Last week, when broader market indices were correcting sharply, it was metal stocks which were able to keep their head above water. This has happened for the third time in the last two months, that metal stocks have been able to inch upward when other sectors are under strong pressure. Is it an indication that global commodity markets are finally expecting the Chinese economy to recover after a long sluggish phase or it is just another spike which may fizzle out as soon as lower than expected number for China comes.

Never fight liquidity but never ignore valuation. Given that valuations are not very cheap, any disappointment on any front, be it decline in the foreign flows or any domestic development increases the chances of sharp correction across the market. If one is looking to invest in equity, it would be better to have exposure to largecaps and have more checks and balances while picking the stocks. ET screener powered by Refinitiv’s Stock Report Plus lists stocks with high upside potential over the next 12 months, having an average recommendation rating of “hold” or a “buy” or a "strong buy".

The union government is planning to seek Cabinet approval for a Rs 5.25 lakh crore investment programme during fiscal years 2024-31 to improve rail connectivity, which analysts believe will benefit the company. Despite a stellar jump in share price during the month, there were signs of profit booking among rally in railway stocks including in IRFC towards the end.

The dividend, if declared, will be paid to the equity shareholders of TCS whose names appear on the register of members of the company or in the records of the depositories as beneficial owners of the shares as on record date.Shares of TCS will likely trade ex-dividend on the day or a day before the record date.

The Tata Group has 28 companies that are listed on the bourses. Out of these 24 companies have given double-digit returns to investors in this fiscal year. Here are 12 outperform stocks from the pack that have risen up to 154% in FY24 so far. (Source: Ace Equity)

The deal with Jindal Steel is Venezuela’s first step to open up operations in its metallurgic and mining industries to an international private company, after the US sanctions hit the country in 2019. Venezuela’s mining and heavy industries are all state owned

Family offices and ultra-high net worth individuals (UHNIs) are increasingly considering direct investment programs alongside fund managers to gain more autonomy and potentially higher returns. These co-investment programs allow LPs to choose which startups to fund and typically do not have management fees. LPs are looking to back proven winners with a strong track record, particularly in the tough fundraising environment caused by a slowdown in venture fund investments in India.

The week ahead will be important for the markets as the Reserve Bank of India (RBI) will announce its monetary policy decisions, and investors will closely monitor global events such as the US manufacturing PMI data, UK manufacturing data, and China's manufacturing PMI data. The movement of the Indian rupee against the US dollar and crude oil prices will also impact market performance.

A decisive decline below this level could potentially drive the index towards 43,800/43,500. On the upside, 45,000 is likely to provide strong resistance,” he said.

Friday’s up move in nifty might make some think that correction is over, but if one looks at the intra day move, the fall from high of the day, where nifty lost half of its gains indicates that possibility of bulls might still face obstacles. In such conditions, it would be better to add the words like portfolio rejig, caution, fundamentals and valuations to one’s thought process while buying stocks. Probably, rejigging the portfolio would be a better option. Refinitiv’s Stock Report Plus which lists stocks with high upside potential over the next 12 months, having an average recommendation rating of “buy” or "strong buy".

It is not very common to see tailwinds emerging for an industry at a time when it is ideal to own stocks from that space. But in the case of pharmaceutical companies, tailwinds have emerged at a time when valuations of the overall market are expensive and it makes sense to look at pharma stocks as they tend to act as defensive stocks in volatile times with bearish bias. However they should not be clubbed together; each company has its own operating matrix. A company which has a strong domestic brand in the generic drugs segment, will not be getting impacted by what is happening in the US pharma market or what USFDA does. But yes, if it might be impacted by what happens in China.

Friday’s up move in nifty might make some think that correction is over, but if one looks at the intra day move, the fall from high of the day, where nifty lost half of its gains indicates that possibility of bulls might still face obstacles. In such conditions, it would be better to add the words like portfolio rejig, caution, fundamentals and valuations to one’s thought process while buying stocks. Probably, rejigging the portfolio would be a better option. Refinitiv’s Stock Report Plus which lists stocks with high upside potential over the next 12 months, having an average recommendation rating of “buy” or "strong buy".

After many months of strong rally, for the last three weeks, the stock market has witnessed what can be called a correction. It has been different from previous corrective moves, along with nifty and sensex, even the broader market breadth in mid and small cap segment saw stocks shedding weight. In such times, if one is looking to buy stocks it would be better to look at stocks where some fundamentals developments have made analysts turn bullish on them. These selected stocks depict a strong upward trajectory in their overall average score which is based on five key pillars i.e. earnings, fundamentals, relative valuation, risk and price momentum. This implies that there has been a significant improvement in their market outlook in the given time frame.

In the run-up to the festive season, here's a look at how different segments from the auto sector have performed. (Data Source: ET NOW)