CUSTOMER ANALYSIS
Software stocks: Will analysts be proved wrong? Time to be contrarian? 9 IT stocks & cash-rich companies to select from
Sometimes big money is earned by being contrarian. But being contrarian does not just mean buying against the crowd. There has to be a reason for taking that risk. Look, for instance, at the kind of analysts’ views on IT stocks. They are all negative. Nobody sees any hope for Indian IT companies. All because of AI. But most people are forgetting some basic facts about the Indian IT sector – as well as its history.
These 9 banking stocks can give more than 20% returns in 1 year, according to analysts
It is probably after a long time that a PSU bank’s results have surprised the street. Why? Because it was able to maintain its net interest margin, or NIM, at a time when margins were expected to decline in the entire banking space. Declining interest rates tend to create short-term pressure on margins. But look at the performance of a large number of banks – they have been able to buck this old trend. It appears that the RBI’s oversight has had a salutary effect on banks. Gross NPAs are at decadal lows across many banks. Provisioning buffers are strong, reducing future credit cost pressures. Will this lead to a situation where banks lead the next phase of rally in the markets?
An Obama-appointed judge's 'roadmap' could help Trump win Supreme Court tariffs case
A Democratic-appointed judge's dissenting opinion from an earlier stage of Donald Trump's tariff case could offer the president a path to victory at the Supreme Court. Judge Richard Taranto argued the law at issue grants broad emergency authority to the president for imposing tariffs, a view the Justice Department is expected to highlight.
Bernstein initiates coverage on Eternal, Swiggy with ‘Outperform’ ratings, sees strong upside in QC, food delivery
Global brokerage firm Bernstein has initiated coverage on India’s leading e-commerce platforms, Eternal and Swiggy, assigning an ‘Outperform’ rating to both, with target prices of Rs 390 and Rs 570, respectively.
AI is a game-changer for consulting, and a huge opportunity for BCG, says Boston Consulting Group CEO
India is set to become a global AI leader. This will be achieved by strengthening digital infrastructure and upskilling its workforce. Supporting entrepreneurs and maintaining supportive policies are key. Global companies are increasingly establishing AI-focused capability centers in India. This trend signifies a shift from cost savings to leveraging exceptional talent.
ICE considers using private bounty hunters for migrant tracking
ICE is considering hiring private contractors, likened to "bounty hunters," to locate undocumented migrants for deportation. These contractors would use government data for skip tracing and process serving, with financial incentives for successful address verification and timely deliveries. This initiative aims to accelerate deportations by utilizing private sector resources for a large volume of cases.
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ChatGPT Go free for all Indians for one year starting November 4
OpenAI has announced a landmark offer, making its new ChatGPT Go subscription absolutely free for all Indian users for the next year. This limited-time promotion not only provides unprecedented access to advanced GPT-5 features but also positions India at the forefront of the global AI revolution. Discover how you can unlock powerful AI tools, creative image generation, and more for free. Read on to learn everything about what ChatGPT Go brings, how to claim your subscription, and why this move could reshape AI accessibility in India.
Outsourcing will continue to rise despite AI, but GCCs to help add new layer of growth: Christoph Schweizer, CEO of Boston Consulting Group
India is set to become a global AI leader. The nation's path involves strengthening digital infrastructure and compute power. Upskilling its workforce at scale is crucial. Supporting entrepreneurs and fostering innovation through supportive policies will drive growth. This strategic approach positions India strongly in the evolving AI landscape.
These large-caps have ‘strong buy’ & ‘buy’ recos and an upside potential of more than 25%
The way things have panned out in the past couple of weeks, it is clear that the bulls are in no mood to leave the street anytime soon. At the same time, the bears too are making small comeback attempts. Remember: Corrections and consolidations are part of every bull market and we will continue to see them at regular levels. The only difference this time would be that when the correction comes, it is likely to be sector-specific rather than a broader one. ET Screener, powered by Refinitiv’s Stock Report Plus, lists quality stocks with high upside potential over the next 12 months, having an average recommendation rating of “buy” or “strong buy”. The screener applies different algorithms for all BSE and NSE stocks.
Stock picks of the week: 5 stocks with consistent score improvement and return potential of up to 40% in 1 year
In a few days from now, statements from companies about their experience of the festive season will be driving the market. Given the fact that every sector may not have seen the same positive impact, there is a likelihood that the market will slip into stock-specific mode. But the underlying sentiment will remain positive. Our selected stocks for today depict a strong upward trajectory in their overall average score which is based on five key pillars: Earnings, fundamentals, relative valuation, risk, and price momentum. This implies that there has been a significant improvement in their market outlook in the given time frame.
