INVESTMENT ANALYSIS
Stock picks of the week: 5 stocks with consistent score improvement and upside potential of up to 33%
To get clarity on the markets, there are three questions to which you need answers. First: When will the war end? Second: How long will it take to rebuild destroyed infrastructure? Third: How will the post-war geopolitical situation pan out? Now, the answers to all three are up in the air. So, expect a phase of uncertainty. Our selected stocks for today depict a strong upward trajectory in their overall average score which is based on five key pillars: Earnings, fundamentals, relative valuation, risk, and price momentum. This implies that there has been a significant improvement in their market outlook in the given time frame.
Where to invest now: Chemicals, capital goods, and banking top the list, says Aditya Shah
Aditya Shah, Hercules Advisors Founder, suggests investing in India's domestic growth. His top picks are chemicals, capital goods, and banking. He advises caution on FMCG and defence sectors due to high valuations. Shah emphasizes selectivity and prioritizing companies with corrected prices. Investors should focus on domestic-facing businesses for potential gains.
Rajesh Palviya sees Nifty rally extending this week on strong bullish momentum
Indian equity markets concluded last week with a third consecutive gain, driven by improving sentiment and sustained buying. Market expert Rajesh Palviya noted a strong bullish Marubozu candle on the weekly chart, indicating robust buying action. He advised a 'buy on decline' strategy as Nifty holds above 24,100, with potential rallies towards 24,600–24,700 if it breaks 24,400.
Top Nifty50 stocks analysts suggest buying in this volatile week
Stock Reports Plus, powered by Refinitiv, is a comprehensive report that evaluates five key components of 4,000+ listed stocks – earnings, fundamentals, relative valuation, risk, and price momentum – to generate standardised scores. The simple average of the above-mentioned five component ratings is normally distributed to reach an average score.
Traders ready to put war behind, dial up the risk
Investors are increasingly favoring riskier debt, including BBB-rated bonds and higher-rated junk bonds, as they anticipate a prolonged truce between Iran and the US. This shift signals growing optimism for peace in West Asia and a belief in the improving credit quality of these companies. Despite this, a cautious approach remains, with money managers still acknowledging potential risks ahead.
Tactical investing: 6 stocks for your watchlist as the Gulf rebuild approaches; 4 with positive upside potential of up to 25%
Peace is something that has eluded West Asia a long time. For old Gulf watchers, statements and counter-statements of the kind seen in the last 48 hours are nothing new. That is probably the least to expect in times of conflict. And, when negative headlines dominate, it is tough to think rationally, especially when it comes to the stock markets. In such circumstances, it is useful to have the ability to be somewhat contrarian.
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Where’s the Indian mutual fund sector going ahead? 6 big trends to watch out for
Mutual fund trends highlight a structural shift in investor preference towards mid and small caps, sectoral themes, and multi-asset funds, while large caps lose share. SIP inflows hit record highs, reinforcing steady participation. Despite regulatory hurdles, overseas funds recover, reflecting evolving allocation strategies and risk appetite.
In times of war: Take a risk or manage it; different, yet same. 6 small-caps from different sectors with upside potential of up to 29%
Picking the right stock is easier said than done. Especially when valuations are not cheap and noise levels are high. When we say noise levels, it is all about narrative. Think of someone asking you to invest in the market at a time when there is war going on and crude oil prices have moved much higher than anyone had expected.
Don’t trust the hype: Why earnings quality matters more than broker calls in today’s volatile market
In volatile markets driven by liquidity, geopolitics and AI disruption, earnings quality is becoming more critical than brokerage recommendations. The article highlights structural biases in analyst calls and outlines key red flags investors should track, emphasising independent analysis and cash-backed earnings over headline profit numbers.
Stock picks of the week: 5 stocks with consistent score improvement and upside potential of up to 36%
Whether you are a trader or an investor, there is one thing to watch carefully in the coming days: Earnings. The reason why this is important is because the market is likely getting into sector-specific mode and there will be sectors which will outperform while others stay under pressure. Our selected stocks for today depict a strong upward trajectory in their overall average score which is based on five key pillars: Earnings, fundamentals, relative valuation, risk, and price momentum. This implies that there has been a significant improvement in their market outlook in the given time frame.
