INDIAN EQUITY MARKETS ANALYSIS
UK sees record 23 pc surge in number of Indian-owned businesses; revenue hits GBP 72.14 billion
The combined revenues reported by Indian-owned companies in the UK increased to GBP 72.14 billion from GBP 68.09 billion in 2024, showed the latest annual 'India Meets Britain Tracker', an analysis by global financial advisory firm Grant Thornton in collaboration with industry body CII (Confederation of Indian Industry).
Sebi tweaks for ease of doing startups
SEBI has implemented new measures to encourage startups to list in India, including easing regulations on employee stock options, convertible securities, and promoter contributions. These decisions aim to attract startups back to the Indian equity market by addressing their unique needs and fostering a more liquid market.
Bitcoin holds above $104k as Fed signals hawkish pause; Altcoins trade mixed
Crypto markets showed a slight dip. Investors are watching the US Federal Reserve's interest rate call and global tensions. Bitcoin dipped a bit, so did Ethereum. Altcoins had mixed results. Experts say Bitcoin is holding steady despite market worries. Bitcoin ETFs are seeing strong inflows. Ethereum is facing resistance. Dogecoin is showing bullish signs.
If West Asia conflict spreads and oil pips $80, it will upset the apple cart for Indian & Asian equities: David Chao
Invesco's David Chao suggests investors diversify from over-concentration in US equities and the dollar, favoring European equities due to fiscal and monetary stimulus in Germany and the UK. Asian credit, particularly India, looks promising if the US dollar weakens and oil prices remain low. Chao cautions against complacency regarding upcoming tariff deadlines, viewing them as a near-term overhang.
Deepak Shenoy’s Capitalmind Mutual Fund files its first draft document with Sebi for a flexi cap fund
The fund will be an open-ended dynamic equity scheme investing across large cap, mid cap and small cap stocks. The investment objective of the fund will be to generate long-term capital appreciation by investing predominantly in equity & equity related instruments across market capitalization i.e. large-cap, mid-cap and small-cap stocks.
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Pharma, chemicals offer contrarian bets in stock-specific market: Hiren Ved
Hiren Ved suggests that geopolitical tensions are hindering market breakouts despite strong monetary stimulus from the RBI. The Nifty's range-bound movement reflects these opposing forces, with concerns arising from significant share sales by promoters and investors. While large-cap earnings growth stagnates, mid and small-caps show promise, indicating a stock-specific market where opportunities exist in sectors like pharma and chemicals.
IndusInd Bank may offer tactical gains, but long-term uncertainty persists: Hemang Jani
Market expert Hemang Jani notes a sector rotation, with potential in US earnings and discretionary spending. While cautious on FMCG due to high valuations, he favors cement for its margin growth prospects. Jani is bullish on Trent's growth potential but less enthusiastic about DMart's valuation, preferring Eternal and Swiggy. He remains neutral on IndusInd Bank due to leadership uncertainty.
Markets in a sideways zone and looking at West Asia development, tariff deadline: Dipan Mehta
The stock market is currently navigating uncertainty due to developments in West Asia and the impending end of President Trump's tariff pause. While some investors are adopting a wait-and-see approach, positive domestic factors like improving monsoons and interest rate cuts are providing support. Experts suggest focusing on quality businesses at reasonable valuations, regardless of their market capitalization.
Govt, Trai dismiss telecom companies' revenue fears on satcom
The govt and telecom regulator have dismissed concerns from telecom operators about revenue loss due to satellite communication services like Starlink and Amazon Kuiper. They argue that satcom services will operate on a smaller scale with significantly higher tariffs and hardware costs.
Short-term market weakness likely; defensive sectors poised to outperform: Rohit Srivastava
Rohit Srivastava suggests the recent market rally from early April might be ending, entering a corrective phase influenced by geopolitics and the upcoming FOMC meeting. While domestic liquidity is positive, Nifty's struggle to surpass 24,980, especially closing below 24,840, could lead to a fall towards 24,200.
How should you place your bets as Nifty makes a U-turn from 25,000? Vinay Rajani answers
HDFC Securities' Vinay Rajani notes a tug-of-war in the Indian stock market, with Nifty facing resistance at 25,000. While a recent recovery occurred, choppiness and sector rotation persist. Rajani advises caution, especially concerning a bearish engulfing pattern in Bank Nifty, suggesting a range-bound trading session. PSU banks appear strong positionally, outperforming private sector banks, with dips considered buying opportunities.
Celebs get less time at the crease at IPL
The analysis, based on ad volumes from all live matches of IPL 18, revealed a 13% decline in celebrity-endorsed advertisements compared to the previous season.
Four heavy US bombers stationed at key Indian Ocean base
Amidst escalating tensions between Israel and Iran, four US Stratofortress bombers are currently stationed at the Diego Garcia base. This base, a key US military facility, also houses a troop and cargo transport plane. Six refuelling tankers are present. The Pentagon is deploying additional resources to the Middle East. The USS Nimitz is heading towards the Indian Ocean.
