Market News

IndiGo shares gain 2% after analyst meet. Why Goldman, Morgan Stanley, others see up to 38% upside?

IndiGo shares witnessed an uptick on Tuesday after its analyst meet, where management outlined strong long-term growth plans driven by rising air travel demand and international expansion. Brokerages including Goldman Sachs, Morgan Stanley, Motilal Oswal and Elara Capital reiterated bullish views, seeing up to 38% upside despite near-term geopolitical and fuel-price risks.

Stocks to buy in 2026 for long term: Kotak Bank, Titan among 5 stocks that could give 10-20% return

India's electronics manufacturing boom faces 'scale without depth' hurdle: KPMG

India's electronic manufacturing services market is set for substantial growth, projected to reach over $150 billion by FY30. This expansion hinges on moving beyond high-volume assembly to embrace design and component manufacturing. Strategic focus on automotive, industrial, and aerospace sectors will drive long-term value.

The hidden Rs 9,000 crore business behind India’s water purifier boom

India's water purifier market is evolving beyond just selling machines. Companies are now focusing on the lucrative service sector, including filter replacements and maintenance. Eureka Forbes is a key player, expanding its technician network to tap into this growing market. This shift aims to build customer trust and ensure long-term revenue streams in a competitive landscape.

Chola Securities' Dharmesh Kant sees BFSI earnings revival; likes IndusInd Bank, Axis Bank

Despite recent market volatility, Dharmesh Kant, Head Research at Chola Securities, believes investors should focus on bottom-up stock picking. He expects the banking and financial sector to emerge as a key earnings driver as stable interest rates support margins and treasury income. Among his preferred ideas are Aurionpro Solutions, Tata Technologies, IndusInd Bank, Axis Bank, Bank of India and Aadhar Housing Finance. He also remains positive on the long-term growth prospects of exchanges, AMCs and other capital market plays. 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.

ET Alpha Wealth Summit: India outperformed emerging markets over a 10-15 year period; market lag is recency bias: Vikas Khemani

Veteran investor Vikas Khemani said concerns over Indian equities stem largely from recency bias, not weakening fundamentals. Speaking at the ET Alpha Wealth Summit, he highlighted India’s strong long-term outperformance versus emerging markets and urged investors to focus on structural growth drivers rather than short-term market volatility.

AI, quick commerce are reshaping how India spends on advertising: WPP Media's Prasanth Kumar

India's advertising market will grow in 2026. Marketers face unprecedented volatility, juggling many challenges. Despite global tensions and inflation, the outlook remains positive. New platforms and AI are changing the advertising landscape. Brands focus on long-term growth and immediate results. Agencies will adapt to automation, focusing on higher-value tasks.

LTIMindtree Shares in Focus: PL Capital Sees Limited Upside, Maintains 'Hold' — Check Target Price

PL Capital highlighted LTIMindtree's long-term strategy centred on AI-led transformation, with management targeting doubling of USD revenue by FY31, implying a 15% CAGR, along with 200 bps margin expansion.

10 stocks Morgan Stanley has rated ‘Overweight’. How many do you own?

Morgan Stanley remains constructive on Indian equities, citing improving earnings growth, supportive policies, healthy domestic inflows and attractive long-term prospects. The brokerage believes India is well placed for a sustained market upcycle and has identified 12 stocks across sectors that it expects to outperform as the growth cycle strengthens.

NHPC offer plugs into green energy appeal, more suited for patient play

NHPC's offer for sale is underway. Analysts suggest it offers long-term potential for patient investors. The government is divesting up to 6% of its stake. The offer opened for non-retail investors with strong demand. The floor price is set at ₹71 per share. This move aligns with global energy security focus and domestic clean energy infrastructure investments.

Explained: Why Indian stock market has fallen prey to South Korea, Taiwan’s AI prowess

South Korea's stock market has surged past India's, becoming the world's sixth-largest, driven by its semiconductor giants' AI boom. India faces headwinds from a weakening rupee and lack of AI exposure. Despite current challenges, Morgan Stanley remains optimistic about India's long-term growth prospects, citing improving earnings and macro support.

Tata Sons IPO: Tata Chemicals, Tata Investment Corp shares tumble 3%. Here's why

Shares of Tata Chemicals and Tata Investment Corporation fell around 3% after reports claimed Tata Trusts Chairman Noel Tata had written to the RBI opposing a potential Tata Sons listing. According to the report, Tata Trusts fears a public listing could shift Tata Sons’ focus towards short-term market pressures and away from its long-term strategic and philanthropic objectives, amid growing internal debate over the holding company’s future.