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

Lagging behind the market in financials growth

Growth

Showing good signs of profitability & efficiency

Profitability

Fundamentals

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

Technicals

Entry point

Promoter pledged holding

Unsolicited messages

Default probability

Red flags

Average profitability - not good, not bad

The stock has a moderate number of red flags

Undervalued compared to the market average

The stock is underpriced and is not in the overbought zone

Current price is less than the intrinsic value

Can be considered moderately valued vs the market

The Nifty IT index closed 0.66 per cent at 43618.15.

Stock market update: Nifty IT index 0.66%

Ankur Rudra of JPMorgan discusses the Indian IT sector. The sector faces headwinds from the US presidential election and a potential US slowdown. AI adoption is slow, and cloud migration remains incomplete. Visa restrictions are a concern, but Indian IT firms are better prepared now. Midcap IT companies are outperforming larger firms. Financial services and high-tech are driving growth.

Growth momentum pickup in midcaps much stronger: Ankur Rudra, JP Morgan

InfoEdge CFO Chintan Thakkar revealed that some growth was also being observed in the numbers from the recruitment consultancy firms.

April-September Numbers Indicate U-Shaped Recovery In IT Sector Jobs: InfoEdge CFO

The Nifty IT index was trading 0.64 per cent at 43608.85.

Stock market update: Nifty IT index 0.64% in an upbeat market

Donald Trump’s trade policies will impact global trade. India might see growth in pharmaceuticals and defense. US corporate tax cuts could benefit India’s IT sector. A stronger dollar could strain India’s trade balance. Trump’s policies may increase tensions with China. The European Union might seek new alliances.

Trump’s policies may open new doors for India’s defence sector: Report

Nifty closed Friday with a 1.6% weekly gain, boosted by strong bank and IT stocks. On Friday, it ended at 23,907.25, up by 2.39%. As markets reopen on Monday, key domestic and global events are expected to influence movements.

Election outcome, MSCI rejig among 8 factors to likely impact stock markets this week

Sector-wise, FPIs have shown interest in IT stocks, while banking stocks have held up well despite selling pressure, largely supported by domestic institutional investors.

FPI outflows continue in November at Rs 26,533 crore, pace slows

Government considers land pooling model for Infopark phase-3 development, aiming to boost Kerala’s IT industry growth.

Govt. exploring land pooling model for development of Infopark phase-3, says Kerala Industries Minister

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

Mirae Asset Nifty IT ETF aims to replicate the returns of the Nifty IT TRI by investing in IT company stocks.