BSE500 PAT up 22% — a three-year high — driven by INR depreciation, GST stimulus and low base. There are earnings seasons that confirm a trend and earnings seasons that mark its peak. Nuvama Institutional Equities’ Q1FY27 BSE500 aggregate suggests this may be the latter. PAT growth of 22% year-on-year — the strongest in three … Read more
After the worst trailing twelve-month relative performance in history, Morgan Stanley sees India poised for a strong year — here is the full case, and the risks that could derail it There are moments in markets when the setup for a contrarian call becomes almost textbook — when sentiment is near an extreme, relative performance … Read more
Nifty up 7.5%, small caps up 18%, 47 of 50 Nifty stocks in the green — April was a remarkable recovery Markets have a way of recovering fastest when the pessimism is most uniform. April 2026 was a case in point. After what PhilipCapital describes as “the worst monthly correction since the Covid-19 crash” in … Read more
The global bank upgrades Korea on cleared positions and AI-driven earnings, while cutting India to underweight on inflation and demand concerns For much of the last two years, India was the consensus overweight in Asia — the growth story everyone wanted exposure to. HSBC’s latest Asia strategy note marks a meaningful shift in that narrative. … Read more