Expert Views
Earnings growth likely to bottom out in Q2 FY26: Motilal Oswal’s Sneha Poddar
Markets may enter a consolidation phase despite a better-than-expected Q4, says Sneha Poddar of Motilal Oswal. She expects real earnings momentum to emerge only in H2FY26, with Q2 likely marking the bottom. Time correction may continue as fresh triggers remain limited. Meanwhile, downgrade pressures may ease as global cues, including China and trade tensions, show signs of stabilizing.
Fund Manager Talk | Markets may move in 5% range till festive season: Trideep Bhattacharya
Indian equities are expected to consolidate in a narrow range over the next few months as corporate earnings remain the missing link, says Trideep Bhattacharya of Edelweiss MF. While macro headwinds have eased and policy momentum has improved, meaningful earnings revival is seen only in H2FY26. Consumption, financials, and defence are key sectors to watch, with selective midcap exposure advised.
F&O Talk | June series shows positive bias for Nifty, Bank Nifty over 18-year trend: Sudeep Shah
Markets ended the week nearly 1% higher despite global headwinds, driven by the RBI's surprise 50 bps rate cut and a strong breakout in Bank Nifty. Nifty neared 25,000 amid positive momentum and falling volatility.
RBI surprise to boost earnings, support India’s market outperformance: Mayuresh Joshi
The market reacted positively to the rate cut. Reserve Bank of India changed policy stance to neutral. This move ensures financial system transmission. Corporate earnings may grow 12.5% to 14.5%. Input cost inflation is expected to go lower. Tax cuts will increase discretionary spending. Rural consumption may strongly comeback. Banks and NBFCs will benefit.
Midcaps, smallcaps may rally another 3–4% amid strong buying interest: Rajesh Palviya
Rajesh Palviya sees continued momentum in midcap and smallcap stocks, citing chart breakouts and strong investor interest, with potential for a further 3–4% rally ahead.
ETMarkets Smart Talk: Why Gurpreet Sidana says real wealth is built on strategy, not speculation
Religare Broking CEO Gurpreet Sidana urges investors to avoid momentum-driven trades and focus on fundamentals amid volatility. He highlights defence, cement, and gold as key sectors while advising data-led, risk-aware strategies for long-term wealth creation.
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Markets Videos
Why did RBI move from an accommodative to neutral stance? R Gandhi answers
Reserve Bank of India has used monetary policy to encourage growth. Inflation is under control. Fiscal policy will be important now. The Monetary Policy Committee is neutral. Further monetary action is limited. The committee will react if inflation increases. Future economic support depends on fiscal measures. Experts believe RBI has exhausted rate cuts.
Underweight on US since January; overweight on Europe, China & India: Devina Mehra
Devina Mehra of First Global suggests remaining invested in Indian markets. They are underweight in the US since January. They favor Europe and maintain overweight positions in China and India. Recent rebalancing in India includes overweighting pharma and auto components since early 2024. FMCG and banks have seen increased weight. However, banks remain underweight despite recent additions.
RBI delivers on growth, time to shift focus to structural reforms: Nilesh Shah
The Reserve Bank of India (RBI) surprised markets by front-loading pro-growth measures, including a 50 basis point rate cut and CRR cut, leading to positive reactions in both bond and equity markets. Nilesh Shah of Kotak AMC suggests the RBI may now focus on other areas of the economy after injecting significant liquidity into the system.
Devina Mehra on Trump-Musk spat, China’s chip market manipulation
Devina Mehra highlights the escalating conflict between Elon Musk and Donald Trump, noting potential risks from Musk's government involvement. She points out China's dominance in strategic resources as a challenge for the EV industry. Due to volatility and news dependence, Tesla is considered a high-risk stock and is not held in global funds.
Reliance’s earnings engine set to rev up after years of heavy capex: Sandip Sabharwal
Sandip Sabharwal discusses the compelling nature of gold due to global uncertainties and monetary policy issues, while the outlook for silver is less clear, despite a historical correlation between the two. China's rare earth magnet supply restrictions are impacting various industries, particularly autos, creating near-term uncertainty.
NBFCs set to shine in easing rate regime, banks to see measured gains: Sandip Sabharwal
Sandip Sabharwal discusses the impact of rate cuts on banks and NBFCs, noting NBFCs may benefit more due to their borrowing structures. He also addresses concerns about early monsoons affecting sectors like air conditioning, which faces inventory issues, and cement, where high valuations need correction before potential monsoon-driven demand improves.
Nothing to be negative about in market; bulk deals a pressure point: Sandip Sabharwal
Sandip Sabharwal suggests that the markets are in a stable position, despite the pressure from bulk deals. He highlights the current chip shortage, attributing it to China's export restrictions, impacting two-wheeler and EV companies globally. The tariff issue is already factored into the markets, with focus shifting to monetary policy and economic data.
Zomato poised for smart rebound post capex cycle: Mayuresh Joshi
Quick commerce companies are investing heavily in dark stores, impacting earnings and cash flow. Competition is intensifying with JioMart and others entering the space. The EV sector faces headwinds due to China's control of rare earth materials and slowing global demand, potentially affecting Indian EV production despite government incentives.
ETMarkets Smart Talk - We’re adding to domestic plays like autos, banks & telecom: V. Srivatsa, UTI MF
V. Srivatsa of UTI Mutual Fund suggests navigating market volatility by focusing on domestic sectors like autos and banking, while reducing exposure to global autos and metals. He notes that while IPO valuations appear high, value can be found in private sector banking, telecom, and chemicals. The fund is also increasing exposure to domestic-oriented industries.
Pramod Amthe on 3 stock ideas for June and 2 stocks where they booked profit
InCred Capital booked profits in Adani Port and exited Cipla due to margin concerns, while introducing Camlin Life Science, anticipating stabilization and benefits from anti-dumping duties. They remain neutral on IT and consumer staples, favoring autos and high-end consumption plays like Ethos and TCPL Packaging. Despite tepid Nifty 50 earnings growth, mid and smallcaps show promise.
