Month: June 2026

ICICI Bank shares fall 10% in 6 months. Here’s why Motilal Oswal sees 41% upside potential

• The Economic Times

ICICI Bank shares fall 10% in 6 months. Here’s why Motilal Oswal sees 41% upside potential

Aris June 4, 2026

Motilal Oswal Financial Services maintains a ‘Buy’ rating on ICICI Bank, projecting a 16% loan CAGR and...

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Jefferies initiates coverage on Poonawalla Fincorp with Buy rating. Why are analysts bullish?

• The Economic Times

Jefferies initiates coverage on Poonawalla Fincorp with Buy rating. Why are analysts bullish?

Aris June 4, 2026

Jefferies has initiated coverage on Poonawalla Fincorp with a Buy rating and a target price of Rs...

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ET Alpha Wealth Summit: India outperformed emerging markets over a 10-15 year period; market lag is recency bias: Vikas Khemani

• The Economic Times

ET Alpha Wealth Summit: India outperformed emerging markets over a 10-15 year period; market lag is recency bias: Vikas Khemani

Aris June 4, 2026

Veteran investor Vikas Khemani said concerns over Indian equities stem largely from recency bias, not weakening fundamentals....

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Earnings slowdown in FY27? JM Financial lists 5 sectors which must do the heavy lifting

• The Economic Times

Earnings slowdown in FY27? JM Financial lists 5 sectors which must do the heavy lifting

Aris June 4, 2026

Nifty 50 earnings growth fell short of expectations in FY25 and FY26. While Q4 FY26 results led...

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UBS downgrades BHEL shares to Neutral from Buy. Check target, key reasons

• The Economic Times

UBS downgrades BHEL shares to Neutral from Buy. Check target, key reasons

Aris June 4, 2026

UBS has downgraded BHEL to “Neutral” from “Buy”, citing a more balanced risk-reward outlook after the stock’s...

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ET Alpha Wealth Summit: Edelweiss MF CEO Radhika Gupta on how to build a Rs 100 crore portfolio in 10-11% return world

• The Economic Times

ET Alpha Wealth Summit: Edelweiss MF CEO Radhika Gupta on how to build a Rs 100 crore portfolio in 10-11% return world

Aris June 4, 2026

Radhika Gupta of Edelweiss MF suggests building a Rs 100 crore corpus is achievable through long-term investing,...

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US Stock Market: Fed may need tighter policy as inflation risks persist

• The Economic Times

US Stock Market: Fed may need tighter policy as inflation risks persist

Aris June 4, 2026

Dallas Federal Reserve President Lorie Logan indicates U.S. monetary policy might not be restrictive enough to meet...

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IT needs selectivity, not blind bargain hunting; Energy, defence and healthcare offer better opportunities: Gurmeet Chadha

• The Economic Times

IT needs selectivity, not blind bargain hunting; Energy, defence and healthcare offer better opportunities: Gurmeet Chadha

Aris June 4, 2026

Market expert Gurmeet Chadha advises investors to be selective in the IT sector, despite attractive valuations, focusing...

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ET Alpha Wealth Summit: S. Naren shares blueprint for investing in a boring market

• The Economic Times

ET Alpha Wealth Summit: S. Naren shares blueprint for investing in a boring market

Aris June 4, 2026

ICICI Prudential AMC CIO S. Naren described the current market as a “boring phase,” marked by a...

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Broadcom earnings deep dive: AI growth vs. Market expectations

• The Economic Times

Broadcom earnings deep dive: AI growth vs. Market expectations

Aris June 4, 2026

Broadcom posted strong quarterly results with 48% revenue growth driven by AI demand, but its stock fell...

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