indiatimes.com

127 articles in the Truth Foundry index. Each links out to the original.

• JPMorgan Co-Head Kevin Foley Cites Strong Long-Term Case for India · JPMorgan's Kevin Foley reaffirms India as a priority market with robust long-term investment potential.
• ICICI Pru's Dharmesh Kakkad Advocates Multi-Asset Strategy Over Chasing Top Performers · ICICI Pru's Dharmesh Kakkad advises investors to favor diversified multi-asset allocation over chasing top-performing classes.
• Geojit Analyst Sees Bullish Turn for India IT Stocks After Corrections · Geojit's Anand James identifies a bullish shift for India's IT sector following recent market corrections.
• NaBFID CEO Rajkiran Rai Calls for Expanded Private Capital in India's Infrastructure · NaBFID CEO Rajkiran Rai states India needs private capital to meet Rs 770 lakh crore infrastructure investment target.
• Indian Markets Rally as TCS Earnings and Smallcaps Surge · Sensex and Nifty rise over 1% driven by TCS earnings and strong smallcap momentum.
• LKP Securities Picks Aegis Vopak, Lodha, and Aurobindo Pharma for Gains · Rupak De of LKP Securities selects three stocks with strong technical breakouts.
• Paisalo Digital Targets Doubling Loan Book via AI and Nvidia Chips · Paisalo Digital plans to double its loan book in three years using AI and Nvidia chips.
• IT Sector Weakness Ends; Banks and FMCG Remain Top Investment Bets · Expert Neeraj Dewan advises investors to favor banks and FMCG over IT stocks amid sector weakness.
• Standard Chartered's Steve Englander Says Fed Can Stay Patient on Rates · Steve Englander of Standard Chartered believes the Fed can afford to wait as inflation risks ease.
• KPIT Technologies Shares Plunge 17% on Disappointing FY27 Outlook · KPIT Technologies stock fell sharply after the company issued a weaker-than-expected growth forecast for fiscal year 2027.
• India's Markets Eye Earnings Amid IT Sector AI Concerns and Consumption Strength · India's equity markets face earnings season with supportive macroeconomics but IT sector sentiment dampened by AI uncertainties.
• Sundaram's Rohit Seksaria Predicts Indian Market Rebound on Falling Oil Prices · Rohit Seksaria expects Indian equities to rebound as falling crude oil prices ease inflation and currency concerns.
• India's IT and ER&D Sectors Face Structural Slowdown Amid EV Capex Cuts · India's IT and ER&D sectors face structural slowdowns, with EV capex cuts impacting players like KPIT.
• Sticky Inflation and AI Drive Market Resilience Amid Rate Outlook Uncertainty · Sticky inflation and AI advancements support market resilience despite uncertainty over US interest rates.
• Nifty Realty Gains 6% as Equirus Cap's Vijay Agrawal Discusses Real Estate Up-Cycle · Nifty Realty shares rose 6% following Vijay Agrawal's insights on the sector's data center expansion and organized developer growth.
• India's Equities Signal Potential Rebound Amid Sectoral Optimism · Deepak Gupta of JM Financial highlights India's equities as poised for recovery with strong valuations and sectoral opportunities
• India's Cement Sector Sees Slowed Demand Due to Heat and Water Scarcity in FY27 Q1 · India's cement sector faces slowed demand in FY27 Q1 due to heat and water scarcity, with analysts predicting 4-5% volume growth compared to last year's 7-8%.
• Indian Companies Poised for Stronger Earnings Growth Amid Input Cost Pressures · Experts forecast double-digit Nifty earnings growth driven by price hikes and import substitution in India.
• Sandip Sabharwal Says HDFC Bank Valuation Attractive, Banking Sector Ready for Next Growth Phase · Market expert Sandip Sabharwal finds HDFC Bank undervalued despite merger challenges and leadership uncertainties.
• Market Strategist Andrew Freris Warns of Imminent US Stock Correction Amid AI Spending Boom · Andrew Freris warns US stocks face sharp correction due to weak earnings and excessive AI enthusiasm.
• Persistent Systems' Nagarro Deal Faces Short-Term Doubts, Long-Term Outlook Remains Strong · Market expert Piyush Pandey argues Persistent Systems' Nagarro acquisition is an overreaction despite short-term stock decline.
• Delayed Monsoon Temporarily Hits Auto Demand, Long-Term Outlook Remains Strong · Experts say delayed monsoon temporarily hurts rural auto demand but long-term outlook stays robust.
• India's Equity Markets Poised for Growth as Commodity Prices Fall · Deepak Shenoy of Capitalmind Mutual Fund anticipates strong Indian equity performance driven by falling commodity prices and easing supply chains.
• Indian Markets Cautious as Analysts Highlight Financials and Pharma Stocks · Technical analysts recommend financials and pharma stocks as top opportunities in India's cautious equity market.
• HDFC Bank CEO Approval and Kotak Mahindra's Leadership Transition Shape Banking Sector Outlook · HDFC Bank awaits RBI approval for its CEO, while Kotak Mahindra faces uncertainty following its CEO's resignation, impacting the Indian banking sector.
• Adrian Mowat: South Korean Chip Dip Is Temporary, Not a Bubble Burst · Adrian Mowat says South Korean chip stocks dip due to supply-demand tightness, not an AI bubble burst.
• TRUST Mutual Fund Manager Bagsla Sees Large-Cap Valuations Primed for 2026 Comeback · Sandeep Bagla of TRUST Mutual Fund identifies corrected large-cap valuations as a prime entry point for 2026.
• Analyst Warns Vedanta May Decline Further, Recommends M&M and JK Paper for Week · Anand James advises buying M&M and JK Paper while cautioning against Vedanta due to potential further decline.
• HDFC Chairman Atanu Chakraborty Denies Allegations of Non-Cooperation Post-Resignation · HDFC's former chairman, Atanu Chakraborty, claims his resignation was a 'call of conscience' and not an allegation requiring legal review.
• Niteen Dongare Highlights AI and Semiconductors as Top Global Investment Themes · Niteen Dongare advises allocating 20-30% of portfolios to global markets through ETFs, direct stocks, and GIFT City funds to capitalize on AI and semiconductor investment opportunities.