After a year-long consolidation, Indian equities are poised to regain momentum by the end of 2025, says Siddhartha Khemka, Head of Research (Wealth Management) at Motilal Oswal Financial Services. With valuations normalising and earnings expected to rebound sharply from FY27, he believes the market is setting up for its next leg of rally. Edited excerpts … Read more
“For now, we expect the market to remain in a narrow range. It has become more stock-specific. Clearly, companies that report better-than-expected earnings are being rewarded, while those that disappoint are getting punished. We’re now in a phase where macro factors are subdued, and it’s the micro factors that will drive the markets from here,” … Read more
The Indian equity markets remained under pressure over the past five sessions,witnessing sustained weakness throughout the week. The Nifty50 faced resistance at key levels and struggled to find strong footing as it tested crucial support zones on two separate occasions.Market volatility surged significantly, with India VIX rising by 9.72%to 15.02, signaling heightened uncertainty. The index … Read more
“I don’t see any likelihood of the government getting over-populist at the cost of compromising its fiscal discipline,” says Amar Ambani, Executive Director, YES Securities. In an interview with ETMarkets, Ambani said: “I would look to buoyant sectors like realty, banking, select consumer discretionaries, telecom, and aviation for better opportunities,” Edited excerpts: Unlock Leadership Excellence … Read more