IT STOCKS
Stock picks of the week: 5 stocks with consistent score improvement and upside potential of up to 28%
More than the Nifty and Sensex, it is positive market breadth which reflects the street’s underlying optimism. A part of this is probably thanks to the statement over the weekend indicating a possible thaw in the India-US relationship which has been in the freezer for some time. Also, the street has started to build in a bullish start to festive season sales. There is, of course, nothing wrong in being bullish, but keep your expectations in check and be nimble-footed at this point of time. 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.
Best large & mid cap funds to invest in September 2025
According to mutual fund advisors, these schemes will evolve over a long period. There will be schemes that will be inclined towards large cap stocks and some schemes will be leaning toward mid cap stocks. This will make it easier for investors to choose the schemes based on their risk tolerance.
50% US tariffs are harsh and unsustainable, change certain: Anand Shah, ICICI Prudential AMC
ICICI Prudential’s Anand Shah expects tariff resolution through dialogue. He advises tilting portfolios to 50% equity allocation given current valuations, and favours consumer services and manufacturing over IT and FMCG as bottom-up stock selection becomes key to generating alpha. By Sameer Bhardwaj.
Banks' lending to brokers surged on rising market activity
Institutional lending to stockbrokers witnessed a significant surge of 28% in FY25, fueled by increased trading activity and greater investor participation in the equities market. Punjab National Bank experienced the most substantial growth, while ICICI Bank remained the leading lender. Conversely, State Bank of India reduced its exposure to this sector during the same period.
FPIs dump Rs 22,789 crore in August, financials and IT hit hard
Foreign investors heavily sold Indian equities in August, withdrawing over ₹80,000 crore in July and August combined. Financial services faced the brunt, with ₹9,817 crore offloaded in the second half of August, following ₹13,471 crore earlier. IT stocks also experienced sustained pressure, with FPIs selling ₹4,905 crore in the latter half after an earlier sell-off.
US Stock market's worst performing month in past 35 years September is here. Top Stocks to pivotal factors - all you need to know
Tesla rose 3.6 per cent after proposing a payout package that could reach $1 trillion for its CEO, Elon Musk, if the electric vehicle company meets a series of extremely aggressive targets over the next 10 years.
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Two Trades for Today: A pharma major for a 3.95% gain, a mid-cap hospitality stock for almost 7% gain
Technical analysis identifies select stocks that may gain momentum even in volatile markets. Here are the technical calls for today.
Dividend yield: Stock traders can use it differently to distinguish between the probability & possibility of making money
Dividend yield is not just an investor’s tool. At certain points in the market, it becomes just as relevant – sometimes even more so – for traders. Yes, traders. Now, why would dividend yield, of all things, act like a support line? The explanation lies in market memory and psychology. Around a certain level of dividend yield, value-oriented funds begin to step in because the price suddenly offers the comfort of an income stock. Momentum traders see valuation support and a floor building underneath the price. Options desks recalibrate, as downside looks limited and covered calls turn attractive. Each group is reacting to its own cues, but collectively they create the reflexive bounce that turns weakness into opportunity for traders.
For wealth creation, focus on ‘Irrespective of & Despite Trump’: 7 mid-caps from different sectors with upside potential of up to 42%
Friday evening. We are not using the exact words, but the essence of what President Trump said was: India and Russia have fallen into China’s hands. Saturday evening. A 180-degree turn. I have a great relationship with PM Modi and I am only upset because India is buying too much Russian oil, Trump said. So, if you had bearish thoughts on Friday, Saturday would have seen you thinking bullish. It is Sunday and one does not quite know what to expect today. We are dealing with a president whose statements seem to depend on which side of the bed he got up from. The difference is that this time we have an Indian reaction appreciating the positive statements. So, be hopeful but cautious. In this administration, nothing positive is done till it is done.
F&O Talk| Nifty stages pullback but lacks conviction; trend hinges on banking, IT revival: Sudeep Shah
Indian equity benchmarks closed the week positively due to strong economic data and policy reforms. Sudeep Shah of SBI Securities discussed the outlook for Nifty and Bank Nifty. Nifty faces resistance at 24950-25000 and support at 24550-24500. Bank Nifty is underperforming, with resistance at 54500-54600 and support at 53600-53500.
Will global cues and Fed rate cut hopes fuel a market recovery next week?
Indian equity indices ended flat amid choppy trading, with IT stocks declining due to US tariff concerns, offsetting auto sector gains fueled by GST cut hopes. For the week, however, markets gained 1%. Positive global cues and expectations of US rate cuts are expected to support a recovery next week, though Nifty faces resistance at 25,000.
Stock picks of the week: 6 stocks with consistent score improvement and return potential of up to 35% in 1 year
For the next few months, before you take any buy-sell decision on the stock market, ask yourself this question. How is the Nifty’s movement impacting the bottom line of a company whose stock you are planning to buy-sell? The answer will help you avoid making wrong decisions. Now, why is there a high probability of making a wrong decision? Simple: News flows and statements from the US administration will create confusion in the short term. So, check out the stock you are targeting carefully.
Dreamfolks Services shares fall 2% as Travel Food terminates contract
Dreamfolks Services shares fell after Travel Food Services ended its lounge access contract, effective September 15, 2025, citing failed renegotiations over commercial terms.
How 30 multibaggers soared up to 2,660% in a year when Nifty barely moved
Despite a lackluster year for Indian equity markets in 2025, with the Nifty barely budging, several companies defied the trend, delivering exceptional returns. Elitecon International and RRP Semiconductor led the pack with staggering gains, fueled by sector-specific tailwinds and government initiatives. While global trade tensions loomed, strategic stock picking proved rewarding for investors who identified these hidden gems.
