BofA turns constructive on Nifty after two years but urges investors to shift towards large caps as small- and midcap valuations look expensive. (What's moving Sensex and Nifty Track latest market news , stock tips , Budget 2025 , Share Market on Budget 2025 and expert advice , on ETMarkets . Also, ETMarkets.com is now on Telegram. For fastest news alerts on financial markets, investment strategies and stocks alerts, subscribe to our Telegram feeds .) Subscribe to ET Prime and read the Economic Times ePaper Online.and Sensex Today . Top Trending Stocks: SBI Share Price , Axis Bank Share Price , HDFC Bank Share Price , Infosys Share Price , Wipro Share Price , NTPC Share Price (What's moving Sensex and Nifty Track latest market news , stock tips , Budget 2025 , Share Market on Budget 2025 and expert advice , on ETMarkets . Also, ETMarkets.com is now on Telegram. For fastest news alerts on financial markets, investment strategies and stocks alerts, subscribe to our Telegram feeds .) Subscribe to ET Prime and read the Economic Times ePaper Online.and Sensex Today . Top Trending Stocks: SBI Share Price , Axis Bank Share Price , HDFC Bank Share Price , Infosys Share Price , Wipro Share Price , NTPC Share Price Four rules made HDFC Bank a compounder. All four have stopped. Can the new CEO rewrite them? Gold rush on Dalal St as regional jewellers bid to be the next Tanishq Hormuz is a state, not a strait. There are 10 other possible chokepoints for the global economy, including India Will the yuan become the new yen? Bigger or Better: One order from Power Grid Corp added $1 billion to the market cap of a company – Final part Banks have received a flood of money. Now comes the real test BofA Securities has turned constructive on the Nifty after two years, seeing 12% upside to 26,200 by December 2026. The brokerage said five of eight earlier risks have played out, while primary market issuances, Fed rate hikes and AI disruption remain concerns. It also turned cautious on small-