MARKET CORRECTION OPPORTUNITIES
Are fertilizer and QSR stocks poised for a comeback? Neeraj Dewan answers
Market expert Neeraj Dewan suggests long-term investment in the fertilizer sector during periods of low interest and price corrections. He notes a potential turnaround in the QSR segment due to easing inflation and increased demand. While maintaining a positive outlook on OMCs due to strong momentum, Dewan advises caution regarding Eternal due to high competition in quick commerce.
Neeraj Dewan sees capex boom driving growth in domestic-focused plays
Market expert Neeraj Dewan is optimistic about the Indian market. He highlights the strong performance of the defence sector, supported by robust order books and positive results from Bharat Electronics Limited. Dewan suggests investors to be stock-specific. He sees potential in the metal space due to China's lending rate cut.
Asian stocks advance after rebound on Wall Street
India is discussing a US trade deal structured in three tranches and expects to reach an interim agreement before July, when President Donald Trump’s reciprocal tariffs are set to kick in, according to officials in New Delhi familiar with the matter.
Two Trades for Today: A depository service provider for 5.5% rise, a large-cap realty stock for over 7.5% upmove
Technical analysis identifies select stocks that may gain momentum even in volatile markets. Here are the technical calls for today.
Different types of life insurance
Life insurance in India offers diverse plans for varied needs. Term insurance provides cost-effective death benefits. Whole life insurance covers the policyholder's entire life and accumulates cash value. Endowment plans combine insurance with savings. ULIPs link insurance with market investments. Money-back plans offer periodic payouts. Retirement plans ensure post-retirement financial security. Child plans secure a child's future.
Techies, your fat pay and even job in danger: IITian CEO joins Zoho's Sridhar Vembu in sounding the alarm
Tech leaders are warning software engineers against complacency as AI advancements and economic shifts threaten the industry's status quo. Sridhar Vembu highlights the potential impact of AI-driven tools on software development, while others point to a broader economic realignment favoring foundational sectors. Social media reflects concerns about job security and the need for adaptability in a changing landscape.
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Markets look directionally positive despite global noise: Sandip Sabharwal
Many of the real estate stocks have corrected also. But I would still think that they are not really cheap relative to the growth prospects in the near term. So, we need to wait to see corrective moves, better opportunities, etc. So, if people need to invest, DLF seems to be better placed vis-à-vis the other companies on a valuation as well as risk-return perspective. But overall, my view is that real estate after the sharp run-up needs to consolidate for some more time.
Global risks loom, but India stands tall amidst Asia's volatile recovery: Geoff Dennis
India, of course, we hope they get a trade deal with the US, whatever that means, but India is less vulnerable to pressure on the tariff front than are some of these other markets. And I agree with Rajat in terms of the domestic drivers to the economy looks pretty good.
Market recovery driven by easing macros and FII inflows, but valuations remain expensive: Christy Mathai
One, of course, if you were to just look at the plain macros, yes, things are improving after sort of not a weak first half FY25, things are just gradually inching up though the GDP estimates has been cut, possibly some bit of easing is happening especially if you look at the RBI actions, there is lot of liquidity infusion, if you were to look at the inflation, things have just kind of come down, that is on the macros.
Bitcoin surpasses $2.1 trillion market cap
Bitcoin achieves a new milestone, exceeding $2.1 trillion in market value. This surge indicates strong bullish momentum in the crypto market. Bitcoin is trading around $105,000, with high trading volumes. Institutional interest grows amidst inflation concerns. Analysts advise monitoring market volatility. Traders should remain cautious of potential market manipulation. Low-cap altcoins show signs of artificial price surges.
Two Trades for Today: An insurance firm for almost 9% surge, an auto major for over 5.5% rise
Technical analysis identifies select stocks that may gain momentum even in volatile markets. Here are the technical calls for today.
Warren Buffett warns of a ‘Hair Curler’ market: What it means and how investors can prepare
Warren Buffett, the legendary investor, has sounded a cautionary note about the stock market's future, warning of a coming period of extreme volatility.
Fund Manager Talk | Attractive risk-reward opportunity in midcap private banks, says Amey Sathe
Amey Sathe of Tata Asset Management sees opportunity in midcap private banks. He believes their valuations are compelling. Profitability is expected to improve in the next two years. The Tata Flexi Cap Fund uses sector rotation. It overweights undervalued sectors. Sathe also views consumer stocks as a dark horse in fiscal year 2026.
ETMarkets PMS Talk: April’s 9.9% spike - Nikhil Johri on what drove Trivantage Capital’s outperformance
Trivantage Capital's portfolio showed impressive gains. Nikhil Johri credits the returns to policy and sectoral factors. RBI's accommodative stance and stable asset quality helped. The fund focuses on governance and due diligence. It targets opportunities in asset management and affordable housing. Johri sees a rebound in small and mid-cap financials. He believes India's financial sector offers long-term value.
Gold prices may fall down to Rs 88k/10 gm. Should you accumulate on dips? Here’s what analysts say
Gold prices face downward pressure, falling from recent peaks. Analysts cite cooled rate cut expectations and easing trade war fears. A key support level is being tested. Some experts suggest potential buying opportunities at lower levels. Long-term fundamentals are considered intact. Investors should watch global economic developments.
