KOSPI enters a technical ‘bear market’ after 20% drop from peak
AI rotation trade shifts in Asia. Investors pull from chipmakers, Kospi declines. Hang Seng China Enterprises Index climbs. Alibaba, Tencent rise.
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Info Edge shares extend gains after 12% surge on Tuesday — Here’s why Citi gave it a ‘double upgrade’
Citi said its upgrade is driven by a “thesis-changing” 18% year-on-year growth in recruitment billings in the first quarter of FY27, compared with 10% growth in both the fourth quarter and full-year FY26.
Power transmission offers biggest long-term opportunity; textiles near bottom: Nepean Capital
Gautam Trivedi, Co-Founder of Nepean Capital discusses AI’s impact on IT, opportunities in data centres, why textile exporters may be nearing a bottom, and shares his views on stocks including TD Power Systems, Power Grid Corporation of India, KEC International,…
LG Electronics remains top pick; Amber’s Oppo JV to drive growth from FY28: PL Capital
Praveen Sahay, Lead Research Analyst Consumer Durables, Building Materials & EMS, PL Capital Group, expects LG India to sustain revenue and EBITDA expansion over the coming quarters, while Amber Enterprises could see higher contributions from electronics manufacturing and mobile production…
TCS Q1 Results Preview: Here are five important factors to keep your eyes on
TCS’ EBIT margins may decline sequentially by 120 basis points due to wage hikes, which could be partially offset by a weaker rupee which could provide a 40-50 basis points buffer.
India looks attractive again as AI trade cools; oil likely to stay at $80–100: Arvind Sanger
Arvind Sanger, Managing Partner at Geosphere Capital Management discusses the next phase of the AI investment cycle, India’s growing appeal as valuations improve, challenges facing IT services and GCCs, and why foreign investors are beginning to look at Indian equities…
Knack Packaging lists at nearly 11% premium after IPO subscribed 83 times
The ₹439.5-crore IPO of Knack Packaging received a robust response from investors, with the issue being subscribed 83.33 times overall.
Q1 Results Preview: IT stocks head into earnings with low expectations, lower valuations
Kotak Institutional Equities believes current valuations are beginning to limit downside. But a sustained re-rating, it says, will require either a meaningful acceleration in revenue growth or evidence that IT companies can capture greater value from AI—neither of which is…
Explained – Why this Smallcap Pharma stock jumped 13% for its best day in two years
Orchid’s partnership with Pharmasyntez marks an important step in making Exblifep available to patients in Russia, according to Orchid Pharma Managing Director Manish Dhanuka.
Inox India shares jump 5% after bagging orders worth ₹939 crore since May
The orders span the Industrial Gas, LNG and Cryo-scientific Solutions businesses. Of the total order value, ₹871 crore came from the Industrial Gas segment, ₹44 crore from LNG, ₹16 crore from Cryo-scientific Solutions and ₹8 crore from beverage keg orders.