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Oil prices to settle at $75-80 in 2 months, Nifty to touch 29K by March 2027, says Emkay. Here’s why
Emkay Global Financial Services expects crude oil to stabilise at $75–80 within two months and sees the Nifty 50 hitting 29,000 by March 2027. A potential Iran–US peace deal, easing energy pressures and steady earnings growth are seen driving a rebound in Indian equities despite near-term macro headwinds.
'Rate action unlikely in FY27; if any, it could be a rise,' say economists
Indian markets expect a prolonged pause in policy rates. Economists foresee no immediate tightening as higher global energy prices have a limited impact. The Reserve Bank of India is likely to maintain rates through FY27. While most anticipate a pause, a rate hike is considered more probable than a cut if the Iran conflict persists and affects growth.
BofA sees opportunity in India's battered bank stocks, expects IT sector to underperform
Indian bank stocks present an attractive investment. Valuations for major private lenders are at historic lows. This decline follows a drop in the Nifty Bank index. Foreign investors have sold off bank shares. BofA Global Research sees potential for a rate hike by the Reserve Bank of India. This could boost bank margins and earnings.
Eternal to Titan: These four Nifty companies are likely to post over 50% YoY growth in Q4 profit. Do you own any?
Q4 earnings: Nineteen of Nifty 50 stocks are likely to post a profit growth of 10% or more on a YoY basis, with four names, Eternal, Titan, JSW Steel and Tata Steel, slated to record a sharp rise of 50% and above.
EV retail sales in India up 24.6% at 24.52 lakh units in FY26: FADA
India's leap into the future of transport was evident in FY26, as electric vehicle sales skyrocketed to 24.52 lakh units, a noteworthy increase of 24.6 percent. The two-wheeler segment alone accounted for over 14 lakh units, underscoring consumer enthusiasm. Meanwhile, electric passenger vehicles surged with an impressive growth rate of 83.63 percent.
Helios MF’s Dinshaw Irani says India looks oversold, stays cautious on IT stocks
Helios Mutual Fund CEO Dinshaw Irani said the fund has been actively deploying cash as Indian equities appear oversold after recent underperformance. He noted that consumption trends remain resilient for now, though prolonged global uncertainty could weigh on demand over the next few quarters. Irani remains cautious on the IT sector, warning that AI-led disruption, weaker growth expectations and margin pressures could keep valuations under strain despite recent corrections. Disclaimer: The views and investment tips expressed by investment experts on CNBCTV18.com are their own and not that of the website or its management. CNBCTV18.com advises users to check with certified experts before taking any investment decisions.
Should investors buy TCS, Infosys ahead of Q4 results or AI risk too big to ignore?
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.
Where are the Indian markets headed? Here's a bull case Vs bear case scenario
Brokerages remain divided on India’s market outlook amid global uncertainties. Jefferies, ICICI Prudential AMC and 3P Investment Managers are positive on India, driven by improved valuations, limited earnings downside and supportive domestic flows. They highlight attractive Nifty valuations, favourable allocation signals and recent market correction as key reasons to increase exposure, with a preference for sectors like banks and pharma and a gradual approach to adding equities. On the other hand, Nomura, Goldman Sachs and UBS remain cautious, citing rising oil prices, weak foreign flows and global risks that could weigh on growth and market returns in the near term.
Nifty Bank logs 3rd-worst March fall since the global financial crisis. HDFC Bank, SBI among top culprits
Nifty Bank posted its third-worst March in two decades, falling around 12%, with PSU and private banks under pressure. Heavy FII outflows, global macro headwinds, rising oil prices and geopolitical tensions have intensified the correction. Major constituents like HDFC Bank and ICICI Bank have significantly dragged the index lower.
Fed to stay cautious on rate cuts with inflation still in focus, says William Lee
William Lee, Chief Economist and MD at Global Economic Advisors, says markets are grappling with repeated supply shocks—from Covid to wars—yet global growth, especially in the US, has remained resilient. However, rising uncertainty and energy disruptions risk diverting capital into safer assets such as treasuries, thereby hindering long-term growth. He notes political pressure in the US may push for a quicker resolution, while the Fed is likely to prioritise inflation control over rate cuts.
Vinit Sambre positive on insurance, private banks; favors IT firms on skilling and capital disciplin
Vinit Sambre, Head of Equities, DSP Mutual Fund, which manages funds worth $24.30 billion for the period of October-December 2025, said recent market volatility has brought valuations to more reasonable levels, with macro indicators like credit growth and auto sales still improving. He expects growth to recover after near-term disruptions and sees opportunities emerging in IT and BFSI. While uncertainty remains due to global risks, he suggests gradual equity allocation, maintaining a balanced approach with diversified funds and selective deployment as clarity improves.
SBI MF buys 4% in Urban Company via bulk deals; Wellington, others pare stake
SBI Mutual Fund acquired a 4% stake in Urban Company for ₹632 crore through bulk deals, while existing investors including Wellington and DF International Partners pared holdings in the company.