Sandip Sabharwal sees value in infra and autos, warns against chasing defence stocks
Sandip Sabharwal suggests that the Indian markets are poised for a good year, driven by reduced global tensions, lower inflation and interest rates, and increased government spending. Mutual funds' high cash positions provide a market cushion. While valuations are not cheap, infrastructure, construction, capital goods, autos, and select NBFCs offer opportunities, with Reliance expected to outperform.
Market trend remains bullish as macros improve: Sandip Sabharwal
Sandip Sabharwal suggests that market macros are favorable with decreasing inflation and interest rates, alongside increasing government spending. He believes geopolitical tensions are easing, creating a positive environment despite investor hesitancy. While advising investors to remain invested, he suggests staggering new investments. He also notes Reliance's potential for growth hinges on its investment cycle and cash flow generation.
The case for quality: A timely strategy for long-term investors
Amidst economic uncertainties and market volatility, quality investing emerges as a reliable strategy. It emphasizes companies with strong financials, operational excellence, and sustainable advantages. With quality stocks currently undervalued, it presents a strategic opportunity for investors seeking stability and long-term growth, aligning with the principle of prioritizing enduring value over fleeting trends.
Blackstone-backed ASK Investment Managers launches special opportunities portfolio
ASK Investment Managers has announced the launch of its new equity PMS strategy - ASK Special Opportunities Portfolio, to enable agile value investment opportunities in today’s volatile times.
Global macro uncertainty creating pockets of opportunity for India: Hari Shyamsunder
Hari Shyamsunder of Franklin Templeton discusses the Indian market. He notes a correction since last September. Initial causes remain unresolved. Focus shifts to quarterly numbers and FY25 trends. Global macro factors, like interest rates and tariffs, pose challenges. Tariff war impacts are negative. India could gain from supply chain shifts. Earnings momentum is weak. Private banks offer relative value.
Rebound ahead: Why Motilal Oswal sees 30% upside in Suzlon Energy
Motilal Oswal projects a 30% upside for Suzlon Energy, reiterating a 'buy' rating with a target price of Rs 75, driven by the draft RLMM notification mandating local content in wind turbine manufacturing. This policy shift is expected to moderate competition and allow Suzlon to expand its market share due to its integrated domestic manufacturing capabilities.
Selectively position in largecaps, avoid over enthusiasm: Sudip Bandyopadhyay
The entire trade war scenario which was developing around us with the US president going on about it, things are cooling down a bit. With their kind of truce with China for 90 days, with very reasonable tariffs on both the sides augurs definitely well for US economy and the global economy as well.
New lifetime high on cards for Nifty? Deven Choksey’s market outlook amid rally
Amid market resilience, Deven Choksey anticipates Nifty potentially reaching 25,200, with corrections offering buying opportunities. He suggests IT, pharmaceuticals, and metals could drive market momentum, favoring large-cap stocks over mid and small-caps. Controlled input costs and improved capital goods demand may benefit manufacturing, with selective buying advised in IT and pharma stocks.
Trade thaw offers 90-day reprieve as US, China seek off-ramp from economic decoupling
The United States and China have reached an agreement to reduce tariffs on each other's goods for 90 days. This move aims to ease economic tensions. Markets are responding positively to this development. Targeted tariffs in sectors like pharmaceuticals and automobiles are still possible. This provides an opportunity to build resilient global supply chains.
Pharma and metals could drive next leg of momentum: Deven Choksey
Deven Choksey suggests a protective portfolio strategy, favoring large-cap companies amidst market enthusiasm for mid and small-caps. He anticipates IT and pharma sectors to drive Nifty's rise, potentially reaching 25,200, with BFSI and capital goods also showing promise. While selective in mid-caps, he sees current IT and pharma valuations as attractive entry points.
ETMarkets Smart Talk: From comfort zone to opportunity zone - why large caps may lag behind, says Madanagopal Ramu
India is in a sweet spot in post Tariff war 2.0 world. US has started its China derisking policy during Mr. Trump’s first term through Tariff war 1.0 and in second term its de risking strategy is getting bigger.
India's slowing IPO market a healthy reset, not a setback
After a vibrant period, India's IPO market is undergoing a recalibration due to global economic concerns and shifting investor sentiment. This slowdown is prompting a shift towards private markets, with increased activity in secondary transactions and continuation vehicles. Investors are now prioritizing quality, diversification, and strategic partnerships to navigate this evolving landscape and capitalize on long-term value creation.
Tensions, turmoil and a ceasefire: Tourism stocks just dodged a Pakistan bullet. Should you buy?
Geopolitical tensions between India and Pakistan initially rattled tourism stocks, causing dips in aviation, hotels, and travel services due to disrupted travel plans. However, a subsequent ceasefire has shifted market sentiment towards cautious optimism. Experts suggest a selective, long-term approach, focusing on fundamentally strong companies with a robust domestic presence like Indian Hotels and Indigo.
Tech indicators point to continued market weakness amid India-Pakistan conflict
Nifty’s recent correction was broadly anticipated. While the fall itself wasn’t a surprise, the geopolitical trigger adds a layer of concern. Technically, the index has formed a bearish engulfing pattern on weekly chart, suggesting more downside unless it reclaims 24,500.
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