What are the hottest jobs within AI? Hiring up 800% this year
AI’s fastest-growing job isn’t coder or data scientist — it’s the Forward-Deployed Engineer, a hybrid role blending software expertise with real-world problem solving. As companies race to integrate generative AI, demand for these specialists has surged over 800% in 2025. Their mission: bridge technology and business, helping organizations turn powerful AI models into practical, revenue-driving tools in the era of human–machine collaboration.
For investors with ability to buy businesses, not just stocks: 10 stocks from different sectors which increase probability of wealth creation
How many air conditioners/mobile phones were sold in India 15 years back? How many are sold today? Do tariffs make any difference to a hydel or thermal or a green energy unit? Do tariffs impact an FMCG company with the best brands in the cooking oil and hair care categories? The answer to all these questions will lead to an assessment of a business and its ability to grow, and not to stock prices in the short term. Start investing by asking questions. Because, in the short term, many things impact stock prices, but in the end it is the core business that matters to the street.
Stock picks of the week: 5 stocks with consistent score improvement and upside potential of up to 38% in 1 year
Look at how the street has treated the recent IPOs. A clear indication that there is money waiting to come into the market. So, ignore the profit-booking corrections – they are part of the market. Even as the market remains in stock-specific mode, it will pay to be bullish. But remember three things. One, valuations are still high. So, be cautious and selective when investing. Two, have a long-term perspective. And three, don’t use leverage. Our selected stocks for today depict a strong upward trajectory in their overall average score which is based on five key pillars: Earnings, fundamentals, relative valuation, risk, and price momentum. This implies that there has been a significant improvement in their market outlook in the given time frame.
Healthcare stocks: Better to own a collection? 16 stocks from different segments with upside potential of 10 to 35% in 1 year
Before you read on, be clear about one thing. The stocks on our list today are expensive in terms of valuations and may well witness corrections. But here is an undeniable fact: The reasons to have them in your portfolio far outnumber the reasons for not having them. Check out Stock Reports Plus, powered by Refinitiv, for price targets of over 4,000 listed stocks along with detailed company analysis focusing on five key components - earnings, fundamentals, relative valuation, risk and price momentum to generate standardized scores. SR+ Reports is a complimentary offering to ETPrime members.
These large- and mid-cap stocks can give more than 25% return in 1 year, according to analysts
You can ignore the volatility brought on by the US Fed’s indication that interest cuts might not happen at the expected pace. Our underlying assumption is that the bulls are on track to return. And such phases of volatility will come and go. As the bulls return, there is a high probability that some investors will undertake a familiar exercise. What is that exercise? Of doing some mental math and classifying our holdings into different portfolios: The long-term portfolio, the trading portfolio, and the tactical portfolio. This is usually nothing but an attempt to hide mistakes – like buying the wrong stock, or buying a stock at a higher price based on some tip. So, instead of mental math, focus on diversification.
ET AI Awards 2025: Celebrating startups and SMEs— what does it mean for the Indian AI ecosystem
By dedicating 14 categories specifically to early-stage and mid-market players, the ET AI Awards 2025 place startups and SMEs on equal footing with enterprise giants, recognising that India’s AI future depends on innovation at every scale. If you are a part of the startup or SME ecosystem, here’s why you might consider nominating for the ET AI Awards 2025. Hurry, as nominations close on 23 November 2025!
Sunil Subramaniam sees SEBI’s fee cut as long-term positive for mutual funds
Sundaram Mutual Fund CEO Sunil Subramaniam believes SEBI's proposed reduction in mutual fund costs and brokerage charges will ultimately benefit the industry and investors. He suggests the market's negative reaction is a short-term overreaction, presenting buying opportunities for quality brokers and AMCs, as the long-term impact is expected to be expansion and growth.
Walmart faces $2 billion blow as SNAP payments freeze — will stores close on November 1?
As the 2025 U.S. government shutdown extends into its second month, doubts have surfaced online regarding the claims that Walmart will close every store on November 1. The panic started after the U.S. Department of Agriculture stated that “the well has run dry” and no Supplemental Nutrition Assistance Program (SNAP) advantages will be issued beginning that date.
These mid-cap stocks with ‘Strong Buy’ & ‘Buy’ recos can rally over 25%, according to analysts
Can we at this point say that valuations are fairly priced in the mid-cap segment? The answer is no. Does it mean that you should avoid the segment altogether? The answer is again no. Over the next few quarters, stock price trends and the absolute value of stock prices will be impacted by the fundamentals of the sector as well as valuations. The fundamentals are currently improving for some industries thanks to the GST rate rationalisation. And in others, the cyclical slowdown is getting over.
