Motilal Oswal expects Nifty to grow 2% in Q4, identifies 20 conviction ideas

Motilal Oswal expects Nifty to grow 2% in Q4, identifies 20 conviction ideas

Domestic brokerage firm Motilal Oswal expects a muted earnings performance in Q4FY25, projecting just 2% year-on-year (YoY) growth for the Nifty 50 index. The subdued growth outlook reflects persistent challenges across key sectors, particularly Oil & Gas (O&G), Cement, and Real Estate, even as segments like Technology, Auto, and BFSI are expected to provide moderate … Read more

Zerodha’s Nithin Kamath highlights how this asset had superior returns over stocks since 2000

Zerodha’s Nithin Kamath highlights how this asset had superior returns over stocks since 2000

Gold is often viewed as a safe haven by the majority of investors, providing a sense of security that their investment is protected in a dependable asset. Over the last two years and even the last 25 years, gold has shown superior performance compared to equities on a global scale. In a recent analysis, Nithin … Read more

‘Lump sum investment for hybrid, large cap funds…’: Motilal Oswal’s suggestion amid market correction

‘Lump sum investment for hybrid, large cap funds…’: Motilal Oswal’s suggestion amid market correction

Motilal Oswal Private Wealth (MOPW) has issued a recommendation for investors to pursue lump sum investments in Hybrid and large-cap funds. This guidance comes in response to the recent market corrections which have seen large-cap valuations fall below their 10-year average. The advisory reflected the firm’s strategic outlook amidst ongoing consolidation in the Indian equity … Read more

Nifty50 appears reasonable, but stock selection is key: Sanjeev Prasad

Nifty50 appears reasonable, but stock selection is key: Sanjeev Prasad

“The problem is if a look at Nifty 50 index as an example, it is looking reasonable given the fact that you have a large number of companies in the Nifty 50 index and those companies have a fairly large weight in terms of contribution to profits of the Nifty 50 index,” says Sanjeev Prasad, … Read more

Zomato, Jio Financial to bloat Nifty valuation, making it even pricier

Zomato, Jio Financial to bloat Nifty valuation, making it even pricier

The inclusion of Zomato and Jio Financial Services in the Nifty 50 index from March-end is expected to inflate the headline equity index’s price-to-earnings (PE) ratio by 2.5%, according to calculations done by ICICI Securities. The brokerage highlights that the continued entry of high-valuation new-age stocks into the benchmark index has been a key driver … Read more

Gold ETFs: Is this the right time to put your money in gold ETFs amid equity funds’ underperformance?

Gold ETFs: Is this the right time to put your money in gold ETFs amid equity funds’ underperformance?

In the midst of global economic uncertainty and the potential for gold to outperform equity investments, the spotlight is on gold exchange-traded funds (ETFs). According to data from the Association of Mutual Funds in India (AMFI), net inflows in gold ETFs surged to Rs 3,751.4 crore in January 2025 from a nine-month low of Rs … Read more

Tech view: Nifty shows strength; 23,000 support key for buy-on-dips. How to trade tomorrow

Tech view: Nifty shows strength; 23,000 support key for buy-on-dips. How to trade tomorrow

The domestic benchmark index, Nifty, opened flat, maintained buying interest, and settled the day on a positive note at 23,250. The volatility index, India VIX, dropped by 6.70% to 17.39, indicating a cool-off in market volatility. Technically, Nifty formed a green candle on the daily chart, indicating strength, with immediate resistance near 23,340, where the … Read more

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

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

The Indian market was closed on Wednesday, December 25 on account of the Christmas holiday, while on Tuesday, Indian benchmark indices ended marginally lower, as losses in heavyweight financial and IT stocks offset gains in consumer and auto stocks. With the holiday-truncated week lacking major triggers, analysts expect range bound moves for the benchmark indices … Read more

F&O Talk | Nifty eyes consolidation, key support at 23,800: Sudeep Shah of SBI Securities

F&O Talk | Nifty eyes consolidation, key support at 23,800: Sudeep Shah of SBI Securities

The Nifty closed with a loss of 51 points (-0.2%) at 24,148 while the broader markets underperformed, with midcap and smallcap indices losing 1.3% and 1.7%, respectively, on Friday. The US Fed cut its benchmark lending rate by 25 bps to 4.5%, in line with expectations and in an attempt to support economic growth, China’s … Read more