'Investors shouldn't let fear dictate their decisions. The most important step is simply to begin investing.'
The Nifty IT index has been one of the worst sectoral performers in calendar year 2026, losing nearly 29 per cent till date compared to the 8 per cent dip in the Nifty 50 index.
IT stocks had their worst first half fall in decades, with the Nifty IT index declining 31% in the January-June 2026 period, its biggest decline in the first six months of a calendar year since 2003.
'India has initiated a bear market and we will still go lower. It has nothing to do with the economy.'
Accenture's revised annual revenue growth forecast and weaker-than-expected fourth-quarter guidance have sent shockwaves through the Indian IT sector, causing major IT stocks and the Nifty IT index to tumble significantly.
Investors are keenly awaiting clarity on Reliance Jio Infocomm's IPO, the company's AI and data centre strategies, and next-generation leadership structure at Reliance Industries Ltd's (RIL's) 49th annual general meeting (AGM).
'The real money in India over the coming period is likely to be made in small-cap stocks rather than in the large-cap benchmark names.'
A potential US-Iran peace deal, expected to be signed on June 19, is anticipated to ease geopolitical stress and benefit various sectors, particularly in India, with analysts suggesting investors await finer details before making significant moves.
India is increasingly focusing on long-range weapons capable of reaching targets across China.
India's consumption stocks, which have outperformed the broader market, are now facing significant pressure due to a gradual rise in fuel prices and the potential for higher inflation. Analysts warn that companies may be forced to pass on increased input costs to consumers, potentially hurting demand across both staples and discretionary categories, with a looming threat of deficient monsoon rainfall further exacerbating inflationary concerns.
'PM Modi is trying to reduce the volume of fuel consumed instead of raising prices sharply.'
Small- and midcap stocks have delivered their biggest monthly rally in 12 years, but rising oil prices and global tensions could make the road ahead volatile.
'Markets never fully lose hope. But an important shift could come if the Strait remains closed -- moving from high prices to no prices.'
Despite geopolitical tensions and FII outflows, Indian small and midcap stocks have not only recovered losses but are also outperforming largecap indices, driven by attractive valuations, domestic institutional support, and a rebound in earnings.
'In India's case, an extended earnings slowdown accompanied by rich valuations have dimmed returns since late 2024.'
'... with the rest split between mid and smallcaps, as valuations are becoming more attractive across segments.'
'Mark Mobius's life was dedicated to investing.'
'In investing, poor sentiment is always a good vintage to build a portfolio.'
'The March correction was clearly due to the war and with prospects of that coming to a conclusion, there is a natural rally.'
Only 2.5 per cent of the equity in Jio Platforms will be offloaded through the OFS route -- meant for secondary share sale.
