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2025-08-28 05:30:00| The Economic Times

Indian markets are showing positive economic signs. Inflation is easing and rate cuts are expected. Naveen Kulkarni of Axis Securities PMS suggests smallcaps are undervalued. GST reforms could boost consumption. Sectors like autos, hospitality, and BFSI are in focus. Growth stocks may outperform value stocks. Investors are eyeing opportunities beyond largecaps for better returns in the coming months.


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2025-08-28 03:36:49| The Economic Times

AI powerhouse Nvidia reported quarterly earnings Wednesday that beat expectations, but shares slipped amid concerns about an AI chip spending bubble and the company's stalled business in China. - Fortune in play - The earnings report comes amid market worries about an AI spending bubble that could burst and hurt the chip giant's fortunes.


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2025-08-28 02:27:37| The Economic Times

Motilal Oswal Securities remains positive on India's consumer sector after a stable first quarter. The brokerage favors Hindustan Unilever, Godrej Consumer, and Marico. It anticipates a widespread recovery in fiscal year 2026. This recovery will be due to lower inflation and possible rate reductions. Tax advantages and robust festive season demand will also help.


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