LIFE INSURANCE RISK
For investors seeking relative safety, along with growth: 7 large-caps from different sectors with an upside potential of up to 50%
As an economy, India has been performing well and the kind of slowdowns we have seen are cyclical in nature and will keep occurring. The overall trend, however, is up. Hence, it is better to be bullish about India. Now, certain sectors have a strong relationship with the current economic cycle of growth. Essentially, the per capita income of a country has a relationship with how the sector performs. As the per capita income moves up, the broader topline of the sector also moves up, but at a faster rate. After a secular phase where every sector saw growth, we are now in a phase where some sectors are witnessing slower growth while others are growing at the same pace as before. So, be bullish. But also try to save the capital invested in the market. And one of the ways of doing it is to stay with select large-cap stocks.
ETMarkets Smart Talk: Sell in May? FIIs might pause, but earnings will steer market: Hemant Kanawala
He discusses the impact of potential US tariffs on the pharma sector, the benefits of falling crude oil prices for India, and why a disciplined investment approach is crucial in a sideways market.
These 7 banking stocks can give more than 26% returns in 1 year, according to analysts
When you look at the Q4 numbers of the banking sector as a whole, the quality of loan books has improved. Credit growth has not been as good as expected, but there were no big slippages either. Things have, on the whole, been better. Even in the current phase of correction, a large number of banks have been able to outperform the market, both by falling less when the indices moved south, and moving up sharply as they recovered. Is a part of this related to the fact that banking is largely a domestic play?
Time to be selectively bullish again? 9 mid-cap stocks from different sectors with an upside potential up to 52%
As the sound of gunfire faded at the border, the Nifty and Sensex witnessed a sharp jump. Don't expect a similar reaction every day. But with a major issue behind it, the chances are that the street will see greater risk appetite. So, directionally, you can up the bullish quotient in your actions. At the same time, it would be prudent to be cautious and selective when it comes to mid-cap stocks. Reason: While mid-caps have done reasonably well, the risk of higher correction exists if the market cracks. But chosen with proper checks and balances, they offer better returns.
Market upside capped in near term as earnings downgrades loom: Pratik Gupta
Kotak Institutional Equities expresses caution on IT and metals due to US slowdown and valuation concerns. They prefer large-cap IT but see limited growth. Financial services, especially banks and NBFCs, are attractive. Life insurance and REITs also garner interest. Market upside is limited in the short term due to earnings growth and valuation.
Kotak Equities reshuffles model portfolio; adds IndiGo, Pidilite; reduces Dabur. Here’s what changed
Kotak Institutional Equities rebalanced its model portfolio, raising weights in InterGlobe Aviation and Pidilite Industries while dropping Dabur due to poor execution. Despite geopolitical tensions, markets remain resilient with strong FPI inflows. However, Kotak stays cautious on high valuations, muted earnings growth, and pressures in mid- and small-cap stocks.
These large-caps have ‘strong buy’ & ‘buy’ recos and an upside potential of more than 26%
With the India-Pakistan tensions cooling off and the tariff war launched by US President Trump seemingly headed for a generally acceptable conclusion, the global markets are in a good mood. So, there is a case for being bullish, and the Indian markets are no exception. The only difference in India is that we are in the midst of the Q4 results season and investors should not lose sight of earnings and how they pan out for companies and sectors. Why? Because, in the end, it is earnings which decide stock prices and valuations.
India is moving in the right direction but more is needed: World Bank Group president Ajay Banga
World Bank Group President Ajay Banga advises focusing on logistics, regulatory reforms, and skilling to fully leverage opportunities. Banga also highlights the importance of private sector-led growth and strategic investments in key sectors like infrastructure and healthcare for job creation.
Hike SIPs by 10% annually in these outperforming funds; exit from underperforming MFs to reach goals
The Portfolio Doctor assesses the health of the fund portfolio, examines the schemes and their suitability with regard to the goals and, if required, recommends corrective measures. The advice given is based on the performance of the funds, the risk profile of the investor as well as his financial goals.
