BUSINESS
Pahalgam effect on markets: Best case – consolidation, worst case – all bets off
Experts agree that while India’s macro are relatively resilient, near-term returns will hinge on the intensity and duration of any potential military and diplomatic counter-attack in response to Pahalgam, and how much earnings can deliver against lofty valuations.
BUSINESS
India’s policy firepower shields firms from China dumping threat, says Carnelian’s Vikas Khemani
Smart safeguards and proactive government policy have helped blunt risks, even in past overcapacity cycles, Khemani says
BUSINESS
India’s CDMO sector is where IT was in the 90s, says Carnelian’s Vikas Khemani
Post-COVID boardroom shifts and policy tailwinds are catalysing a once-in-a-generation opportunity, Khemani says
BUSINESS
India market rout may be over, could see new highs this year: Carnelian’s Vikas Khemani
Nifty 22,000 is a good floor as that’s where valuations comfort kicks in, Khemani believes
BUSINESS
Shorts, Longs, and Holidays: The real story behind Sensex's 1,300-point jump
Unwinding of short positions by foreign institutional investors (FIIs), coupled with aggressive long bets by domestic institutional investors (DIIs) led to a sharp rise in the indices, said one derivatives expert.
BUSINESS
DIIs go headlong in index futures, build historic high long positions, suggesting market bottom
As of April 8, 2025, DIIs held a net long position of 79,153 contracts in index futures, marking an all-time high. This surge surpasses previous highs observed during significant market events
BUSINESS
We could already be seeing a Trump bottom, says Prashant Khemka
Founder of White Oak Capital said that the worst news on Trump tariff is already priced in; incrementally the news should be positive which is what the markets will focus on
BUSINESS
India may gain in garmenting and low-end engineering as Trump Tariffs drive global supply chain reset: Prashant Khemka
Labour-intensive sectors unlikely to shift back to US; defence and IT to see nuanced impact, says White Oak founder
BUSINESS
Sunil Singhania warns against bravery in uncertain times, calls the selloff 'frustrating'
Sunil Singhania said equity valuations are now at more reasonable levels, but the markets will remain volatile for the next 10-15 days.
BUSINESS
Sushil Kedia says levels do not matter in an irrational market, cautions against calling the bottom
Veteran trader and investor Sushil Kedia said market behaviour seems irrational looking, at options pricing, but that does not mean stocks have bottomed out.
BUSINESS
Break below 22,930 marks entry into one-year bear phase since September 2024: Rohit Srivastava
All financial market indicators are suggesting a global recession, which will mean more downside to markets, according to Rohit Srivastava.
BUSINESS
Mid-cap IT remains top bet; earnings moderation in IT will make "miniscule" difference to market returns: Prashant Khemka
Khemka says Indian IT companies have delivered earnings growth even during crises like the 2008 Global Financial Crisis
BUSINESS
More FII selling coming? Flows to Emerging Markets, India to be positive; capital flows to track performance: Prashant Khemka
As the top, India had become equal to China in terms of weightage in global indices, which has corrected since after China bounced back.
BUSINESS
Why India wins in an 'America First' world: Pinetree's Ritesh Jain on Trump's tariff gambit and the global reset
The US-based hedge fund manager believes Trump’s policies are likely to hurt the dollar and US equities.
BUSINESS
MC Explainer: Why Stock Markets Are Crashing. Understanding Trump's Tariff Policy and Impact. What Investors Should Do.
US equities have reacted violently to Trump’s tariff re-adjustments. What it means for global investors and how Indian investors should deal with it
BUSINESS
We are likely in recovery mode, market sentiment isn't as weak as it looks: Indiacharts' Rohit Srivastava
Mid- and small-cap indices, along with Bank Nifty, are holding up well, said Rohit Srivastava
BUSINESS
In no rush to invest heavily in IT stocks; valuations alone not enough, need growth prospects: Vallum's Manish Bhandari
The Director and Principal Officer of Vallum Capital Advisors believes that India could benefit from White House's tariff regime, and that that the Indian mid cap story is still going strong
MARKETS
Trump tariffs won’t impact India, barring some sectors and stocks, says Prashant Jain
In a free-wheeling interview on The Wealth Formula with Mahalakshmi, the veteran fund manager shares his take on the market and how he is approaching investments
BUSINESS
$500 billion wealth hit will outweigh benefits from tax breaks, curbing consumption: Prashant Jain
Optimism on consumer stocks is just another “narrative,” according to the veteran fund manager
BUSINESS
Seven in 10 mid- and small-cap stocks overvalued; pace of rapid fall over, says Prashant Jain
Excesses built over years will take time to normalise, Jain noted
BUSINESS
Narrative-driven phase in markets is over; rebounds don’t signal a reversal in momentum stocks, says Prashant Jain
Stock price performance within narrative-driven sectors will show sharp divergences going forward, Jain noted
BUSINESS
Prashant Jain says FPI selling is opportunity, not risk
Jain expects Nifty to compound in the low double digits over the next three to five years
BUSINESS
Stick to domestic-focused businesses to beat Trump uncertainty, says Nippon India’s Sailesh Raj Bhan
Even if there is no significant increase in tariffs on India directly, companies with export exposure will remain vulnerable to potential tariff hikes in the regions they supply to
BUSINESS
Forgotten bluechips will be the next big winners: Nippon India’s Sailesh Raj Bhan
The fund managers believes companies across consumer, industrials and sectors like cement will emerge as the top 10% winners over the next three years
