DSP Mutual Fund has shifted to an optimistic ‘buy’ stance on equities after two years of caution, citing nine signals indicating a compelling opportunity. Valuations have eased, particularly in large caps, with key sectors trading below historical averages. The fund advises a gradual increase in equity exposure, especially through SIPs for SMIDs.Read More

Indian equity markets showed early gains on Tuesday, climbing around 250 points, but experts advise caution, suggesting the rally may not signal a complete turnaround. Market sentiment remains subdued, with only 10-15% of stocks trading above key moving averages, indicating a potential bottoming phase.Read More

Ray Dalio shared insights on building an all-weather portfolio amid global market volatility triggered by rising oil prices and geopolitical tensions. He emphasised diversification and risk parity to balance returns and minimise risk. The guidance comes as Indian markets face sharp corrections and continued foreign investor selling pressure.Read More

Japanese shares pared ​gains on Tuesday as investors ​remained unconvinced that U.S. President Donald Trump’s comments about holding ​off on targeting Iran’s energy infrastructure would lead to a breakthrough in the Middle East conflict.Read More

Australian shares closed higher on Tuesday, underpinned by miners, but trimmed early gains after Iran denied reports of any negotiations with Washington, while investors remained cautious ahead of a key domestic inflation reading this ‌week.Read More

Emkay Global Financial Services expects the Nifty to rebound 5% as geopolitical tensions ease, with markets pricing in a peace-led recovery. Nifty 50 weakness, driven by FPI outflows, may reverse, while Donald Trump’s pause on Iran strikes boosts sentiment and supports risk appetite returning.Read More

Indian markets are down, presenting a buying opportunity for long-term investors. Vikas Khemani of Carnelian Asset Management sees potential in banking, aviation, and pharma sectors. He believes geopolitical fears are fading, which could lead to a market bounce. Investors with a two to three year outlook can find good prices on desired stocks.Read More

Market expert Vijay Kedia backed Mohandas Pai’s call for open-market buybacks to stabilise equities, saying retail investors quietly held markets together amid relentless FII selling. With benchmarks sliding nearly 10% in a month, sentiment improved slightly after Donald Trump signalled progress in U.S.–Iran talks.Read More

Market expert Sameer Dalal views HDFC Bank as a ‘screaming buy’ despite current market jitters and governance concerns. He believes the bank’s current valuation offers a significant discount, and anticipates growth acceleration as India’s economy recovers, making it a long-term opportunity.Read More

Urban Company shares rose around 3% after Motilal Oswal initiated coverage with a Neutral rating, citing balanced risk-reward at current valuations. While strong growth prospects and market leadership support the outlook, concerns around valuation, competition and gradual consumer adoption limit upside potential, with a target price of Rs 125.Read More