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Average inflation for FY26 seen at 3.5%; urban consumption to pick up over next 2 quarters: Suvodeep Rakshit
Kotak Institutional Equities' Chief Economist, Suvodeep Rakshit, anticipates headline inflation to remain between 3-3.5% for a prolonged period, averaging around 3.5% for FY26. While early monsoon onset is positive, rainfall data shows a deficit. Urban consumption remains weaker than rural, but a cyclical recovery is expected with government spending and policy easing.
These mid-cap stocks with ‘Strong Buy’ & ‘Buy’ recos can rally over 25%, according to analysts
Be it India or across the globe, there is one thing stock markets hate: Uncertainty. Now, what has changed between today and a week back is that the element of uncertainty has increased globally because of the Israel-Iran conflict. Oil prices have inched up, and that is what bothers the Indian market more than anything else. But then these phases are opportunities to pick good quality mid-cap stocks because there is enough evidence to show that these tensions don’t bother the market for long. It prices in the worst, and moves on.
These large-caps have ‘strong buy’ & ‘buy’ recos and an upside potential of more than 25%
Here’s an old market saying: Even when the bulls are in control, you can never write off the bears. They will make an appearance at regular intervals, sometimes staying longer than expected. At this point of time, both the bulls and bears are placed pretty much at the same levels, though the bias is toward the bulls. In such a scenario, it is better to focus on one thing: Earnings, and the overall possible growth in a sector. At the end of the day, the stock market is about earnings. And that has a very different trajectory from what the bulls and bears push the market toward at different points of time.
Stock picks of the week: 5 stocks with consistent score improvement and return potential of over 24% in 1 year
Why are we making bullish assumptions at a time of geopolitical uncertainty? For one, a number of mid-cap stocks are participating in the recovery, and that deserves some weightage. Another reason: the market's reaction to Q4 results has been relatively charitable—and also stock-specific. However, before making any significant capital commitments, it would be prudent to remain cautious and selective. Our stance stems from the fact that, even after the recent correction, valuations are still not in the “cheap” territory. So, essentially—be bullish, but selective. And last but not least, be prepared for volatility. Our selected stocks for today show 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 suggests a significant improvement in their market outlook over the observed time frame.
Top Nifty50 stocks analysts suggest buying in this volatile week
Stock Reports Plus, powered by Refinitiv, is a comprehensive research report that evaluates five key components of 4,000+ listed stocks – earnings, fundamentals, relative valuation, risk, and price momentum – to generate standardized scores. The simple average of the above-mentioned five component ratings is normally distributed to reach an average score.
Keys to wealth creation: Strong balance sheet & patience. 5 large-cap stocks from different sectors with upside potential of up to 38%
Events come and go, but investing principles are constant. So, in times like these, it’s best to ignore the noise and the narrative that comes with it. Today, people on the street are dealing with words like “Trumpism”. They forget that some two decades back, there was something called “Bushism” and before that there was “Reaganism” or “Reaganomics”. These are noises that come and go. When looking at the long term, the focus should be on protecting the value of the portfolio in bearish markets. And for that, there is nothing better than companies with strong balance sheets.
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Defence stocks: Black & white, and many shades of grey. 10 stocks with an upside potential of up to 30%
On Friday, when the market was reeling, one set of stocks was trading in the green: Defence stocks. Now, Indian defence companies supply neither Israel nor Iran. So, that conflict should not have pushed these stocks up. Perhaps the Middle East conflict was taken as another indication that, going forward, more conflicts are inevitable and hence the overall spending on defence will go up globally, with India being no exception. Now, the question: Should you sell, buy, or hold defence stocks? The answer is not simple, but it holds many clues to many things that are important from an investment perspective.
$30K for breakfast? How Napier Council is justifying the spend as job cuts loom
Napier City Council's spending on a staff Christmas breakfast sparks debate. The council spent around $30,000 on the event. This happened while over 100 staff positions are under review. Critics question the expense. Mayor Kirsten Wise defends it as staff recognition. Concerns arise about public trust amid fiscal restraint. Some suggest cost-cutting measures for future events.
Stock picks of the week: 5 stocks with consistent score improvement and return potential of more than 32% in 1 year
In the long run, it is the bulls who always win. There is ample evidence to back this assertion. But, for the bulls to be successful in the short term, a number of factors need to get aligned – from growth numbers to liquidity. We are currently in a phase where global risk (tariff as well as real wars) is high, and that is a factor you need to keep in mind. But if you are a long-term investor, you need not bother about short-term disturbance, geopolitical or otherwise. 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.
