Select your own shares? Kotak Equities signals more pain in the top 20 retail stocks

Over the past year, the underperformance of the Indian stock market has meant that retail investors have borne the brunt of actual returns, even as total returns have remained stable. An analysis of direct and indirect investments of retail investors by Kotak Equities found that most retail portfolios have delivered weak or barely positive returns […]

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 […]

‘Sometimes We See Bubbles’: Big Short Michael Burry’s Bearish Bet on the World’s Most Valuable Stocks Meets a Global AI Selloff

Michael Burry, the investor immortalized by The big short one for predicting the 2008 housing market collapse has once again roiled global markets. His fund, Scion Asset Management, has taken a bearish position on Nvidia and Palantir, two of the biggest symbols of the ongoing artificial intelligence (AI) boom, according to a CNN report. Scion […]