Market News
Stay updated with the latest market trends, earnings, and economic indicators.
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 top picks: VA Tech order strength, RIL refining upside, Eternal valuations attractive
Investors are not showing panic despite geopolitical tensions, though many are reviewing portfolios and seeking safer sector exposure, according to Siddhartha Khemka of Motilal Oswal. The brokerage remains positive on VA Tech Wabag citing a ₹16,000-crore order book and strong West Asia demand. It also sees opportunity in quick commerce stocks like Eternal and Swiggy after valuation corrections, while Reliance Industries’ O2C business could benefit from higher refining margins. Disclosure: Network18, the parent company of CNBCTV18.com, is controlled by Independent Media Trust, of which Reliance Industries is the sole beneficiary.
All you need to know about a SBI MF’s plan for a ₹13,000 crore IPO
The fund house is looking at an IPO size of Rs 13,000 crore — making it one of the largest financial services IPOs in the country.
Iran war boosts gold, silver appeal; Tata MF advises staggered buying
Tata Mutual Fund advises staggered investment in gold and silver as the Iran conflict fuels geopolitical uncertainty and strengthens safe-haven demand
Everyone selling IT stocks after record crash, but this Rs 1.3 lakh crore mutual fund doing the exact opposite
While foreign investors fled India's IT sector, dumping Rs 17,000 crore in February, the PPFAS Flexicap Fund made a bold contrarian move. The fund aggressively bought shares in HCL Technologies, Infosys, and TCS, despite AI fears causing the Nifty IT index to plunge. This strategic accumulation contrasts sharply with analyst downgrades and widespread sector pessimism.
Motilal Oswal Home Finance raises USD 100 million from Asian Development Bank
Motilal Oswal Home Finance (MOHFL) has entered into an agreement to raise USD 100 million in INR-equivalent from the Asian Development Bank (ADB) in the form of debt through Non-Convertible Debenture (NCD). The financing represents an important milestone for MOHFL and reflects strong confidence from a leading global development finance institution in the Company's business model, governance framework, and long-term growth prospects.
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.
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.
Tata Steel shares may see 15% upside on strong domestic outlook
Motilal Oswal keeps a buy rating on Tata Steel, target ₹240, citing strong demand, expansion, EU recovery, and price support. Shares rose 53.8% in a year.
Buy TCS; target of Rs 2350: Motilal Oswal
Motilal Oswal is bullish on TCS recommended buy rating on the stock with a target price of Rs 2350 in its research report dated July 09, 2026.
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.
Buy Tata Consumer Products; target of Rs 1450: Motilal Oswal
Motilal Oswal is bullish on Tata Consumer Products recommended buy rating on the stock with a target price of Rs 1450 in its research report dated May 10, 2026.