Valuation correction creating stock-specific opportunities, not sectoral bets: Ashwini Agarwal
Ashwini Agarwal of Demeter Advisors suggests focusing on individual stocks rather than broad sectors. Domestic healthcare and consumption names appear promising. Textile exports might offer buying opportunities if tariffs impact them negatively. India’s manufacturing cost advantage remains strong long-term. Agarwal is currently tracking companies improving their earnings profile. Companies recovering from a downcycle are also […]
NSDL shares jump over 13% in 2 days after market debut. Time to lock in gains or hold on?
NSDL shares jumped 6.6% to ₹997.65 on Thursday, extending their post-listing rally to 13.4% from the opening price of ₹880. Listed a day earlier at a 10% premium over the ₹800 IPO price, the stock has shown strong early gains but still trails the grey market premium, prompting investors to reassess holding vs. booking profits.
Stay invested, look beyond the dip: Ashwini Agarwal’s advice as markets face headwinds
Ashwini Agarwal of Demeter Advisors advises Indian investors to ignore short-term market noise, including potential tariff impacts and IPO market activity. Despite current headwinds like weak earnings, he anticipates lower interest rates boosting domestic demand. Agarwal suggests a long-term view, highlighting opportunities in sectors like non-banking financial services, particularly MFIs, where valuations are attractive.
Lupin shares jump 5% after strong Q1 results. Should you accumulate more?
Lupin shares jumped 5% after reporting a 52% YoY rise in Q1 FY26 net profit to Rs 1,221 crore, driven by strong US and India sales. Revenue rose to Rs 6,164 crore. While Choice Broking upgraded the stock to ‘Buy’ with a Rs 2,375 target, Motilal Oswal maintained a ‘Neutral’ view citing limited upside despite […]
Trump’s 50% tariffs on India: Textiles, jewellery, shrimp, other export-exposed stocks slide up to 6%
Indian export-oriented stocks fell sharply after Trump announced a 50% tariff on Indian goods like textiles, jewellery, shrimp, and chemicals. Analysts warn of sector-specific pain and stalling investments as trade tensions rise.
Bajaj Auto shares slip 4% after Q1 results. Should you buy, sell or hold?
Bajaj Auto shares fell nearly 4% despite a 14% YoY rise in Q1FY26 PAT to ₹2,210 crore. Revenue grew 10% to ₹13,133 crore, driven by strong export and premium segment sales. EBITDA stood at ₹2,500 crore with a 19.7% margin, down QoQ due to lower dollar realisations, partially offset by better product mix.
Domestic-focused strategy key amid global tariff turmoil: Sunil Subramaniam
Market expert Sunil Subramaniam advises investors on navigating tariff uncertainties. He suggests assessing risk profiles and considering domestic sectors. Pharma and IT sectors have seen corrections. Focus on consumption, banking, and capital goods. Multicap funds are recommended. RBI’s stable policy and India’s insulated economy offer reassurance. Paint stocks are promising due to domestic orientation and […]
Tariffs not the endgame, just opening moves: Rajeev Agrawal
Rajeev Agrawal of DoorDarshi India Fund suggests Trump’s new tariffs are opening moves in a broader geopolitical strategy, not just a trade dispute. He emphasizes the strong democratic and economic alignment between India and the US, viewing the situation as an opportunity for high-level negotiations.
Biggest positive trigger for markets would be a sustainable resolution of tariff issue: Abhay Agarwal
Abhay Agarwal of Piper Serica highlights concerns over US tariffs affecting Indian industries. Order cancellations are already occurring in sectors like textiles. A resolution to the tariff disputes is crucial for market confidence. The RBI’s recent policy was largely expected. Uneven growth and real inflation are key concerns for the RBI. Rate transmission to borrowers […]
Dollar holds losses on US economy concerns, Fed appointments
The dollar weakened amid growing expectations of Federal Reserve rate cuts and concerns about political influence on U.S. institutions. Disappointing jobs data fueled speculation of a September rate cut, while the euro gained support from potential progress in Russia-Ukraine war talks. President Trump’s nominations for Fed positions are also under scrutiny as traders anticipate further […]