TOP RISKS AND REWARDS
Two Trades for Today: A top consumer tech platform for a 7% gain, a logistics stock for a rise of close to 7%
Our technical analysts identify select stocks every trading day that may gain momentum even in volatile markets. Here are the technical calls for today
Payoneer India Cross-Border Excellence Awards 2026 closes with a blueprint for India’s next export leap
India’s exports hit a record $863.1 billion in FY26, yet the businesses driving that growth rarely share the spotlight. On September 25 in New Delhi, the Payoneer India Cross-Border Excellence Awards 2026, in association with The Economic Times, closed its 2026 cycle with a summit on market access, growth corridors and outbound compliance, and 16 category winners that show what Indian global enterprise looks like today.
Nifty 50 companies likely to log strong double-digit growth in Q2
Revenue and net profit of Nifty 50 companies are projected to grow by nearly 20% year-on-year. Analysts note that performance is driven by sectors like automobiles, banking, and oil. Operating margins, however, might contract slightly due to input cost pressures and inflation. Key sectors show varied conditions, balancing strong demand against potential challenges. Overall, medium to long-term outlook remains optimistic, despite some near-term volatility.
Two Trades for Today: A hospitality major for a 6.65% upmove, a mid-cap specialty chemicals stock for a gain of about 6%
Our technical analysts identify select stocks every trading day that may gain momentum even in volatile markets. Here are the technical calls for today.
PwC’s new India consulting JV signals bigger global role for India
PwC is putting India at the centre of its global consulting strategy by combining its India consulting business with the US firm’s India advisory operations into a nearly 40,000-person joint venture. Executives said the move is aimed at routing more global consulting work through India, expanding work with GCCs and giving Indian clients greater access to PwC’s global capabilities, rather than simply cutting costs.
Two Trades for Today: An alcoholic beverages player for a 5.2% gain, a mid-cap private bank stock for a rise of almost 7%
Our technical analysts identify select stocks every trading day that may gain momentum even in volatile markets. Here are the technical calls for today.
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Nifty’s 8-week rout sparks relief rally hopes, but the big bottom may be far
Only 12% of NSE 500 stocks are trading above their 20-day moving averages, while just 16% are above their 50-day averages, conditions similar to those seen near the end of the March correction. Yet medium- and long-term breadth is not as depressed, suggesting that any rebound may be a short-covering rally within a broader corrective phase rather than the start of a durable market bottom.
Nifty valuations near post-Covid lows. Alchemy Capital’s Alok Agarwal explains what investors should buy now
Nifty valuations have reset sharply from 2024 levels and are now near post-Covid lows, says Alchemy Capital’s Alok Agarwal. He sees the next phase of market growth broadening beyond large caps. Mid- and small-caps, AI infrastructure, healthcare, manufacturing and select defence companies offer opportunities, while global yields and FPI flows remain key.
India's commercial vehicle market just had its best year in seven. Then the June quarter arrived, and margins fell
There is, at this point, an apparent contradiction at work in the Indian commercial vehicles space. One: FY 2026 was the best of the last seven years. A tax cut saw prices of trucks drop by about 10%, releasing pent-up replacement demand in a fleet with an average age of about 10 years. Two: Although the sector's second-largest truck maker sold a record number of vehicles in the June quarter, adding 10% to revenue, the benefits did not flow in. Rising material costs swallowed the operating leverage.
Why did market crash today? Sensex drops 571 points, Nifty nears 22,450. 5 key factors behind Rs 5 lakh crore wipe out
Stock market Crash Reason: The Indian stock market endured a notable downturn, with both Sensex and Nifty witnessing considerable drops. In a single day, Foreign Institutional Investors offloaded equities worth more than Rs 10,000 crore. The climb in bond yields added to negative investor sentiment, exacerbating market volatility. Additionally, the rupee weakened against the dollar, pushed down by soaring Treasury yields.
