Market Startegy

In its model portfolio, PL Capital added HDFC Asset Management Company. It also added weights on Tata Steel, JSW Steel, Larsen & Toubro, Bharat Electronics, Britannia Industries, Nestle India, Bajaj Finance, Bharti Airtel and Adani Ports & SEZ.

The divergence between domestic institutional investors (DIIs) and foreign portfolio investors (FPIs) has widened, with the gap in BSE 500 holdings increasing by 90 basis points to 154 basis points. This trend was driven by FPI outflows of $14.2 billion in Q4FY26.

Stocks to buy for long-term: Kotak Equities has recommended five stocks to buy and add to the portfolio in the month of March 2025. These stock picks are Tata Consultancy Services (TCS), Axis Bank, ITC, Indian Hotels Co., and Neogen Chemicals.

Stock Market Strategy: Nifty 50 index posted a 5% YoY net profit growth, marking the third consecutive quarter of single-digit earnings expansion since the pandemic. Bharti Airtel, SBI, ICICI Bank, Hindalco Industries, and Reliance Industries were the key contributors to earnings growth.

Stock market strategy: A ₹100 investment in July 2007 in the profitability-based strategy would have grown to ₹1,765 today, delivering an annualized return of 17.9%, compared to the Nifty 50’s ₹810 with a 12.8% annualized return, the study showed.

Stock Market Strategy: The stock market has been highly volatile, with many stocks hitting their 52-week lows. Amid this turbulence, gold has once again proven to be a reliable safe haven, offering stability during periods of economic uncertainty and market downturn, analysts said.

Market strategy: JM Financial is optimistic about FY26, forecasting an 18.3% EPS growth. This optimism is rooted in several factors: tax relief measures supporting urban consumption, an expected revival in the rural economy, and sustained government capex growth.

Stock market strategy: Emkay Global remains overweight on Consumer Discretionary and Healthcare while advising caution on Financials and Staples. While progress on the PLI schemes potentially benefit EMS and EV manufacturers, changes in gold customs duty could weigh on jewelry stocks.

New investors should avoid trading on high-volatility days like election results day, focus on long-term wealth creation. Nifty valuation may change post election based on unexpected outcomes and global events, says Vaibhav Jain of Share.Market Research.

With Lok Sabha Elections 2024 results approaching, Indian stock market anticipates volatility as benchmarks decline before rising slightly. Experts suggest diversifying portfolios and focusing on quality stocks in sectors like infra, real estate, and manufacturing to cushion against market swings.