Selective discretionary spending, pay increases to shape IT Q3: Sushovan Nayak

As the December quarter earnings season kicks off for the IT sector, investor attention is firmly on large-cap names like TCS, HCL Tech and LTIMindtree, with the Street bracing for a seasonally softer quarter on revenue but closely monitoring deal momentum, margins and the evolving AI story.For TCS, expectations are largely stable and unspectacular. The […]

Kaynes’ shares are plummeting 43% from their October peak. Is a tactical rebound in store or is there more pain ahead?

Kaynes Technologies’ sharp 43% decline from its October peak, capped by a steep 12.5% ​​decline on Friday, has raised questions about whether the stock is approaching a reversal zone or sliding into deeper losses. While momentum indicators remain firmly bearish, the wide gap to the 200-day moving average signals potential mean-reversion opportunities for tactical investors.Edited […]

Trent will likely bounce back in 2026; new labor laws to increase costs, not revenues, says Saurabh Mukherjea

Retail giant Trent’s 40-45% correction is not a valuation mystery; it is the result of a meaningful slowdown in same-store sales (SSG) growth, says Saurabh Mukherjea, founder of Marcellus Investment Managers. Speaking to ET Now, Mukherjea said the decline is reflective of the broader consumption slowdown in India, but policy support offers hope for 2026. […]

Market Wrap: Sensex loses 314 points, Nifty ends below 25,900 at monthly derivative expiry; PSU Bank shares are excelling

Indian shares fell for the third time in a row on Tuesday, November 25, after a volatile derivative expiry dragged the Sensex and Nifty lower, with heavyweights ICICI Bank, HDFC Bank, Infosys, ITC, L&T and Kotak Mahindra Bank weighing on the indices.The S&P BSE Sensex fell 314 points, or 0.37%, to close at 84,587, while […]

ET Markets Watch: Nykaa in the spotlight, Lenskart’s shaky debut fails to dazzle despite market gains | The Economic Times Podcast

Hello everyone, you are listening to ET Market Watch with Neha Vashishth, only on The Economic Times.Indian markets started the week on a positive note – mirroring gains across Asia – as optimism grew that Washington could finally end the prolonged US government shutdown. The Sensex rose 319 points to close at 83,535, and the […]

Buy on dip or wait? Motilal’s Sneha Poddar analyzes the market opportunities for the second half of 2025

ET Markets spoke to Sneha Poddar, VP-Research, Wealth Management at Motilal Oswal Financial Services, to discuss what is driving the markets, sustainability of valuations, sectoral opportunities and risks for investors as we enter the second half of 2025.Fragments:Q. What is driving the Indian stock market right now? Is it the global signals, the profits, the […]