MARKET RECOVERY
My life littered with failures: Saurabh Mukherjea after failing to beat market in last 3 years
Marcellus Investment Managers’ PMS AUM fell 64% to Rs 4,734 crore. Founder Saurabh Mukherjea welcomed criticism, citing past failures as learning experiences. The fund’s consistent compounders portfolio delivered a 17.4% CAGR, aligning with EPS growth. Marcellus acknowledged valuation missteps but expects a recovery.
Markets volatile but India’s growth outlook positive amid rate cut hopes: Sudip Bandyopadhyay
Sudip Bandyopadhyay highlights global market volatility driven by U.S. policy shifts but sees optimism for India. Falling inflation may prompt RBI rate cuts, supporting growth. While volatility persists, downside risks are limited, and market recovery is expected soon.
Batting through bear market: 6 lessons from India’s Champions Trophy victory
The stock market’s five-month decline tests investors' resilience. Lessons from India’s Champions Trophy win highlight the importance of large-cap stability, all-round stocks, reassessing portfolios, and strategic patience—key strategies to navigate bearish phases and emerge stronger in market recoveries.
Be greedy when others are fearful—The key to long-term investment success
Stopping SIPs during market downturns can hurt long-term gains. Data shows that markets typically recover, rewarding patient investors. Rupee cost averaging helps accumulate units at lower prices, leading to higher returns when the market rebounds. Stay invested for wealth creation.
Global stocks rebound after S&P 500 correction, safe-haven gold touches record
U.S. and European stocks experienced a positive end to the week, despite economic concerns related to tariffs. Gold hit a record high due to ongoing anxiety. German government bond yields and the euro saw an increase, boosting U.S. Treasury yields. Major U.S.
Worst of US equity correction is likely over, JPMorgan says
JPMorgan suggests the worst of the US equity correction may be over, with credit markets indicating lower recession risks. While equities price in a 50% recession probability, debt markets suggest only 9%-12%, providing some relief to investors.
ETMarkets Smart Talk: First major market correction since COVID — How should retail investors navigate it, Achin Goel decodes
While Nifty's valuation is becoming somewhat more appealing, it remains below its historical average. A potential market correction is possible, manifesting as either price or time-based adjustments.
Recovery will be more gradual than the markets are anticipating: Sunil Koul
Sunil Koul, an emerging market equity strategist at Goldman Sachs, predicts a gradual GDP growth recovery in India, reaching 6.4% by CY25. This recovery is expected to be driven by policy improvements, better consumption, and stable exports. He highlights risks in the small and midcap sectors due to high valuations and stresses the importance of cautious investment in these areas.
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.
Indian stocks look attractive, valuations cheapest since Covid: Morgan Stanley
Morgan Stanley prefers cyclicals over defensives and small/midcap stocks over largecaps in India, predicting a stock pickers' market. Despite skepticism about India’s growth, analysts believe India is well-positioned with strong services exports, policy support, and low goods exports. The brokerage expects recovery driven by government spending, easing monetary policy, and improving services exports, with green shoots emerging in recent data.
China’s back in the bling game! Indian diamond traders cheer as sales sparkle again
China has resumed buying diamonds cut and polished in India after a hiatus of nearly two years, positively impacting rough diamond prices and Indian diamond traders. This renewed interest from Chinese buyers is expected to reboot diamond production in Surat and generate jobs while boosting India's diamond exports.
This bear market is not like 2000 and 2008: Samir Arora
Fund manager Samir Arora argues that the current market downturn is a valuation reset, unlike the financial crises of 2000 and 2008. Heavy FII selling, global slowdown fears, and high valuations continue to pressure equities. Despite a recent market recovery, analysts warn of further corrections, especially in small and mid-cap stocks.
Overweight on IT, pharma, auto components; have added some FMCG stocks: Devina Mehra
Devina Mehra, Founder of First Global, highlights that the market's recent fall coincided with FII withdrawals, but over time, FIIs' actions don't always dictate market movements. She emphasizes the nearing end of US outperformance, and First Global’s overweight on IT, pharma, auto components, with selective additions in FMCG and chemical stocks, indicating emerging opportunities outside US equities.
Market rebounds from oversold levels, Rajesh Palviya advises cautious optimism
The Indian equity markets are showing a recovery, with the Nifty rebounding but still trading below the 20-day moving average at 22,750. The Bank Nifty is also facing resistance. An uptrend is only expected if Nifty surpasses 22,750 and Bank Nifty breaks above 48,650.
Markets in freefall, but Treasury Secretary Scott Bessent’s short and sharp three-word take says it all; here's what he said
US Treasury Secretary Scott Bessent provided a reality check on the current stock market fall, suggesting that a market rally would result from a natural bounce rather than any support from the Trump administration. He emphasized that the administration is more focused on promoting economic growth through strong policies, rather than artificially boosting stock prices.
In a sign of turnaround, over 200 smallcaps log double-digit weekly gains. Will the momentum continue?
Following a challenging February for smallcap stocks, the first week of March showed signs of recovery with over 200 smallcap names seeing double-digit gains. Positive domestic macro news and a fall in the dollar index contributed to the market rebound, although ongoing uncertainty about US economic policies remains.
Largecaps to lead market recovery, smallcaps still overvalued: Sandip Sabharwal
So, the first phase of the rally could be led by largecaps and then stabilise and then small and midcaps can join in. So, on the largecap side, I would think that companies and the financial, the larger banks like Axis, ICICI, etc, offer value.
From panic to pullback? Technical signals point to a market bounce
Additionally, another important indicator, the 20-period disparity index, is currently at 4%, a range that has historically preceded market recoveries.
No revival in lean season: Ajay Srivastava on market recovery outlook
Ajay Srivastava anticipates a gradual recovery for Indian markets amidst ongoing economic uncertainties, noting particular resilience in hospitality, aviation, and pharmaceuticals sectors. However, he warns of significant distress in the automobile, auto ancillary, and real estate sectors, urging investors to maintain perspective and patience.
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