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IT steady despite muted TCS growth; realty, metals, Shriram Finance offer opportunities: Khemka
Siddhartha Khemka of Motilal Oswal says IT may remain range-bound as weak growth offsets stable TCS margins, with AI gains largely passed on to clients. Still, valuations are turning attractive for long-term investors. He sees emerging opportunities in real estate after the correction, remains positive on metals as a structural demand play, and prefers Shriram Finance in financials following its recent dip. 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.
Helios MF’s Dinshaw Irani says India looks oversold, stays cautious on IT stocks
Helios Mutual Fund CEO Dinshaw Irani said the fund has been actively deploying cash as Indian equities appear oversold after recent underperformance. He noted that consumption trends remain resilient for now, though prolonged global uncertainty could weigh on demand over the next few quarters. Irani remains cautious on the IT sector, warning that AI-led disruption, weaker growth expectations and margin pressures could keep valuations under strain despite recent corrections. 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.
Correction in NBFCs, IT and realty offers entry as earnings stay steady: Anupam Tiwari
Anupam Tiwari, Head of Equity at Groww Mutual Fund, expects a strong current quarter with limited impact from oil shocks so far, but flags risks from the next quarter onward. He remains positive on premium consumption, NBFCs, manufacturing exports and capex, while adding IT and premium real estate after corrections. He believes market fears may be overstated, with much of the downside already priced in.
Motilal Oswal sees 6% Q4 earnings growth for Nifty 50 amid Iran-US tensions
Motilal Oswal forecasts Nifty 50 companies to achieve 6% YoY earnings growth in Q4 FY26, driven by financials, metals, and telecom, despite the oil and gas crisis. The brokerage anticipates softer overall growth due to the Iran-Israel-US conflict's impact on energy prices and supply chains.
Kotak Mahindra Mutual Fund acquires stake in this recently listed healthcare stock
Kotak Mahindra Mutual Fund (KMMF) has raised its stake in the North Indian hospital network Park Medi World Limited to more than 5%. The fund purchased 175,164 shares, bringing its total ownership to 5.0393%, which necessitates a regulatory announcement in accordance with SAST regulations.
Nifty IT hurtles toward historic 8-week bloodbath: AI death knell or ultimate bear trap?
Indian IT stocks are experiencing an unprecedented losing streak. This has wiped out significant market value and ignited a debate about artificial intelligence's future impact. Some investors see a major buying opportunity amid the sell-off. Foreign investors have exited, but one large mutual fund is aggressively buying. Analysts are divided on the sector's outlook.
Motilal Oswal says Maruti Suzuki underperformance concerns 'overdone'; Stock may rise 29%
A total of 48 analysts have coverage on Maruti Suzuki. Of them, 41 have 'buy' ratings, five have 'hold' ratings and two have 'sell' ratings on the stocks.
Market correction a chance to rebalance portfolios, India may outperform from April: Quant MF
Sandeep Tandon, Founder & CIO of Quant Mutual Fund, says crude’s sharp spike may peak near $120–130 and remain elevated in the near term but is unlikely to sustain beyond a few months. He expects global markets to stay weak through 2026, while India could outperform from April after recent underperformance. Tandon advises investors to stay calm and use volatility to rebalance portfolios, adding selectively to sectors such aspharma, power, telecom, and select PSUs.
Motilal Oswal Home Finance signs $100 million NCD deal with Asian Development Bank
Motilal Oswal Home Finance signed a deal with the Asian Development Bank to raise $100 million in rupee debt via debentures, supporting affordable housing loans for women and green housing.
Motilal Oswal Home Finance signs USD 100 mn debt deal with ADB for women-focused, affordable, green housing
To be raised in rupee-equivalent debt, a part of the capital will be used to provide affordable housing loans to women borrowers while 10 per cent of the proceeds will be deployed to finance the construction of residential units that meet recognised green building certification standards, supporting the adoption of environmentally sustainable construction practices, the company said.
Earnings visibility to drive markets; Axis MF’s Karthik Kumar underweight IT, bullish on autos
Karthik Kumar, Fund Manager at Axis Mutual Fund, sees selective opportunities in defence stocks but remains cautious on railways, staples and utilities, and also recommends allocating part of a portfolio to gold.
Stock Picks Today: JSW Cement, ICICI AMC, Lenskart And More On Brokerages' Radar
Investec and Motilal Oswal have initiated a buy rating on JSW Cement and Lenskart, respectively.