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Axis Securities believes these companies offer solid earnings visibility, healthy balance sheets, and participation in strong domestic growth themes such as clean energy, industrial expansion, and component manufacturing.
Category:
News and Media
Foreign investors have offloaded Indian equities worth over Rs 1.52 lakh crore in 2025 so far, with experts linking the selloff to Indias lag in the global AI rally. However, stretched valuations in AI-driven markets may soon moderate outflows as investors reassess risks and valuations.
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News and Media
India's economy is set for a strong revival in FY26. Projections indicate growth nearing 7 percent. This surge is fueled by significant tax reductions, increased government infrastructure investment, and supportive monetary policy. Early indicators point to improved company earnings, particularly within the small and midcap segments. Discretionary spending is expected to rise, benefiting sectors like autos and appliances.
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News and Media
Nuvama has reviewed Q2 results of 10 listed companies, issuing Buy, Hold, and Reduce ratings with upside potential up to 57% and downside risk of 9%.
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News and Media
Veteran investor Sandip Sabharwal has cautioned that Indias ongoing IPO frenzy may be masking deeper concerns about transparency and earnings quality. He highlighted a pattern of companies turning profitable only before their listings, adding that heavy promoter selling and institutional interest are overheating the primary market while keeping secondary sentiment subdued.
Category:
News and Media
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