Profit by knowlytics
Edelweiss CIO Trideep Bhattacharya argues that largecap funds may be losing their edge due to structural market share shifts. He favours flexicap and midcap funds for better growth potential, remains underweight IT amid transition, and is bullish on financials, while selectively approaching small caps and emerging AI-linked investment themes.
Indian equities are likely to remain volatile this week as escalating tensions in West Asia and the closure of the Strait of Hormuz threaten to push crude oil prices higher. Investors will also monitor Q1 earnings, inflation data, FII flows and global risk sentiment for market direction.
HCL Technologies is expected to report a mixed performance for the June quarter, with brokerages forecasting steady year-on-year profit growth but sequential revenue weakness. Investors will closely watch AI-led demand, margins, deal wins and any changes to the company’s FY27 guidance.
Debt-free penny stocks priced under Rs 10 have delivered outsized returns of up to 1,126% over the past year, despite weak broader markets. Trendlyne data highlights sharp gains driven by liquidity and sentiment, but underlying risks remain high due to weak earnings, low market capitalisation and volatile price movements.
India’s IPO market is set for another busy week with five public issues across the mainboard and SME segments. Millworks Technologies leads the grey market premium chart, while SBI Funds Management and Alpine Texworld are among the key IPOs opening for subscription.
South Korea’s benchmark Kospi index has surged about 80% this year to record highs, yet its valuation has fallen to a historic low as corporate earnings, led by memory-chip giants Samsung Electronics and SK Hynix, have outpaced the rally. Investors remain divided over whether the cheap valuations present a buying opportunity or reflect concerns over…
Market sentiment remains positive despite recent volatility, with Nifty holding key support levels. LKP Securities highlights bullish setups in select stocks while flagging weakness in Trent. Kalyan Jewellers shows breakout potential, and three buy ideas ICICI Bank, Aster DM and Minda Corp are backed by favourable technical indicators for near-term gains.
Analyst estimates indicate that several Nifty200 stocks could deliver up to 40% upside over the next year. Based on Trendlyne consensus data, nine stocks with strong analyst coverage stand out, spanning sectors such as consumption, financials and energy, offering investors data-backed opportunities amid evolving market conditions and earnings visibility.
Fred C. Kelly’s timeless investing philosophy highlights how independent thinking, emotional discipline and understanding crowd psychology can help investors avoid common behavioural traps and make better long-term investment decisions.
Wall Street enters the second-quarter earnings season with expectations near record highs, leaving companies with little room for disappointment. Investors will closely monitor AI spending, profit margins and corporate guidance to determine whether the broader stock market rally can sustain its momentum.