FIIs dump Rs 60,000 crore of India's crown jewels in brutal 2-month rout. What’s wrong?
Foreign Institutional Investors (FIIs) have aggressively sold off Indian financial and IT stocks, withdrawing over Rs 60,000 crore in two months due to concerns about earnings recovery and global economic headwinds. This selloff extends beyond these sectors, impacting oil and gas, power, and consumer goods. Despite this, some experts remain optimistic about India's long-term growth potential.
American Eagle Outfitters (AEO) stuns Wall Street with 25% stock surge after Sydney Sweeney’s ‘great jeans’ ad — is this retail’s boldest power play?
American Eagle stunned Wall Street after its stock soared 25% in a single session, powered not by a product overhaul but by a viral ad campaign fronted by actor Sydney Sweeney. The cheeky “great jeans” promotion turned into a cultural flashpoint, pulling in record customer engagement and boosting earnings well above expectations.
Invenia expects to grow revenue to Rs 2,000 crore in three years: Vice Chairman
Invenia, a digital infrastructure and IT services firm, anticipates a 40% revenue increase. The company projects revenue to reach Rs 2,000 crore in three years. This growth will be fueled by data center connectivity and government projects. Invenia's order book is strong, valued at Rs 4,250 crore. The company will focus on system integration, cybersecurity, and managed services.
Apple wins big! Judge refuses to kill its $20 billion Google search goldmine, stock soars
Apple won a big court boost as a judge allowed its search deal with Google to continue. This deal is very important for Apple because it gives huge money every year. The decision also made Apple stock rise. Google also gained after the ruling. The case is part of a bigger fight over search power.
GST, tariffs and Fed moves to shape market strategy for Indian investors
With the much-anticipated GST meeting underway, market participants are keeping a close eye on potential rate revisions that could impact sectors across India. ET Now recently spoke to Vikash Kumar Jain, a seasoned market strategist, for his insights on how GST changes could reshape investor sentiment and portfolio allocations.
Market in wait-and-watch mode looking for festive trigger; GST cuts may boost consumption: Amnish Aggarwal
Markets are in a wait-and-watch phase ahead of the GST Council meet, said Amnish Aggarwal of Prabhudas Lilladher. Potential GST cuts on FMCG, autos, and consumer durables could spur festive demand, while PSU banks look attractive; IT remains weak, and selective opportunities exist in chemicals.
Vikas Khemani sees broad-based rally to fuel markets; bets on financials, pharma
Vikas Khemani expects a broad-based market rally, with financials, pharma, and manufacturing leading the charge. He sees large-caps offering stability while mid- and small-caps could outperform once sentiment improves, noting that short-covering and renewed buying may follow if tariff issues ease in the coming months.
Sensex slips 100 pts, Nifty below 24,600 as banks & IT weigh ahead of GST meet
Indian benchmark indices Sensex and Nifty experienced a decline on Wednesday, primarily influenced by the downturn in banking and IT sectors. Investors exhibited caution in anticipation of the GST council meeting, where potential rate cuts on various goods are expected. The S&P BSE Sensex fell by 0.16%, while the NSE Nifty 50 also dropped by 0.16%.
Raamdeo Agrawal advocates for bold reforms in India amid US tariff challenges
Raamdeo Agrawal advocates for bold reforms by the government. He notes the current market dynamics of promoters selling and retail investors buying. Agrawal sees opportunities despite pricey valuations, advising investors to buy and hold for long-term growth. He cautions against the risks of investing in unlisted companies. He suggests a SIP approach for lump sum investments.
GST cuts lift market sentiment, IT gains on valuation play: Dhananjay Sinha
Stock markets rebounded after last week’s selloff, driven by GST cuts, festive demand expectations, and global partnerships. Dhananjay Sinha highlighted auto, FMCG, and consumer goods as key beneficiaries. The IT sector rally was attributed to sector rotation and Fed rate cut hopes, though outlook depends on future commentary and exports.
Market Watch: Nifty eyes 24,600 breakout as IT sector shows early signs of revival
Nifty opened the week cautiously, with 24,600 seen as a key breakout level. Rajesh Bhosale highlighted IT sector resilience and recommended Mphasis and Exide Industries as top picks. Analysts believe sectoral rotation and strong support levels could set the stage for September’s market trend.
Hold equities, not cash; autos & largecap IT offer opportunities, says V Srivatsa
In an ET Now interview, Srivatsa said that despite global challenges—especially risks from US growth, interest rates, and new tariffs—the Indian economy is displaying resilience. He added that domestic consumption appears to have bottomed out, supported by GST rationalisation and the recent corporate tax cuts, which should start yielding positive results in the coming quarters.
Trump tariff impact on India ‘overhyped’; premium consumption, NBFCs to lead growth: Marcellus' Krishnan VR
Trump tariff impact on India: New US tariffs are expected to have a limited impact on India's economy. Krishnan VR of Marcellus believes domestic consumption will drive growth. Sectors like textiles may face pressure. Premium consumption, financial services, and IT stocks are potential investment themes. NBFCs and insurance companies are also expected to benefit. Government measures may cushion the tariff impact.
Tariff noise overstated, markets attractive now at 18x one-year forward earnings; IT is a must-buy, says Anand Rathi’s Varun Saboo
Varun Saboo of Anand Rathi sees tariff fears as overstated, with India’s GDP hit capped at 70–80 bps. He highlights resilient domestic flows, policy support, and attractive valuations at 18x forward earnings. IT stocks, trading below historical multiples, remain his must-buy sectoral bet.
Indian IT firms face structural headwinds, Gen AI yet to deliver: HSBC India
Indian IT firms are unlikely to regain double-digit growth, with HSBC projecting long-term expansion of 4–5% due to structural headwinds, AI’s deflationary impact, and reliance on US/European demand.
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