Rohit Srivastava identifies three key sectors to watch in near term

Rohit Srivastava identifies three key sectors to watch in near term

“These are three that stand out, so that is commodities, PSUs, and the financials. Now, there is also oil and gas which is a separate story simply because of what is happening in oil,” says Rohit Srivastava, Founder, Strike Money Analytics & Indiacharts.Give us a sense of the kind of market moves you are seeing … Read more

Banking sector offers buying opportunity amid FPI sell-off: Nilesh Shah

Banking sector offers buying opportunity amid FPI sell-off: Nilesh Shah

“Gold looks on a better footing. It has delivered great return like equity, but we will have to realise whether we will be able to liquidate gold or not,” says Nilesh Shah, MD, Kotak AMC. Gold and Nifty have given similar returns. I mean, why are we doing so much of analysis every day? So … Read more

Not the first or last correction: Fund Manager Mohit Khanna on how to tweak your MF portfolio

Not the first or last correction: Fund Manager Mohit Khanna on how to tweak your MF portfolio

“The next couple of months may remain unpredictable, but for long-term investors, this is an opportunity to accumulate fundamentally strong companies. Investors who enter during this period could see substantial returns in the next two to three years.”, says Mohit Khanna, Fund Manager at Purnartha Investment Advisers. We’ve seen significant volatility in the past few … Read more

Smart money sold early, dumb money kept buying: Arvind Sanger on Indian market trend

Smart money sold early, dumb money kept buying: Arvind Sanger on Indian market trend

“I think that will depend frankly on what you were just discussing which is what does the Indian government, what do the regulators, what do the central bank do,” says Arvind Sanger, Geosphere Capital Management.I am assuming it is a yes to the comments what me and Ayesha were discussing right?Arvind Sanger: Yes, I largely … Read more

ETMarkets Smart Talk: Mid & Small Caps plunge 25%: A buying opportunity or more pain ahead?

ETMarkets Smart Talk: Mid & Small Caps plunge 25%: A buying opportunity or more pain ahead?

“Small & midcaps” are a “buy-on-dips” play, not a “buy-now” bet. Valuations are improving, but momentum hasn’t turned. Accumulate via SIPs & defensives, keeping 20–30% liquidity for better opportunities in 2Q/3Q 2025,” says Asutosh Mishra, Head – Institutional Equities Research, Ashika Stock Broking. In an interview with ETMarkets, Mishra said: “Metals and autos are the … Read more

Nifty upside seen at 23,000 levels: Analysts

Nifty upside seen at 23,000 levels: Analysts

Most technical indicators suggest early signs of stability and scope for a further bounce. A decisive move above 22,650 could trigger short-covering, pushing Nifty toward the 22,800–23,000 zone, say technical analysts. Stocks in focus are National Aluminium, Hindustan Copper, Tata Motors, M&M, Polyplex, SJS, Inox India, SRF, Manappuram Finance, BEL, Hindalco, Tata Steel, UPL, Kotak … Read more

Sensex, Nifty down: NPS AUM growth at 20.3%. Should you relook into your NPS portfolios?

Sensex, Nifty down: NPS AUM growth at 20.3%. Should you relook into your NPS portfolios?

The ongoing downturn in benchmark equity indices has resulted in a decrease in the average annual returns of the National Pension System (NPS). Since September 27, 2024, both the Sensex and Nifty have dropped by more than 17% and 18% respectively. The decline in the Nifty 50 index has impacted long-term gains, causing concern among … Read more

2 top stock recommendations from Aditya Agarwala

2 top stock recommendations from Aditya Agarwala

“Going ahead what is interesting is markets are oscillating in a falling wedge pattern and Nifty today took support at the lower end of the wedge pattern and there it is trying to post a recovery. It will be interesting to see if market actually manages to scale past the resistance levels of 22,650, 22,700,” … Read more

Ahead of Market: 10 things that will decide stock market action on Monday

Ahead of Market: 10 things that will decide stock market action on Monday

The Indian market closed in the red on Friday, extending their losing streak to a third consecutive week. The decline was driven by losses in heavyweight financial and automobile stocks, while lingering concerns over U.S. tariffs continued to dampen investor sentiment. The benchmark BSE Sensex shed 424.90 points or 0.56% to close at 75,311.06, while … Read more