Metal sector remains a trading play, not a structural Bet: Dhananjay Sinha

Metal sector remains a trading play, not a structural Bet: Dhananjay Sinha

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

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

TCS results, AI bets and metals rally: Parag Thakkar sees value across IT, metals and banking sector

TCS results, AI bets and metals rally: Parag Thakkar sees value across IT, metals and banking sector

In an exclusive conversation with ET Now, Parag Thakkar, from Fort Capital shared his perspective on Tata Consultancy Services’ (TCS) latest quarterly results, the company’s strategic shift towards AI and data centre investments, and his bullish stance on the metals and banking sectors. “We have 2.5% weight in TCS and we are not going to … 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-specific action to dominate market moves: Dharmesh Shah

Stock-specific action to dominate market moves: Dharmesh Shah

“It is the right time to stick to the domestic side, where again the sectors like banking, again financially, if you look even in this current corrective phase banking as a sector clearly is showing the relative outperformance even in this current corrective phase,” says Dharmesh Shah, ICICI Direct. What should one expect because I … Read more

Nifty 500 Q4 recap: Domestic cyclicals fuel strong quarterly performance, says Motilal Oswal

Nifty 500 Q4 recap: Domestic cyclicals fuel strong quarterly performance, says Motilal Oswal

Nifty-500 companies have reported a robust performance in the fourth quarter of FY24 primarily driven by domestic cyclicals like BFSI and auto sectors, stated a report by domestic brokerage firm Motilal Oswal. However, global cyclicals such as Oil & Gas (O&G) and metals dragged down the index, the report said. Nifty-500 companies recorded a 7% … Read more