Ahead of Market: 10 key factors that will drive stock market action on Monday

Indian stock markets Nifty and BSE Sensex closed significantly lower on Friday. Selling pressure was seen across sectors, with auto, financials, and FMCG being major laggards. The IT sector experienced some buying. Analysts suggest the market might remain under pressure in the short term. US and European markets also ended with cuts.

Defence, financials, discretionary in structural sweet spot: SAMCO MF’s Viraj Gandhi

Despite elevated headline valuations, select sectors continue to offer compelling structural growth visibility. Viraj Gandhi, CEO of SAMCO Mutual Fund, believes defence, financials and pockets of consumer discretionary are positioned to benefit from policy support, balance sheet strength and evolving demand dynamics. He advocates a momentum-led, risk-calibrated approach in navigating the current market cycle.

Iran-Israel war, crude oil, FII flows among 9 factors that may steer markets this week

Indian markets ended sharply lower on Friday. Investors now face a packed calendar of global and domestic triggers. The Iran-Israel conflict could escalate, impacting markets. US markets also closed lower. Crude oil prices surged, potentially affecting inflation. FIIs sold equities, while DIIs bought. The IT sector remains under pressure. Oil marketing companies and paint/tyre firms […]