Sensex falls over 100 pts, Nifty below 22,550 as market heads for 8th weekly loss, longest streak in 25 years. More pain ahead?
Indian equity benchmarks Sensex and Nifty fell for a fourth straight session on Thursday, heading for their eighth consecutive weekly loss. Driven by intense FII outflows and surging US bond yields, the market weakness marks the longest losing streak since 2001, surpassing the seven-week Covid crash.
Good Morning America: Your Gardening tips are ready. Step-by-step guide to how and when is best time to divide garden perennials for better blooming
Gardening tips advice: According to experts, gardeners should divide late-summer and fall bloomers in the spring, just after they emerge from the ground, and spring- and early-to-mid-summer bloomers in the fall, when the plants no longer need their energy stores for active growth and flower production.
Q2 earnings: Can India Inc repeat Q1, or will Q3 erase the base-effect tailwind?
India Inc is likely to see a dip in earnings performance for Q2 in comparison to Q1, with analysts forecasting a growth slowdown of roughly 13-14%. Rising costs and margin pressures are key contributors to this trend. As base effects normalize, sectors such as lending financials, manufacturing, and capital goods are projected to bolster earnings, highlighting the importance of monitoring business improvements amidst fluctuating costs.
Nifty nears longest losing streak in 25 years. Can bulls stop the 8th consecutive weekly selloff?
Indian equities face continued pressure from global uncertainty, crude prices and foreign investor outflows, but analysts see domestic resilience and moderating valuations providing support. The Nifty has become relatively cheaper after its recent correction, with earnings still growing. However, the near-term outlook hinges on the index holding 22,600 and attracting sustained buying to prevent an eighth consecutive weekly decline.
Bernstein cuts PB Fintech share price target by 53%. More pressure after Rs 37,000 m-cap rout?
PB Fintech shares have plunged 42% in four sessions, wiping out Rs 37,000 crore in market value, following IRDAI’s proposed reforms to curb dark patterns and rationalise insurance commissions. Bernstein, Jefferies and Morgan Stanley have flagged potential pressure on earnings, distribution economics and valuations, with brokerages highlighting risks to health insurance and the POSP business amid regulatory uncertainty.
Lessons from Chinese AI Firms on Owning Customers’ Habits
As U.S. AI firms compete in an escalating race for superior models, bigger benchmarks, and more advanced features, Chinese companies are pursuing a fundamentally different strategy: embedding AI into users’ everyday habits. The authors argue that this “habit moat” approach may prove more durable than competing on raw capability alone. Whereas Western firms position AI as a destination consumers consciously visit, companies like Alibaba integrate AI into existing routines such as shopping, payments, food delivery, and travel booking, reducing friction until using AI becomes automatic behavior. Once AI capabilities become “good enough,” marginal technical improvements matter less than becoming the default path through recurring customer tasks. The authors outline four strategic imperatives for Western leaders: focus on behavioral cues rather than feature gaps, subsidize customer behavior instead of subscriptions, embed AI invisibly into existing workflows, and optimize for repeat usage rather than first-time adoption. The central warning is stark: AI may not replace employees first—it may instead capture the critical customer moments businesses currently own.
FBI puts Goldy Brar on 10 most wanted list, offers $1m reward
Gangster Satinderjeet Singh, known as Goldy Brar, has been added to the FBI's Ten Most Wanted Fugitives list. A reward of $1 million has been announced for information leading to his arrest. Singh is accused of being involved in organized crime, which includes violent acts across North America. Authorities have deemed him armed and dangerous as he remains at large.
PB Fintech shares suffer Rs 37,000 crore shock in 4 days but Jefferies, Bernstein see up to 100% upside
PB Fintech shares have plunged 42% in four sessions, wiping out Rs 37,000 crore in market value after IRDAI proposed reforms targeting insurance distribution and dark patterns. While Jefferies cut its target to Rs 1,540, Bernstein retained an Outperform rating with a Rs 2,310 target, implying 100% upside.
