JPMorgan raises its S&P 500 year-end target to 8,000, citing strong earnings and renewed confidence in AI spending, as bullish forecasts accelerate for US equities through 2026 amid resilient technology sector growth. JPMorgan has lifted its year-end target for the…
A comparison of top Indian mid-cap mutual funds reveals sharply differing portfolio choices, from sector allocations to market-cap tilts, highlighting the diverse investment approaches within the category. Among India’s mid-cap mutual funds, the broad label masks very different portfolio choices.…
Despite expanding into new product categories, Borosil faces slow growth and rising costs that dampen investor enthusiasm, reflecting challenges in transforming from a glassware specialist to a broad consumer brands company. Borosil’s attempt to evolve from a glassware specialist into…
State Bank of India and SBI Capital Markets are set to sell about 1 per cent combined stake in NSE through the upcoming ₹30,000 crore IPO, as the bank’s home loan portfolio surpasses ₹10 lakh crore, emphasising its growth and…
Seven of India’s most valuable listed companies saw a combined Rs 1.13 lakh crore wiped from their market capitalisation over the past week amid weakening sentiment and index declines, with Bharti Airtel and Reliance Industries leading the losses. Seven of…
Despite volatile PVC prices impacting volume sales, Supreme Industries expands into new segments like gas piping, windows, and composite cylinders, maintaining growth amidst market turbulence. Supreme Industries has entered the new financial year with a familiar problem: strong demand for…
India’s infrastructure investment trust sector is on track to transition four to five private trusts to public listings by March 2027, boosting liquidity and broadening ownership, as industry mulls further growth opportunities amidst rising investor participation. Four to five infrastructure…
Vedanta Ltd. is planning its third local-currency bond issuance in 2026, targeting at least 10 billion rupees to refinance existing debt amid rising interest rates and a strengthening rupee, signalling a strategic move to bolster liquidity and extend debt maturities.…
Indian investors are increasingly funneling funds into overseas AI stocks, prompting concerns over market concentration, valuations, and the sustainability of earnings , with seasoned funds reorienting towards tech amid warning signs of a bubble. Indian investors are finding it harder…
Indian stock markets declined over the week amid mounting concerns over US monetary policy, geopolitical tensions, and volatile trading conditions, despite a Friday rebound led by technology stocks and favourable crude prices. Indian equities ended the week lower as investors…
India’s defence sector is entering a robust phase with a new indigenisation list and government backing, offering significant opportunities but posing challenges for investors due to irregular order flows and high valuations. India’s defence industry is entering a stronger phase,…
Barclays warns that an intensifying El Niño could trigger a new wave of commodity shortages, affecting everything from food crops to industrial metals and energy markets, amid warnings of tighter global supply forecasts. Barclays is warning that a new commodity…
