STOCK MARKET CORRECTION
Cochin Shipyard shares slip 3% as defence rally pauses after geopolitical-fuelled surge
Cochin Shipyard shares declined, mirroring a broader retreat in defence stocks after a rally fueled by geopolitical tensions. Investors booked profits following a sharp run-up in recent sessions, impacting other defence companies like Garden Reach Shipbuilders.
Mutual funds' cash kitty hits 15-year high. What it means for investors?
Mutual funds' cash holdings have surged to a 15-year high in March 2025, signaling fund managers' cautious approach amid limited attractive investment opportunities. This elevated cash level mirrors trends seen in 2011 and 2018, preceding Nifty rallies concentrated in large-cap stocks. Investors should temper return expectations and prioritize portfolio quality, asset allocation, and risk management.
ETMarkets Smart Talk: Gold is more than a safe haven now - Pradeep Gupta on the rise of a new asset class leader
Gupta shares why gold's role in portfolios is evolving, how macroeconomic uncertainties and central bank actions are fuelling its rise, and what investors should keep in mind while allocating to this asset.
Two Trades for Today: An auto major for over 5% rise, a mid-cap tyre stock for almost 6% upmove
Technical analysis identifies select stocks that may gain momentum even in volatile markets. Here are the technical calls for today.
Markets record 2nd straight monthly gain in April; Sensex jumps nearly 4 pc
The BSE Sensex jumped nearly 4 per cent last month showing resilience amid recent geopolitical concerns, as return of foreign investors to the domestic market, prediction of an above-normal rainfall in the upcoming southwest monsoon and optimism surrounding a potential India-US trade deal boosted sentiment.
Planning a Rs 1 crore+ corpus through SIPs? This financial advisor highlights a major flaw that can shatter your dream goal
Finfluencer Akshat Shrivastava questions the effectiveness of SIPs without a clear strategy, highlighting issues like investing in overvalued markets and lacking exit strategies. Financial advisor Manoj Arora counters that timing the market is difficult and suggests a diversified portfolio with rebalancing for better results. He emphasizes the challenges in predicting market movements.
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Tata Tech, Reliance, Gensol, and sector watch: Kranthi Bathini's 2025 market outlook
Market narratives are shifting rapidly. Kranthi Bathini of WealthMills Securities discusses Tata Technologies, suggesting investors await earnings traction. Reliance Industries remains a buy-on-dip. Gensol Engineering faces challenges amid legal issues. Ambuja Cements and Bajaj twins are expected to perform well. Banking and financials are attractive sectors. Defence stocks offer opportunities. Nifty must hold above 24,000 amid global uncertainties.
2 top stock recommendations from Aamar Deo Singh
Overall, what we need to understand is that markets have rallied significantly from the recent lows of 22,000 to currently trade around 24,300 plus. So, clearly, that has been a 10% more or less rally and in a very short span of time. So, somewhere or the other stocks are definitely witnessing some profit booking as well.
Rana Gupta advises caution on IT sector, check which sectors he bets on for short term
Amid market uncertainty, investors seek clarity. Rana Gupta of Manulife Investment suggests focusing on domestic tailwinds. He favors consumer and financial sectors. Infrastructure and telecom are attractive in the short to medium term. Gupta anticipates credit growth. He expects globally linked sectors like IT and metals to face challenges. Earnings momentum in IT may remain soft for some time.
We should be ready for some pullbacks; go for value theme in 4 sectors: Rohit Srivastava
Rohit Srivastava suggests caution with mid and small-cap stocks. He anticipates large caps, banking, and PSUs to outperform. Value is seen in financials, PSUs, and metals. Interest rate-sensitive sectors like autos and realty may gain traction. Nifty Bank's pullback is noted, with key support levels identified. Realty sector consolidation is expected before outperformance.
NFO Alert: Mirae Asset Mutual Fund launches Nifty50 Equal Weight ETF
Mirae Asset Mutual Fund has launched the Mirae Asset Nifty50 Equal Weight ETF, offering equal exposure to all Nifty 50 stocks. The NFO is open until May 6, with investments starting from Rs 5,000. Designed for broader diversification, the fund may outperform during broad-based rallies and suits investors seeking reduced concentration in top large-cap stocks.
Vishal Mega Mart shares zoom 7% after Q4 net profit jumps 88% YoY to Rs 115 crore
On Tuesday, shares of Vishal Mega Mart closed 0.1% higher at Rs 107.6 on the BSE. The stock has gained 2% so far in 2025 and remains up 3% over the past one month. Its current market capitalisation stands at Rs 49,468 crore.
ETMarkets Smart Talk: Gold’s rally to persist short-term, but maintain only 3-5% allocation, says Manish Jain
The last couple of months have been quite interesting, if I may use that term. On one hand we have the economy on the recovery path, we have witnessed a couple of rate cuts from the Reserve Bank of India (RBI) and personal income tax rate cuts, on the other hand the global scenario continues to remain uncertain.
