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Jan–March FY26 earnings growth lowered to 10%; mid and small-caps under pressure
Gautam Duggad, Head of Research, Director - Institutional Equities at Motilal Oswal Financial Services noted that sectoral trends have led to a broader earnings downgrade of around 3% across his coverage universe of over 360 stocks. Within this, midcaps and smallcaps have seen sharper cuts of about 6% each for FY27.
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.
Motilal Oswal trims HDFC Bank, increases weight in SBI amid latest reshuffle. Here’s the full list
Motilal Oswal reshuffled its model portfolio, increasing SBI weight while trimming HDFC Bank. It added stocks across financials, new-age, defence, and manufacturing, citing strong growth prospects and valuations. The brokerage remains selective on IT and metals while favouring emerging platforms and consumption-driven opportunities.
Why this New York fund manager still believes Indian stocks are expensive
In the two months since CNBC-TV18's last conversation with Rupal Bhansali of Double Duty Money Management, the Nifty 50 has fallen nearly 11%.
After the correction, DSP sees a shift in equities—but this is not a full-throttle buy signal
DSP Mutual Fund suggests a cautious shift in market outlook, advocating for moderate equity exposure as valuations improve. While large-cap stocks show promise, small- and mid-caps remain elevated. The fund house sounds bullish on large private banks and IT stocks.
Zydus Wellness zooms 19% on heavy volumes; stock nears record high
Staples companies are expected to report improvement in revenue growth YoY for the domestic market, believe analyst at Motilal Oswal Financial Services.
Stock Market Highlights: Nifty, Sensex rebound and closed with gains amid strong buying in banks, realty and midcaps - BusinessLine
Stock Market Highlights: Nifty, Sensex rebound and closed with gains amid strong buying in banks, realty and midcapsBusinessLine
Stock Market Highlights: Nifty, Sensex rebound and closed with gains amid strong buying in banks, realty and midcaps - BusinessLine
Stock Market Highlights: Nifty, Sensex rebound and closed with gains amid strong buying in banks, realty and midcapsBusinessLine
Amfi seeks use of intraday loans to buy securities as Sebi defers strict mutual fund borrowing norms
India's mutual fund body is engaging with the market regulator after fund houses raised concerns that limiting intraday loans mainly for redemptions could severely hamper their ability to acquire securities.
IT stocks have suddenly become attractive, but...
With gains of over 5%, the Nifty IT index is the best-performing sector in April so far. However, it remains the second-worst performer after realty if you zoom out to a year-to-date view.
We asked a hedge fund manager to explain Thursday's spike in Indian stocks. Here's what he said.
On Thursday, the Nifty 50 bounced nearly 500 points from the day's low, and the Nifty Bank jumped over 1,600 points, inexplicably. The late rally on the last trading day of last week has given way to wild swings in the market this Monday.
Vodafone Idea sees this major development for the first time in five years, but stock falls
Motilal Oswal had also highlighted in an earlier note that the stop in the subscriber loss will be an important trigger for Vodafone Idea's turnaround plans. It remains to be seen whether this was just a one-off or the company continues to add subscribers on a sustained basis in the months ahead.