Nifty headed to 24,800 next; Vinay Rajani names CG Power and Pidilite as top trading picks
Vinay Rajani of HDFC Securities believes the Indian market rally has further to go, identifying 24,000-24,100 as a buying opportunity on dips, with 24,800 as the next target. He highlights broad market participation and sector rotation as key strengths. Rajani also recommends CG Power for its power sector breakout and Pidilite Industries for its FMCG reversal pattern.
Trump and a camel's dream: Where exactly are US-Iran talks headed?
US President Trump claims a deal with Iran is imminent, with Tehran agreeing to surrender enriched uranium. However, Iran has sarcastically dismissed these assertions. Despite diverging narratives, Pakistan facilitates ongoing talks for a second negotiation round, aiming to de-escalate regional tensions and potentially secure an interim understanding.
Aluminium and copper to stay elevated, steel risky: CLSA's top metals and cement calls for FY27
Base metals like aluminium and copper present significant opportunities, according to CLSA India's Indrajit Agarwal. Steel faces near-term downside risks. Aluminium prices are expected to rise due to supply disruptions and increasing demand. Cement sector anticipates earnings pressure now, with recovery expected later in the fiscal year. Indian producers have a cost advantage in non-ferrous metals.
Bank of England says it is testing AI risks to financial system
The Bank of England is actively assessing artificial intelligence risks to the financial system. They are conducting simulations and working with global partners to understand AI's impact on trading. This proactive approach aims to address potential market stress. Meanwhile, the Treasury Committee urges faster action on regulating critical AI and cloud firms.
Weekly Top Picks: These stocks scored 10 on 10 on Stock Reports Plus
Stock Reports Plus, powered by Refinitiv, undertakes detailed company analysis for 4,000+ listed stocks. In addition to detailed company analyses, the report also collates analysts’ forecasts and trend analysis for each component. An average score in Stock Reports Plus is calculated by undertaking quantitative analysis of five key investment tools – earnings, fundamentals, relative valuation, risk, and price momentum.
Quote of the day by Mark Mobius: 'The safe time to invest is when there is...' - investing advice by the 'Indiana Jones of Emerging Markets' that could make you rich during market crashes and why panic creates big opportunities for investors
Quote of the day by Mark Mobius: The renowned investor, believed "blood in the streets" signifies the safest time to invest, advocating for a contrarian approach during market crises. His philosophy emphasizes patience, research, and a long-term perspective to identify undervalued assets amidst widespread fear and panic, turning market downturns into opportunities.
Equity mutual fund average AUM rises 17% in FY26; flexi cap funds lead investor preference: Abakkus Mutual Fund
Equity-oriented mutual funds saw a 17.38% year-on-year growth in average net assets under management in March 2026, driven by strong investor confidence. Flexi cap funds emerged as the largest and fastest-growing category, with average net AUM rising 25.10% to Rs 5.28 lakh crore.
Investing in ability and quality of balance sheet? 5 large-cap stocks from different sectors with upside potential of up to 29%
Predicting the movement of the Nifty and Sensex is a fool’s task. Thursday’s trading on the market only underlines this truism. And it is in times of uncertainty that we tend to gravitate towards large-cap stocks because, over the long term, they do create wealth. But there is one more, equally compelling, reason why they should be preferred to mid- and small-cap stocks, especially in a phase where there is a time-wise correction – the kind where markets do not fall sharply but simply refuse to move higher for extended periods.
ET Prime Special Series: Multibagger or Bankrupt - Part 54: Will manufacturing capability help this firm move into defence space?
The auto ancillary sector is being forced to answer a difficult question: When technology changes, which suppliers remain relevant and which get left behind? This company stands out because it is not built around one narrow-end market. It has automotive at the centre, but also has exposure to engineering, defence, aerospace and other industrial segments. That wider presence offers some support. Still, the main issue remains unresolved. A meaningful part of its current auto-linked basket belongs to the old combustion era, while its manufacturing capability may still travel into newer applications. This is less a collapse story and more a test of adaptation.
