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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.
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.
Asian markets fall after Wall Street tech selloff; GIFT Nifty signals weak start for India
The Nifty remains range-bound between 25,400 and 25,650, while Bank Nifty shows lower highs despite holding key support levels. Broader markets, including midcaps and select pharma and defence stocks, continue to show relative strength.
Buy VA Tech Wabag; target of Rs 1900: Motilal Oswal
Motilal Oswal is bullish on VA Tech Wabag recommended buy rating on the stock with a target price of Rs 1900 in its research report dated March 12, 2026.
SBI MF buys additional 4% stake in Urban Company; Wellington Management, DF International exit
SBI Mutual Fund already held 1.89 percent shareholding in Urban Company as of December 2025.
Buy Tech Mahindra; target of Rs 1750: Motilal Oswal
Motilal Oswal is bullish on Tech Mahindra recommended buy rating on the stock with a target price of Rs 1750 in its research report dated Jun 23, 2026.
Nifty India Defence index falls 3.5% amid profit booking; BEL, Dynamatic Tech lead losses
All 18 constituents of the Nifty India index were trading in the red, in line with weakness across the broader market.
Neutral Urban Company; target of Rs 135: Motilal Oswal
Motilal Oswal recommended Neutral rating on Urban Company with a target price of Rs 135 in its research report dated May 10, 2026.
Buy Tech Mahindra; target of Rs 1750: Motilal Oswal
Motilal Oswal is bullish on Tech Mahindra has recommended buy rating on the stock with a target price of Rs 1750 in its research report dated April 22, 2026.