Which sectors will need a relook in terms of earnings projection now? Gautam Duggad explains

Which sectors will need a relook in terms of earnings projection now? Gautam Duggad explains

Gautam Duggad, Head Of Research, Director – Institutional Equities at Motilal Oswal Financial Services, says stock markets are reacting maturely to tariff impacts, with major sectors like financials and IT remaining relatively stable. Earnings growth is expected to be driven by domestic economic factors and a shift towards consumption-focused policies. While large sectors face limited … Read more

JP Power shares rally 7% in one week. Should you buy, sell or hold?

JP Power shares rally 7% in one week. Should you buy, sell or hold?

Shares of Jaiprakash Power Ventures Ltd (JP Power) surged as much as 4.7% on Monday to hit Rs 24.75 on the NSE, extending a sharp rally that has seen the stock rise more than 7% over the past week. The fresh upswing comes on the heels of a new 52-week high of Rs 24.86, recorded … Read more

Accumulate quality stocks in strong sectors despite market noise: Rajesh Palviya

Accumulate quality stocks in strong sectors despite market noise: Rajesh Palviya

“Looking at the put-based concentration, Nifty is currently trading below the major put base at 25,300. On the call side as well, major writers have shifted their positions to the 25,300 and 25,200 strikes. This clearly indicates that we may witness further pressure if Nifty continues to trade below the 25,300 level next week. That … Read more

Dalal Street Week Ahead: Time to exit overheated themes, enter emerging plays

Dalal Street Week Ahead: Time to exit overheated themes, enter emerging plays

After six weeks of consolidation and trading in a defined range, the markets finally broke out from this formation and ended the week with gains. Over the past five sessions, the markets have largely traded with a positive undercurrent, continuing to edge higher. The trading range was wider than anticipated; the Nifty traded in an … Read more

Markets in a sideways zone and looking at West Asia development, tariff deadline: Dipan Mehta

Markets in a sideways zone and looking at West Asia development, tariff deadline:  Dipan Mehta

Dipan Mehta, Director, Elixir Equities, says the stock market is closely monitoring developments in West Asia and the conclusion of President Trump’s tariff pause on July 9th. These events are causing some investors to withdraw funds and await the outcomes. However, positive fundamental news, including improving monsoons and interest rate cuts, is supporting the equities … Read more

Selectivity is key as markets enter narrow, range-bound phase: Dipan Mehta

Selectivity is key as markets enter narrow, range-bound phase: Dipan Mehta

“All the expectation of this particular major event because once this uncertainty is over and done with, only then the real trend will play through because if there are going to be heightened tariffs, then you can expect all equity markets including ours to drift lower, maybe even crack further from these levels,” says Dipan … Read more

FIIs dump Rs 1.27 lakh crore in FY25 as DIIs buy Rs 6 lakh crore in domestic equities

FIIs dump Rs 1.27 lakh crore in FY25 as DIIs buy Rs 6 lakh crore in domestic equities

Foreign Institutional Investors (FIIs) were net sellers in FY2025, offloading domestic equities worth Rs 1,27,401 crore. The intensity of selling, reduced significantly in March which saw a sell-off worth Rs 3972.61 crore. Domestic Institutional Investors (DIIs), on the other hand, remained buyers throughout the year and purchased stocks worth Rs 6,06,368 crore. In March, the … Read more

FIIs turn net buyers after 1 month, purchase domestic stocks worth Rs 695 crore

FIIs turn net buyers after 1 month, purchase domestic stocks worth Rs 695 crore

Foreign Institutional Investors (FIIs) turned net buyers on Tuesday after a gap of one month, buying domestic equities worth Rs 694.57 crore. The last time they had purchased Indian equities was on February 19 when they bought shares worth Rs 8,216 crore. The FIIs complemented the domestic institutional investors (DIIs) who purchased shares worth Rs … Read more

Stocks to Buy | 2 top stock recommendations from Aditya Arora

Stocks to Buy | 2 top stock recommendations from Aditya Arora

“Things are looking little better and they seem to be little ahead of the curve. They have completed correction ahead of global market,” says Aditya Arora, Adlytick. Do you believe that the markets are also ready to make a win?Aditya Arora: Exactly. Markets are ready to win. Today morning it was a tough fight between … Read more

TCS shares break 13-day consolidation, ride the momentum till Rs 4,350: Anand James

TCS shares break 13-day consolidation, ride the momentum till Rs 4,350: Anand James

After breaking above a 13-day consolidation band, TCS shares have earned the right to not limit the present upmove to just a one day surge but can rally to Rs 4315-4350 in the base case scenario and Rs 4588 in an optimistic scenario, says Anand James, Chief Market Strategist, Geojit Financial Services. Edited excerpts from … Read more