STOCKS TO WATCH IN VOLATILITY

Selectively position in largecaps, avoid over enthusiasm: Sudip Bandyopadhyay
The entire trade war scenario which was developing around us with the US president going on about it, things are cooling down a bit. With their kind of truce with China for 90 days, with very reasonable tariffs on both the sides augurs definitely well for US economy and the global economy as well.

Best value funds to invest in May 2025
If value investing still appeals to you, here is our list of recommended value funds to invest in May 2025. There is no change in our recommended schemes. Watch out for our monthly updates to find out whether your favourite scheme is performing well.

FII return sees Rs 46,000 crore buying spree, likely prefer largecaps vs broader market stocks. Here’s why
FIIs have poured in over Rs 46,000 crore into Indian equities since mid-April, favouring largecaps amid easing geopolitical and trade tensions. Analysts point to quality-led buying in private banks, capital goods, and infrastructure stocks. While midcaps see selective interest, high valuations and liquidity concerns are keeping FIIs focused on scalable, liquid large-cap opportunities.

Wall Street closes higher after US-China tariff truce
Wall Street saw a sharp rise in indexes. This happened after the US and China agreed to temporarily reduce tariffs. The S&P 500 reached its highest level since early March. Investors are hopeful that this will ease the global trade war. The Dow, S&P 500, and Nasdaq all experienced significant gains. Safe-haven gold saw a fall.

Sensex soars 2,975 points, Nifty tops 24,900 after India-Pak ceasefire: 7 factors why Dalal-Street rose today
Stock Market Today: Indian equities rebounded strongly on Monday, fueled by easing India-Pakistan tensions and optimism surrounding U.S.-China trade talks. The Sensex surged by 3.79%, and the Nifty50 climbed 3.9%, driven by broad-based buying across sectors. Record mutual fund inflows and an upgrade to India's sovereign credit rating further boosted investor confidence.

Best flexi cap mutual funds to invest in May 2025
Investors should make sure that they are choosing a scheme that is in line with their risk appetite. For example, some flexi cap schemes may be more conservative than others. It is for you to identify the one that suits your temperament.
Tech indicators point to continued market weakness amid India-Pakistan conflict
Nifty’s recent correction was broadly anticipated. While the fall itself wasn’t a surprise, the geopolitical trigger adds a layer of concern. Technically, the index has formed a bearish engulfing pattern on weekly chart, suggesting more downside unless it reclaims 24,500.
For risk-takers with medium-term perspective: 8 mid-cap stocks from different sectors with upside potential of more than 40%
The “risk-on trade” which had just started for the Indian and other emerging markets took a pause for the Indian market, as the fear of an escalation at the India-Pakistan border gripped the street. But with the assumption that the current phase of tension is over, there is a high probability that risk-on trade will resume and that is where mid-cap stocks enter the picture. But do remember: When it comes to mid-caps, you need to be selective.
Will a fragile India-Pakistan ceasefire spark a stock market rally? 5 signs to read
Despite heightened tensions at the borders, the announcement of an India-Pakistan ceasefire is expected to set Indian markets on an upward trajectory this week. The markets, which had been recovering from a recent correction, took a hit as tensions between the two countries escalated.
Warren Buffett’s $11 billion oil bet is down 21% from 2025 peak. Will this be his oil regret 2.0?
One of Warren Buffett’s largest public equity investments is now deep in the red. Occidental Petroleum, in which Berkshire Hathaway holds a 28.2% stake, has seen its shares slump 21% from their 2025 peak of $53.20, closing at $42.16 on Friday.
Dalal Street Week Ahead: Nifty faces crucial test at key support zone amid rising volatility
Despite global uncertainties and geopolitical tensions, Indian equity markets showed resilience, consolidating before a slight weekly loss. The Nifty oscillated within a range, defending key support levels while volatility surged. Technical analysis suggests the 23950-24050 zone is crucial; defending it implies continued consolidation, while breaching 23900 could signal weakness. A defensive approach focusing on low beta stocks is advised.
See value in auto, banking sectors; 2 top trading picks in this market: Aamar Deo Singh
Angel One's Aamar Deo Singh suggests that despite geopolitical tensions, Indian markets show resilience. He highlights IDFC First Bank and Marico as potential trading opportunities, with specific targets and stop losses. Singh notes that auto ancillary, banking, and FMCG sectors are performing well, while caution is advised due to elevated India VIX levels.
Are narrative stocks losing their appeal? Citi analysts warn against chasing hype
Citi favors stocks with reasonable growth visibility at sensible valuations. They avoid narrative stocks lacking earnings support. Surendra Goyal notes consumer staples are slow in earnings. Large banks are performing well. Metals face uncertainty due to global slowdown. Samiran Chakraborty forecasts India's FY26 inflation at 3.8%. Global supply chain disruption and excessive stimulus are inflation risks.
US Stock Market Today: Market surges as trade deal hopes lift Wall Street; Dow +253 pts, S&P 500 +0.6%, Nasdaq +0.9%, 10-yr yield 4.29%, gold slips — can trade talks calm recession-wary investors?
US Stock Market Today: Wall Street rises as fresh hope for trade deals brings a wave of optimism to U.S. markets. President Donald Trump’s trade agreement with the UK sparks investor confidence, lifting the Dow Jones, S&P 500, and Nasdaq. With talks of more deals ahead and earnings reports from companies like Tapestry and Krispy Kreme, markets are watching closely. But recession fears still linger as tariffs, inflation, and global tensions stir uncertainty. This story breaks down what’s moving the market, what’s next for trade, and how businesses are reacting in this fast-changing economic landscape.
Market Wrap: Fag-end selling sends Sensex 412 points lower, Nifty below 24,300 as India-Pakistan tensions escalate
Indian benchmark indices closed lower on Thursday due to escalating tensions between India and Pakistan. The BSE Sensex declined by 0.51%, and the Nifty 50 fell by 0.58% following reports of Indian forces neutralizing military targets in Pakistan. Financial stocks led the decline, while Tata Motors gained on optimism surrounding trade deals and demerger plans.
GIFT Nifty up 5 points; here's the trading setup for today's session
Analysts said key geopolitical developments, corporate earnings reports, and macroeconomic data from the US are likely to be closely watched, with the potential for short-term consolidation depending on how these factors unfold.
Market Wrap: D-Street ends higher after India strikes Pakistan over Pahalgam attack; Sensex adds 106 pts, Nifty above 24,400
Indian benchmark indices ended higher on Wednesday, rebounding from early losses, amid heightened geopolitical tensions following India’s strikes on Pakistan and Pakistan-occupied Kashmir (PoK) under Operation Sindoor, launched in retaliation for last month’s attack in Kashmir.
Geopolitical tensions may fuel market volatility in short term: Amnish Aggarwal
If you look few months ago what had happened was that the largecaps actually they saw a lot of FII selling and whenever we see FII selling, the selling usually is concentrated a bit in the top say 20, 25, or say 50 stocks.
Surgical strikes, steady stocks: Why Sensex, Nifty aren't flinching after India's strikes on Pakistan
Despite initial jitters following India's tri-service assault, Operation Sindoor, on terror hubs, the stock market demonstrated resilience, fueled by sustained FII buying and favorable global macro conditions. While geopolitical tensions and potential retaliation from Pakistan loom, the market's focus remains on institutional flows and global economic factors, suggesting a cautious but optimistic outlook.
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