Daylynn Pinto of Bandhan AMC explains the current market consolidation after five strong years, highlighting concerns such as the slowdown, global recession risks, and potential tariffs impact. Pinto justifies underweighting capital goods due to stretched valuations and anticipated limited private capex, while stressing the positive outlook on financial services and autos amid favorable regulatory and liquidity factors.
F&O Talk| Nifty’s narrow range breaks on Iran-Israel tensions; 24,450–24,500 emerges as key support: Sudeep Shah
Amidst escalating geopolitical tensions, Indian markets faced a downturn, with the Nifty and Sensex both declining. Analyst Sudeep Shah suggests a cautious approach, highlighting crucial
June 14, 2025