Associate Sponsors

Co-sponsor

Nikita Vashisht

Nikita Vashisht

Nikita Vashisht is a business journalist tracking equity markets for Business Standard. She writes stories based on fundamental analysis of stocks of banking, aviation, FMCG, infrastructure, real estate, and new-age companies. Occasionally, she also writes on investment strategies for mutual fund investors. Nikita holds a degree in journalism, and business management, and is a certified fundamental and technical analyst for stocks and commodities.

Email
Twitter
LinkedIn

Nikita Vashisht

Feb 2026 auto sales preview: Nomura, MOFSL see solid growth across PVs, 2Ws

Brokerages expect strong Feb 2026 auto sales across PVs, 2Ws, CVs and tractors. Find out what Nomura and MOFSL expect from growth estimates and top stock picks

Updated On: 26 Feb 2026 | 1:20 PM IST

126% US tariffs won't hit Waaree earnings, says mgt; analysts stay bullish

Waaree Energies gains after management clarifies 126% US tariff does not apply.

Updated On: 26 Feb 2026 | 11:04 AM IST

AI fears overdone? Emkay turns 'Overweight' on IT, adds Infosys, HCL Tech

Emkay Global has turned 'Overweight' on Indian IT sector after Nifty IT fell 21 per cent in February 2026. It sees a 3-year return potential of up to 25 per cent with limited downside.

Updated On: 26 Feb 2026 | 8:54 AM IST

PhonePe IPO: Emkay Global flags 4 risks that investors should watch out

PhonePe IPO may face key risks including weak monetisation, revenue disruption, profitability pressure and expensive valuation, says Emkay Global

Updated On: 25 Feb 2026 | 10:39 AM IST

US markets may start to question RoI from AI; India story still unfolding

AI capex boom may keep India markets under pressure as global funds shift to semiconductor-heavy markets like Taiwan and Korea, says Christopher Wood of Jefferies

Updated On: 24 Feb 2026 | 11:21 PM IST

Kwality Wall's shares trade 30% lower vs discovered price: buy or avoid?

Kwality Wall's shares listed at a sharp discount on NSE and BSE, falling up to 30% from discovered price. Analysts flag margin pressure, seasonality risks, and valuation concerns

Updated On: 20 Feb 2026 | 6:30 PM IST

How can your portfolio outperform markets? Sandeep Neema shares strategy

The next phase of returns in Indian equities will be increasingly driven by companies demonstrating strong earnings visibility, says Sandeep Neema of PL Capital

Updated On: 24 Feb 2026 | 8:00 AM IST

Turnaround ahead? Emkay Global upgrades IndusInd Bank to Buy, raises target

Emkay Global upgrades IndusInd Bank to Buy and raises target price to ₹1,100, citing leadership change, earnings recovery, RoA improvement, and asset quality moderation

Updated On: 20 Feb 2026 | 9:21 AM IST

Goldman Sachs bets on AI-led themes, India, China as top EM themes in 2026

Goldman Sachs sees AI, India and China as top emerging market bets for 2026, citing earnings rebound in India, export strength in China

Updated On: 19 Feb 2026 | 10:37 PM IST

Stock market crash today: Sensex tanks 1,200 pts, Nifty slips below 25,500

Sensex crashes over 1,200 pts and Nifty falls below 25,550 as Brent crude tops $71, India VIX jumps 12 per cent, and bank stocks drag markets. Here's why the stock market is falling today

Updated On: 19 Feb 2026 | 3:40 PM IST

PSBs, defence, pharma, capital goods: Analysts pick sectors to invest in

Global headwinds dragged the Sensex and Nifty indices nearly 8 per cent from record high levels in 2026. Analysts think worst is over; suggest staggered buying in banking, auto, defence and pharma

Updated On: 18 Feb 2026 | 10:29 PM IST

Why did BSE, Angel One, MCX shares fall up to 10% after RBI funding norms?

BSE, Angel One and MCX shares fell up to 10% after RBI revised capital market exposure norms. JM Financial says new rules favour banks but tighten funding for brokers

Updated On: 16 Feb 2026 | 10:56 PM IST

Britannia share price rises post Q3; Nomura, MOFSL, Emkay see more upside

Britannia Industries shares rise after Q3FY26 earnings beat with strong margin expansion. Nomura raises target to ₹7,275; MOFSL, JM Financial, ICICI Securities remain bullish on stock

Updated On: 13 Feb 2026 | 9:53 PM IST

Muthoot Finance shares plunge 12% despite strong Q3; MOFSL stays 'Neutral'

Muthoot Finance shares fell over 12% on NSE and BSE amid gold price volatility despite strong Q3FY26 results. Motilal Oswal maintains Neutral rating, but increases target price

Updated On: 13 Feb 2026 | 12:00 PM IST

SBI shares hit record high after Q3; brokerages raise target up to ₹1,300

SBI shares hit a fresh all-time high after Q3FY26 results beat estimates. Brokerages raise earnings forecasts and target prices to ₹1,300, maintaining buy calls

Updated On: 09 Feb 2026 | 9:47 PM IST

PFC-REC merger explained: What it means for investors & key scenarios ahead

The PFC-REC merger is a structural consolidation, not a business overhaul. Here's what it means for investors, government stake rules and possible execution scenarios

Updated On: 09 Feb 2026 | 1:56 PM IST

Tata Motors PV: Analysts cautiously positive despite Q3 loss, JLR headwinds

Tata Motors Q3FY26 results: Analysts stay cautiously positive as India PV growth improves, JLR outlook stabilises. Targets range ₹310-₹460.

Updated On: 06 Feb 2026 | 10:38 PM IST

SBI Q3 results preview: Analysts see muted profit growth, higher provisions

SBI Q3FY26 results preview: Analysts expect muted profit growth amid higher provisions. Check earnings estimates, NII, NIM outlook, and results date.

Updated On: 05 Feb 2026 | 6:54 AM IST

HAL share price tumbles 8% as firm likely misses AMCA fighter jet shortlist

HAL share price fell over 8% after reports said the PSU was not shortlisted for the AMCA fighter jet programme. Here's why the stock declined

Updated On: 04 Feb 2026 | 11:51 AM IST

India-US deal done, but earnings recovery key to sustaining rally: Analysts

Indian markets rallied sharply after the India-US trade deal cut tariffs to 18%, but analysts warn the sustainability of the uptrend depends on earnings recovery and fresh long build-up

Updated On: 03 Feb 2026 | 12:32 PM IST