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Mahesh Patil of ABSL AMC suggests banks could benefit from mid-teens credit growth, while tier II NBFCs offer turnaround potential. IT sector growth is expected to be moderate with limited downside, its performance depending on domestic sectors like banking and consumer. Currently, a neutral stance is maintained on the IT sector.

Despite a $15 billion FPI sell-off in Q4FY25, several Indian companies maintained strong foreign investor interest. ICICI Bank, HDFC Bank, and CAMS topped the list with FPI holdings above 55%, signaling continued confidence in select Indian equities.

Railway stocks rose up to 5% on Thursday. Brokerages recommended five investment picks—four technical and one fundamental—with upside potential ranging from 13% to 42%, including IRFC, Ircon, and Titagarh Rail Systems.

Mahesh Patil of ABSL AMC suggests mid and small-cap companies may see renewed investment. Despite higher valuations, their long-term growth potential remains attractive. Rate cuts could boost urban consumption, particularly in mortgages and autos. Rural economy shows promise with better real wages and good monsoons. While auto sector outlook is weak, a post-festive season pick-up is possible.

The market breadth has started to improve, with midcap and smallcap stocks participating more actively. Retail investors are also coming back.

However, several individual stocks have significantly outperformed the broader market, delivering returns multiple times higher for their investors during the same period.

Cochin Shipyard Share Price: On the technical charts, the RSI of the stock stood at 78.23.

A widely popular strategy of investing in India s five-year government bonds is losing its appeal as the security has now nearly priced in likely rate cuts, five fund managers said on Thursday.

India bond traders have suggested a tweak in the government s borrowing plans as waning demand for the ultra-long end securities pushed up the cost of long-term borrowings, three market sources who are aware of the matter said.