Auto demand shows surprising strength despite market jitters, with premium and EV segments leading the charge. Consumer durables are set for a better year, boosted by strong summer sales and upcoming festive demand. While defence offers long-term growth, IT faces AI-driven valuation uncertainties. Real estate requires careful stock selection as broad rallies cool, and shipbuilding presents a multi-year opportunity.
| # | Наименование новости | Тональность | Информативность | Дата публикации |
|---|---|---|---|---|
| 1 | FMCG could outshine, IT guidance key this earnings season: Narendra Solanki | 2 | 7 | 03-07-2026 |
| 2 | Sandip Sabharwal calls IT a tactical trade, stays bullish on autos | 0 | 7 | 03-07-2026 |
| 3 | Earnings growth to stay robust at 14–16%; IT correction a buying opportunity: Vikas Khemani | 7 | 8 | 03-07-2026 |
| 4 | Nifty heading to 25,000, Bank Nifty to 60,000 soon; prefer private banks, NBFCs over PSU banks: CA Rudramurthy BV | 6 | 7 | 03-07-2026 |
| 5 | AI fatigue takes centre stage as Fed fears ease: Ed Yardeni | 2 | 7 | 03-07-2026 |
| 6 | 10 high-priced stocks rally up to 85% in CY26; here’s FII and MF exposure | 5 | 7 | 03-07-2026 |
| 7 | Global Market: Australian shares log best week in 3 as Fed-hike bets cool; banks, miners lead | 3 | 7 | 03-07-2026 |
| 8 | US Stock Market: Healthcare, momentum bets power hedge funds to strong H1 returns | 5 | 7 | 03-07-2026 |
| 9 | Stock markets decline for second day as IT shares lead losses | -2 | 6 | 30-06-2026 |
| 10 | ASX set to slide, tech stocks weigh down Wall Street | -2 | 5 | 01-07-2026 |