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Emerging markets are set to outperform the US, with India leading the rally, says Manav Chopra, Executive Director at Nuvama Institutional Equities. He expects a 25% EM upside, a breakout for Indian equities, and silver outperforming gold in a risk-on global setup. FPIs returning could further fuel India’s multi-year bull run.
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On October 23, six NSE F&O stocks — Hitachi Energy India, ONGC, IOC, Nuvama Wealth Management, BPCL, and Indian Bank — recorded a sharp rise in futures open interest, with gains exceeding 9%, indicating heightened market participation and position build-up.
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Market expert Sudip Bandyopadhyay advises long-term investors to view Eternal’s stock dip as a buying opportunity, emphasizing the company’s growth-oriented strategy in quick commerce and food delivery. He highlights Eternal’s leadership in Blinkit over Swiggy’s Instamart, recommending patience for desired returns in this competitive sector.
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Midwest share price: Midwest, India’s largest Black Galaxy Granite producer, debuted on stock exchanges at a 9.4% premium, reflecting strong investor demand for its Rs 451 crore IPO. The company’s integrated model, global reach, and robust financial performance, including significant revenue and profit growth, position it as a strong player in the natural stone sector.
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​Analysts say several listed suppliers are well-positioned to benefit from this cycle.
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