Category: Analysis

Ahead of Market: 10 things that will decide D-Street action on Monday

Indian markets ended higher on Friday as the Sensex and Nifty rebounded, driven by gains in financial and auto stocks after the RBI delivered an unexpected 25 bps rate cut. The surprise move, paired with softer inflation forecasts and supportive liquidity, fuelled a risk-on mood. Analysts said rate-sensitive sectors, autos, real estate and NBFCs, led the rally as borrowing costs eased.

These 9 largecap stocks have up to 34% upside potential. Do you own any?

Based on consensus estimates from Trendlyne, several large-cap stocks are projected to deliver strong returns over the next 12 months.

Warren Buffett is buying, Michael Burry is shorting: The AI trade splitting Wall Street

Warren Buffett and Michael Burry are taking opposing stances on the AI boom, highlighting investor uncertainty. Buffett’s Berkshire Hathaway has added a major stake in Alphabet, signaling confidence in the AI-driven growth, while Burry shorts Palantir and Nvidia, criticizing Big Tech accounting practices. Their contrasting positions coincide with transitions in their careers and growing debate over whether AI hype is justified or a bubble.

11 penny stocks crashed up to 93% in FY26 so far; are you holding any?

These laggards were identified using specific filters: a market cap below Rs 1,000 crore, a stock price under Rs 20, and a minimum recent trading volume of 5 lakh shares.

Mcap of five of top-10 most-valued firms surges Rs 72,285 cr; TCS, Infosys biggest winners

The combined market valuation of five of the top-10 most valued firms surged by Rs 72,284.74 crore last week, with Tata Consultancy Services (TCS) and Infosys emerging as the biggest winners.

Wall Street bets Chinese stocks will extend $2.4 trillion rally

China has regained global investor confidence in a stellar year for stocks, with the MSCI China Index rising about 30%, adding $2.4 trillion in value and outperforming the S&P 500. Fund managers including Amundi, BNP Paribas, Fidelity and Man Group expect further gains in 2026, driven by AI innovation and market resilience, as both passive and active inflows fuel the rally.

Nifty at 26K, but why is your stock portfolio bleeding?

Nifty crossed 26,000 on November 26, 2025, followed by the SENSEX breaching 86,000, signalling market optimism. However, investors’ portfolios tell a different story. While Nifty rose 6–7% over the past year, the BSE SmallCap index fell 5% and the MidCap index gained only 2%. This divergence highlights why index highs aren’t uniformly reflected across all portfolios.

Rupee trajectory and Rs 10,600-cr ICICI Pru AMC IPO among 7 key triggers for D-Street this week

Nifty ended the week flat with a mildly negative bias, but Friday’s 0.59% surge to 26,186.45 signalled continued strength. Analysts say the index’s bullish structure supports a buy-on-dips approach. With RSI at 63 and MACD positive, momentum remains firm. Key resistance lies at 26,350, and a breakout could take Nifty toward 26,600 as markets eye crucial cues this week

FIIs sell Rs 11,820 crore worth of Indian equities in first week of December. Can RBI liquidity be a succor?

FIIs sold ₹11,820 crore in the first week of December, continuing heavy 2025 outflows, but strong DII inflows offset the pressure. Rupee depreciation drives foreign selling, while pro-growth policies, liquidity measures and earnings optimism keep domestic investors steadily buying.

Nifty stays flat as resistance holds; cautious optimism likely for coming week

Nifty traded range-bound, closing nearly flat despite an RBI rate cut, as resistance near 26,300 capped gains. Weak market breadth and muted broader indices signal caution, though the primary trend remains upward with selective sector strength.

BSE PSU index rejig: RailTel gets entry, 4 stocks deboarded. Do you own any?

BSE has reconstituted 28 indices, including the BSE PSU index, effective December 22. RailTel is the sole addition, while MMTC, ITI, Punjab & Sind Bank and KIOCL are removed following weak performance trends.

Dec 22 index rejig: ITC Hotels, Reliance Power among 32 fresh additions to BSE 500. Check changes in SME, others

The BSE 500 index will undergo a significant overhaul from December 22, with 32 additions and 32 exits as part of the semi-annual reconstitution. Changes span 28 indices, affecting large, mid and small companies across sectors.

Market poised for next uptrend as growth revives: Ashi Anand

Ashi Anand says India’s 18-month market consolidation is easing as growth improves, earnings strengthen and sentiment turns optimistic. He favours domestic themes, banks and digital plays while remaining cautious on global cyclicals, pharma and IT amid valuation and macro uncertainties.

SME SAR Televenture raises Rs 208 cr from Madhusudan Kela, promoter and others via issue of warrants

SAR Televenture has secured ₹208.46 crore through warrant issuance to investors including Madhusudan Kela’s fund, Choice Advisors, and promoters, boosting working capital, CAPEX needs, telecom infrastructure expansion, and readiness for large-scale 4G/5G projects.

ET Market Watch: RBI surprise cut boosts D-Street, Sensex surges 447 points, Nifty above 26,100

ITC Hotels block deals: HCL Capital snaps up Rs 2,998 crore worth shares; ADIA, Morgan Stanley join marquee buyers

HCL Capital Private Limited emerged as the largest acquirer of British American Tobacco's (BAT) stake in ITC Hotels, buying 14.58 crore shares for Rs 2,998 crore. Several other marquee investors also took significant stakes in the Rs 3,856 crore block deals. BAT stated the funds will aid its transition to a target leverage range.

Dabur receives 'no adverse observations' from BSE on merger of Sesa Care

Home-grown FMCG firm Dabur on Friday said it has received an observation letter with "no adverse observations" from the BSE over its Scheme of Amalgamation of Sesa Care.

US stocks rise; Netflix dips on Warner Bros Discovery deal

US stocks saw early gains Friday as investors awaited inflation data and anticipated a Federal Reserve interest rate cut. Netflix shares dipped after announcing an $83 billion acquisition of Warner Bros. Discovery, while Warner Brothers Discovery itself saw a slight increase.