Equity investing not about overnight returns: Puneet Sharma on geopolitical issues and 2025 sector picks

Equity investing not about overnight returns: Puneet Sharma on geopolitical issues and 2025 sector picks

Geopolitical conflicts and market swings can rattle even seasoned investors, so where does that leave retail participants? Puneet Sharma, CEO of Whitespace Alpha, shares insights on what moves the markets, why trying to time them is a trap, and how everyday investors can build a resilient portfolio in 2025. From FMCG tailwinds to ETF-based diversification, … Read more

Pharma, chemicals offer contrarian bets in stock-specific market: Hiren Ved

Pharma, chemicals offer contrarian bets in stock-specific market: Hiren Ved

“I personally feel that given the level of monetary policy action that the RBI gave, had it not been for this geopolitical issue, my sense is that the markets would have probably broken out on the upside because it is a fairly strong monetary stimulus that you have given to the economy. Unfortunately, it all … Read more

Selectivity is key as markets enter narrow, range-bound phase: Dipan Mehta

Selectivity is key as markets enter narrow, range-bound phase: Dipan Mehta

“All the expectation of this particular major event because once this uncertainty is over and done with, only then the real trend will play through because if there are going to be heightened tariffs, then you can expect all equity markets including ours to drift lower, maybe even crack further from these levels,” says Dipan … Read more

Avoid euphoric valuations, keep cash for better entry points: Pankaj Tibrewal

Avoid euphoric valuations, keep cash for better entry points: Pankaj Tibrewal

“If the similar situation happens because of any other reasons, we will be looking it with an open mind. But right now, valuations are prohibitive for us to take incremental calls,” says Pankaj Tibrewal, IKIGAI Asset Managers.Interesting that you say that that there is still value on the table and you just fleetingly mentioned some … Read more

Volatility driven by defence concerns; too early to predict market direction: Sandip Sabharwal

Volatility driven by defence concerns; too early to predict market direction: Sandip Sabharwal

“Pace of recovery will depend on the pace at which profitability sustains and stabilises and volumes improve. But on risk-reward now after a period of three-four years we are now coming to a stage where as a contrarian investor one could start evaluating investing in this stock,” says Sandip Sabharwal, asksandipsabharwal.com. Let me just talk … Read more

From safe to shining: Gold surges past Rs 1,00,000, may hit Rs 1,06,000 – time to redeem your FD?

From safe to shining: Gold surges past Rs 1,00,000, may hit Rs 1,06,000 – time to redeem your FD?

In a year brimming with global economic uncertainty, gold has emerged as the undeniable winner—surging past the Rs 1,00,000 mark in domestic markets and leaving traditional investments like fixed deposits and even equities far behind. While Indian FDs continue to offer modest returns in the average range of 6-8%, the yellow metal has delivered double-digit … Read more

Mutual fund SIP: Only 3 of 519 equity MFs saw positive returns amid market downturn; what should you now?

Mutual fund SIP: Only 3 of 519 equity MFs saw positive returns amid market downturn; what should you now?

The Indian equity market has faced a tumultuous six months, marked by a persistent sell-off from October 2024 to February 2025. The markets have experienced a correction, with the Nifty50 index declining by 14.6% from its peak in September 2024 to March 13. Similarly, the Nifty 500 index has seen a decrease of 17.6% over … Read more

Tax saving for FY25: Tax-Saving FDs offered by banks vs PPF, SCSS for financial year-end planning

Tax saving for FY25: Tax-Saving FDs offered by banks vs PPF, SCSS for financial year-end planning

As the financial year 2024-25 approaches its conclusion, many investors are evaluating tax-saving options to optimise their portfolios. Among the popular choices are fixed deposits (FDs), Public Provident Fund (PPF), and the Senior Citizens Savings Scheme (SCSS), all of which are eligible for deductions under Section 80C of the Income Tax Act, 1961. These instruments … Read more

‘Market hit its lowest point… but midcaps’ returns’: Expert on midcap fund performance in last 5 years

‘Market hit its lowest point… but midcaps’ returns’: Expert on midcap fund performance in last 5 years

The Nifty Midcap 150 Index has experienced a decrease of nearly 20% from its highest point in the past 52 weeks. Up until the end of February, mid cap funds had an average loss of around 9.57%, with the Quant Mid Cap Fund showing the largest decline at 11.07% in the last month. Over the … Read more

Nifty, Sensex crash: What can you do to avoid mistakes during market corrections?

Nifty, Sensex crash: What can you do to avoid mistakes during market corrections?

Domestic indices have been undergoing a free fall for the past few sessions consecutively. The Indian equity market saw another day of losses, with the Nifty index logging its longest losing streak on record, falling for the tenth consecutive session. The Nifty ended down by 37 points, closing at 22,083, while the Sensex slipped by … Read more