Ashish Kacholia recent bets

Morgan Stanley recent bets

Recent Big Buys

Top deal-making stocks

Most insider traded stocks

Leading investors

Hasn't fared well - amongst the low performers

Performance

Seems to be overvalued vs the market average

Valuation

Financials growth has been moderate for a few years

Growth

Showing good signs of profitability & efficiency

Profitability

The stock is overpriced but is not in the overbought zone

Current price is more than the intrinsic value

Fundamentals

Good time to consider, stock is not in the overbought zone

Technicals

Entry point

Promoter pledged holding

Unsolicited messages

Default probability

Red flags

The stock is underpriced and is not in the overbought zone

Current price is less than the intrinsic value

Krishna Sanghavi, CIO Equity, Mahindra Manulife MF, suggests that the Indian markets might experience a consolidation phase over the next year, with returns driven more by individual stock performance than overall market movement. He highlights financials, select IT stocks, and manufacturing as potentially interesting sectors during this period, while acknowledging the recent selling pressure from foreign investors.

Market may be more into consolidation over next 12 months: Krishna Sanghavi

A healthier US labor market is a positive signal for Indian IT firms, which generate a significant portion of their revenue from the US market.

TCS, Infosys, HCLTech: Nifty IT Index Gains 2% On US Labor Market Data - News18

Info Edge, the company behind Naukri, saw its shares rise by almost 6% after Goldman Sachs upgraded its rating. The brokerage firm now recommends buying Info Edge shares and has set a new target price. Goldman Sachs predicts strong growth for Info Edge’s recruitment business. This positive outlook is based on the improving conditions in India’s IT sector.

Info Edge shares climb 6% after Goldman Sachs upgrades stock to Buy

The Nifty IT index was trading 0.37 per cent at 41901.45.

Stock market update: Nifty IT index 0.37% in a weak market

The Bengaluru Data Report was launched at the event while a Centre of Excellence on AI in Bengaluru to foster cutting-edge research and development was announced.

Karnataka signs MoUs for skill training in IT sector at Bengaluru Tech Summit

West Bengal government to unveil new policies in IT sector to attract investment in semiconductor, drones, and GCC.

West Bengal plans to unveil policy frameworks in emerging areas of IT to attract investment

The Nifty IT index closed 0.83 per cent at 41748.35.

Stock market update: Nifty IT index 0.83%

Indian headline indices ended in the red for the seventh straight session on Monday amid volatility. The declines were on the back of significant selling pressure in IT stocks after the Federal Reserve Chair Jerome Powell indicated that strong US economic growth would delay interest rate cuts. While the S&P BSE Sensex fell 241 points or 0.31% to close at 77,339, the broader Nifty slid 79 points or 0.34% to finish at 23,453.Commenting on the day’s action, Rupak De, Senior Technical Analyst at LKP Securities said that Nifty slipped near a historical congestion level on the daily timeframe, exhibiting some volatility during the day. While he sees the overall chart setup remaining weak, the selling pressure appears to have eased following a prolonged correction in his view. “On the daily chart, the index has been trading below the 200-day moving average (DMA) for the past two sessions. The RSI has entered the oversold zone, accompanied by a bearish crossover. In the short term, the index may recover towards 23,700–23,800. On the downside, support is positioned at 23,200–23,300,” De said.Here are 5 stock recommendations for Tuesday: Stock Ideas

Market Trading Guide: Infosys, Muthoot Finance are among 5 stock recommendations for Tuesday - Stock Ideas

Equity indices Sensex and Nifty close lower for 7th session, impacted by global cues and IT selloff.

Stock markets settle lower amid sharp selloff in IT stocks, weak global cues

The IT sector is expected to witness subdued growth in the third quarter of FY25, primarily due to seasonal factors, according to a report by Centrum.

Indian IT sector to see subdued growth in Q3, recovery likely in Q4

Equity markets decline for seventh session, IT sector hit hard; Sensex and Nifty close lower, market volatility rises.

Markets extend losses for seventh day; IT stocks lead decline

Kotak IT ETF objective is to replicate the composition of the NIFTY IT Index and to generate returns that are commensurate with the performance of the NIFTY IT Index, subject to tracking errors