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Auto, ancillary sectors to see strong earnings momentum

The automobile and auto-ancillary sector is expected to show strong Q3FY26 results, aided by festival-led demand, rationalisation in goods and services tax (GST) rates for select categories of......

Retail Portfolios Lag the Market

Retail investors' equity portfolios have significantly underperformed benchmark indices over the past 16 to 18 months. Kindly note that this illustration generated using ChatGPT has only been......

MFs split on IT revival as outlook improves but uncertainties remain

Fund managers are divided on the prospects for beaten-down information technology (IT) stocks, reflected in the wide variance in equity mutual funds’ (MFs) sector exposure. Illustration: Dominic......

Life insurers may face VNB margin squeeze

The loss of input tax credit (ITC) following the rationalisation of the goods and services tax (GST) on individual life and health insurance from 18 per cent to nil is may weigh on the profits of......

Sensex rallies 638 pts, Nifty settles above 26,000

Benchmark stock indices Sensex and Nifty surged nearly 1 per cent on Monday as investor sentiment remained positive amid foreign fund inflows and a rally in global markets on expectations of......

Kotak Institutional Equities Research

News for Kotak Institutional Equities Research

Auto, ancillary sectors to see strong earnings momentum

Retail Portfolios Lag the Market

MFs split on IT revival as outlook improves but uncertainties remain

Life insurers may face VNB margin squeeze

Sensex rallies 638 pts, Nifty settles above 26,000

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