The Indian market is a bull market and the current weakening is merely a correction, says Apoorva Shah, executive vice president & fund manager (equity), DSP BlackRock Mutual Fund.
'This is a good time to restructure your portfolio because the sectors and stocks that performed in the last bull market may not perform as much now.'
From the 30-share Sensex pack, Tata Consultancy Services, Titan, Infosys, Bharti Airtel, Bajaj Finance, ICICI Bank, HCL Technologies, and Tech Mahindra were the biggest gainers. NTPC and Asian Paints were the laggards.
This year's tally is the second best ever after 2022 when 16 firms raised Rs 40,311 crore, led by LIC's biggest-ever IPO.
For the first time, the event will take place across three locations in Delhi: Bharat Mandapam at Pragati Maidan, Yashobhoomi Convention Centre at Dwarka, and India Expo Mart at Greater Noida.
The number of dematerialised (demat) accounts required to hold shares and other securities in electronic format rose by 3.1 million in April, bringing the total tally to a fresh record of 154.5 million. Since December last year, the new additions have consistently remained above the 3 trillion mark, a sign that the stock markets continue to attract new investors despite a spike in volatility.
The biggest bounce is in the realty sector, where the industry index jumped 80%. There's been a turnaround also in automobiles and ancillaries (up 45%). The pharma and health care indices have a welcome return of roughly 35%.
Since March 31, 2022, the PSBs' market cap has risen 43.7 per cent, from Rs. 7.29 trillion to Rs. 10.47 trillion. It's time for the government, the majority owner of public sector banks, to reap the benefit of the rally in bank stocks, recommends Tamal Bandyopadhyay.
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Trump couldn't care less anymore about the Israeli demand for Iran's 'de-nuclearisation' and 'de-militarisation.' Trump pins hopes on a grand bargain with Iran as a partner in America First, argues Ambassador M K Bhadrakumar.
In recent past, midcap stocks have performed well, say experts.
Among major Sensex movers, ITC rose the most by 1.70 per cent, Wipro by 1.43 per cent, Tech Mahindra by 1.36 per cent and Nestle India by 1.27 per cent. Other gainers included HCL Tech, Asian Paints and Reliance. On the other hand, ICICI Bank, NTPC, UltraTech Cement and Tata Steel traded with a loss of up to 0.82 per cent.
In the India-Pakistan situations, off-ramps have come either through foreign mediation (after months of kinetic warfare over Kargil, and a long stand-off with Op Parakram) or when a situation made it possible for both sides to claim a win, explains Shekhar Gupta.
Bear markets are often shorter in duration than bull markets but they can have a devastating impact.
'Like all long-term bull markets, the Indian stock market will continue to climb the proverbial wall of worry.'
The automobile segment is our preferred area, and old favourites such as Tata Motors, Bajaj and Maruti Suzuki continue to entice us.
Market downturns or regulatory shifts can reduce liquidity, making it harder to buy or sell assets when needed.
In a falling market almost every diversified portfolio or mutual fund will lose money and an investor who expects a decline should be out of stocks altogether
'The markets will correct, and they are bound to correct. The boom will turn into bust.' 'When this bust happens, people would lose like they have lost in the past.' 'Whatever you have made possibly in the last couple of years, you may lose in a couple of weeks. That's very much possible.'
After a strong run in the midcap and smallcap indices, which surged 46 per cent and 43 per cent, respectively, on the National Stock Exchange (NSE) during Samvat 2080, analysts suggest that the rally in these segments may pause to catch its breath in Samvat 2081.
Cost averaging is the best possible way to weather the volatility.
The markets had been on an upward trajectory since August 2013.
Uncertainty in equity markets and a waning investor response have led to a slowdown in new demat accounts, a key gauge of retail investors' sentiment towards the market. Sluggishness in the primary market has added to the woes as a large number of investors generally tap equity markets through IPOs.
Market analysts are divided over the current fall in stock prices. While some say it is a healthy sign of a mature bull market, others feel the Indian markets may have entered a corrective phase, which can last for one to two quarters.
Stock market investors became richer by a whopping Rs 77.66 lakh crore in 2024, helped by an overall optimistic trend in equities, where the BSE Sensex surged over 8 per cent. Analysts said the year witnessed a tug of war between the bulls and bears marked by volatility but, despite the uncertainties around the world, the Indian markets sustained the pressure and delivered impressive returns.
Gold prices have been on an uptrend in the last few months, rising nearly 28 per cent to $2387 per ounce now. This rise in gold price, according to Christopher Wood, global head of equity strategy at Jefferies, is attributed to the demand from China amid lack of investor euphoria as regards the yellow metal. "Recent developments show a distinct lack of investor euphoria as regards gold, the question remains what is driving the current rally.
These stocks offer the best combination of maximum 'buy' recommendations from brokerages and share price upside over the next 12 months.
HCL Technologies was the biggest gainer in the Sensex pack, rising 5.58 per cent, followed by Tata Consultancy Services and Infosys, State Bank of India, Tech Mahindra, Tata Steel, NTPC and Wipro. In contrast, Nestle, Bharti Airtel, Maruti and ITC were among the laggards.
Zomato emerged as the biggest gainer, followed by Reliance, Nestle, Asian Paints and Power Grid.
Indian equity markets had a good run in the first half of calendar year 2023 (CY23), with the S&P BSE Sensex and the National Stock Exchange Nifty50 hitting fresh 52-week highs. While the Sensex scaled up to a peak 64,718, the Nifty50 hit Mt 19,189. As the markets now prepare to enter the second half (H2) of CY23, all eyes are on global central banks, especially the US Federal Reserve, as to when they will pause and pivot as regards their interest-rate cycle.
'Sell part of your portfolio where you're making good money, especially in small caps and mid caps.' 'The money which you take home is yours. The money which is there on paper is not yours.
The fast-moving consumer goods (FMCG) sector is likely to report muted results in the fourth quarter of 2024-25 (Q4FY25) due to weakness in urban consumption. The weakness may persist through the first half of 2025-26 (H1FY26).
Food delivery and quick commerce (qcom) service application (app), Zomato, now commands a market capitalisation (mcap) higher than automobile giants Tata Motors and Bajaj Auto. Zomato, whose shares closed 1.18 per cent lower on Thursday at Rs 288.45 per share, has an mcap of Rs 2.78 trillion, according to BSE data. By comparison, Tata Motors' mcap stood at Rs 2.74 trillion, while Bajaj Auto's was Rs 2.5 trillion on the BSE.
'A lot of first-time users who have entered the markets after Covid are increasingly investing in mutual funds, exchange-traded funds, and stocks for their long-term goals.'