Stock Radar: Marico breaks out from 6-month consolidation; check target price & stop loss
Marico Ltd, a FMCG stock, has broken out of a 6-month consolidation range, signaling potential fresh highs. Experts suggest buying the stock, either now or on dips, with a target of Rs 770 within 1-2 months. The breakout is supported by positive momentum, reclaiming key moving averages, and a buy signal from the Supertrend indicator.
Investors are getting interested again
Foreign investors are showing renewed interest in Indian equities due to low trade disruption exposure and potential US tariff deals. This surge in FPI activity, driven by attractive valuations and strong earnings, offsets concerns about regional security. A positive outlook for domestic consumption, rural spending, and US trade negotiations further strengthens the Indian market's appeal.
Two Trades for Today: An abrasives solutions company for almost 10% surge, a mid-cap defence stock for 7% gain
Technical analysis identifies select stocks that may gain momentum even in volatile markets. Here are the technical calls for today.
Buy on dips instead of selling on rallies now; PSUs remain bull market leaders: Dharmesh Shah
Dharmesh Shah of ICICI Direct suggests Nifty may consolidate between 23,300 and 24,500, creating a healthier market with stock-specific action during the result season. He advises investors to buy on dips, particularly in banking, PSU, metal, auto, and pharma sectors. He also recommends specific stocks like Axis Bank, SBI, and Bharat Forge.
Avoiding IT, ferrous metal stocks for potential headwinds from US: Neeraj Dewan
Neeraj Dewan is cautious about large and mid-cap IT stocks due to high valuations and potential US headwinds, anticipating profit-taking. He also avoids ferrous metals like Tata Steel due to a lack of clarity and weak rebound. Dewan suggests caution on non-ferrous metals and sees continued outperformance in defence stocks like Mazagon Dock and HAL.
Gold’s comeback: Why the world is turning to the yellow metal in 2025
Gold has surged ~25% in 2025 as investors across North America, Europe, and Asia shift away from US assets amid geopolitical and economic uncertainty. With supportive fundamentals like central bank buying, dollar distrust, and Fed policy ambiguity, experts recommend buying the dip this Akshaya Tritiya via ETFs or gold funds.
Top 3 stocks Neeraj Dewan bought and booked profit in this volatile market
Market expert Neeraj Dewan sees opportunities in PSU banks, railway, infrastructure, and power sectors. He suggests holding Reliance, anticipating it to stabilize around Rs 1,500. Dewan favors M&M and TVS Motor due to their strong performance and reasonable valuations. He capitalized on tariff turmoil, buying Mazagon Dock, Garware, and Godfrey Phillips, booking profits as the market recovered.
Sensex jumps 1,000 points to defy Pakistan tension. Can the stock market stay bulletproof?
Despite escalating India-Pakistan tensions following a deadly attack, Indian stock markets surged, driven by strong earnings and substantial FII inflows. The Sensex and Nifty rallied, led by Reliance Industries and broad-based gains across sectors. While experts advise caution and monitoring geopolitical developments, historical data suggests limited long-term market impact from such conflicts, with investors focusing on macro trends and liquidity.
Rs 2.3 lakh crore comeback: IT stocks roar to life, but are they running on low battery?
Indian IT stocks have seen a significant comeback, adding Rs 2.32 lakh crore in market value. The Nifty IT index has increased substantially. This surge occurs despite ongoing uncertainties in demand. Analysts suggest caution, viewing the rebound as technical rather than fundamentally driven. Attractive valuations and long-term opportunities exist. Focus is on monitoring global markets and demand for sustained momentum.
TCS, Coforge, Intellect showing recovery signs: Rupak De
Amid geopolitical tensions and market volatility, Nifty faces resistance while Bank Nifty shows signs of exhaustion after hitting a high. IT stocks, particularly TCS, Coforge, and Intellect, display recovery potential. Analysts suggest caution with longs, favoring large caps and providing trading ideas for CONCOR, TCS, and Bandhan Bank.
Two Trades for Today: A large-cap IT company for almost 7.5% upsurge, a mid-cap chemical stock for almost 7% gain
Technical analysis identifies select stocks that may gain momentum even in volatile markets. Here are the technical calls for today.
Geopolitical tensions and trade war fears weigh on Indian markets: Ajay Bagga
Indian markets face pressure due to escalating geopolitical tensions, particularly between India and Pakistan, and the ongoing U.S.-China trade war. Analysts predict potential GDP growth slowdown to 6.3–6.5% for 2025, with expectations of two more RBI rate cuts to support the economy.
Nifty IT to see 4% upside: Rajesh Palviya sees rally extending toward 37,500
Despite geopolitical tensions and market volatility, key support levels in Nifty and Bank Nifty could guide near-term moves. While Grasim could be an attractive bid for the long term, Voltas may deliver a strong return in the short term.
Bitcoin keeps rising as Trump seeks to ease trade and Fed Reserve tensions
The largest cryptocurrency rose about 3% before trimming some gains to exchange hands at $93,804 at 7:28 a.m. in London on Wednesday. Smaller tokens including Ether, XRP and Solana also rose.
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