Investors should raise cash by up to 10% as Trump tariffs roil markets: Axis Securities
Axis Securities advises investors to increase cash holdings by up to 10% and selectively buy high-quality stocks amid market volatility from U.S. tariffs on Indian imports. They favor sectors like private banks, telecom, and healthcare, while expressing caution on the IT sector. The recent Reserve Bank of India policy moves and domestic consumption boost could […]
Trump will claim victory in the next couple of weeks and then reverse the policies he has introduced: Ramesh Damani
Ramesh Damani believes Donald Trump will reverse his policies and declare victory to avoid admitting failure. He argues Trump’s actions are damaging global order and U.S. economic power, but the world is rapidly forming new alliances and moving on. Damani asserts America will eventually realize its overreach and attempt to restore normalcy.
Small & midcaps in a time correction phase, recovery expected in FY26: Trideep Bhattacharya
India’s competitive advantage is improving due to cooling dollar and oil prices, with tariffs on China benefiting India. Sectors like financials, real estate, and building materials are likely to see growth. Although consumption may be weak initially, it is expected to recover later in the year. The broader markets may improve towards the end of […]
Buy on Dips: Rahul Sharma sees favorable risk-reward for long positions
Rahul Sharma from JM Financial Services suggests buying on dips as Nifty is poised for 24,000 and the risk-reward is favorable at 23,200-23,300. He also indicates potential uptrends in the Nifty next 50, banking, financials, and insurance sectors.
Tariffs, FIIs, and the Dollar: Sandeep Tandon deciphers market moves
Sandeep Tandon, CIO of Quant Mutual Fund, expresses confidence in India’s market recovery potential for April despite recent corrections. He points out that India is in a better position relative to other countries and predicts that investor sentiment will shift positively. He emphasizes opportunities in specific Indian sectors and suggests cautious but strategic investments in […]
Avanti Feeds, Apex Frozen Foods shares tumble up to 18% after Trump’s reciprocal tariffs
Shares of Indian shrimp feed companies Avanti Feeds and Apex Frozen Foods fell sharply after the U.S. imposed a 26% tariff on Indian imports. The market reacted to concerns over the impact on India’s seafood export sector, as the U.S. is a major buyer of Indian shrimp.
Trump tariffs may lead to slump in global GDP; what happens to Apple exports from India? Swaminathan Aiyar explains
Swaminathan Aiyar warns that the world may be at initial stages of a potential prolonged trade war led by Trump, predicting severe global economic impacts. With high tariffs, industries like Apple’s Indian plant may face significant export challenges. Aiyar foresees a long period of instability, recession, and possible further retaliation, emphasizing the catastrophic implications for […]
Retail rush, IPO fever push FY25 fundraising to record Rs 20 lakh crore
Indian corporates shattered fundraising records in FY2024-25 by raising Rs 19.96 lakh crore through equity and debt instruments. Equity mobilisation doubled to Rs 3.71 lakh crore, driven by significant IPO activity and a resurgence in Qualified Institutional Placements. Debt fundraising also reached an unprecedented Rs 11.12 lakh crore.
Navin Fluorine, SRF and other chemical stocks drop up to 6% after US tariff
Indian chemical and auto stocks, including Navin Fluorine, PI Industries, and Bharat Forge, fell up to 6% following the U.S. administration’s 26% blanket tariff on Indian imports. The chemical and automobile sectors, with significant U.S. exposure, are expected to face demand and revenue pressures. India is in talks with Washington to minimize economic fallout from […]
India’s key exports positioned at a lower tariff compared to rivals: Rajeev Agrawal
Rajeev Agrawal from DoorDarshi India Fund explains that Trump’s tariffs will start high to push negotiations and significantly impact the US consumer first. India, with a 26% tariff, is less affected compared to competitors like China, Bangladesh, and Vietnam, potentially benefiting India’s export market. Short-term economic slowdown and inflation in the US are expected outcomes.