Deep Dive

Reliance Industries' stock nears its all-time high, with a recent decline of 0.4% to ₹1,534.55. Analysts maintain a bullish outlook, highlighting the company's expansion into new energy and AI sectors. Several brokerages raised their price targets, reflecting strong market confidence.

Experts from leading brokerages weigh in on the strengths and prospects of HDFC Bank and ICICI Bank to help investors make an informed choice between the two for long term.

The investment decision between Hyundai and Maruti depends on their growth prospects. Hyundai's emphasis on SUVs and EVs positions it for future growth, while Maruti's established market presence and new model launches suggest stable performance.

With this new stance, many experts believe the central bank is opening the door for potential rate cuts in the near future. Below are key insights from industry professionals on what this policy change means for the Indian economy and financial markets.

The Indian stock market plummeted over 2% on geopolitical tensions in the Middle East and weak global cues. Both Sensex and Nifty 50 fell sharply, marking four consecutive sessions of losses. Experts suggest caution amidst rising crude prices and foreign investor outflows.

Phillip Capital reported a shift in Indian equity sectors, with industrials and metals gaining post-Covid-19. Financials have retreated, but a recovery is anticipated. The report forecasts growth in staples and IT sectors, maintaining a positive long-term outlook on Indian equities.

Indian markets hit new all-time highs on Thursday, September 26. Experts advise diversification, prioritising large-cap stocks, and maintaining a long-term investment horizon to navigate potential volatility and high valuations.

HSBC prefers Bajaj Auto over TVS Motor, citing better growth prospects and margin resilience. Bajaj's target price is ₹14,000, while TVS's is increased to ₹2,800 with a 'hold' rating, reflecting valuation concerns despite both companies' strong fundamentals.

As jewellery stocks shine, Senco Gold and Kalyan Jewellers are strong long-term contenders. Kalyan excels in quality and sentiment, while Senco offers better value. With both presenting unique growth opportunities, investors must decide which stock aligns best with their long-term goals.

The US Federal Reserve's 50 basis points rate cut is expected to have a gradual impact on the IT sector, with companies like Tech Mahindra positioned to benefit from reduced interest burdens. JM Financial cautions against immediate spending boosts due to ongoing economic uncertainties.