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

Midcaps take the lead as Nifty nears record high; Rahul Sharma sees sector rotation ahead

Midcaps take the lead as Nifty nears record high; Rahul Sharma sees sector rotation ahead

After nearly a year, the Nifty has convincingly crossed the 26,000 mark, hovering close to record highs. Market sentiment remains buoyant, but traders are already eyeing the next trigger — a potential US trade deal. “Basically, probably we are just one day away from the previous all-time high, may happen anytime soon,” said Rahul Sharma … Read more

Nifty may resume uptrend soon; IT stocks could see short-term gains: Rohit Srivastava

Nifty may resume uptrend soon; IT stocks could see short-term gains: Rohit Srivastava

After a volatile few sessions, the market’s recent pullback is likely just a pause before the next leg higher, according to Rohit Srivastava, Founder of Strike Money Analytics & Indiacharts. Srivastava believes that the Nifty’s consolidation phase is nearing an end, and most of the negative news that had weighed on sentiment has already been … Read more

Expect sector rotation ahead; investors must stay nimble: Dhananjay Sinha

Expect sector rotation ahead; investors must stay nimble: Dhananjay Sinha

“If we look at Nifty and what appears to be now kind of weighing on the market after the rally is that you have an upcoming results season wherein the expectations might be or the actual results may be somewhat more sober compared to what the market may have actually priced in. So, there is … Read more

Digant Haria sees continued volatility amid debt concerns in US and Japan

Digant Haria sees continued volatility amid debt concerns in US and Japan

“The setup overall is decent, something where we do not make lifetime highs, but we do not fall either and that sector rotation should happen,” says Digant Haria, GreenEdge Wealth.Give us a sense of what you are expecting the market to be like today, which sectors are expected to tip once again back into the … Read more

Dalal Street Week Ahead: Market momentum strong, but watch out for tactical pullback near 25,350

Dalal Street Week Ahead: Market momentum strong, but watch out for tactical pullback near 25,350

The easing of tariff concerns and geopolitical tensions between India and Pakistan, ending strongly in India’s favor without much escalation, strongly impacted the markets in a positive way. Nifty registering its biggest single-day gains in recent history. The markets maintained those gains and built on them further during the week. While the Nifty moved in … Read more

Is Quant Mutual Fund the real winner of the bull market? Financial planner notes why the fund stands out

Is Quant Mutual Fund the real winner of the bull market? Financial planner notes why the fund stands out

Quant Mutual Fund has gained a reputation for aggressive and dynamic fund management, often taking contrarian bets and sector rotation strategies. Financial planner and SEBI-registered Research Analyst A K Mandhan, in a post on social media platform X, noted that in four years, the fund’s AUM growth has gone up to Rs 1 lakh crore … Read more

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

F&O Talk| Nifty northward rally to continue in near term, sector rotation plays crucial role: Sudeep Shah of SBI Securities

F&O Talk| Nifty northward rally to continue in near term, sector rotation plays crucial role: Sudeep Shah of SBI Securities

Indian markets rose by 1.7% this week, marking a third consecutive weekly gain, driven by favorable global and domestic factors. The positive momentum was fueled by the US Federal Reserve’s rate cut and steady economic data, leading to increased foreign investments. Additionally, China’s economic stimulus boosted global investor confidence, particularly in Asian markets. Metals and … Read more

2 top stock recommendations from Rajesh Palviya for next week

2 top stock recommendations from Rajesh Palviya for next week

“So, the way broader market is participating, sectorial rotation is happening, now the IT is on the front seat for this rally, so the way market is doing the sector rotation that is clearly giving us confidence that ahead of budget maybe we can see further higher level towards 25,000 level also,” says Rajesh Palviya, … Read more