Two Trades for Today: A defence electronics firm for a 7.05% rise, a large-cap power transmission maker for a gain of about 7%
Our technical analysts identify select stocks every trading day that may gain momentum even in volatile markets. Here are the technical calls for today.
Motilal Oswal sees 4 factors boosting risk-reward after market’s sharp fall from 2024 high, lists 27 stock picks
Motilal Oswal Financial Services sees improving risk-reward for Indian equities as valuations cool, earnings recover and domestic liquidity remains strong. The brokerage also highlights sectoral rotation and names 27 stocks across large-, mid- and small-cap segments as top ideas.
ETMarkets Smart Talk | 2-3 crore wealth creators could enter PMS: Sandeep Jethwani on PRIM and India’s wealth boom
SEBI's new PRIM framework lowers the PMS entry limit to Rs 25 lakh, opening professional portfolio management to 2-3 crore Indian investors. Dezerv Co-founder Sandeep Jethwani discusses how PRIM, global diversification, and Independent Fund Managers will reshape India's wealth landscape while shifting focus towards risk-adjusted returns.
Two Trades for Today: An auto ancillary for a 7.05% gain, a large-cap electronics maker’s stock for an almost 8% rise
Our technical analysts identify select stocks every trading day that may gain momentum even in volatile markets. Here are the technical calls for today.
Nifty at key 23,000 support: Can bulls trigger a technical rebound?
Nifty extended its losing streak to seven weeks, falling 0.88% to 23,140.50 as technical momentum remained bearish. The 23,000–23,200 zone is crucial support, while 23,375 and 23,600 are key resistances amid heightened volatility and derivatives expiry.
PB Fintech shares slip another 5% after massive 36% crash on Thursday. What are Jefferies, others saying?
PB Fintech share price: PB Fintech shares plunged 36% in the previous session following IRDAI’s proposal to curb ‘dark patterns’ on insurance websites. The proposed rules could also pressure insurance stocks by limiting insurers’ Expense of Management (EoM), potentially reducing spending on commissions and distribution while raising customer acquisition costs.
800% gains, 106 multibaggers in 3 years; now every second Nifty 500 stock is down in 2026. Time for caution?
After a three-year rally featuring 106 multibaggers, over half of the Nifty 500 stocks are down in 2026 amid $30 billion in FII outflows and geopolitical risks. As broader market valuations stretch, analysts advise caution, with leading fund managers highlighting better risk-reward comfort in largecap equities.
NFO Alert: Tata Mutual Fund announces launch of Titanium Active Asset Allocator Long-Short Fund
Tata Mutual Fund has launched the Titanium Active Asset Allocator Long-Short Fund, a multi-asset strategy under its SIF framework. The market-neutral fund dynamically invests across equities, debt, commodities, and derivatives with a minimum investment threshold of Rs 10 lakh. The NFO closes on October 7.
Two Trades for Today: A mid-cap private bank for a 6.3% upmove, an NBFC stock for an almost 7% gain
Our technical analysts identify select stocks every trading day that may gain momentum even in volatile markets. Here are the technical calls for today.
HDFC Bank shares hit 7-week high as RBI weighs Anup Bagchi for CEO post. What lies ahead?
HDFC Bank shares rose to a nearly seven-week high of Rs 749.30, extending gains to 5% over three sessions, after ET reported that the RBI is weighing Anup Bagchi’s candidature for the bank’s CEO and MD post and has sought feedback from IRDAI and ICICI Bank CEO Sandeep Bakhshi.
Wires & cables face a new challenge: How Ultravolt’s big push could reshape India’s cable market
UltraTech Cement's breakthrough venture, Ultravolt, is set to disrupt India's wires and cables sector, heightening concerns for existing giants like Polycab India and KEI Industries, who are already seeing their stock values dip. With ambitions to secure a top-two market position within five years through bold tactics, Ultravolt's entry will primarily affect the residential market. Yet, the long-term outlook for the industry remains positive due to ongoing structural demand.
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