Are they ready to lead the next leg of the rally? 8 stocks from banking & financial services with an upside potential of up to 42%
Over the past three years, the RBI has been tightening regulations in many segments of the financial services space, forcing both banks and NBFCs to clean up their acts. Firms belonging to strong industrial houses have been preparing themselves for a long time to stay updated with all the new rules and regulations. In fact, some of the large banks have seen a valuation readjustment and are currently placed at levels where they have once again started to show signs of outperformance. So, is it time to take a look at these stocks?
Mother’s Day Special: How to secure her future with smart financial planning
As we honour mothers' strength, resilience, and sacrifices this Mother’s Day, there’s no better way to celebrate than by helping them secure their future with smart financial planning.
Desperate for care, Canadians are flocking abroad as medical tourism becomes a lifeline
With delays, waitlists, and doctor shortages at home, more Canadians are turning to medical tourism as a last resort for urgent surgeries and treatments. From Mexico to India and Eastern Europe, patients say they’re bypassing Canada’s health care gridlock to reclaim their lives — even if it means paying out-of-pocket
Vet warns pet owners after common dog behaviour linked to massive parasite inside woman’s body
A rare case in Tunisia highlights the danger of letting dogs lick faces, potentially transmitting the Echinococcus granulosus tapeworm. A 26-year-old pregnant woman developed a massive hydatid cyst, emphasizing the risk of cystic echinococcosis. Veterinarians urge dog owners to practice good hygiene and regular deworming to prevent this serious parasitic infection, especially in vulnerable individuals.
These large- and mid-cap stocks can give more than 28% return in 1 year, according to analysts
Once it starts, there is no point in guessing when it will end. All the so-called analysis is not worth much as no one can say for sure what Pakistan’s reaction may be, or how India will respond to that. What matters most now is thinking beyond the conflict. And yes, it would be a great idea to conserve cash, to be used at the opportune time. If matters escalate further, the first phase of correction will be across the board. It would be differentiated after that.
Time to have all three: Growth, risk, and stability. 6 large-caps from different sectors with an upside potential of up to 43%
How would you rate the stock of a retailer that was once a multibagger but has been underperforming since the arrival of quick commerce. On operating parameters, the company is probably best placed amongst its peers. So, after a four-year underperformance, does it make sense to risk exposure to the stock? Similarly, a company whose income is literally assured and there is little risk of competition (because it would require billions of dollars in investment for a competitor to emerge). After six months of correction and almost four years of valuation adjustment in some segments, there are interesting options on the table. So, it is probably time to have a look at growth, risk, and stability.
ETMarkets Smart Talk | Is gold the new growth asset? 3 reasons why yellow metal rose 28% in 4 months: Ajit Banerjee
We are all aware markets do not like uncertainty of any type, and by nature, it is forward-looking. Hence, it reacts either positively or negatively depending upon the underlying developments.
Personal loan interest rates May 2025: Which bank is offering the lowest interest rate?
Personal loan interest rates are influenced by several factors, such as your credit score, income level, employment stability, loan amount, repayment tenure, and the lender's evaluation of risk.
These 8 banking stocks can give more than 29% returns in 1 year, according to analysts
Clearly, the market is in stock-specific mode. A large PSU bank, an outperformer for some time, took a hit on Tuesday as its Q4 results did not match up to the street’s expectations. But it did not lead to an all-around decline in banking stocks. Now, everything has to be seen in a context. Banking stocks have been outperforming the bearish phase of the market for the last four months. So there is bound to more than the usual pressure if there is a slight disappointment.
TCS variable pay rollout; Eternal’s quick pivot
TCS has rolled out full quarterly variable pay to 70% of employees, while the rest received lower payouts based on business unit performance. This and more in today’s ETtech Top 5.
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