MARKETING DEFINITION
Strait of Hormuz remains key flashpoint for India’s Oil, gas flows: Probal Sen
Probal Sen suggests a 'wait and watch' approach regarding the impact of geopolitical turmoil on crude price estimates. While current market fundamentals appear bearish, escalation risks, particularly concerning the Strait of Hormuz, could significantly impact India's oil and LNG imports. Despite potential short-term margin pressures on OMCs, valuations remain attractive, with stocks trading at compelling forward earnings multiples.
Midcaps still overheated; Nifty valuations offer relative safety: Shiv Puri
Shiv Puri of TVF Capital Advisors suggests India's equity markets are showing resilience due to improving liquidity and a bottoming earnings outlook. While valuations are high for mid and small caps, large-cap names appear reasonable. Despite geopolitical risks, global markets anticipate regional conflicts, and India's economic fundamentals are improving, potentially attracting foreign investment.
Pick up defence stocks for long term; 2 shipping stocks to buy: Neeraj Dewan
Market expert Neeraj Dewan is optimistic about the defence sector's long-term growth, highlighting budget allocations and export potential. He favors Garden Reach and Mazagon Dock for long-term investment, while advising caution on SCI and Cochin Shipyard due to geopolitical risks. Dewan anticipates consolidation in Asian Paints and suggests potential short-term gains, but expects sluggish medium-term performance.
Why India’s next 100 million traders will rise from Tier 2 & 3 cities
Retail equity participation is surging in India, driven by tier-2 and tier-3 cities. With demat accounts nearing 200 million and digital platforms expanding reach, young and diverse investors are reshaping capital markets. Localised access, rising financial literacy, and tech adoption are propelling a structural shift in investment behavior.
India’s insurance story still in early innings: long runway ahead: Nischal Maheshwari
Market expert Nischal Maheshwari expresses optimism about the insurance sector. He favors life insurance companies like SBI Life and LIC due to their appealing valuations. Maheshwari notes the underperformance of insurance in recent years, but sees a changing landscape. He also believes a fixed tax bracket would benefit gas companies.
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.
Tata Motors shares fall 5% after JLR projects flat cashflow and lower FY26 margins
Tata Motors' share price experienced a dip following Jaguar Land Rover's (JLR) announcement of weaker financial performance projections for the current fiscal year, including lower EBIT margins and reduced free cash flow. Despite this, Moody's affirmed Tata Motors' rating and upgraded JLR's, acknowledging the company's improving credit profile and strategic importance.
Gurgaon manager failed class 11 maths exam, could not crack IIT/IIM but is redefining success in his own way
A Gurgaon-based manager shared his unconventional journey, revealing that he failed in Class 11 maths, couldn't crack IIT or IIM, and even failed subjects during engineering. Despite these setbacks, he secured admission to a Tier II B-school and landed a Rs 9 lakh day-zero placement. His story, shared on social media, has sparked a conversation around redefining success beyond elite institutions and embracing failure as part of growth.
Volatility to linger, but domestic liquidity offers support: Sunil Subramaniam
Market expert Sunil Subramaniam anticipates continued market volatility in the coming week due to ongoing geopolitical tensions, although potentially less severe than the previous week. Domestic fund managers are expected to selectively buy, providing support to specific sectors and stocks.
YES Bank shares in focus after Moody’s upgrades rating to Ba2, outlook revised to stable
YES Bank shares will be in focus after Moody’s upgraded its rating to Ba2 with a ‘stable’ outlook, citing improved credit metrics. The RBI has granted CEO Prashant Kumar a six-month extension. Meanwhile, Japan’s SMBC is set to acquire a 20% stake for Rs 13,483 crore. Despite a recent rally, analysts see an 18% downside from current levels.
Diversifying your portfolio across mutual fund investment styles can get you better returns: Here’s why
Momentum, value, or quality? A fund’s style could be decisive for your portfolio.
AC makers lower sales projection to 10-15% for 2025 despite spike in June numbers
Room air-conditioner sales surged in June due to intense heat. However, unexpected rains have dampened industry expectations. Initial projections of 25% growth are now revised to 10-15%. Companies like Blue Star and Voltas faced challenges during peak summer. Haier Appliances reports year-to-date growth but acknowledges April-May decline.
Use market dips to accumulate quality stocks: Vikas Khemani
Vikas Khemani of Carnelian Asset Management suggests that while Middle East tensions are a concern, their impact on oil prices may be limited due to diversified supply sources. Domestically, positive economic news outweighs global uncertainties, potentially leading to market consolidation rather than a steep correction.
Short covering anticipated next week; bullish on 4 pharma & defence stocks: CA Rudramurthy BV
CA Rudramurthy BV sees a buying opportunity in Nifty and Bank Nifty. Nifty is expected to find strong support at 25,000. Bank Nifty has broken above 54,500. Pharma and defence sectors are promising. Divi's Lab, Laurus Lab, HAL, and BEL are top picks. Attractive opportunities exist in chemicals and insurance.
S&P 500 ends higher as Oracle reignites AI rally; Boeing drops
The S&P 500 saw gains on Thursday. Oracle's positive AI forecast boosted market confidence. Tech giants like Microsoft and Nvidia also experienced growth. However, Boeing shares declined due to a tragic plane crash in Ahmedabad. Rising Middle East tensions added to market concerns. Investors are anticipating potential interest rate cuts by the Federal Reserve.
Skoda to scale up pre-owned biz, bolster sales network to double sales this year
Skoda aims to double its Indian market volume this year, driven by its SUV portfolio and network expansion to 350 outlets. The company is also strengthening its pre-owned car business, targeting a threefold increase in sales, and considering entering the CNG segment to maintain market relevance. Skoda expects its market share to reach 2.5-3% by year-end.
Nifty target 26,300 through summer; 3 sectors to lead rotation: Laurence Balanco
CLSA's Technical Analyst Laurence Balanco forecasts a bullish outlook for the Nifty, projecting new highs at 26,300 by summer, followed by consolidation and a potential rise to 37,000. He notes a rotation into lagging sectors like smallcaps, broadening market participation. While financials remain key, real estate and PSUs are expected to contribute to sector rotation.
Selectivity is key as markets enter narrow, range-bound phase: Dipan Mehta
Dipan Mehta suggests that the market's consolidation follows the RBI's positive policy move, anticipating improved corporate earnings due to lower tax rates and a potentially better monsoon. The market's future hinges on the outcome of the US-China trade talks and potential tariffs. Mehta emphasizes a shift towards selective stock picking as market movements become more narrow.
US-China trade framework a step forward, but final deal still unclear: Santosh Rao
US and China are in trade negotiations. The US seeks rare earth materials. China wants US technologies, especially semiconductors. Santosh Rao suggests a potential trade-off. Tariffs remain a key point of discussion. The US imposes a 30% tariff, while China has a 10% tariff. The focus is on reaching a fair trade deal. India stands strong amid global economic shifts.
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