Year: 2026

AI may disrupt traditional revenue streams in India’s $280-billion IT services industry, but Rohan Korde of Baroda BNP Paribas Mutual Fund believes it could also drive the sector’s next growth phase. He sees opportunities in enterprise AI deployment, data engineering, cybersecurity, cloud integration and specialised chip infrastructure, while favouring financial services, healthcare and consumer services…

In a surprising turn of events, nine out of the top ten firms reported a significant boost in market valuation. Leading the charge was Bajaj Finance, which added an impressive Rs 80,000 crore to its overall worth. Following closely were Bharti Airtel and TCS, both witnessing notable rises in their market capitalization. Altogether, these companies…

In July, foreign investors reversed their selling trend, becoming net buyers of Indian equities for the first time in four months by investing Rs 20,200 crore. This surge is attributed to appealing valuations and stronger corporate earnings. Additionally, foreign capital flowed into the debt market, signaling a shift in interest. The future of these investments…

Trendlyne’s consensus estimates identify 10 BSE large-cap stocks with potential upside of 25% to 37% over the next 12 months. HDFC Bank and HDFC Life lead the list, followed by ICICI Prudential, Axis Bank, Reliance Industries, Swiggy and other prominent names.

Eleven penny stocks delivered multibagger returns of up to 198% over the past six months. Screened using a market capitalisation below Rs 1,000 crore, a share price under Rs 20, and a minimum latest trading volume of 5 lakh shares, these low-priced stocks stood out for their strong price momentum despite the high risks typically…

Nearly 100 stocks, including Maruti Suzuki, ICICI Bank, Coforge and Vedanta Aluminium, will trade ex-date between August 3 and August 7 for dividends and stock splits. Key corporate actions include Maruti Suzuki’s Rs 140-per-share dividend, Bosch’s Rs 270 payout and stock splits by Tembo Global Industries and JOJO Ltd.

Space stocks could offer significant long-term growth opportunities as the industry expands beyond rocket launches into satellites, orbital broadband, communications, defence applications and other space-enabled services, although high valuations and extreme volatility could make the investment journey uneven, according to research report by Goldman Sachs.

Indian stock market is expected to extend recent gains this week. The Reserve Bank of India’s policy decision will significantly influence market direction. Geopolitical tensions in the Middle East and fluctuating oil prices remain key concerns. Foreign institutional investors are showing renewed interest in Indian equities. Corporate earnings announcements will also provide crucial trading cues…

This week, 573 companies will announce their June quarter results, featuring prominent firms. Bharti Airtel and Nykaa are among those reporting earnings on Tuesday. Trent and Hero MotoCorp will release their quarterly figures on Thursday. State Bank of India and Titan Company are scheduled for Friday announcements. The earnings cycle concludes Saturday with Anant Raj’s…

Nuvama Institutional Equities has initiated coverage on KPR Mill, Indo Count Industries and Sanathan Textiles with ‘Buy’ ratings, citing the global shift in textile sourcing away from China. The brokerage expects Indian textile exporters to benefit from supply chain realignment, supported by capacity expansion, policy tailwinds and improving trade access.