IT and banking sector to lead next market rally: Rajat Sharma

IT and banking sector to lead next market rally:  Rajat Sharma

In a recent interview with ET Now, Rajat Sharma, Founder & CEO, Sana Securities shared his outlook on sectors that could drive the next market rally, the emerging strength in consumption, and why he’s cautious about autos and mutual fund companies despite the broader optimism. When asked which sectors could outperform over the next 12 … Read more

Paytm and Vedanta emerge as top buys amid sectoral rotation and profit booking: CA Rudramurthy BV

Paytm and Vedanta emerge as top buys amid sectoral rotation and profit booking: CA Rudramurthy BV

After six consecutive sessions of solid gains, the Nifty paused for breath on Friday, slipping below the 26,000 mark. While some investors see this as a short-term consolidation, market expert CA Rudramurthy BV believes the broader trend remains strong and sector rotation could fuel further upside. “See, we have to understand from 24,600 Nifty has … Read more

Banking, consumption and healthcare to lead market gains: Shibani Sircar Kurian

Banking, consumption and healthcare to lead market gains: Shibani Sircar Kurian

The market narrative is increasingly shifting towards select pockets of growth within banking, consumption, and healthcare, says Shibani Sircar Kurian, Senior Fund Manager and Head – Equity Research at Kotak Mahindra Asset Management Company. In an exclusive interaction with ET Now, Kurian outlines her perspective on PSU banks, NBFCs, discretionary consumption, and emerging opportunities in … Read more

Dipan Mehta bullish on LG Electronics as GST cut boosts outlook

Dipan Mehta bullish on LG Electronics as GST cut boosts outlook

Market expert Dipan Mehta from Elixir Equities shared his insights on IT, consumer electronics, insurance, and healthcare sectors, emphasizing selective investment opportunities in an otherwise subdued market environment. On the IT sector, Mehta in an interview to ET Now noted, “It is one of selectivity and we have seen the results so far which have … Read more

Pankaj Pandey bullish on Arvind Fashions and Trent as GST cuts boost margins

Pankaj Pandey bullish on Arvind Fashions and Trent as GST cuts boost margins

The technology sector continued to dominate market discussions this week as investors brace for a flurry of updates from top IT firms. TCS will kick off the earnings calendar, followed by management commentary and subsequent market reactions later in the week. Speaking to ET Now, Pankaj Pandey, Head Research, ICICIdirect.com highlighted that the IT index … Read more

Private banks, consumption and metals drive optimism amid earnings season

Private banks, consumption and metals drive optimism amid earnings season

As the Indian earnings season gears up, market experts are keeping a close eye on private banks, consumption plays, metals, and the IT sector, with expectations of gradual growth acceleration in the coming quarters. “Banking clearly, the private banks is far more structural story. I mean, they can continue to grow at a pace higher … Read more

ETMarkets Smart Talk| H-1B visa concerns sentimentally negative, but no need to panic: Axis Securities’ Neeraj Chadawar

ETMarkets Smart Talk| H-1B visa concerns sentimentally negative, but no need to panic: Axis Securities’ Neeraj Chadawar

In this edition of ETMarkets Smart Talk, Neeraj Chadawar, Head – Fundamental and Quantitative Research at Axis Securities, shares his insights on the recent H-1B visa developments and their implications for Indian IT companies. While the news has triggered short-term jitters, Chadawar believes the impact is more sentimental than structural. He explains why investors need … Read more

Still avoiding PVs in auto and FMCG, negative on IT; hospitality a better play on GST: Dinshaw Irani

Still avoiding PVs in auto and FMCG,  negative on IT; hospitality a better play on GST: Dinshaw Irani

Dinshaw Irani, CEO, Helios Mutual Fund, discusses portfolio adjustments. Focus shifts to EV two-wheeler companies, with a new addition coming soon. He remains cautious on passenger vehicles and negative on IT due to US uncertainty and AI impact. FMCG is avoided due to growth concerns. The hospitality sector is favoured, anticipating increased domestic tourism driven … Read more

Midcaps, consumption and cement to lead market upside in H2: Pankaj Pandey

Midcaps, consumption and cement to lead market upside in H2: Pankaj Pandey

“On the consumption side, there are multiple triggers in place. Whether it is FMCG or autos, we are pinning a lot of hopes on the second half for volume revival. So far, volumes have been muted, but we have enough triggers—from GST to the 8th Pay Commission, which may come into effect next year, along … Read more

Q3 earnings recovery could trigger market upswing: Nikhil Ranka

Q3 earnings recovery could trigger market upswing: Nikhil Ranka

“If we look at individual sectors—specifically IT—most large-cap names are now trading at less than 20 times FY27 earnings. These are the levels they had hit when tariff uncertainty was at its peak, so incremental downside from here seems limited for IT names,” says Nikhil Ranka, Nuvama Asset Management. Similar question, because yes, the index … Read more