INVESTMENT ANALYSIS
Strong balance sheet, domestic focus, and a moat matter more: 5 large-cap stocks with upside potential of up to 24%
The big event the market was waiting for has come and gone. So, is there greater clarity about where the crisis in the Gulf is headed? Not really. While US President Trump acknowledged the war was one of the reasons his Republican party received a drubbing at the hands of the Democrats, he said he would do it again. Which suggests it is unlikely that the uncertainty and volatility in the markets will go away anytime soon.
13 equity mutual funds offer over 15% return on SIP investments since last Diwali. Do you own any?
In a review of mutual fund performances since Diwali 2025, approximately 13 equity mutual funds achieved SIP gains exceeding 15%. Notably, the Samco Small Cap Fund led with an impressive return of 36.35%, while both the Motilal Oswal Focused Fund and Bank of India Small Cap Fund saw returns surpassing 25%. Conversely, 153 funds posted negative returns, with the Samco Flexi Cap Fund facing a significant decline of 14.89%.
Time to pick the right business, hold it longer: 5 stocks from the auto ancillary space with upside potential of up to 20%
In times of uncertainty in the market, investors should look for sectors where there is some underlying transformation taking place that is bigger, and will last longer, than the impact of any war or election results. One such is the auto ancillary sector.
India's stock market volatility since last Diwali saw 60 stocks lose up to 96%
At least 63 stocks with a market capitalisation of over Rs 1,000 crore have lost more than half their value since last Diwali, with some plunging 60-95% amid a broad-based selloff across sectors. Elitecon International was the worst performer, tumbling 96%, followed by Reliance Infrastructure, Kothari Industrial Corporation and Fischer Medical Ventures.
These 11 private and public banking stocks have an upside of up to 33% in 1 year, according to analysts
It is too early to read a lot into the divergence seen in the stock price movements of private and PSU banks on Tuesday. Neither can it be said with any certainty that it had anything to do with FII buying. Against this background, remember: For any investor interested in the banking sector, the price movements should matter less than what the overall Q2 performance of both private and PSU banks reveals.
US elections 2026: The S&P 500 has never been lower a year after a midterm since 1950. Can 2026 break the streak?
Historically, after midterm elections, the S&P 500 tends to climb, with an average increase of about 15%. Currently, the index has risen nearly 13% since the previous midterm. Nonetheless, valuations are much higher than past averages, sparking concern. Analysts suggest the likelihood of a divided government might bolster stock performance trends, yet investors still approach this high valuation landscape with caution due to potential risks for future earnings.
- Go To Page 1
For investors with a 3- to 5-year horizon: 5 mid-cap stocks from different sectors with upside potential of more than 19%
A development worth noting is that there was net FII buying in five of the last six trading sessions. But it is still tentative, and cannot be declared as a reversal of the selling trend of the past few months. While indications are that they are favouring large-cap stocks, there are bargains to be had in the mid-cap space for the discerning investor.
FPIs pour Rs 21,715 crore into Indian stocks in 10 days; is record sell-off finally reversing?
Foreign portfolio investors infused $2.29 billion into Indian equities over 10 days, signalling improving sentiment. Strong corporate earnings, attractive valuations and potential LTCG tax relief could revive foreign inflows, while crude oil prices remain a key risk.
R&D-focused stocks deliver over 23% annualised returns in five years, outperform NSE 500: Monarch AIF
Indian companies increasing R&D spending outperformed the NSE 500 TRI over five years, delivering 23.5% average annualised returns. Businesses combining strong research growth with higher R&D intensity achieved 32.5%, highlighting innovation's growing importance for investors.
Nifty down 8% since last Diwali, but these 8 equity mutual funds deliver over 10% returns. Are you invested?
Only eight of 292 equity mutual funds delivered returns exceeding 10% on lump-sum investments since Diwali 2025. TRUSTMF Small Cap Fund topped the list with an 18.73% gain, while 214 schemes posted negative returns, including eight that lost over 10%.
ETMarkets Smart Talk | Gold for ballast, silver for growth; avoid industrial commodities in core portfolios: Saish Sawant
In this edition of ETMarkets Smart Talk, Saish Sawant, Research Analyst–Commodities at Emkay Global Financial Services, breaks down the contrasting moves across gold, crude and copper.
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.
4 stocks with consistent score improvement and upside potential of up to 31% in 1 year, according to analysts
Although the indices are in the green on Monday, the market is extremely volatile. The upmove is being attributed to some recovery in oil prices as a reaction to talk of renewed negotiations to end the US-Iran conflict. But don’t be lulled into complacence by the recent uptick in the indices. The results of the US mid-term elections is the event the market will be watching closely. And which way they go will impact how the global markets behave in the coming weeks.