Your Covid vaccination might save your kidneys, reveals UCLA study
A UCLA Health study reveals that Covid-19 vaccination significantly reduces the risk of severe kidney damage in hospitalized patients. Unvaccinated individuals were 16% more likely to require continuous renal replacement therapy (CRRT) during hospitalization and faced a higher risk of death after discharge.
Horoscope Today, June 14, 2025: Capricorn Moon Inspires Discipline; Gemini and Pisces Shine, Leo Faces Inner Conflicts
Horoscope Today, June 14, 2025 (Saturday): Today’s planetary transits present opportunities for transformation and introspection. The Moon is transiting through the Capricorn sign. You will focus on your career, structure and disciplined efforts. Mercury and Jupiter in the Gemini sign can help in sharpening the intellect and communication. Mars and Ketu in the Leo sign increase your inner drive. It may also trigger impulsiveness. Venus in the Aries sign continues to favour expressions in love and creativity. Saturn in the Pisces sign adds introspective depth.
ACs can cause asthma, coughing, wheezing? What are the health risks of Air Conditioner?
Despite the ubiquity of air conditioners and their tendency to get moldy, there is not much scientific literature on the health effects.
AI lies, threats, and censorship: What a war game simulation revealed about ChatGPT, DeepSeek, and Gemini AI
A simulation of global power politics using AI chatbots has sparked concern over the ethics and alignment of popular large language models. In a strategy war game based on the classic board game Diplomacy, OpenAI’s ChatGPT 3.0 won by employing lies and betrayal. Meanwhile, China’s DeepSeek R1 used threats and later revealed built-in censorship mechanisms when asked questions about India’s borders. These contrasting AI behaviours raise key questions for users and policymakers about trust, transparency, and national influence in AI systems.
Multibagger or IBC - Part 10: 4% R&D spend, 300 patents; this company’s DNA has changed for the better
Sometimes, it’s the quiet ones you need to watch. This company spotted the EV shift in 2010, long before it was trendy, and has built a full-stack offering. Its latest EV tie-ups, including one that jacks up kit value to levels considered high in the industry, are a sign of how deep the EV play runs. With exports making up 9% of revenue and 700+ aftermarket dealers in India, it’s not just riding the OEM demand wave. Add to that 300+ patents and rising R&D spends, and you have a company betting big on innovation. Clearly one to track if you're following India’s EV transformation.
These mid-cap stocks with ‘Strong Buy’ & ‘Buy’ recos can rally over 25%, according to analysts
Are valuations 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. And as the street gets more evidence of improvement in numbers (and with liquidity remaining good), the chances are the markets will remain in control of the bulls.
Combination of strong brand & higher margins equals long-term investment: 5 stocks with an upside potential of up to 23%
In investing, chasing fads and short-term momentum can be tempting. But history tells us that enduring wealth is created by owning quality businesses with strong fundamentals. Among these, brand strength is a unique, intangible asset that multiplies the effects of good management, customer centricity, and operational excellence. A strong brand attracts more customers, allows higher pricing, generates higher margins, enables steady earnings growth, and, eventually, reflects in a superior stock price trajectory.
SP Group offers $3.4 billion NCDs to HNI investors amid market volatility
Wealth managers are offering Shapoorji Pallonji Group's $3.4 billion NCDs to high-net-worth individuals, requiring a minimum ₹10 crore investment in the secondary market. This move follows past volatility where smaller HNIs quickly exited positions. The current unrated tranche has less disclosure, aiming for patient capital and avoiding wide domestic HNI distribution.
India sitting on 10,830 GW solar reserve—New study reveals massive untapped capacity
A new TERI reassessment reveals India's solar potential is a massive 10,830 GW, far exceeding previous estimates. The study incorporates diverse land uses like rooftops, water bodies, and infrastructure.
New TikTok diet trend sparks backlash as experts warn it's fueling a dangerous new wave of harmful eating habits
TikTok's 'SkinnyTok' trend is promoting harmful diet culture, featuring extreme weight loss and unrealistic body standards. Experts warn it's causing mental and physical health issues, especially among young women. The trend normalizes disordered eating, impacting relationships and overall well-being, urging users to curate their feeds and seek professional help.
