Expert Views
NBFCs and commodities to drive market rebound: Rohit Srivastava
Rohit Srivastava, Founder of Strike Money Analytics & Indiacharts, believes market resilience amid US volatility signals a positive shift. Key sectors to watch are financials, especially NBFCs, and metals including aluminium and copper. PSUs, despite recent declines, are entering a value zone, potentially attracting investment.
Lazy in largecaps, choosy in midcaps, and avoid the smallcaps? Here’s what Harsha Upadhyaya has to say
Harsha Upadhyaya, CIO-Equity of Kotak AMC, highlights the overvaluation in Indian markets, especially in mid and smallcaps. He suggests being cautious and selective in these sectors due to their high premiums and muted earnings growth. Largecap banks, private and PSUs, offer valuation comfort, along with sectors like specialty chemicals, industrials, telecom, and cement after correction.
RBI set for further easing amid growth concerns: Pranjul Bhandari
So, we are going to keep our eyes on wheat and sugar for the next few months. But for now, we are going to celebrate the fact that a lot of other food prices have actually come off and we are at target inflation.
Low growth, rising costs and market conditions weigh on insurance stocks: Amnish Aggarwal
The market, as I said, they seem to be quite stabilising and if you look at two buckets in particular, you see external sector, I am not very convinced about because due to what is happening globally, what US is doing, there is little bit of, or rather, I would say there might be prolonged uncertainty for the coming few months till the time the situation stabilises, some trade agreements are in place.
Market finding support, signs of near-term stability emerging: Amnish Aggarwal
The market shows signs of consolidation, with Starlink entering India and partnering with Bharti and Jio, potentially benefiting existing telecom operators. Concerns over IndusInd Bank's stock drop and faith issues remain, highlighting broader challenges in the banking sector. The article also examines the impact on MFI-exposed banks and potential recovery amid economic changes.
Trump is doing what is good for US, but the opposition and media are putting a bad colour on it: Santosh Rao
Santosh Rao discusses how President Trump's push to level the playing field with new tariffs impacts the US economy and markets. He emphasizes that while the media amplifies fears of economic slowdown, the fundamentals are still strong. Rao believes the volatility will continue but sees potential growth in US financial and healthcare sectors.
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Markets Videos
Starlink’s India strategy to enhance, not disrupt telecom Sector: Gurmeet Chadha
Starlink has partnered with Airtel to provide satellite internet services in India, focusing on rural and remote areas. This move will complement existing terrestrial services rather than compete directly. Jio is also expected to bring Starlink's high-speed internet to its customers. The partnership is seen as a win-win situation for both Airtel and Starlink.
Tariffs could hurt business, growth and earnings: Peter Cardillo
The administration's back-and-forth stance on tariffs is unsettling global markets, especially emerging ones. Tariffs could be inflationary, potentially harming business growth and future earnings. The dollar's weakness may also contribute to imported inflation. Until clear policies are in place, market uncertainty is expected to persist, affecting economic growth worldwide.
ETMarkets Smart Talk: Fair valuations don’t mean market bottom’ - Aditya Sood on navigating market volatility
The Indian stock market experienced a significant downturn in February 2025. This decline has brought the index down approximately 16% from its September 2024 peak.
Varun Goel on 3 themes one can invest in this market
Varun Goel, Senior Fund Manager at Mirae Asset, highlights the attractiveness of lending, export-oriented sectors like IT and pharma, and low-ticket discretionary items for earnings growth in FY26. He emphasizes the potential revival in Indian markets due to factors such as rate cuts, tax benefits, and positive crop outcomes, predicting improved Nifty earnings.
We will deploy cash in largecaps on another 10% dip; comfortable with BFSI, IT: Chirag Mehta
Chirag Mehta, CIO of Quantum AMC, believes that while large caps are undervaluing, small and midcaps remain pricey, showing potential for further setbacks. Mehta sees investment opportunities in sectors like BFSI, IT, and consumer discretionary, despite global jitters. Key focus is on careful stock selection based on robust underwriting and lending practices.
Incremental money not going into small and midcaps; multi-asset allocation getting preference: Sanjay Shah
Sanjay Shah, CMD of Prudent Corporate, highlights a shift in preference towards multi-asset allocation over small and midcap stocks. New fund offers have decreased, and while SIPs continue to bring in capital, the focus remains on larger-cap allocations. The market trend advises against heavy investment in small and midcaps, with ELSS receiving significant attention for tax planning.
Avoid trouble spots, stay cautious amidst volatility: Daljeet Kohli
In fact, some of them have even more than that. So, which means that now the recovery will happen. So, if we analyse what had happened in last two months, market has been very brutal, wherever there was no growth or the valuation was very high and if the combination was there, no growth and high valuation, then the stocks just went for a toss.
BlackRock believes in India’s structural bull story; the selloff has fed on itself: Ben Powell
Ben Powell, Chief Investment Strategist at BlackRock, reiterates their confidence in India's long-term growth story, driven by favorable demographics and productivity gains through digitalisation. Despite recent market volatility, Powell believes India is on the path to becoming a standalone investment destination. He acknowledges that India and China are treated as key standalone opportunities in global portfolios.
Not the first or last correction: Fund Manager Mohit Khanna on how to tweak your portfolio
The last three quarters saw weak earnings, with single-digit growth in revenue and PAT. Q4 may also face challenges due to a high base from last year. However, quarter-on-quarter earnings should show some improvement.
Still overweight on US equities; there is no easy asset swap & a blended approach is needed in new investment landscape: Ben Powell
Ben Powell of BlackRock Investment Institute remains constructive on US equities despite recent market volatility. He highlights the importance of understanding the Trump administration's economic policies and the need for investors to reassess safety in a more fractured world. Powell suggests a diversified approach to finding investment opportunities in this new, volatile era.
