Insights & Market News

Zerodha’s Nithin Kamath flags ULIP, endowment traps; says health policies remain complex

Nithin Kamath highlights persistent personal finance blunders by Indians, particularly the continued uptake of ULIPs and endowment plans despite ample information. He notes a lack of innovation in the

Bitcoin holds near $80,000 after rejection at $82,500; ETF outflows trigger cautious sentiment

Bitcoin hovers near the $80,000 mark. Experts note cautious sentiment following outflows from US-listed spot Bitcoin ETFs. Major altcoins like XRP, BNB, and Solana saw gains. The global crypto market

2,00,000% rally! 10 penny stocks that graduated into mid and smallcaps multibaggers

Penny stocks are often seen as the riskiest corner of the market, associated with low liquidity, sharp volatility and speculative trading.

$100 crude & 95 rupee: Why Arvind Kothari is still buying these 5 emerging themes despite the war

Despite economic headwinds, Niveshaay's Arvind Kothari sees opportunity in market dips, doubling down on high-conviction themes like electrification and defence. He believes these sectors possess "war

Explained! Sebi proposes sweeping changes to buyback framework. 7 things to know

India's securities regulator, SEBI, is proposing major shifts in company share buybacks. Open market buybacks are set to return, and the mandatory involvement of merchant bankers may be reduced. Safeg

Buy capital goods on dips, stay cautious on IT and consumption: Sudip Bandyopadhyay

Market expert Sudip Bandyopadhyay outlines investment strategies across key sectors. He sees opportunities in State Bank of India and a generational re-rating for the pharma sector. Capital goods also

Sebi sets 30-day delay for use of stock price data in educational content; effective from July 1

Sebi has introduced a new rule for market data. Stock exchanges and other institutions must now delay educational price data by 30 days. This change aims to prevent misuse and confusion. The new rule

Vijay Kedia Portfolio Check: 10 stocks surge up to 44% — plus 5 fresh picks

In terms of CY26 price performance, the portfolio delivered mixed results, with 13 stocks posting positive returns, while the remaining holdings registered losses. ETMarkets has highlighted 10 stocks

Indian market poised for double-digit earnings growth over next 2 years: Dikshit Mittal

Indian markets present a strong case for investors. While the Nifty index appears flat, mid- and small-cap stocks are showing robust earnings growth. Current valuations are attractive for long-term in

Concurrent Gainers: 14 stocks gain for 5 straight sessions, rally up to 25%

Among these, 14 stocks posted gains in all five sessions, delivering cumulative returns of up to 25% during the period. (Data Source: ACE Equity)

FII ownership hits 14-year low to 14.7%; DII cushions Indian markets with 18.9% rise: Report

Foreign Institutional Investor (FII) ownership as a percentage of total Indian equities has fallen from 19.9 per cent in April 2016 to 14.7 per cent in April 2026, marking its lowest level since June

IPO Calendar: 2 issues to keep investors busy but mainboard activity remains muted

India's primary market is set for a busy week with two SME IPOs. RFBL Flexi Pack and Goldline Pharmaceutical will open for subscription on May 12, aiming to raise close to Rs 47 crore. Investors can g

Silver’s volatility in 2026: Macroeconomic drivers, speculative dynamics and investment implications

Silver experienced a dramatic price plunge in 2026, falling from an all-time high to nearly $60 per ounce. This volatility stemmed from macroeconomic pressures and speculative unwinding, not fundament

Bull trap or trend reversal? Rupak De breaks down Nifty’s 24,500 congestion zone

Indian equity markets are at a crucial juncture, with the Nifty hovering around 24,500, facing strong resistance. Analysts warn of a potential correction if the index fails to breach 24,750 soon. Whil

Beyond Bitcoin: Why tokenized assets are gaining serious investor attention

Indian investors can now access global markets easily. Tokenization converts real-world assets into digital tokens. This allows fractional ownership of international stocks like Tesla and Apple. It of

Zerodha's Nithin Kamath warns investors against ULIPs, endowment traps; says people keep making the same money mistakes

Nithin Kamath critiques the continued popularity of ULIPs and endowment plans among Indian investors, despite expert advice against them. He stresses the importance of financial literacy and cautions

SBI vs PNB vs BoB: Which PSU bank stock to buy after Q4 results 2026?

