Search+Investment IdeasSynopsisAround three months back, there was a trade which was taking place on the street, “sell-software-services-stocks”. Today there are signs that it might be halting. What needs to be watched is whether along with this a reversal of the AI trade takes place or not in global markets. If that were to happen then there is a probability that we might see inflows coming back to emerging markets including India. 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.As the situation in the Middle East remains stable and there is no spike in crude oil prices, both at the index level and at market breadth level conditions continue to favour bulls. More than broader level moves, what is probably a more bullish sign is that the companies where the management is able to deliver numbers in Q1FY 27, the street is rewarding them and ones that are failing to do are witnessing selling pressure. So, this is an ETMarkets.com 15 mins readAug 10, 2026, 01:39:00 PM ISTGift this Story to your friendsFONT SIZEAbcSmallAbcMediumAbcLargeSAVEPRINTCOMMENTContinue reading with one of these options:Limited AccessFreeLogin to get access to some exclusive stories & personalised newslettersLogin NowUnlimited AccessStarting @ Rs120/monthGet access to exclusive stories, expert opinions & in-depth stock reportsSubscribe NowETUh-oh! This is an exclusive story available for selected readers only.Worry not. You’re just a step away.What’s Included withETPrime Membership
Stock picks of the week: 5 stocks with consistent score improvement and upside potential of upto 30%
Around three months back, there was a trade which was taking place on the street, “sell-software-services-stocks”. Today there are signs that it might be halting. What needs to be watched is whether along with this a reversal of the AI trade takes place or not in global markets. If that were to happen then there is a probability that we might see inflows coming back to emerging markets including India. 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.
ETMarkets identifies 5 stocks with improved earnings, fundamentals, and momentum—signaling reversal of the software-services sell-off. Execution on Q1FY27 results drives returns; stable geopolitics favor emerging markets, reshaping CIO budget allocation toward performance leaders.