These 7 banking stocks can give more than 21% returns in 1 year, according to analysts
There is bad news and there is cyclical bad news. The difference? One is triggered by some adverse development. The other comes at regular intervals. Now, in the banking sector, you will hear news of how bank margins are under pressure. This should not cause you any tension, as it is cyclical bad news which comes whenever the interest rate cycle turns down. So should you sell bank stocks? No. Given the structural improvement in the sector, consider these cyclical downturns are opportunities.
Jiraaf launches India’s first Bond Analyser to decode fixed-income investing
Jiraaf has launched Bond Analyzer, a tool for bond investors. It aims to simplify fixed-income investing. The tool offers insights into market trends and bond comparisons. It helps investors make informed decisions. Bond Analyzer uses data from sources like FIMMDA and SEBI. It assists in assessing creditworthiness and comparing yields. The tool is designed for both new and experienced investors.
Buy, Sell or Hold: Motilal Oswal remains neutral on Tata Motors; Antique recommends Hold on Hindustan Zinc
Brokerages display selective optimism towards Indian equities, highlighting sector-specific opportunities. Motilal Oswal remains neutral on Tata Motors due to lowered JLR margin guidance and Zee Entertainment pending clarity on fund utilization. Antique maintains a Hold rating on Hindustan Zinc, citing supportive silver prices and strong domestic demand, leading to raised target price.
ETMarkets Smart Talk - Missed the 2025 Rally? Don’t chase—ease in with SIPs & structured debt: Puneet Sharma
Puneet Sharma of Whitespace Alpha advises caution for investors in 2025. He suggests a phased approach using SIPs and structured debt. Sharma highlights India's strong domestic demand and earnings cycle. He sees manufacturing exports and rate-sensitive sectors as attractive themes. Sharma notes the strength of domestic flows in Indian equities. He advises caution on commodities and some tech IPOs.
ETMarkets Smart Talk | 2H2025 market returns may moderate, but India’s long-term story intact: Abhiram Eleswarapu
India outperformed considerably in 2024 which partly explains part of the underperformance this year. By around September last year, valuations were no longer inexpensive, earnings forecasts started seeing moderate cuts, FPI outflows followed, and system liquidity went into deficit - a trend which continued into 1Q2025.
Where is Nifty heading this week amid rising tensions and market uncertainty?
The Nifty is facing resistance around 25,200-25,300 amid geopolitical concerns, leading to a cautious short-term outlook with support near 24,500-24,000. Analysts suggest a tactical approach, avoiding aggressive bets until clearer signals emerge. Bank Nifty reversed after hitting a high, and traders should monitor key levels for potential shorting opportunities.
FIIs dump Rs 4,892 crore worth of equities in June; DIIs step in with Rs 44,000 crore buying
Foreign institutional investors (FIIs) have reversed their bullish stance from May and turned net sellers in Indian equities this month. According to exchange data, FIIs sold equities worth Rs 4,892 crore in the cash market through June 13, after investing Rs 19,860 crore in May.
Know Your Fund Manager | Christy Mathai, Fund Manager- Equity, Quantum AMC
I hail from Palakkad in Kerala, but thanks to my parents’ postings in the armed forces, I ended up changing schools 6–7 times across the country. While it was challenging at the time, it gave me early exposure to diverse cultures, languages, and people—something I deeply value today.
Dalal Street Week Ahead: Technical indicators signal caution, not panic
The Nifty experienced a setback, failing to sustain a breakout from its month-long consolidation phase, closing with a weekly loss of 1.14%. Geopolitical tensions, particularly the Israel-Iran conflict, are expected to influence global equity markets, including India. Despite these uncertainties, the Indian market demonstrates resilience, remaining within the 24500-25100 range.
What’s next for Nifty? Harshubh Shah explains through time and price precision
The Nifty50 experienced a weekly loss exceeding 1% due to escalating geopolitical concerns, failing to maintain levels above 25,000. Precise forecasts identified key breakout dates and time-based cycles, accurately predicting market movements. Support and resistance levels were also highlighted, further demonstrating the effectiveness of combining price and time analysis for tactical trading.
AI causes a paradigm shift: Can the Indian workforce turn disruption into an opportunity?
AI's rise is reshaping the job market, causing a decline in entry-level tech hiring by big companies and startups. This shift necessitates upskilling, with platforms like Udemy and DSEU offering AI-driven tools and courses. Government initiatives, such as India's AI-focused SEZ, aim to bridge the industry-new entrant gap, emphasizing lifelong learning to navigate this evolving landscape.
Rupee rises 7 paise to 85.46 against US dollar in early trade
The rupee strengthened to 85.46 against the US dollar, buoyed by a weaker dollar, lower crude oil prices, and positive domestic equity market sentiment. Gains were limited by foreign institutional investor outflows. Traders are awaiting CPI data, which could influence the rupee's trading range, while monitoring importer and exporter hedging strategies.
Can Nifty sustain 25,000? Share.Market expert answers, suggests strategy for Cochin Shipyard, Suzlon & 4 more stocks
Market analyst Mayank Jain advises investors to watch macro data and corporate earnings. Nifty surpassed 25,000 after the RBI rate cut. Immediate resistance for Nifty is at 25,100. Bank Nifty faces resistance at 57,000. Interest rate-sensitive sectors saw rallies. FII selling was offset by domestic investors. The Trump-Musk spat impacts Tesla's stock.
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