FII inflows driven by relative stability, not blind optimism: Saion Mukherjee

​The market construct looks quite positive. But I do not think we are out of the woods yet. My concern would be how the economy shapes up globally and for India over the next 12 months we still think there are headwinds to corporate earnings and the risk premium which actually has not really flared […]

Avoiding IT, ferrous metal stocks for potential headwinds from US: Neeraj Dewan

Neeraj Dewan is cautious about large and mid-cap IT stocks due to high valuations and potential US headwinds, anticipating profit-taking. He also avoids ferrous metals like Tata Steel due to a lack of clarity and weak rebound. Dewan suggests caution on non-ferrous metals and sees continued outperformance in defence stocks like Mazagon Dock and HAL.

Chakri Lokapriya expects prolonged earnings pressure despite market optimism

LGT Wealth’s Chakri Lokapriya notes that earnings cuts are expected to continue, potentially impacting Nifty’s growth. However, he sees potential for market improvement in the second half with interest rate cuts and stability. Lokapriya highlights TVS Motor’s excellent numbers and execution, recommending a buy, but cautions against applying their success to the entire two-wheeler sector.

D-Street’s $489 billion rally is winning back global funds

Global funds are flowing back into Indian stocks, fueling the market’s impressive rally this month. Optimism surrounding India’s domestically-driven economy, which is expected to weather the global trade war effectively, is attracting foreign investors. This resurgence follows a period of net selling and has contributed to a significant boost in the Indian market’s value.

Oil falls as economic jitters dampen demand outlook

Crude oil prices experienced a decline in early Asian trading due to investor concerns about demand growth amid the ongoing U.S.-China trade war. Economists fear a potential global recession driven by tariffs, leading to lowered oil demand and price forecasts. Increased output from OPEC+ nations and rising U.S. crude oil stockpiles further contribute to the […]