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DARK SECRETS: Axis direct | Vintage Vibes

Tata Group stocks see sharp swings as boardroom battle intensifies, but analysts say avoid the noise

Tata Group stocks are undergoing substantial fluctuations amid an unsettling boardroom conflict as Tata Trusts questions the reappointment of N Chandrasekaran as Chairman. Market analysts advise investors to hone in on the core fundamentals and disregard the temporary corporate commotion. Companies like Tata Steel and Tata Motors are highlighted as…

The Economic Times

ETMarkets Smart Talk | Higher US rates could accelerate capital flight from EMs, but India remains better insulated: Rajesh Palviya

Rajesh Palviya, Head of Research at Axis Direct, believes another US rate hike could tighten global financial conditions, strengthen the dollar and accelerate capital outflows from emerging markets.

The Economic Times

Nifty drops 4% in less than 5 weeks despite attractive valuations in largecaps. What can reverse this trend?

Despite their appealing valuations, Indian largecap stocks are currently on a downward trend. Meanwhile, the mid and smallcap sectors are enjoying consistent monthly SIP inflows. Analysts predict that a trend reversal for largecaps is on the horizon, spurred by upcoming mega IPOs from NSE and Jio. Investors are encouraged to…

The Economic Times

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Axis Direct initiates coverage on Pricol with Buy rating. Check target price

Pricol shares gained after Axis Direct initiated coverage with a Buy rating and a Rs 935 target price, implying around 21% upside. The brokerage expects strong growth through FY29, driven by rising demand for digital instrument clusters, plastics expansion, EV content and global auto orders, while the proposed demerger could…

The Economic Times

Nifty can rally to 28,615 by this December in Axis’ bull case scenario. Here’s why

Axis Direct expects the Nifty to climb to 28,615 by December in its bull-case scenario, driven by a revival in private capex, resilient domestic demand and improving earnings. The brokerage remains overweight on BFSI, healthcare and capital goods, while cautioning that global risks and elevated valuations could trigger near-term volatility.

The Economic Times

Midcap, smallcap rally has eroded margin of safety, rotate to largecaps: Axis Direct's Rajesh Palviya

Axis Direct suggests a selective shift towards large-cap stocks now. Mid and small caps show stretched valuations after their recent surge. The Nifty 50 trades near its long-term average, offering better comfort. Corporate earnings delivery and margin defense are key for market upside. Investors should focus on quality large-caps with…

The Economic Times

HCL Tech Q1 preview: Revenue may dip QoQ; net profit could rise on currency depreciation

HCL Technologies is expected to report a mixed performance for the June quarter, with brokerages forecasting steady year-on-year profit growth but sequential revenue weakness. Investors will closely watch AI-led demand, margins, deal wins and any changes to the company's FY27 guidance.

The Economic Times

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HDFC Bank shares down 20% in 2026 so far. Time to buy as the governance cloud clears up?

HDFC Bank shares have plunged 20% this year amid governance concerns, sparked by a former chairman's resignation. The bank has since appointed a new part-time chairman and key financial officers. While leadership is strengthening and operations are improving, analysts advise caution against trying to time the bottom, suggesting other banks…

The Economic Times

DLF, Godrej Properties, and other realty stocks jump up to 13% in 3 days. Is the rally sustainable?

Real estate stocks have surged nearly 9% in three days, with some analysts citing attractive valuations after a prolonged correction. This rebound is driven by stable operational performance and positive pre-sales guidance, though some advise caution, emphasizing quality-led trades over broad sector bets.

The Economic Times

HDFC Bank shares drop 25% in 2026. Buying opportunity or falling knife?

HDFC Bank shares have plummeted over 25% this year, driven by governance concerns following the former chairman's resignation and an internal probe into marketing spend. Analysts are divided, with some suggesting patience due to ongoing trust issues, while others see an opportunity for long-term investors to buy the dip.

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