Wait and Watch or Buy the Dip? Mowat urges investors to prioritize fundamentals over timing
Adrian Mowat suggests that tariffs, higher than anticipated, have triggered global equity corrections, with uncertainty persisting. He believes the market hasn’t fully priced in a potential US recession caused by these tariffs. Investors should analyze potential investments’ sensitivity to US policy and assess valuations, as current Indian large-cap valuations may not offer sufficient cushion.
Current valuations make OMC stocks a buy opportunity: Probal Sen
ICICI Securities’ Probal Sen views the excise duty hike, not passed to consumers, positively, especially after prior LPG compensation disappointments. The collected excise tax, along with the LPG cylinder price increase, will offset accumulated LPG losses. While the market anticipated a price cut, the government is monitoring crude price trends.
Fund Manager Talk | How Axis MF’s Shreyash Devalkar is tweaking portfolio amid tariff tantrum
On the positive side there has been a good union budget (tax rates cut), easing actions by the central bank (rate cuts, liquidity boost, regulatory relaxations), and uptick in government spending. The rally in March was a welcome relief. However, I believe that the markets could remain rangebound in the near term.
Negative Breakout: 4 Nifty stocks cross below their 200 DMAs
In the Nifty50 pack, four stocks’ close prices crossed below their 200 DMA (Daily Moving Averages) on April 7, according to stockedge.com’s technical scan data. Trading below the 200 DMA is considered a negative signal because it indicates that the stock’s price is below its long-term trend line. The 200 DMA is used as a […]
ETMarkets Smart Talk | Global risks persist but India shines as a structural growth story: Ashok Jain
India’s structural growth outlook remains positive, with 80% of GDP growth driven by domestic factors. The market is poised for growth in the next 5-10 years, despite short-term challenges. Diversification into global markets and well-diversified portfolios are recommended to mitigate risks.
BEL shares in focus after Rs 2,210 crore order to supply EW kits for IAF helicopters
Bharat Electronics (BEL) shares are in focus following a Rs 2,210 crore order from the Defence Ministry for Electronic Warfare suites for the Indian Air Force’s Mi-17V5 helicopters. This order boosts BEL’s FY25 intake to Rs 2,803 crore and strengthens defence indigenisation.
Spinaroo Commercial IPO listing today. Here’s what GMP indicates
Spinaroo Commercial’s Rs 11 crore SME IPO received a marginal response, with shares listing on the BSE SME platform at a GMP of 0% over the issue price of Rs 51. The IPO proceeds will be used for working capital and general corporate purposes.
Stocks to buy: Trent, Hindalco and Siemens on investors’ radar
Indian stock markets experienced a significant downturn on Monday, with the Sensex plummeting 2,226.79 points due to global market turmoil triggered by US-China trade tensions. Viral Chheda of SSJ Finance and Securities advises investors on Trent, Hindalco, and Siemens, suggesting a cautious approach amid bearish trends and potential buying opportunities at lower levels for long-term […]
Donzilla crushes markets: Amid global carnage, D-Street caps fall at 3%
Stocks in China and Hong Kong plunged 7.3% and 13.2%, respectively, as Beijing announced tariff retaliation. Japan tumbled 7.8%, South Korea dropped 5.6% and Taiwan slumped nearly 10%. China and Hong Kong had resumed trading on Monday after a holiday.
Govt keeps watch on market, but no hasty steps
It expects investors to see through the short-term volatility and properly appreciate the country’s robust macro-economic fundamentals, especially better medium-term growth prospects, compared to other major economies, he told ET.