Expert Views
Fertilizer stocks poised for growth amid policy push: Siddhartha Khemka
Investors are cautiously optimistic across sectors. Siddhartha Khemka of Motilal Oswal sees strength in chemicals and fertilizers, with Coromandel International and PI Industries favored. He expects a steady quarter for SBI, citing strong asset quality. The metals outlook is turning positive, with Tata Steel benefiting from domestic demand and global cues. Khemka has a buy rating on Tata Steel.
Nifty headed for 5% drop? Dharmesh Kant flags weak earnings & auto slowdown
Indian markets turned volatile with Nifty slipping below 25,800 as Q2 results disappointed, says Dharmesh Kant of Cholamandalam Securities. With BFSI and IT posting modest growth and muted sector guidance, Kant expects a 4–5% correction in November. He remains bullish on PSU banks, metals, and defence, while expecting profit-taking in auto stocks amid weak festive volumes and high valuations.
Motilal Oswal’s AUM jumps 55% YoY; housing finance, AMC, and wealth units drive record profits
Motilal Oswal Financial Services (MOFSL) posted strong Q2 results with AUM up 55% YoY, driven by ₹14,000 crore inflows and 17 lakh new SIPs. The firm reported record operating profit of ₹554 crore, while housing finance disbursements jumped 50% YoY. CFO Shalibhadra Shah said stable asset quality, rising spreads, and lower funding costs will sustain growth momentum.
Capri Global aiming for ₹50,000 crore AUM by FY28; betting on gold loans and MSME growth: Rajesh Sharma
Capri Global MD Rajesh Sharma expects FY25 AUM growth of 40%, driven by branch expansion and tech efficiency, and targets ₹50,000 crore AUM by FY28. With a focus on secured gold and MSME lending, the company aims to sustain 4% ROA and 18% ROE while cutting its cost-to-income ratio to 40% over the next 18 months.
F&O Talk| Nifty logs 11 sessions of tight moves post 1,500-point rally. Here are the key levels Sudeep Shah is eyeing
Markets ended lower after a four-week rally due to profit-booking and mixed global signals. While broader indices showed strength, sectors like Auto and IT faced pressure. Analysts suggest PSU Banks, Oil & Gas, and Realty are poised for outperformance, with specific stock recommendations provided for investors seeking opportunities.
Mind Over Money: How meditation, fitness & sports shape Shripal Shah’s leadership at Kotak Securities
Shripal Shah, CEO of Kotak Securities, reveals how meditation, fitness, and sports cultivate leadership. Mindfulness aids clear decision-making under pressure, while strategic games like chess mirror business adaptability. Running fuels focus, and sports teach resilience in both victory and defeat, fostering a balanced approach to a demanding career.
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Markets Videos
Nifty breakout above 26,200 imminent, PSU banks and metals to lead next rally: Gautam Shah
Market strategist Gautam Shah, Founder of Goldilocks Premium Research, expects the Nifty to break past 26,200 soon, opening room for a 5–10% upside. He remains bullish on PSU banks, metals, and real estate, while maintaining caution on IT. With strong technical support at 25,600, Shah sees India entering its next bullish phase.
Every dip a buying opportunity, Paytm, Coforge top bets: CA Rudramurthy BV
Market veteran CA Rudramurthy BV anticipates India's benchmark indices to reach new record highs, viewing market dips as buying opportunities. He highlights strong earnings, renewed FII buying, and easing global uncertainties as key drivers for the ongoing rally. Rudramurthy is particularly bullish on IT, PSU banks, OMCs, metals, and new-age tech platforms.
Invest in Lenskart IPO for listing gains, long-term buyers should wait: Rahul Shah
Indian markets are driven by strong earnings momentum, with the current season exceeding expectations. Investors are buying dips as large-cap companies, including IT majors, meet street forecasts. Sectors like autos, defence, and real estate show positive trends, while FMCG demand is picking up, especially in rural areas.
Swiggy, Zomato duopoly to stay strong; Reliance entry won’t disrupt market: Karan Taurani
Karan Taurani of Elara Capital says quick commerce expansion could delay profitability for Swiggy and Zomato beyond FY27, even as Blinkit and Eternal emerge stronger. Reliance’s dark store strategy won’t disrupt leaders. Taurani remains bullish on Radico Khaitan in alcobev and prefers Jubilant FoodWorks and DMart among discretionary consumption stocks.
US-China find temporary truce: What it means for India and global markets
A recent US-China meeting signals a pause in trade tensions, with experts noting a shift in power dynamics. While not a clear win for the US, the outcome suggests ongoing concessions and a move towards negotiation as equals. This development could impact India's supply-chain advantage, but also offers opportunities for emerging markets through 'subscription diplomacy' and reduced uncertainty.
Cipla surprises with strong earnings; L&T, BHEL ride on infra boom, says Anand Rathi’s Narendra Solanki
Narendra Solanki, Head of Fundamental Research at Anand Rathi Shares, remains bullish on L&T and BHEL amid strong government capex momentum. Cipla’s results exceeded expectations despite a surprise leadership change, while Dr Reddy’s stock fell after a key GLP-1 drug approval was delayed. Solanki expects stable macros and selective sectoral opportunities ahead.
Sagility’s stellar numbers signal 20% upside potential: Sunny Agrawal
SBI Securities' Sunny Agrawal highlighted Aditya Birla Capital's strong all-round performance, with robust growth across lending, asset management, and insurance segments. He expressed caution on LIC Housing Finance, favoring smaller players like PNB Housing, Home First, and India Shelter Finance. Agrawal is optimistic about Sagility, anticipating a 20% upside due to its healthcare play and reasonable valuation.
Earnings recovery ahead: Quantum AMC’s Christy Mathai bets on banking, logistics, and pharma
Christy Mathai, Fund Manager at Quantum AMC, expects Indian markets to trend higher as earnings recover and macro tailwinds strengthen. Banking remains a core holding, while logistics, pharma, and insurance are emerging as new opportunities amid attractive valuations. With monetary easing and fiscal support boosting consumption, she sees a positive long-term market outlook.
LIC Housing Finance sees double-digit growth ahead; NIMs stabilize at 2.62%, says CEO Tribhuwan Adhikari
LIC Housing Finance expects double-digit growth and stable margins despite recent rate cuts, says MD & CEO Tribhuwan Adhikari. With credit costs under control and asset quality improving, the housing finance major is eyeing a strong second-half rebound led by retail demand and key resolutions in project finance. NIMs likely to remain within the 2.6–2.8% range.
Market consolidating, but trend remains upbeat: Rohit Srivastava
Market sentiment remains optimistic despite index struggles, with dips seen as buying opportunities. Investors are advised to focus on growth-oriented segments like banking, metals, and mid/smallcaps, which have shown strong performance. The analysis suggests a constructive setup for continued upward movement.