ET Prime Special Series: Multibagger or IBC - Part 30: One foot in cars, another in appliances. Will it work for this auto ancillary firm?
Every industry has its silent contributors, firms that power larger systems without seeking the spotlight. This company belongs to that category. Its products rarely carry brand labels, yet they move the mechanisms behind everyday machines. Success is measured not by consumer recall, but by trust within the value chain. Born in the early 1990s during India’s industrial opening, this auto ancillary has quietly navigated three decades of change from foreign collaborations to local capability, from mechanical parts to precision systems. Over time, it moved beyond a single line of business, building parallel verticals to balance cyclicality in the automotive trade. This series on auto ancillary companies works with the assumption that, from the whole set of auto ancillary companies, some multibagger stocks will emerge. And some companies in this space risk going bankrupt.
Lakshmi Mittal’s energy venture buys Russian oil shipped via US-blacklisted vessels: Report
Steel tycoon Lakshmi Mittal’s energy joint venture has purchased Russian oil transported on vessels under U.S. sanctions, according to a Financial Times investigation based on satellite imagery, shipping data, and customs records.
SK hynix posts record $7.9 billion profit on AI-driven chip boom
South Korean chipmaker SK hynix has achieved record profits. Strong demand for artificial intelligence chips fueled this success. The company leads in high-bandwidth memory semiconductors. SK hynix is a key supplier for Nvidia. This marks the second consecutive quarter of record earnings. Strategic partnerships with AI giants are further boosting momentum.
These 9 banking stocks can give up to 41% returns in 1 year, according to analysts
As we know, the last three months have seen a significant – and unprecedented – amount of foreign direct investment pouring into the banking sector. Much of this money went into smaller banks, or those with troubled pasts. Now, the question is: When even troubled entities are attracting money, will not the better-performing banks attract attention? Check out Stock Reports Plus, powered by Refinitiv, for price targets of over 4,000 listed stocks along with detailed company analysis focusing on five key components, earnings, fundamentals, relative valuation, risk, and price momentum, to generate standardized scores. SR+ Reports is a complimentary offering to ETPrime members.
LSEG partners with Anthropic to bring financial data access to Claude users
Anthropic to give Claude users access to data licensed through LSEG products. LSEG shares rose by as much as 1.7% after the announcement.
Why is the world betting big on Indian banks?
India's banking sector is experiencing a significant influx of international capital, with nearly $15 billion in deals this year. Global investors are drawn to India's rapid economic growth, underbanked market, and robust digital infrastructure. This foreign investment signals confidence in the sector's resilience and long-term potential.
Stock picks of the week: 5 stocks with consistent score improvement and return potential of more than 24% in 1 year
After a very minor correction, both the Nifty and Sensex are moving higher. Also, market breadth is positive on most days, clearly indicating that the bulls are starting to party again. There is a high probability that the market will remain in the hand of the bulls, but, as investors, it is probably time to look at individual stocks and how things are shaping up in the sector they belong to. Our selected stocks for today depict a strong upward trajectory in their overall average score which is based on five key pillars: Earnings, fundamentals, relative valuation, risk, and price momentum. This implies that there has been a significant improvement in their market outlook in the given time frame.
Downdetector reports OpenAI services, including ChatGPT, experiencing outages
Users are reporting widespread issues accessing OpenAI's ChatGPT and related services, according to Downdetector. The outage tracking platform has observed a significant surge in problem submissions, indicating a potential disruption in OpenAI's systems. This spike suggests a widespread problem affecting many users attempting to connect to the popular AI platform.
Time to shed bias and look at them afresh: 4 QSR stocks with an upside potential of up to 28%
Till a few years back, there were only a couple of quick service restaurant (QSR) companies listed on the markets. Then came a spate of IPOs. All of them received good responses and did well for a while. That was when Zomato and Swiggy entered the picture with their food delivery revolution, enabling even the smallest food maker to reach customers everywhere. The QSR companies suffered – both in terms of business and valuations. How have they fared since? And are they worth looking at now?
Small is getting beautiful once again: 8 small private sector bank stocks with an upside potential of up to 34%
What made banks like HDFC and ICICI what they are today? Besides many other factors, there is one – not quantitative, but qualitative – that made the difference. Back in the late 1990s, when not many banks were using technology to scale up and put systems in place to keep a check on NPAs, these banks focused on technology. Over the years, however, that differentiator between large private sector banks and other banks have become regulatory norms. The gap started narrowing and the process gathered pace when reforms were implemented from 2014 onwards. In this phase, some of the smaller private banks have also spent on technology. Now, with foreign money pouring into the banking/NBFC space, will they attract attention?
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