Brokerages favour domestic growth, capex-led stocks in Samvat 2083
Two brokerages project Samvat 2083 gains from infrastructure, defence, manufacturing, consumer, and tech picks amid domestic demand and capex growth.
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MFs cut stakes in 8 smallcap stocks after two quarters of buying; shares tumble up to 30% in 3 months
An analysis of mutual fund (MF) shareholding trends across BSE small-cap stocks over the past three quarters reveals a notable shift in institutional ownership. During the September 2026 quarter, mutual funds reduced their holdings in 79 stocks, reversing the accumulation trend seen over the previou…
Diwali stocks by Motilal Oswal: Eternal, Adani Ports among 10 stocks with upside of up to 40%. See full list
Motilal Oswal said Samvat 2083 has begun on a cautious note, with an external energy shock weighing on market sentiment despite the resilience of the domestic economy. The West Asia conflict has kept Brent crude prices above $100 per barrel, pushing CPI inflation to 5.54% in September and prompting…
Broker’s Call: Neogen Chemicals (Buy)
Neogen Chemicals: Buy with ₹2,501 target as EV/BESS momentum and organolithium expansion support robust growth despite near-term costs.
Broker’s Call: Zen Technologies (Buy)
Zen Technologies: Buy with a higher target of ₹2,150 as strong QoQ revenue, rising order book, and growing CUAS tech portfolio support mid-term growth.
SBI quarterly results: Bank shares decline despite loan growth, better asset quality in Q2
SBI reported a 14.28% year-on-year rise in second-quarter net profit to ₹23,038 crore, supported by loan growth and a one-time gain from selling shares in SBI Funds Management. Asset quality improved, but the bank’s shares fell 1.70% to ₹970 despite results exceeding analyst estimates.
Ashish Kacholia Q2 Portfolio: What's in, what's out? ESDS Software, Ardee Industries, SG Finserve among new stocks; List
Ashish Kacholia’s September-quarter portfolio changes included new stakes in ESDS Software Solutions and Ardee Industries, renewed disclosure of a holding in SG Finserve, and increased stakes in Indo SMC and Stove Kraft.
Neo raises ₹6,200 cr from second private credit fund
Neo Wealth's Neo Alternative Asset Managers closes ₹6,200 crore for NSCOF-II, drawing family offices and institutions with diversified, structured private credit investments.
R&D-focused stocks deliver over 23% annualised returns in five years, outperform NSE 500: Monarch AIF
Indian companies increasing R&D spending outperformed the NSE 500 TRI over five years, delivering 23.5% average annualised returns. Businesses combining strong research growth with higher R&D intensity achieved 32.5%, highlighting innovation's growing importance for investors.
Nifty crosses 23,800 for first time since August on crude fall, earnings boost
Markets closed higher for the fourth straight session on Tuesday, with the Nifty crossing the 23,800 mark for the first time since August 2026, as falling crude oil prices, strong corporate earnings and returning foreign investors combined to sustain the rally.
Knowledge Realty Trust NOI up 15%, declares record Rs 764 cr distribution in Q2
Knowledge Realty Trust reported 15% year-on-year NOI growth to Rs 1,140.4 crore in Q2 FY27, alongside 13% revenue growth. Record distributions reached Rs 764 crore, supported by strong leasing, occupancy and rental growth.
Rupee rises 13 paise to settle at 94.71 against US dollar
The rupee settled 13 paise higher at 94.71 (provisional) against the US dollar on Tuesday, supported by inflow of foreign funds amid massive buying in domestic equity markets.