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.
Cabinet clears IIFCL’s IPO plans; modalities being finalised, likely next fiscal: MD Rohit Rishi
State-owned India Infrastructure Finance Company has received the necessary approvals to proceed with its proposed initial public offer, with the Cabinet Committee on Economic Affairs clearing its listing on stock exchanges, the company’s top official has said.
Crude oil prices to cross $100? What experts predict after US, Israel attack on Iran
Khamenei’s death, which was confirmed by Iranian state media earlier today, triggered warnings about sharp retaliation from Tehran. US President Donald Trump announced that the 86-year-old leader had been killed on the first day of what he described as massive joint airstrikes.
Will Sensex, Nifty react amid escalating Middle East war after Khamenei’s killing?
Indian benchmark indices Sensex and Nifty will remain in focus tomorrow, as the war in the Middle East flared up after the killing of Iran’s Supreme Leader Ayatollah Ali Khamenei.
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 […]
Market valuation of nine of top-10 most valued firms declines by Rs 2.18 lakh cr
The combined market valuation of nine of the top-10 most valued firms eroded by Rs 2,18,902.09 crore last week, with Bharti Airtel taking the biggest hit in line with a bearish trend in equities.
Market Trading Guide: Buy RR Kabel, Siemens for up to 6% near-term gains; check triggers
Nifty experienced a sharp decline on Friday, with broad-based selling impacting auto, financials, and FMCG stocks. The index has fallen below key short-term moving averages and the 200-day DMA, signaling continued weakness. Technical analysts suggest immediate support at 25,000 and resistance at 25,370.
FPIs inflow hit 17-month high at Rs 22,615 cr in Feb
Foreign portfolio investors (FPIs) infused Rs 22,615 crore into Indian equities, marking the highest monthly inflow in 17 months, driven by the interim India-US trade deal, correction in domestic market valuations and robust third-quarter corporate earnings.
10 realty stocks tumble up to 22% in 2 months amid AI-led IT concerns
Real estate stocks, especially those tied to Bengaluru, have seen significant drops as AI’s impact on IT jobs sparks housing demand worries. Companies like Brigade Enterprises and Godrej Properties are among the hardest hit. Experts suggest this could be a near-term concern, with any real housing demand impact unfolding gradually.
Nifty below 200-DMA but oscillators yet to signal outright collapse: Anand James
Nifty’s decisive breach of its 200-day SMA at the close of the month has intensified concerns around a potential retest of recent swing lows, signalling that the market’s medium-term support framework is under pressure, says Anand James, Chief Market Strategist at Geojit Investments.