Expert Views
F&O Talk | Nifty recovery faces key test at 23,000. Will bulls take control? Rahul Ghose of Hedged.in answers
The Indian market is showing signs of stabilization despite global economic concerns and FII outflows. Nifty is in a corrective phase, with a trend reversal contingent on breaking the 23,807 level. The Bank Nifty remains range-bound, and select stocks like Kotak and HDFC Bank show potential. Metal stocks, especially Tata Steel and JSW Steel, are poised for upside, driven by global factors.
Nifty headed for W-shaped reversal, expect selling pressure near 23K: Anand James
Anand James, Chief Market Strategist at Geojit Financial Services, predicts a W-shaped reversal in Nifty, with support at 22,000 and potential resistance near 23,000. He discusses the underperformance of Nifty Bank despite RBI's liquidity support, the fall in Gensol Engineering shares, and the small-cap index's performance. James recommends buying EPL with a target price of Rs 225.
F&O Talk| 22,700 resistance crucial for Nifty’s break towards 23,300: Sudeep Shah of SBI Securities
Additionally, a decline in the dollar index boosted investor sentiment toward emerging markets, while uncertainty surrounding Trump’s economic policies led to a downturn in US equity markets.
Confused between Nasdaq and Hang Seng ETFs? Arindam Mandal of Marcellus shares global investing strategy
Indians looking to diversify their investments can consider Wall Street and Hang Seng markets, with active stock picking being optimal for the US. Chinese stock investments are riskier due to regulatory uncertainty. A geographically diversified portfolio can enhance returns and reduce risk for Indian investors.
2 top stock recommendations from Rajesh Palviya for next week
We have seen buying interest in midcap as well as in the smallcap space also and a lot of sectors which were in oversold trajectory have started recovering from their oversold trajectory. So, 22,400 needs to keep as a stop loss and maybe in the coming week, Nifty attempts to move towards 22,750, that is the first target where we are projecting.
Nifty will recover gradually, may climb towards 23,600: Rupak De
Nifty is expected to see a gradual recovery in the short term despite recent corrections. Key levels to watch include 23,600 on the upside and 22,000–21,800 as support. Stocks like KSB and BHARTIARTL show potential, while INFY may face further downside.
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Atul Shinghal, Founder & CEO of Scripbox, emphasizes discipline, adaptability, and continuous improvement for success. He balances a demanding career with personal well-being through routines like yoga, strength training, and golf, and values time with family. His leadership approach is influenced by his Army background and love for golf.
Selective stock picking key to success in broader markets: Mayuresh Joshi
Mayuresh Joshi, Head Equity at Marketsmith India, mentions the impact of the dollar index drop and potential safeguard duties on the Nifty metal index. He highlights challenges like Chinese steel dumping and Trump tariffs affecting demand. He emphasizes a cautious approach to mid and small-cap stocks, suggesting selective investments for stable earnings growth.
Amisha Vora’s tips on building the perfect portfolio for first-time women investors
Amisha Vora, Chairperson of PL Group, advocates for women to invest wisely for long-term wealth generation. She emphasizes the importance of risk mitigation, diversifying investments into debt and equity, and starting with mutual funds. She advises beginners to choose multi-asset, hybrid, or flexicap mutual funds for better returns. The market outlook remains optimistic despite short-term fluctuations.
Manage your risk, choose stocks carefully, but stay invested: Devina Mehra
Devina Mehra advises investors to manage risks and stay invested amid market fears, as returns tend to be higher during uncertainty. Emphasizing large, steady portfolios over small caps, she highlights the cyclical nature of market returns and the importance of staying the course, even as Indian markets confront tariff and geopolitical challenges.
Small-caps may see further correction; focus on lending financials, avoid global cyclicals: Rohit Seksaria
RBI is pumping in sufficient amount of liquidity. So, both these factors should help in the growth scenario going forward. On top of that, as you mentioned, the crude prices have corrected sharply.
Buy or Sell: 2 top stock recommendations from Dhwani Patel
In fact, on the daily’s, it was at a very interesting point where we saw a bounce coming in from the bottoms of 47,900 levels and from there we are sustaining high in the trade, but in the intraday structure over here we are seeing certain profit taking coming in in Bank Nifty as well.
Regulatory norms on F&O to evolve based on continuous market feedback: Sundararaman Ramamurthy
BSE’s CEO Sundararaman Ramamurthy highlights the risks of concentrating trading activity on a single expiry day, emphasizing the potential for increased volatility and liquidity stress. He advocates for meaningful competition and diversified expiry days to mitigate these risks and enhance market stability.
Metal tariffs won’t majorly impact Hindalco, Nalco's global operations: Parthiv Jhonsa
What we have seen in the past, whenever there is a duty or a safeguard duty which comes in, the very initial uptick in the prices in a certain range of say 1500 to 2500 range and thereafter, even if you see the 2017 era or even after that, whenever there was some or the other announcement, the prices have actually increased in the range of 15% to 20% thereafter.
US tariff policy could lead to global price hikes: Amitendu Palit
Trump's tariffs are poised to raise global product prices, affecting inflation worldwide. There is uncertainty regarding the final impact, particularly between U.S. and China. Businesses are confused about supply chain adjustments, as tariffs may disrupt trade terms and increase inflationary pressures.
Tariff flip-flops creating volatility; markets may start to tune out US statements & focus on fundamentals: Ed Yardeni
Ed Yardeni of Yardeni Research highlights the instability in Washington's policies, leading to market volatility. Despite this, Germany and other European nations are prompted to boost their defence and economic stimulus. China's additional consumer stimulus might result in better global economic growth. The US economy remains resilient, but uncertainty from the trade war persists.
