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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.

Laurus Labs shares are up 100% in the last 12 months and Motilal Oswal sees further upside
Motilal Oswal expects Laurus Labs to end financial year 2026 with a Profit After Tax (PAT) of ₹850 crore and reach ₹1,150 crore by financial year 2028, implying a Compounded Annual Growth Rate (CAGR) of 16% by this period.

New mutual fund classification rules introduced: How schemes will be structured
SEBI updates mutual fund scheme categorisation, retaining five groups and setting clear investment thresholds for equity schemes to enhance transparency and comparability for investors.

RBI approves SBI Mutual Fund to acquire 10% stake in RBL Bank
Shares of RBL Bank Ltd ended at ₹329.65, up by ₹4.35, or 1.34%, on the BSE.

This mutual fund expert sees strong growth potential in midcap stocks
Sandeep Bagla of TRUST Mutual Fund sees strong growth potential in Indian midcap equities, driven by economic expansion, policy support, and sectors like technology, consumption, and energy.

Motilal Oswal believes gold’s rally is structural, not cyclical
Motilal Oswal Financial Services reports gold’s rise past $5,000 per ounce signals structural repricing, driven by fiscal stress, central bank buying, supply constraints and geopolitical tensions.
SignatureGlobal India To DLF Fall As Nifty Realty Drops 3% | Stock Market Today - Samco
SignatureGlobal India To DLF Fall As Nifty Realty Drops 3% | Stock Market TodaySamco

AI disruption may create new sector winners: Trust MF's Mihir Vora
Trust Mutual Fund CIO Mihir Vora expects IT services firms to adapt their business models over time, while data centre and power infrastructure companies may benefit from rising AI demand. Vora remains constructive on markets, favouring financials, infrastructure, and selective growth sectors.
Sensex gains 435 pts; realty shares advance
At 14:30 IST, the barometer index, the S&P BSE Sensex jumped 435.24 points or 0.53% to 82,933.38. The Nifty 50 index rose 146.35 points or 0.57% to 25,602.70.

Nandish Shah of Motilal Oswal expects positive earnings momentum for banks, recommends these 2 PSU banking stocks to buy
Nandish Shah favors SBI and Indian Bank for their strong performance, healthy credit growth, and improved asset quality. SBI's NIM is projected at 3%+ in FY26, while Indian Bank shows steady margins. Both banks have raised earnings estimates for FY27 and FY28, indicating a positive outlook.

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.
Lenskart share price rallies over 3% as Motilal Oswal assigns ‘Buy’ call, sees 25% upside potential
Lenskart share price gained 8% in one month, and has rallied 15% in three months. The stock is up over 27% from its listing price, and 24% higher than its issue price.