articleshow/129995974.cms
Gurmeet Chadha has urged the government to revisit capital gains tax and STT, citing sustained foreign capital outflows. He claims India is losing nearly $1 billion daily since July 2024. The remarks come amid heavy FII selling, rising tax burdens and concerns over weakening investor sentiment in Indian equity markets.
14 Nifty midcap stocks plunge up to 50% from 52-week highs
https://economictimes.indiatimes.com/markets/stocks/news/14-nifty-midcap-stocks-plunge-up-to-50-from-52-week-highs/slideshow/129996559.cms
A sharp market correction has dragged midcap stocks significantly lower, with 14 Nifty Midcap names plunging between 40% and 50% from their 52-week highs. The broader indices have also declined, reflecting widespread selling pressure amid volatility, making midcaps the worst-hit segment in the ongoing downturn.
https://economictimes.indiatimes.com/markets/stocks/news/14-nifty-midcap-stocks-plunge-up-to-50-from-52-week-highs/slideshow/129996559.cms
A sharp market correction has dragged midcap stocks significantly lower, with 14 Nifty Midcap names plunging between 40% and 50% from their 52-week highs. The broader indices have also declined, reflecting widespread selling pressure amid volatility, making midcaps the worst-hit segment in the ongoing downturn.
F&O Talk: Is rebound from Thursday's low a sign of reversal or a bull trap? Sudeep Shah's take on market mood
https://economictimes.indiatimes.com/markets/stocks/news/fo-talk-is-rebound-from-thursdays-low-a-sign-of-reversal-or-a-bull-trap-sudeep-shahs-take-on-market-mood/articleshow/129996936.cms
Markets staged a late recovery, but technical indicators suggest indecision rather than a confirmed reversal. Sudeep Shah highlights key Nifty and Bank Nifty levels, cautioning that volatility remains elevated. While IT shows relative strength, rate-sensitive sectors may stay under pressure ahead of the RBI MPC decision and macro uncertainty.
https://economictimes.indiatimes.com/markets/stocks/news/fo-talk-is-rebound-from-thursdays-low-a-sign-of-reversal-or-a-bull-trap-sudeep-shahs-take-on-market-mood/articleshow/129996936.cms
Markets staged a late recovery, but technical indicators suggest indecision rather than a confirmed reversal. Sudeep Shah highlights key Nifty and Bank Nifty levels, cautioning that volatility remains elevated. While IT shows relative strength, rate-sensitive sectors may stay under pressure ahead of the RBI MPC decision and macro uncertainty.
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.