Expert view: Naveen Kulkarni from Axis Securities PMS believes the Indian stock market is oversold and poised for a rebound. He emphasizes the importance of equity investments over gold, despite current market challenges, and suggests long-term investors consider adding to their portfolios.
4 min read15 Feb 2025Expert view: Rohit Srivastava of Indiacharts.com suggests the Indian stock market is oversold and may recover, expecting Nifty 50 to reach 24,500 soon. He recommends focusing on large-cap funds and finding growth in mid and small-caps despite current volatility.
3 min read13 Feb 2025Expert view: Varun Fatehpuria, CEO of Daulat Finvest, suggests retail investors should invest in stocks following market corrections. Key sectors to watch include FMCG and pharma due to potential growth from recent tax cuts.
3 min read12 Feb 2025Expert view: Pramod Gubbi of Marcellus Investment Managers warns of headwinds for the Indian market, citing elevated valuations and potential selloffs in small and mid-caps if retail investors lose patience. Earnings growth remains disappointing despite a slight recovery in Q3.
4 min read10 Feb 2025Prashanth Tapse, Senior VP of Research at Mehta Equities, recommends stocks including Hindustan Unilever, Mahindra, and IndiGo. The Budget favours consumption-driven sectors, enhancing the middle class’s spending power, which could boost economic growth.
3 min read1 Feb 2025Ajay Menon, MD & CEO of Wealth Management, Motilal Oswal Financial Services, indicates that upcoming events, including the Union Budget 2025, will influence market sentiment. He notes a cautious outlook for the Indian stock market due to subdued earnings and FII selling.
7 min read30 Jan 2025Expert View: Vaibhav Porwal, Co-founder of Dezerv, believes Budget 2025 to be a singular event for the stock market amid volatility. He suggests investors must focus on value-oriented stocks and avoid knee-jerk reactions.
5 min read28 Jan 2025Expert view on markets: Rahul Bhuskute, CIO at Bharti AXA Life Insurance, anticipates limited fiscal space for income tax relief in Budget 2025. He emphasises the need to focus on capex and macro stability amid slowing consumption and growth .
5 min read27 Jan 2025Expert View: Narinder Wadhwa, MD & CEO of SKI Capital, believes pro-growth policies in Budget 2025 could stabilize the market sentiment. He believes infra and capital goods present good buying opportunities for investors.
4 min read26 Jan 2025Expert view: Devang Kabra of Wallfort PMS anticipates fiscal prudence in Budget 2025, hoping for no negative surprises. He emphasizes the need for balanced spending, tax simplification, and support for private capital expenditure.
4 min read26 Jan 2025The 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