MARKET EXPERTS

Market expert Hemang Jani advises caution amidst rising markets. Trump’s potential return and US rate cut boost prospects. Bajaj Auto benefits from export recovery, monsoon, CNG launch; Hero Motor favored. Telecom sector positive with ARPU gains, In...

Recent political violence in the US has led to market speculations favoring a potential Trump re-election. Analysts anticipate rate cuts and inflation concerns in the coming years. This bullish news for equities from what the Fed is going to do and ...

Hemant Shah of Seven Islands explained IT sector recovery due to TCS results, facing resistance. HDFC Bank gains lack consistency. FMCG growth anticipated with monsoon boost. PV market deals with inventory, CV stabilizing. US crucial for IT outlook....

Large-cap IT is okay for risk control if a sharp up-move is expected. Otherwise, Motilal Oswal stays away, says Prateek Agrawal. The managers are interested in mid and small-cap IT where if a company is focused on a space that is growing, the growth...

Sandip Sabharwal says VIP could be a potential turnaround candidate. It is one of the stocks that we hold that has not performed and I would think that at these prices, it offers value and for people who want to wait, they could wait out the results...

"We are sustainable growth investors. On a relative basis, the highest growth part of the market offers a competitive advantage versus the index. So, all the highest growing spaces – renewables, new tech, EMS spaces, etc, are where the growth quotie...

Aveek Mitra of Aveksat Financial Advisory has been spreading bets defensively post-election, keeping minimal cash. Focusing on chemicals, IT, and pharma, he emphasizes risk management over returns. Highlighting investments in mid-smallcap, consolida...

Directionally, I think that the flows will be very healthy for the rest of the year, says Rakesh Rawal of Anand Rathi Wealth. The proportion of debt is coming down for us and the proportion of equity is going up. So, from 48% of our total mix of equ...

TCS foresees FY25 outperforming FY24, leveraging AI and cost optimization despite market volatility, BFSI challenges, and election impacts. With Q1 achievements, reduced attrition, strategic headcount growth, and strong India business, performance r...

Sandip Sabharwal predicts selloffs in overvalued defence, infrastructure, and capital goods stocks, contrasting low expectations in consumer and tech sectors. He highlights issues with AMCs' AUM hunger, limited defence stock options, valuation conce...

Boost to overall infra space and the investment-led growth will possibly continue. 'We will have to wait and see what allocations are made to specific industries and segments, which we will get to know shortly, and the second factor of course will b...

Increasing the lot size for options trading would probably make sure that there will be people who will have to put a little more money to play in, slightly more capitalised. In an extreme leverage situation, people need capital to cover extreme eve...

CA Rudramurthy BV shares insights on the market, highlighting opportunities in IT, pharma, and FMCG sectors. He recommends caution with PSUs and emphasizes stock-specific investments. Bajaj Finance and Manappuram show potential for gains with tight ...

Sebi's panel, led by G Padmanabhan, will meet July 15 to discuss equity derivatives measures, addressing speculative expiry day trades. It includes increasing lot sizes, enhancing margins, upfront premiums, and intra-day monitoring. Chairperson Madh...

Andrew Holland, CEO of Avendus Capital Public Markets Alternate Strategies, anticipates a pre-Budget rally in IT, banking, FMCG, and power sectors, aided by post-election gains, rural spending, and renewables. Key areas include consumer stocks, affo...

Saurabh Mukherjea says the last four years, the post-COVID era, has been about democratisation of profit pools. But it is not democratisation for everybody. It is democratisation for roughly 6,000 companies that are below the top layer, the second d...

There is a disconnect where the geopolitical and geoeconomic tensions are high. Still, the reality of the macro on the ground is that the integration continues. So, there is not going to be any big rupture in Asia, but there is going to be a continu...

The Street has discounted the defence manufacturing stocks too much into the future. Even the earning visibility has been discounted. It is a fast-moving train; it does not make sense to get onto that train at this point. There are many choices when...

The entire ecosystem will see accelerated investments and the government push through regarding the capex needs. Also, railways as a theme, defence as a theme, and shipbuilders as a theme will continue. Execution is going to be extremely important o...