Despite geopolitical tensions and rising oil prices, Nimesh Chandan of Bajaj Finserv AMC believes India’s structural economic story remains intact. Current market corrections offer opportunities for long-term investors, with Financials, Industrials, and Healthcare identified as key sectors poised for growth.Read More
Small-cap investing demands discipline, focusing on fundamentals like earnings and cash flows for sustainable wealth. Aniruddha Naha, CIO-Alternates, PGIM India, emphasizes that strong balance sheets and management are key. He advises investing when small caps are beaten down, not during euphoria. This approach unlocks alpha generation through discovery and re-rating over the long term.Read More
Vedanta will be in focus after announcing May 1 as the record date for its long-awaited demerger. Shareholders will receive shares in multiple newly listed entities, including aluminium, power and oil & gas businesses. The restructuring aims to unlock value by splitting operations into focused, sector-specific companies under a revised structure.Read More
Indian equities have staged a sharp recovery, with Nifty up 9% this month, surprising bears who anticipated a deeper dip. Despite geopolitical tensions, market sentiment has shifted to a ‘buy-on-dips’ approach, with experts suggesting the market is near a bottom. Analysts advise staggered buying as near-term direction depends on Middle East de-escalation, crude oil prices, and foreign flows.Read More
Indian stock markets are showing a strong rebound after a March selloff. SBI Securities has identified 15 ‘rising star’ stocks with potential upside ranging from 14% to over 50%. These recommendations come as investors re-evaluate their portfolios amidst market recovery.Read More
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