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Markets in resting phase, be watchful of correction in momentum stocks: Samco's Umeshkumar Mehta

Money Control

Money Control · 1y ago

Markets in resting phase, be watchful of correction in momentum stocks: Samco's Umeshkumar Mehta

Investors are withdrawing funds from secondary equities markets as several momentum stocks show "sell" signals. Umeshkumar Mehta, CIO of Samco Mutual Fund advises caution with stocks that have seen recent significant increases, as they may experience sharp corrections. Mehta believes the market is currently in a resting phase before the elections and warns that corrections may last longer and go deeper, posing risk. Opportunities lie in large caps, particularly in the oil and pharmaceutical sectors, while correction is also underway in small- and mid-cap indexes. Defence stocks are on an upward trend but may slow due to government contract limitations.

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Tech shares lower as Trump rejects talk of AI bubble - The Economic Times

Economic Times

Economic Times · 3m ago

Tech shares lower as Trump rejects talk of AI bubble - The Economic Times

Tech stocks declined on Friday, dragging major indices, despite President Donald Trump expressing support for AI as the future. Shares of Amazon, Alphabet, and Nvidia fell, heavily impacting the Nasdaq Composite Index. Equity markets, after hitting record highs, face resistance amid overvaluation concerns. A retreat in Palantir shares, despite strong earnings, indicates growing anxiety. Analysts remain uncertain if this is a profit-taking phase or the start of a larger correction.

India-focused companies remain best bets in lacklustre market phase: Deepak Shenoy

Economic Times

Economic Times · 1m ago

India-focused companies remain best bets in lacklustre market phase: Deepak Shenoy

Indian equity markets are experiencing a consolidation phase rather than a downturn, delivering modest returns, says Capitalmind's Deepak Shenoy. Elevated valuations and lackluster performance characterize the market, but rate cuts provide positive momentum. Shenoy emphasizes the importance of India-facing companies with domestic demand, especially in manufacturing and infrastructure sectors. He warns against overvaluation in FMCG stocks and advises a patient, domestic growth-focused approach, anticipating eventual market stabilization and breakout.

US tech correction long overdue, India to see flow impact: Rahul Arora

Economic Times

Economic Times · 2m ago

US tech correction long overdue, India to see flow impact: Rahul Arora

The recent volatility in US equities, triggered by the correction in high-valued tech stocks, is affecting global markets including India. Market expert Rahul Arora indicates that this correction was anticipated, impacting investment flows but not fundamentals, particularly for Indian sectors. He highlights strong banking fundamentals and selective consumer discretionary investments as key areas of interest. Arora remains optimistic about potential market stabilization and growth in banking and financial services, despite the current market fluctuations.

Investors get the whiff of higher value in high dividend yielding small-cap stocks

Money Control

Money Control · 1y ago

Investors get the whiff of higher value in high dividend yielding small-cap stocks

Amidst the recent sell-off in broader markets, some small-cap stocks are stabilizing and even outperforming the markets. The BSE Smallcap index has seen a 4.13% increase since March 13, while the benchmark BSE Sensex remains relatively flat. Several high dividend paying small-cap stocks have fallen sharply but are now stabilizing and gaining ground. Accumulation is observed in select small-cap stocks with high dividend yields, indicating a potential reversal in trend. Long-term investors seeking value in dividends may find opportunities in these stocks as the recent correction has improved their dividend yield. The expected earnings growth for small caps is also favorable, making them attractive to investors.

Oversold indicators suggest further rally

Money Control

Money Control · 1y ago

Oversold indicators suggest further rally

The stock market in India saw a recovery last week, following strong performances in global markets. The US markets experienced their largest weekly gains of the year, with retail stocks leading the rally. European markets also recorded gains, driven by expectations of interest rate cuts. In Japan, the Nikkei 225 performed particularly well. In terms of technical analysis, oversold indicators suggest a potential market recovery in India. The IT sector showed strength and momentum, while mid- and small-cap stocks underperformed. Recommended stocks to watch include TCS, Sun Pharma, and Ashok Leyland.

Pre-market action: Here's the trade setup for today's session

Economic Times

Economic Times · 7m ago

Pre-market action: Here's the trade setup for today's session

Indian equities rebounded sharply on Monday after broad-based selling in previous sessions. Analysts suggest markets will remain watchful, considering global cues and macroeconomic data. Focus areas include defense and crude-linked stocks amid the Israel-Iran conflict, and monsoon-related sectors like fertilizers and rural FMCG due to expected above-average rainfall. The rupee strengthened, while FIIs reduced their net short positions. Foreign investors sold shares worth Rs 2,539 crore, and domestic institutional investors were net buyers at Rs 5,781 crore.

Rupee slide weighs on markets, but January earnings could trigger recovery: Dipan Mehta

Economic Times

Economic Times · 1m ago

Rupee slide weighs on markets, but January earnings could trigger recovery: Dipan Mehta

Indian equity markets are experiencing subdued sentiment due to rupee depreciation and trade negotiation delays, says Dipan Mehta of Elixir Equities. The weakness appears temporary, and January's earnings season might trigger recovery. Mehta suggests patience with market volatility and advises caution on stocks like Meesho, noting the pattern of euphoric rallies followed by corrections. Indraprastha Gas Ltd's growth outlook faces uncertainty amid electrification, despite short-term trading potential. Overall, strong earnings could stabilize sentiment in the coming months.

SMIDs vs bluechip: Make safer bets as experts see a deeper correction

Livemint

Livemint · 8m ago

SMIDs vs bluechip: Make safer bets as experts see a deeper correction

Experts advise caution as small-cap markets may face a deeper correction, potentially 30-40%. Despite past recoveries, the earnings have been underwhelming, signaling risks for retail investors enthusiastic about small and mid-cap stocks. Large-cap or blue-chip stocks might present safer investment opportunities amid market volatility. Investors should weigh earnings growth and valuations when making stock market decisions, considering the turbulent economic landscape and previous market corrections influenced by geopolitical actions, like US tariff threats.

Indian markets rally after RBI maintains rates, changes stance to neutral

YourStory

YourStory · 1y ago

Indian markets rally after RBI maintains rates, changes stance to neutral

- BSE Sensex jumped over 550 points to revisit the 82,000-level in morning trade on Wednesday. - RBI changed its monetary policy stance to 'neutral', hinting at a possible rate cut in future. - Buying in banking and IT stocks contributed to the positive trend in the markets. - Some major gainers among the 30 Sensex companies were State Bank of India, Axis Bank, Bajaj Finance, Tata Motors, Bharti Airtel, PowerGrid, and HCL Technologies. - The RBI decided to keep the policy rate unchanged at 6.5% for the tenth consecutive time. - The RBI remains watchful of elevated food inflation despite India's strong GDP growth.

PSU banks outshine private lenders; Tata Elxsi, Coforge among top IT picks: Dipan Mehta

Economic Times

Economic Times · 4m ago

PSU banks outshine private lenders; Tata Elxsi, Coforge among top IT picks: Dipan Mehta

Public sector banks (PSU banks) are showing stronger growth prospects compared to private lenders, with improved balance sheets, according to Dipan Mehta of Elixir Equities. He recommends stocks like SBI, Bank of Baroda, and Bank of India for better visibility. In IT stocks, Mehta sees potential in midcap companies like Tata Elxsi and Coforge, due to their resilience in smaller projects, while remaining cautious on largecap IT firms and KPIT Technologies amid industry shifts towards China.

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