ETMarkets Smart Talk| H-1B visa concerns sentimentally negative, but no need to panic: Axis Securities’ Neeraj Chadawar
Axis Securities’ Neeraj Chadawar suggests the H-1B visa changes pose a sentimental, not structural, challenge for Indian IT. While short-term consolidation is expected, companies’ adaptability and diversification efforts mitigate major risks. Investors should strategically adjust IT allocations, focusing on domestically-oriented sectors poised for growth due to the government’s shift towards consumption-driven policies.
Nifty poised for breakout rally? BNP Paribas’ Kunal Vora decodes FIIs, earnings and consumption bets
After India’s equity market underperformed in 2025 due to factors like domestic slowdown and FII selling, optimism is cautiously returning. Policy support, improved liquidity, and tax cuts are expected to boost consumption and corporate earnings. While valuations remain a concern, particularly in mid and small-caps, autos and private banks are favored sectors for potential growth.
US equities end lower as valuation concerns creep in
U.S. stocks closed lower on Wednesday as investors took profits amid concerns about high valuations flagged by Fed Chair Powell. The market awaits key inflation data, while sectors showed mixed performance, with materials declining and energy rising. Company news included a surge for Lithium Americas and a drop for Micron Technology, influencing overall market sentiment.
Bonds languish as market awaits borrowing plan, MPC review
Mumbai bond market awaits the government’s borrowing calendar. Traders are cautious before the monetary policy review. They anticipate details on the Centre’s H2 borrowing. The market expects changes in long-term bond issuance. RBI’s reallocation strategy is also under scrutiny. Experts suggest measures to address yield curve distortions. The focus is on rebalancing the borrowing calendar.
Pharma, healthcare firms eye Rs 13,000-cr IPO wave over 9 months
Indian pharmaceutical and healthcare firms are set for a significant fundraising push, aiming to garner ₹12,000-13,000 crore through IPOs in the coming months. Approximately fifteen companies are expected to enter the primary market, with fertility and women’s health segments particularly in focus.
Asian stocks in tight range as global rally stalls
Asian stocks showed mixed performance following Wall Street’s losses, as an AI-driven rally showed signs of fatigue. Investors are closely watching policy risks, including US investigations into imports and concerns over visa issues affecting Korean investments. Attention is now shifting to upcoming economic data and potential impacts on market direction as October approaches.
Are constant maturity index funds a better bet than short-term bank deposits?
Several mutual funds, including Axis and HDFC, now offer constant maturity index funds tracking the CRISIL-IBX Financial Services 3-6 Month Debt Index, presenting an alternative to short-term bank deposits. These funds invest in short-term debt instruments issued by financial institutions, offering indicative yields of 6-6.4%, significantly higher than typical bank deposit rates.
Real estate stocks decline amid sluggish demand concerns
Real estate stocks are experiencing a downturn, extending losses for the third consecutive session due to concerns about slowing demand and profit-taking after a significant rally. The realty index has underperformed the Nifty, with several key stocks like Godrej Properties and DLF seeing notable declines. Analysts anticipate potential further drops amid sluggish demand and strong […]
HSBC upgrades Indian equities to ‘overweight’ amid positive outlook
HSBC has upgraded Indian equities to overweight, encouraged by resilient local investors and supportive government policies. Valuations are no longer a major concern, and foreign funds have light positions. The bank projects a Sensex target of 94,000 for 2026, indicating a 15% upside, despite a gradual growth recovery and potential impacts from US tariffs.
Domestic equity markets decline for fourth straight session amid H-1B visa concerns
Indian stock markets faced a fourth day of losses. This was due to worries about possible economic actions from the United States. The NSE Nifty and BSE Sensex both declined. H-1B visa concerns also affected market sentiment. Foreign investors sold shares, while domestic institutions bought. Experts suggest that market dips could be buying opportunities.