Abu Dhabi's ADNOC, G42 sign deal with OpenAI as Sam Altman travels to UAE
ADNOC has officially partnered with OpenAI, marking a groundbreaking step for the energy sector as it becomes the first to leverage OpenAI's cutting-edge AI capabilities. This collaboration seeks to tackle significant energy challenges, as emphasized by CEO Sam Altman. OpenAI's expanding influence in the UAE continues with further agreements, demonstrating its commitment amidst ongoing geopolitical issues, highlighted by key oil executives participating in a recent conference.
Big tech share buybacks plunge 83% as AI spending hits cash flows
Major US technology companies sharply reduced dividends and share buybacks as record AI infrastructure spending pushed their combined free cash flow into deficit. The shift raises concerns about shareholder returns and places greater pressure on Big Tech to deliver profit growth from its AI investments.
Lionel Messi’s playbook for investors: Heavy lifting, patience, planning, consistency, and teamwork
A young Messi relied on explosive speed and amazing dribbling to beat defenders. As he grew older, he used experience, positioning and passing to influence matches. He remained exceptional because he adapted. Investors must adopt a similar transition.
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.
12 key Indian mutual funds score zero on climate scenario analysis and stress testing. Should you be worried?
A recent study reveals that India's $900-billion asset management sector lacks climate scenario analysis disclosures. Twelve mutual funds, representing over 80% of assets, scored zero in stress testing. This gap contrasts with findings from Asian peers who share some level of climate analysis. Rising climate risks in India could threaten up to $250 billion in annual output by 2030.
Trump's oil portfolio up 43% amid Big Oil windfall, pain at the pump
Major oil companies, including ExxonMobil, Chevron, and Shell, reported higher earnings in the third quarter. This comes as the conflict in Iran leads to increased fuel prices for American consumers. Trump's investments in oil and gas stocks have significantly appreciated during this time. More than 94% of his oil stock purchases occurred after the conflict began. Rising fuel prices serve as a crucial issue ahead of the upcoming midterm elections.
Time to be be cautious in the market, convinced about the business: 5 large-cap stocks with upside potential of up to 22%
This is the time to focus on businesses that have lived through storms like this before and come out the other side. The large, proven names are where quality is to be found, and they have lagged badly enough that the odds are now tilting in their favour. Just wait for the mood to finally turn.
SEBI chairman says market regulator keeping eye on Tata Group developments
The comments came amid differences over governance matters at Tata Sons, the group's holding company, including the reappointment of N Chandrasekaran as chairman and the question of its proposed listing.
Besides the bubble, a big AI risk could be growing in the shadows
Investors are worried about potential financial risks linked to Big Tech's investments in AI infrastructure. The technology sector recently experienced a significant sell-off, indicating growing nervousness among shareholders. S&P Global predicts considerable expenses on data centres for major companies like Amazon and Microsoft through 2030.
Bengaluru to become fastest-growing city as global companies home in on talent: Savills Exec
Global corporations are increasingly considering diverse locations, particularly India, for talent acquisition and growth. Bengaluru is projected to be the fastest-growing major city by 2035, according to Savills analysis. Other Indian cities like Chennai and Hyderabad are also showing strong potential in terms of GDP growth and population increase. The demand for global capability centers in India is expected to continue rising in the future.
Big dividends, bigger losses? The hidden risk in Wall Street's highest-yielding stocks
Several US stocks offer dividend yields exceeding 10%, led by mortgage REITs Annaly Capital Management and AGNC Investment above 16%. However, significant share-price declines highlight risks surrounding dividend sustainability, payout ratios, debt and overall investment returns.
Nifty rout hides a striking bull run: Smallcap universe gives 60 multibaggers since last Diwali
The stock market in India has encountered a rough patch, evidenced by the Nifty's decline of over 11% since last Diwali. However, smallcap stocks have emerged as stars, with 60 multibagger stocks tripling investors' money; Sterlite Technologies notably climbed 649.7%. Investors are cautioned to consider valuations seriously while pinpointing companies with significant growth potential for smarter investment decisions.
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.
As crypto markets mature, technical analysis moves to the core of investor strategy
Crypto investing has evolved from hype-driven participation to a focus on technical analysis and structured decision-making. Investors are now using tools to analyze price movements and market trends effectively. Technical analysis helps investors remove emotions from trading and create a repeatable system for decision-making. Additionally, many traders combine technical analysis with fundamental research to inform their investment choices.
23 equity mutual funds deliver over 12% CAGR on lumpsum investments in 5, 7, 10-year horizons
An ETMutualFunds analysis of 160 equity schemes found that 23 mutual funds delivered over 12% CAGR on lump-sum investments across five, seven and 10-year periods. The funds span seven categories, including small-cap, mid-cap, flexi-cap and ELSS. The analysis considered regular plans with growth options.
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.
Load More