Assets dip, affiliations shift: Stalin, Udhayanidhi among Tamil Nadu leaders reporting lower wealth
M. K. Stalin, Udhayanidhi Stalin and other Dravida Munnetra Kazhagam leaders have reported a decline in declared assets over five years, largely due to exiting business links under scrutiny, while the wealth of their spouses has risen in several cases.
Why Sahi is the right platform for futures and options trading in India
Sahi is a new trading platform designed specifically for Indian futures and options traders, addressing common issues like execution delays and fragmented screens. It offers single-screen workflows, built-in risk management, and research-backed trade ideas to enhance trading efficiency and discipline.
Madras HC seeks I-T report in Udhayanidhi Stalin poll affidavit 'discrepancies' case
The Madras High Court has asked the Income Tax Department for a report. This is regarding alleged differences in poll affidavits filed by Tamil Nadu Deputy Chief Minister Udhayanidhi Stalin. A petitioner claims over Rs 7 crore in investments disappeared between affidavits. The court will hear the case again on April 20. Elections are scheduled for April 23.
Capital market stocks: Time to change strategy? 10 stocks from different parts of the ecosystem
The capital market infrastructure sector has grown into a full-fledged, publicly-traded ecosystem. Today, investors can pick from exchanges, depositories, registrar and transfer agents, commodity platforms, and at least five asset management companies. All of them listed, all of them profitable, and all of them with the same structural tailwind: The financialisation of Indian household savings. But have we reached a stage where the strategy needs a re-look?
These 10 private and public banking stocks have an upside potential of up to 30% in one year, according to analysts
As far as fundamentals are concerned, most banks have continued to show improvement on critical parameters like NPAs. But if inflation rises and impacts credit growth (which has been an area of some concern), these stocks could take a hit. Now, why we are talking about inflation is obvious: Rising crude oil prices. That’s bad news for the Indian economy and the markets. Check out Stock Reports Plus, powered by Refinitiv, for price targets of over 4,000 listed stocks along with detailed company analysis focusing on five key components ,earnings, fundamentals, relative valuation, risk, and price momentum, to generate standardised scores. SR+ Reports is a complimentary offering to ETPrime members.
Battle of the metals: Gold vs Silver — which one won big for investors in 50 years?
Gold vs silver 50 year returns: Gold and silver have long been trusted investments, but over the past 50 years, gold has delivered stronger returns and greater stability. While silver offers higher short-term gains due to its volatility and industrial demand, gold remains the preferred choice for long-term wealth preservation and protection against inflation.
Weekly Top Picks: These stocks scored 10 on 10 on Stock Reports Plus
Stock Reports Plus, powered by Refinitiv, undertakes detailed company analysis for 4,000+ listed stocks. In addition to detailed company analyses, the report also collates analysts’ forecasts and trend analysis for each component. An average score in Stock Reports Plus is calculated by undertaking quantitative analysis of five key investment tools – earnings, fundamentals, relative valuation, risk, and price momentum.
Top Nifty50 stocks analysts suggest buying in this volatile week
Stock Reports Plus, powered by Refinitiv, is a comprehensive report that evaluates five key components of 4,000+ listed stocks – earnings, fundamentals, relative valuation, risk, and price momentum – to generate standardised scores. The simple average of the above-mentioned five component ratings is normally distributed to reach an average score.
Michael Burry is still betting against Palantir even after Trump's 'warfighting' praise. AI bubble ready to pop?
Veteran investor Michael Burry remains bearish on Palantir Technologies, citing high valuations and AI bubble risks. While optimism persists around artificial intelligence, experts warn uncertainty over profitability and infrastructure spending could challenge long-term returns despite strong technological potential.
Suzlon Energy vs Waaree Energies: Which renewable energy stock should you buy now?
Indian stock markets are seeing a comeback. Renewable energy firms Suzlon Energy and Waaree Energies present distinct investment opportunities. Suzlon offers potential high returns with higher risk, driven by its wind energy focus. Waaree provides steady growth through solar manufacturing and exports, backed by policy support. Investors can consider a balanced allocation, leaning towards Waaree for stability.
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