Siddhartha Khemka believes Indian markets have become increasingly stock-specific as earnings trends diverge across sectors. He remains positive on power, cables and wires, cooling products, manufacturing, and electric vehicles, while favouring select mid- and small-cap companies that continue to deliver strong earnings growth despite broader macroeconomic challenges.
George Thomas of Quantum AMC believes Indian markets have entered a stock pickers’ phase as RBI flags inflation and growth risks. He favours largecaps, banks, healthcare and capex-linked sectors, while cautioning against expensive smallcaps. With geopolitical tensions and rising energy prices weighing on sentiment, selective investing remains key.
Behavioural finance expert James Montier argues that investment success depends more on controlling emotions than predicting markets. By avoiding common biases, focusing on facts, maintaining discipline, and thinking long term, investors can improve decision-making and enhance returns. Mastering psychology, he says, is often more valuable than mastering finance.
Macquarie has initiated coverage on Meesho with an ‘Underperform’ rating and a target price of Rs 125, implying nearly 25% downside. The brokerage believes declining average order values and modest per-order economics could limit profitability, despite strong user growth, improving engagement metrics, and the company’s focus on free cash flow.
Crypto markets operate 24/7, offering Indian traders opportunities beyond traditional market hours. According to CoinDCX co-founder Sumit Gupta, the Europe-US trading overlap between 6:30 PM and 10:30 PM IST is often the most active period, with higher liquidity, tighter spreads, and stronger institutional participation driving price action.
Vanguard’s India portfolio has delivered strong returns in CY26, with 12 stocks gaining up to 87% and two new additions in the March quarter, as the FII’s listed equity holdings surged 44% quarter-on-quarter.
Gautam Adani has regained the title of Asia’s richest person after a rally in Adani Group stocks lifted his net worth to $89.2 billion. The surge helped him overtake Mukesh Ambani and SoftBank’s Masayoshi Son, with key Adani stocks gaining strongly and extending their sharp 2026 rally.
India’s auto sector started FY27 on a mixed note, with passenger vehicles and tractors showing resilience while two-wheelers and commercial vehicles faced headwinds. Siddhartha Khemka remains bullish on the sector, recommending Maruti Suzuki and Samvardhana Motherson, citing strong growth visibility, healthy demand trends, and improving operational performance.
Zinc prices have climbed to multi-year highs as tight global inventories, rising production costs, and supply disruptions fuel a strong rally. While infrastructure spending, renewable energy projects, and industrial demand support the long-term outlook, growing mine supply and slower construction activity could keep prices volatile in the near term.
Wall Street tumbled as a strong U.S. jobs report dimmed hopes of rate cuts, triggering a sharp selloff in overheated tech and chip stocks. The Nasdaq plunged over 4%, ending a nine-week rally, while persistent Middle East tensions and rising yields further pressured investor sentiment.
Warning! Information Posting in this website is only for educational purpose. We are not responsible for losses incurred in Trading based on this information.