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ET Alpha Wealth Summit 2026: Decoding the future of Indian stock market in uncertain times
Indian investors navigate a complex wealth creation landscape. Geopolitical shifts and rapid AI adoption demand new strategies. The ET Alpha Wealth Summit 2026 on June 4 in Mumbai will gather top minds. Discussions will focus on AI, private markets, and global capital flows. Learn how to build resilient portfolios and identify future opportunities.
JSW Steel and Radico Khaitan top Motilal Oswal's buy list after strong earnings
Siddhartha Khemka, Head of Research, Wealth Management at Motilal Oswal Financial Services, recommends Radico Khaitan (target ₹4,000) and JSW Steel (target ₹1,520) on strong earnings. He backs Adani Ports and Adani Power on volume growth and power demand. On OMCs, he sees limited downside post the ₹3 hike with HPCL as an interesting pick, while gold jewellery stocks may stay under near-term pressure.
Kalyan Jewellers shares crash over 40% from peak, erode Rs 27,000 crore investor wealth. Buy, sell or hold?
Kalyan Jewellers shares have plummeted over 40 percent from their peak, wiping out significant investor wealth. This sharp decline follows a call from Prime Minister Narendra Modi to pause gold purchases and a government hike in import duties. Analysts point to policy headwinds and technical weakness impacting the stock.
Ignore market noise, India’s long-term story intact, say D-Street bulls Ramesh Damani and Sunil Singhania
Indian markets face temporary challenges with foreign outflows and geopolitical concerns. However, top investors Ramesh Damani and Sunil Singhania emphasize that India's fundamental growth drivers are strong. They advise retail investors to ignore short-term noise and focus on long-term wealth creation through disciplined investing and compounding. Sectors like defence, infrastructure, and energy offer opportunities.
Luxury in India is no longer defined by Delhi, Mumbai or Bengaluru
India's luxury market is expanding beyond traditional metro hubs as wealth and consumer exposure grow. Luxury consumption is converging nationally, driven by lifestyle choices and global awareness rather than city-specific stereotypes. Brands are now segmenting consumers by their journey and preferences, not just geography.
Opportunities in volatility? PL Wealth highlights market strategy as Sensex, Nifty drop nearly 9% in one month
Markets have fallen nearly 9% in a month amid geopolitical tensions, but PL Capital’s wealth arm sees volatility as an opportunity. It advises gradual investing in quality stocks, with focus on financials, infrastructure and defensives, while maintaining diversification and gold exposure to navigate near-term uncertainty and capture long-term growth.
Adani Total Gas, Stove Kraft among 30 stocks that surged up to 20% despite Rs 6 lakh crore wealth wipeout
Despite a sharp market downturn, select gas and water-related stocks delivered strong gains. Adani Total Gas hit the upper circuit on policy support, while Jindal SAW surged after the Jal Jeevan Mission extension, lifting several allied companies even as broader indices like BSE Sensex and Nifty50 fell.
Avoid OMCs; prefer defence and summer plays: Chola Securities
Dharmesh Kant, Head of Research at Chola Securities, says oil marketing companies remain largely avoidable as they are cyclical, commodity-linked businesses with limited long-term wealth creation potential, especially as renewable energy gains share. He advises selective buying in market declines, favouring defence stocks like BEL and HAL and summer-linked plays such as LG Electronics and Blue Star. Kant also sees corrections in InterGlobe Aviation as a potential long-term buying opportunity despite near-term volatility.
PSU banks better placed than private peers amid uncertainty, says LGT Wealth CIO
Chakri Lokapriya, CIO-Equities at LGT Wealth India, says geopolitical tensions and rising crude prices have created uncertainty for India, especially given its heavy oil import dependence. While sectors like textiles and PLI-linked electronics may still grow, margin pressures and a weaker rupee could weigh on profitability. He adds PSU banks remain relatively better placed than private peers due to strong government-led infrastructure spending, though prolonged high oil prices could impact treasury gains.
Buy or sell: Vaishali Parekh recommends three stocks to buy today — 4 March 2026
Buy or sell: Vaishali Parekh recommends three stocks to buy today — Anand Rathi Wealth, Sagility India, and Crompton Greaves
Global investors are now chasing this one AI signal in 2026
Julien Lafargue, Chief Market Strategist at Barclays Private Bank, advises investors to focus on geographical diversification this year as prolonged overexposure to US markets begins to shift. While equities remain the main driver of long-term wealth creation, he also sees growing opportunities in alternative strategies that benefit from widening differences across markets and sectors.
Zydus Lifesciences in focus after USFDA clears Ahmedabad plant, Aflibercept biosimilar launch
Zydus Lifesciences is in focus after receiving USFDA clearance with zero observations for its Ahmedabad facility and launching ANYRA, India’s first indigenous Aflibercept biosimilar. The developments strengthen its regulatory standing and expand its ophthalmology portfolio, positioning the company to tap into a large and growing domestic market for retinal therapies.