Gautam Duggad, Head Of Research, Director – Institutional Equities at Motilal Oswal Financial Services, says stock markets are reacting maturely to tariff impacts, with major sectors like financials and IT remaining relatively stable. Earnings growth is expected to be driven by domestic economic factors and a shift towards consumption-focused policies. While large sectors face limited … Read more
Swaminathan Aiyar, Consulting Editor, ET Now, says India stands as a prominent investor in the UK, with the Tata Group leading as the largest private sector employer. Enhanced by relaxed social security deductions for IT workers, increased Indian investment in the UK’s IT sector appears promising. Opportunities also exist for Indian professionals in finance, media, … Read more
Raamdeo Agrawal, Chairman, Motilal Oswal Group, says the capital market segment is experiencing significant growth, particularly in QIP and IPO activity, alongside a booming AMC sector. The AMC business is expanding rapidly, with AUM growing from approximately Rs 75,000 crore last year to Rs 155,000 crore. While AUM-based businesses and wealth are flourishing, the broking … Read more
Anand Shah, CIO- PMS & AIF Investments, ICICI Prudential AMC, says global ferrous metal profitability remains muted due to strong Chinese exports, pressuring steel company earnings worldwide. Despite this, there’s optimism for margin recovery in select chemicals and metals sectors, driven by attractive valuations and potential earnings growth. While positive on manufacturing, particularly defense and … Read more
Neeraj Dewan, Market Expert, says real estate shows improvement due to interest rates and RBI measures. North India sees price consolidation, impacting demand. A festive season demand increase is possible. Max Estates demonstrates strong project execution. DLF easily achieved targets last year. They are launching projects in Bombay. Optimism has decreased. The next few months … Read more
Digant Haria, Co-founder, GreenEdge Wealth, says IT stocks face muted expectations due to AI risks and economic uncertainty, favoring technical trading over fundamental analysis. The defence sector, experiencing strong growth between 2020 and 2024, boasts of high order books and positive sentiment. While existing investors can benefit, new entrants might find better opportunities in related … Read more
Gautam Shah, Founder, Goldilocks Premium Research, says after a period of significant gains in gold, which he successfully traded, a shift in focus towards silver is recommended. The author suggests that gold’s consolidation phase presents an opportunity to invest in silver, anticipating a substantial 20-25% increase in its value. A major upward trend for silver … Read more
Anand Radhakrishnan, MD, Sundaram Mutual Fund, says rate cuts are expected to boost both listed and unlisted companies by improving liquidity and credit availability. Consumption, which accounts for over 50% of the economy, is likely to rise due to tax relief, falling interest rates, and potential wage growth. Many legs of the economy seem to … Read more
Amit Khurana, Head of Institutional Equities, Dolat Capital, says market movement is expected to be limited in the coming quarter. Headwinds will create a cooling period before buying resumes. Upside potential is capped, while downside risk is protected. The pharma sector faces challenges in FY26 due to normalizing tailwinds and US trade tariffs. A neutral … Read more
Dipan Mehta, Director, Elixir Equities, says the stock market is closely monitoring developments in West Asia and the conclusion of President Trump’s tariff pause on July 9th. These events are causing some investors to withdraw funds and await the outcomes. However, positive fundamental news, including improving monsoons and interest rate cuts, is supporting the equities … Read more