Market News
Stay updated with the latest market trends, earnings, and economic indicators.
Unique Picks: 6 stocks held by only one MF scheme in April, falling up to 40% in CY26
An analysis of mutual fund portfolios revealed 29 stocks held exclusively by single schemes, with most underperforming in CY26. However, Satin Creditcare Network, Rossell Techsys, and Amanta Healthcare bucked the trend, delivering strong returns. Brooks Laboratories and EFC (I) were among those experiencing significant declines.
Fuel prices likely to increase in a phased manner, says Invesco's Taher Badshah
Taher Badshah, CIO at Invesco Mutual Fund, said fears around AI disrupting Indian IT companies may be overstated, noting that enterprise AI adoption remains costly and could eventually create service opportunities for Indian IT firms. Badshah added that valuations in the technology sector have corrected sharply, making select IT stocks attractive from a value-investing perspective.
JSW Energy: Motilal Oswal Remains Bullish Despite Soft Q4 Results — Check Target Price, Potential Upside and More
JSW Energy reported a revenue of Rs 450 crore in Q4 FY26, missing brokerage's estimates by 24%.
JSW Energy shares in focus Q4 net profit rises 38% to Rs 574 crore, revenue up 41%
JSW Energy shares are in focus after a strong March quarter. The company reported a 38% profit jump and 41% revenue growth year-on-year. Power sales volume climbed significantly. Renewable and thermal generation saw substantial increases. The company also recommended a dividend payout. This performance boosts investor interest.
Expanding corporate occupier activity drives large office leasing across India
India's commercial office market is increasingly dominated by large occupiers seeking consolidated, campus-style workplaces. Large office transactions surged 3% year-on-year, comprising 65% of total leasing, while smaller office demand grew at a slower pace. Bengaluru leads in large deals, with Hyderabad and Mumbai showing accelerated growth.
Health insurance share rises to 41% of non-life industry in FY26
Health insurance strengthened its position as the largest segment in India’s non-life insurance industry in FY26, with its share rising to 40.8% from 38.6% a year earlier. The segment grew 15.4% to about Rs 1.4 lakh crore, outpacing the overall non-life industry growth of 9.3%, which took total gross direct premium income close to Rs 3.4 lakh crore.
Qualcomm bets on custom AI chips, targets Nvidia-led data centre market
Qualcomm is entering the competitive data center AI chip market. The company plans to launch unique CPU chips for agentic AI and AI accelerators. Custom chips for hyperscalers will ship by year-end. Qualcomm also diversifies into AI wearables, automotive, and telecom infrastructure. The company sees significant growth potential in these areas.
Vodafone said to weigh move to transfer part of India unit stake
Vodafone Group Plc is planning a capital boost for its Indian venture, Vodafone Idea Ltd. The UK telecom giant may transfer some of its shares to the Indian company. This move aims to strengthen Vodafone Idea's financial standing and aid its debt-raising efforts. The company is seeking significant loans to clear government dues and fund future growth.
Midcaps outperform Nifty, smallcap stocks in Q4, deliver 29% earnings growth: Motilal Oswal
Midcap companies emerged as the strongest performers in the March quarter earnings season, with profit growth outpacing both largecaps and smallcaps, according to MOFSL. Strong contributions from BFSI, technology and utilities supported performance, while analysts cautioned that volatility linked to West Asia tensions and elevated commodity prices may persist.
Motilal Oswal bullish on BSE, Lenskart and cement stocks as AI, market share growth drive outlook
Siddhartha Khemka, Head of Research, Wealth Management at Motilal Oswal Financial Services, said the brokerage remains positive on BSE Ltd. with a ₹4,400 target as cash market share gains and NSE’s expected listing could support growth. He also highlighted strong opportunities in AI-linked sectors such as power, cables and data centres, maintained a buy call on Lenskart with a ₹600 target, and named UltraTech Cement Ltd., JK Cement Ltd. and Dalmia Bharat Ltd. as preferred cement picks. Disclaimer: The views and tips expressed by investment experts on CNBCTV18.com are their own, not of the website or its management. CNBCTV18.com advises users to check with certified experts before taking any investment decisions.
GCC NRIs raise India equity bets; Motilal Oswal AMC gets NPS fund nod
GCC-based NRIs are increasing exposure to Indian equities while real estate sees outflows, as Motilal Oswal Asset Management Company enters the NPS pension fund space
Baroda BNP Paribas MF sees easing crude boosting rate-sensitive stocks, chemicals
Baroda BNP Paribas Mutual Fund Senior Fund Manager Jitendra Sriram said softer crude prices could improve sentiment for India and support interest rate-sensitive sectors. He believes refining, oil marketing and select specialty chemical companies may benefit if West Asia tensions ease. Sriram also cautioned that higher raw material and logistics costs may pressure corporate earnings over the next few quarters despite resilient recent results. 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.