Private banks poised for strong rebound, says Parag Thakkar

Private banks poised for strong rebound, says Parag Thakkar

A billion-dollar investment in Sammaan Capital has sparked fresh discussions about the outlook for non-banking finance companies (NBFCs) and private sector banks. Parag Thakkar, a market veteran, believes this signals a positive shift for India’s financial sector even if the immediate market reaction remains mixed. “No, we do not have Sammaan Capital in our portfolio, … Read more

Market leadership could emerge from BFSI, metals and auto sector, says Sudip Bandyopadhyay

Market leadership could emerge from BFSI, metals and auto sector, says Sudip Bandyopadhyay

Indian markets have remained volatile over the past few weeks, with corrections seen across most segments. Metals provided some relief, rising by half a percent, largely due to a spike in LME copper prices. However, fundamentals in the metals segment remain largely unchanged. Market expert Sudip Bandyopadhyay shared his insights in an interview with ET … Read more

Stock market investors lose nearly Rs 10 lakh crore in 2 days of sharp fall on US tariffs

Stock market investors lose nearly Rs 10 lakh crore in 2 days of sharp fall on US tariffs

Equity investors became poorer by Rs 9.69 lakh crore in two days of sharp fall in the stock markets, where the benchmark Sensex tumbled 1,555 points. The additional 25 per cent tariff imposed by the US on India came into effect on Wednesday, bringing the total amount of levies imposed on New Delhi to 50 … Read more

Avoid metals segment for now despite decent results: Sandip Sabharwal

Avoid metals segment for now despite decent results: Sandip Sabharwal

“On the commercial vehicle side, the cycle has been on a moderate growth cycle or a downturn sort of. Now, in the coming year the possibility of a positive surprise, I would say, is greater than that of negative surprise because one, as economic growth picks up, interest rates move down, it will definitely generate … Read more

Sunny Agrawal predicts strong FY26 for cement sector as profitability improves

Sunny Agrawal predicts strong FY26 for cement sector as profitability improves

“It is a kind of bottom-up stock pickers market. So, the companies which are likely to perform well over the period of next three to four quarters are likely to be on radar of investor,” says Sunny Agrawal, SBI Cap Securities.It has been a decent recovery in April. What do you think this month has … Read more

US auto tariff relief brings temporary respite for OEMs, but uncertainty looms: Jay Kale

US auto tariff relief brings temporary respite for OEMs, but uncertainty looms:  Jay Kale

“Overall, from a medium-term perspective, not only for auto tariffs but overall because of the other tariffs across sectors, you will see inflationary pressures in the US and mind you that couple of months back it was only the US that was expected to give a strong growth in terms of the guidance for many … Read more

Long-term investment in financial sector could yield strong returns: Neeraj Dewan

Long-term investment in financial sector could yield strong returns: Neeraj Dewan

“If one is a long-term investor, this is also a domestic-focused, our own domestic-focused consumption story and there is definitely scope there to build on to a portfolio if you are seeing some correction and consolidation started to happen, then one can be looking at real estate also,” says Neeraj Dewan, Market Expert. What is … Read more

2 top stock recommendations from Rahul Sharma

2 top stock recommendations from Rahul Sharma

“So, net-net, overall, things are getting better incrementally for the market and we are seeing that once this pullback is done, we should see another round of rally coming up in the market,” says Rahul Sharma, JM Financial Services.Give us a sense of the kind of levels that you are spotting for the Nifty as … Read more