In an exclusive conversation with ET Now, Dhananjay Sinha from Systematix Group shared his perspective on the ongoing market trends, particularly focusing on PSU banks and the metals sector. With Nifty facing mild pressure, the spotlight has turned to public sector banks, which have been driving the recent market uptick. When asked about his view … Read more
In an exclusive discussion with ET Now, Samir Arora, Founder, Helios Capital shed light on the recent trends in foreign institutional investor (FII) flows and India’s investment attractiveness in the current fiscal landscape. When asked about the sustained outflows on the FII side and whether India could see a turnaround, Arora said, “Well, actually that … Read more
In the latest discussion on monetary policy and market trends, Churchil Bhatt, Executive Vice President – Investment at Kotak Mahindra Life Insurance Company Ltd, shared his perspective on the outlook for fixed income assets. Highlighting the limited room for further policy easing by the Reserve Bank of India (RBI), Bhatt noted that despite these constraints, … Read more
“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
“We saw Nifty break below the key support level of 24,500, which has been acting as a strong base since May. So, crossing back above 24,500 will be crucial because as long as we trade below it, the market may remain tentative. Last Monday also started strong but fizzled out at higher levels. So reclaiming … Read more
Welcome to The Golden Thumb Rule – a podcast where timeless investing wisdom meets real-world insights. In this episode, we’re joined by Nilesh Shah, Managing Director of Kotak Mahindra AMC, as he cuts through the noise of short-term market trends and social media hype to share one simple truth: “10-second reels won’t build wealth; 10-year … Read more
Mumbai: Shares of electric two-wheeler maker Ola Electric Mobility rallied about 20% on Monday, the biggest single-day move in eight months, after the company’s first-quarter results were better-than-expected. The stock is best suited for high-risk traders and investors, as analysts warn of continued sharp price swings in months ahead. Ola ended at ₹47.7 on Monday, … 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
“Both the daily and weekly RMI momentum indicator that we use are giving bullish signals. So, there is no doubt right now that the markets are going to weaken further,” says Rohit Srivastava, Founder, Strike Money Analytics & Indiacharts.With this new series, a lot of volatility already kicking in. There are big events lined up, … Read more
A V-shaped recovery in equity markets is likely to continue with a bullish gap on daily charts suggesting a barrier at 23,700 levels, and a decisive breakthrough above could trigger bullish sentiment, enabling Nifty to reclaim the pivotal 24,000 level, said technical analysts. Stocks such as Bajaj Finance, Bharti Airtel, Eicher Motors, Grasim, HDFC Bank, … Read more