After a year-long consolidation, Indian equities are poised to regain momentum by the end of 2025, says Siddhartha Khemka, Head of Research (Wealth Management) at Motilal Oswal Financial Services. With valuations normalising and earnings expected to rebound sharply from FY27, he believes the market is setting up for its next leg of rally. Edited excerpts … Read more
In the latest edition of ETMarkets Smart Talk, Aamar Deo Singh, Sr. VP – Research at Angel One, shares his insights on the recent market rally and the sharp rotation of foreign investor flows. He highlights how FIIs are selectively moving away from largecaps into midcap and smallcap stocks, a trend that signals “smart money” … Read more
Trend Tracker On Tuesday, the benchmark Sensex closed nearly flat with a slight negative bias, slipping 14 points to settle at 82,186. Despite the subdued market action, nine stocks from the BSE Commodities Index hit their 52-week highs, marking their highest levels in the past year. Such breakout moves are typically viewed by traders and … Read more
The Indian market ended in the green on Friday, snapping a three-day losing streak, as a rally in financial stocks fuelled by the Reserve Bank of India’s move to ease provisioning norms for project financing, helped offset concerns over rising geopolitical tensions in the Middle East that could cap further gains. The BSE Sensex advanced … Read more
“So, the way broader market is participating, sectorial rotation is happening, now the IT is on the front seat for this rally, so the way market is doing the sector rotation that is clearly giving us confidence that ahead of budget maybe we can see further higher level towards 25,000 level also,” says Rajesh Palviya, … Read more
Rallies in the markets may not present a clear picture of certain key developments. This is the very nature of the markets. A little bit of digging helps reveal stories which may not be apparent in the broad sentiment which engulfs the markets. Take for instance, the banking index. In the past one year ended … Read more
Digant Haria, Co-Founder, GreenEdge Wealth, says “if FII flows reverse meaningfully, then who is to say that 24,000 will not be breached? But, looking at the US and Europe, looking at the way inflation is getting stickier and stickier in those economies, it is difficult to think that we may have a runaway rally when … Read more
On the back of $10 billion-strong support by foreign institutional investors or FIIs in the first quarter of FY24, bulls are having a dream run on Dalal Street with Nifty up around 12% in the last 3 months. June expiry data shows Nifty rollovers increased to 76.1% as against 70.6% in the previous expiry. In … Read more
A recession will torpedo stocks. Or banking turmoil. Or a government default, or falling earnings, or a too-aggressive Federal Reserve. Doom-saying is never in short supply when stocks are rallying. Lately, it’s reached fevered levels. Could all the pessimism be revving up price action that just pushed the S&P 500 to its highest level in … Read more
“Finance Minister Nirmala Sitharaman presented a surprise-free Budget for FY23-24, aimed at driving economic growth in a global scenario, where a recession looms for most of the large economies,” says Gurmeet Singh Chawla, Director, Master Capital Services Limited. In an interview with ETMarkets, Chawla said: “One of the sectors that can possibly offer high returns … Read more