Dhananjay Sinha of Systematix Group suggests a cautious market outlook. Upcoming results season, tariff concerns, and US Fed rate decisions are key factors. A rotational investment strategy is advised. Focus on sectors like consumption-related ideas, non-ferrous metals, tractors, two-wheelers, agri-inputs, FMCG, and defence. Banking sector rally may slow down. Auto sector faces potential supply headwinds. Investors should be nimble.
Groww’s Ishan Bansal sees structural shift in derivatives participation post regulatory changes
Derivatives business faces a structural reset post FY25 regulatory changes, with growth now driven by a smaller but stable customer base, increased market volatility, and
April 21, 2026