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Watch | Sanjay Parekh on where he sees value in banks, IT, cement and telecom stocks
Sohum Asset Managers’ Founder & CIO, Sanjay Parekh, says markets look sluggish despite improving macro conditions, with Q3 Nifty earnings near 8–9%. He sees recovery in CVs (Ashok Leyland), credit growth at ICICI Bank and gradual picka a up in cement and steel. Portfolio stays domestic-focused: overweight telecom, NBFCs, industrials, cement, utilities, ports and logistics; underweight oil & gas and banks, zero FMCG. Watching IT names like Infosys and TCS, mid-cap tech (Persistent, Coforge, Mastek), defence HAL, quick commerce Zomato and Swiggy, and capital goods L&T, JSW Energy.
HEG Greentech demerger: Why Madhusudan Kela is betting ₹500 crore on this pivot
Steel is going green, and HEG sits at the center of this shift. As electric arc furnace capacity rises and energy storage expands, the company is betting on electrodes and clean-tech to power the transition.
AI, consumption trends put Vishal Mega Mart, MTAR Tech and IT stocks in focus: Siddhartha Khemka
Siddhartha Khemka of Motilal Oswal Financial Services highlights three parallel themes shaping markets: recovery in consumption-led retail, rising demand linked to AI infrastructure buildout, and structural changes within IT services driven by artificial intelligence adoption. While volatility may persist in the near term, sector-specific opportunities continue to emerge across retail, engineering and technology companies.
Trump says Big Tech needs to build its own power plants. These stocks should benefit
President Trump secured a pledge from Amazon.com, Google, Meta Platforms, Microsoft, xAI, Oracle and OpenAI to supply power for data centres, reflecting rising political and energy concerns. Check the stocks that might benefit from this.
Google, Microsoft, Amazon to pay their own data centre power bills? Trump summons big tech leaders to woo public
The promises, if made by the companies, will lack the force of law and therefore will not be binding. However, officials of the Trump administration still believe that a public and formal pledge could bring accountability and offer some assurance to consumers.
Stocks to Watch for February 26: IRFC, Tata Capital, Lupin, KFin Tech and more
Tata Capital Ltd, IRFC, Lupin, KFin Technologies, Emmvee Photovoltaic Power, and Shaily Engineering Plastics announce key financial and operational updates. Here are few stocks to track ahead of Thursday's trading session.
Dow Jones recovers nearly 50% of Monday's sell-off as software, tech shares see relief rally
AMD shares led the rebound in tech stocks on Tuesday as the 9% advance was triggered by a partnership with Meta Platforms. Software stocks like Salesforce also staged a rebound.
Aditya Infotech block deal: Promoters, Dixon Tech likely to offload up to 5.8% stake
Aditya Infotech promoters, along with Dixon Technologies, are likely to sell up to 5.8% stake via a ₹1,000 crore block deal, sources told CNBC-TV18.
FII inflows into India since US trade deal top $2 bn, worst of rupee’s fall behind us: Goldman Sachs
Sunil Koul, Global EM Equity Strategist at Goldman Sachs expects foreign investment to return to India, driven by three factors: the Indo-US trade deal removing a key uncertainty, strong global inflows into emerging markets, and investors diversifying away from volatile tech stocks — making Indian equities an attractive destination for capital.
Buy Zen Tech; target of Rs 1850: Choice Institutional Equities
Choice Institutional Equities is bullish on Zen Tech has recommended buy rating on the stock with a target price of Rs 1850 in its research report dated May 05, 2026.
Stocks to Watch Today: Rajputana Stainless, Cosmic CRF, Gaudium IVF, Ahluwalia Contracts, Manappuram, Nazara Tech, GR Infraprojects, Belrise in focus on 19 March
Stocks to Warch, 19 March: Stocks like Gaudium IVF and Women Health, Ahluwalia Contracts, Manappuram Finance, Nazara Technologies, G R Infraprojects, Belrise Industries, Puravankara, Mazagon Dock Shipbuilders, Natco Pharma, United Breweries, and Vedanta will be in focus on March 19.
Momentum Stocks: Fabtech Tech, Arvind Smart, Vdeal System rally up to 16% on sheer momentum
GE Power India and Vidya Wires were locked in the upper circuit, indicating strong buying demand and limited availability of sellers, a sign of bullish near-term sentiment.