Stock picks of the week: 5 stocks with consistent score improvement and return potential of more than 25% in 1 year
The bulls remain in comeback mode. So, shed your fears and be bullish. But also be selective. At this point, give weightage to the Q4 earnings of a company. Because, as the bulls make a comeback, valuations too are inching higher. If there is growth, the valuations can be justified. Otherwise, it’s better to stay away. 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.
Top Nifty50 stocks analysts suggest buying in this volatile week
Stock Reports Plus, powered by Refinitiv, is a comprehensive research report that evaluates five key components of 4,000+ listed stocks – earnings, fundamentals, relative valuation, risk, and price momentum – to generate standardized scores. The simple average of the above-mentioned five component ratings is normally distributed to reach an average score.
Air quality alert: Breathing is not guaranteed as smoke from Canada’s infernos chokes cities from Toronto to New York
Air quality alerts were lifted in parts of Canada after wildfire smoke plagued the region. Manitoba and Saskatchewan wildfires caused widespread haze. Smoke drifted into the Eastern US, triggering health warnings. Tiny particles in the smoke pose health risks. Experts warn that such events may become more common. Officials advise precautions like staying indoors.
Not a hard and fast rule, but using this ratio increases probability of getting it right: 7 stocks with an upside potential of up to 26%
How do you value a stock? Which has a high valuation, and which is cheap? It all depends on the ratio you use to ascertain value. Consider this example: Twelve years back, the stock of an MNC FMCG company was quoting at a PE multiple of 44. At that time, the Nifty’s PE was at 25. Since then, the market capitalization of the stock has grown 10 times and its PE ratio today stands at 65. On the other hand, there was a construction company quoting at a PE multiple less than 15 around the same time, but its market capitalization today is half of what it was 12 years ago. See how relying solely on the PE ratio creates hurdles in the way of wealth creation?
Make India’s growth story & your stock story same: 6 stocks representing the confidence of growth but confusion of stock prices
In the market downturn between October 2024 to March 2025, many stocks that were stars of the bull run of early 2024 suffered sharply in the initial phase. But, some of them recovered to form new highs. These stocks moved up sharply because they are seen as part of the India growth story. So, their businesses are bound to grow. Now, the key question: As the markets are still volatile and these stocks have had a sharp run-up, should you sell and book profits? The choice is between believing in India's growth story or giving in to the fear that stock prices bring to the table.
RBI’s unexpectedly deep rate cut and the road ahead
The RBI’s sharper-than-expected 50 bps rate cut and 100 bps CRR reduction aim to boost credit growth and economic activity amid subdued inflation. With a shift to a neutral stance, the central bank signals flexibility to either pause or ease further depending on future data, offering tactical opportunities across rate-sensitive sectors.
Stock picks of the week: 5 stocks with consistent score improvement and return potential of more than 28% in 1 year
While the bulls were clearly making a comeback, the RBI’s move to cut both the repo rate and CRR has just helped them some more. Now, there are two schools of thought on the RBI move. One says a cut in interest rate suggests the economy is slowing and requires a push. The other says that boosting liquidity and giving cash in people’s hands, when done in time, aids a faster recovery. Whatever be the case, the one thing to keep an eye on is inflation. 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.
Psychologists say these 7 evening habits could be holding you back from ever feeling truly happy
Evening habits significantly impact happiness levels. Research indicates that doomscrolling, bedtime procrastination, and rumination contribute to lower life satisfaction. Conversely, practicing gratitude and establishing healthy boundaries with technology and work can foster a more peaceful and fulfilling life. Small, consistent changes to nighttime routines can yield substantial improvements in overall well-being.
$244 billion a year: The cost of Canadian wildfire crossing borders across US?
A recent study reveals that wildfire smoke poses a significant threat to American health and economy, surpassing many other climate change effects. Increased wildfires, intensified by global warming, have expanded smoke exposure across the US, reversing air quality improvements. The economic impact, including increased deaths and healthcare costs, could reach trillions of dollars.
Air quality in US fouls due to Canadian wildfires: Which states are worst affected and what can you do to save yourself?
Canadian wildfire smoke is fouling air quality in the US and several states, including Minnesota, Wisconsin, and Michigan, experience unhealthy air. Wildfire smoke has been fouling U.S. air quality for several days, starting in states bordering Canada, including the Dakotas, Minnesota and other Midwestern states. Advisories have been issued for residents in US.
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