Kotak Equities expects Indian equities to outperform in 2026 based on three factors; adds Dixon, increases IndiGo weight

Indian stocks are expected to outperform in 2026 after a subdued year, supported by an earnings recovery, improving domestic consumption and a more stable macroeconomic environment, Kotak Institutional Equities said, as it added Dixon Technologies to its model portfolio and increased its weight in InterGlobe Aviation, the operator of IndiGo.The brokerage said the 2025 calendar […]

Shares of Dixon Technologies fall 3% after second-quarter results. Should you buy, sell or hold?

Shares of Dixon Technologies fell as much as 3.2% to Rs 16,150 on the BSE on Monday despite reporting a strong quarterly profit. Analysts from Motilal Oswal and JM Financial said the results confirmed the company’s growth trajectory, but warned that near-term margin pressure and the surge in new components could challenge near-term earnings. Dixon […]