Expert News
Expert view: Indian stock market momentum may continue; stick to domestic themes, says Jimeet Modi of SAMCO Group
Expert view: Jimeet Modi of SAMCO Group is optimistic about the Indian stock market due to economic growth and strong quarterly results. He believes liquidity measures and the indigenisation process will benefit the defence and financial sectors, supporting a positive market outlook.
4 min read9 Jun 2025Do not expect the Nifty 50 to hit a new high again this year, says Trivesh D, COO, Tradejini
Trivesh D, COO of Tradejini, predicts continued market volatility and does not expect the Nifty50 to reach new highs this year. He advises maintaining asset allocation and gradually investing for long-term growth, considering current market uncertainties.
3 min read6 Jun 2025Expect consumption revival in FY26; positive on BFSI, healthcare, says Amit Premchandani of UTI Mutual Fund
Expert view on markets: Amit Premchandani from UTI Mutual Fund notes marginal cuts in earnings estimates for FY26 but a deceleration in the pace. He believes Indian equities are at fair value and is optimistic about the BFSI and healthcare sectors for long-term investment.
5 min read5 Jun 2025Expert view: Market valuation looks stretched; maintain a 5–10% allocation to gold, says Rishabh Nahar of Qode Advisors
Expert view on markets: Rishabh Nahar from Qode Advisors notes that Indian mid- and small-caps were oversold earlier, and expects continued market advancement if corporate earnings remain positive and global risks are contained.
6 min read4 Jun 2025Expert view: Defence, PSU present compelling long-term opportunities, says Ajit Mishra of Religare Broking
Expert view on markets: Ajit Mishra from Religare Broking highlights the defence and PSU sectors as key areas for wealth creation aligned with India's growth goals. He advises cautious optimism for FY26, emphasising the importance of selective stock-picking.
5 min read3 Jun 2025Growth-inflation dynamics favourable; RBI may trim interest rates by 100-125 bps in current cycle: Chhabra of 360 ONE
Expert view: Vikram Chhabra, Senior Economist at 360 ONE Asset, predicts India's growth is recovering with easing inflation. He expects the RBI to cut the repo rate by 100-125 basis points. He also discusses the potential risks of stagflation in the US affecting Indian exports.
4 min read2 Jun 2025Firm and focused leadership keeps India on course
In all his years in power since 2001, he has kept using a language that establishes him as a straight-shooting, strong leader among his voters. Traditionalists may frown upon his style, but in a democracy, voters decide what’s acceptable or not.
3 min read2 Jun 2025Expert view: Can Nifty 50 surpass 26k in June? 5 stocks to buy for next 1 year and more
Expert view on markets: Vinit Bolinjkar of Ventura highlights India's strong economic growth and corporate earnings supporting the stock market. He suggests five stocks to buy for the next 1 year.
4 min read1 Jun 2025Canara Rebeco AMC's Shridatta Bhandwaldar expects market consolidation ahead, remains bullish on these 2 sectors
Shridatta Bhandwalda anticipates a recovery in earnings growth for FY26 and FY27. He believes that with fair valuations in large caps and above-average valuations in mid/small caps, we expect the market to undergo consolidation.
3 min read29 May 2025Earnings growth will rebound; overweight on financials, consumption, pharma, says Harshad Borawake of Mirae Asset
Harshad Borawake from Mirae Asset advises investors to maintain diversified asset allocation amid market volatility. He emphasizes investing through SIPs and focusing on quality companies. Key sectors include financials, consumption, and pharma, while global risks remain a concern.
4 min read27 May 2025Popular Topics
Budget
The Union Budget contains details about the estimated receipts and the expenditure of the government for a particular fiscal year. The Budget is allotted for the upcoming fiscal year, which runs from 1st April to 31st March of the next year. Here is a quick guide on how the Union Budget is prepared