PSU banking stocks gained attention post Q4 FY26 earnings, with State Bank of India, Punjab National Bank, and Bank of Baroda showing profit growth. Investors are now prioritizing asset quality and ma

RBI's ECL framework: HDFC Bank to Axis Bank — experts bet high on these five banking stocks

The RBI's Expected Credit Loss framework, effective April 2027, mandates earlier recognition of loan losses, potentially differentiating stronger banks from weaker ones. While it may pressure PSU bank

Stocks to buy under ₹200: Mehul Kothari of Anand Rathi recommends three shares to buy or sell

BSE Sensex and NSE Nifty ended lower on May 8 but closed the week with gains. The Nifty rose 1%, while broader markets outperformed, with Midcap and Smallcap indices up 4%. Market volatility persisted

Buy or sell: Sumeet Bagadia recommends three stocks to buy on Monday - 11 May 2026

Sumeet Bagadia from Choice Broking predicts bearish trends for Nifty and Bank Nifty, with support levels at 24,000-24,080 and 54,800-55,000, respectively. He recommends stocks Adani Ports, Torrent Pha

Three pharma stocks where FIIs raised stake in the March quarter

Pharma stocks have been attracting FIIs. Here are three stocks where FIIs have hiked stake in the March 2026 quarter.

TSX notches weekly gain as corporate profits impress investors

CANADA-STOCKS/ (UPDATE 2):CANADA STOCKS-TSX notches weekly gain as corporate profits impress investors

Treasuries Gain to End Choppy Week as Focus Shifts to Inflation

Treasuries advanced at the close of the week as mixed economic data reinforced expectations the Federal Reserve will stay on hold, shifting the market’s focus back to inflation.

GRAINS-Soy turns higher on hopes of Chinese purchases; grains choppy

GLOBAL-GRAINS/ (UPDATE 4):GRAINS-Soy turns higher on hopes of Chinese purchases; grains choppy

US yields fall after jobs report tops expectations; Iran ceasefire eyed

USA-BONDS/ (UPDATE 1, GRAPHICS):TREASURIES-US yields fall after jobs report tops expectations; Iran ceasefire eyed

Nvidia stock hits fresh record high as rally extends to third day, on track for biggest weekly gain in 6 months

Nvidia's shares rose 3% to a record high of $217.80, marking its largest weekly gain since October. The surge follows a partnership with IREN to enhance AI infrastructure, involving a $2.1 billion inv

Gold, silver rates today: Comex gold jumps $50/oz, silver rallies $2 as traders track US-Iran talks

Precious metals continued their upward trend, driven by optimism over a US-Iran peace deal and a weaker dollar. Gold rose $50 to $4,760, while silver surged to $82.16. A strong US jobs report indicate

Fino Payments Bank April update: Deposits cross ₹2,800 crore, loan referral business triples

Fino Payments Bank reported steady growth in April 2026, with total deposits increasing 13% YoY to ₹2,801 crore and loan referrals tripling. However, profit after tax dropped 70% YoY to ₹7.1 crore,

Pulse of the Street: markets log modest weekly gains, but Iran tensions keep sentiment fragile

Equities ended marginally higher, but geopolitical tensions and crude volatility weighed on underlying sentiment this week. With global capital chasing AI-led opportunities elsewhere, earnings remain

Park Medi World stock surges 70% in 2026; analysts see rally sustaining on strong healthcare growth

Park Medi shares have surged 70% in 2026 so far, outperforming the market and pushing market cap over ₹10,000 crore. Analysts expect continued momentum due to the scalable healthcare model and strong