'Defence, capital goods, engineering, capital market-related stocks, autos, and cement sectors are my bullish bets for Samvat 2082.'
Investors can meet cash needs without selling their securities.
Buying stocks during a dip, says Amar Nandu, research analyst, Samco Securities, can lead to higher compounding returns when the uptrend begins.
'Allocating 5 to 10 per cent of one's portfolio and staying disciplined through market cycles helps in having a positive investment experience.'
'The Budget must be pro-growth, focusing on infrastructure creation while also managing the fiscal deficit.'
New investors should not allow themselves to fall prey to FOMO and rush headlong into gold.
'Indian markets may underperform global peers for the next two quarters.' 'But beyond that, India should catch up and resume its long-term growth path.'
Those who have long retirement horizons of 15 to 20 years and seek higher long-term returns may opt for MSF. Investors nearing retirement (under 10 years) or those with low risk tolerance should stay away.
'The world is heading into a period of serious problems, and gold and silver are among the few ways to protect oneself.'
Gripped with fear as an investor following a 12 per cent market fall? Here's Radhika Gupta's advice to investors.
Can change happen? Not unless the changemakers themselves want it since they benefit the most from the status quo, warns Biswajit Dasgupta.
Ask rediffGURU Naveenn Kummar your insurance mutual fund and personal finance-related questions.
The FMCG industry in India achieved a 10.6% growth in value terms in the December quarter of 2024, driven largely by rural markets, which have surpassed the large urban markets in growth for the fourth consecutive quarter. Festive demand and consumption-driven growth played a key role, with overall volume up 7.1% despite inflationary pressures. However, the industry also saw a "preference shift of consumers towards smaller packs" due to high food inflation. Local manufacturers continue to outperform larger FMCG companies, fueled by consistent volume growth.
'Corporates now have multiple funding sources beyond banks, and many are sitting on large cash reserves.'
Understanding severance pay isn't just for those who are losing their jobs
'Buy early and review the sum insured regularly.'
'Combining individual or family policies with corporate cover, along with top-ups and wellness programmes, can help maintain strong health protection throughout life.'
'Reduce your equity allocation, put that allocation into gold and fixed income.'
'This is an area where good lending can happen, and that is one of the priorities for the next quarter.'
'They are a poor fit for anyone with near-term goals, low volatility tolerance, or a need for steady income or liquidity.' 'First-time investors should typically avoid them.'
: Build lasting wealth via disciplined, long-term mutual fund investing in India's compounding marathon, Shanaihi, Shanaihi, says Ramalingam Kalirajan
The July-September quarter (Q2) business update on revenue by FSN E-Commerce Ventures (Nykaa) was well received by most investors and the share price surged over 6 per cent, driven by one block deal. Even after Wednesday's minor dip, it was still higher at Rs 257.50 as compared to Monday's close of Rs 255.55.
Public-sector banks (PSBs) are attracting the attention of investors and the PSU Bank Index has gained nearly 10 per cent in the past month. PSBs have seen return on assets (RoA) climbing to 1 per cent in 2024-2025 (FY25) and margins are believed to have moved up further in the first half of this financial year (H1FY26) with asset quality remaining stable.
Goldman Sachs is bullish about Indian aerospace and defence, preferring private companies over public sector units (PSUs) as the country ramps up its export target for the sector to Rs 50,000 crore by FY29 from Rs 23,600 crore last year. The American investment bank's top 'buy' recommendations include Solar Industries, Bharat Electronics, Data Patterns and PTC Industries, while Bharat Dynamics is rated 'sell'.
'These children possess catastrophically low birth weights -- often 1.4 kgs or less. Such extremely low birth weight results in profoundly compromised neo-natal immunity.' 'The escalation to 97 deaths in three months precipitated contemporary attention precisely because this magnitude concentrates the humanitarian emergency, rendering it impossible for the administrative machinery to ignore.'
The All India Insurance Employees' Association has opposed the government directive seeking to open up top posts in the state-owned insurers to the private sector, saying this would lead to greater private influence and "eventual privatisation".
'The government is putting insurance in the same category as food, which is essential for life.' 'Now this is an opportunity for the sector to focus on the consumer.'
Utilities in the power sector present an interesting investment case at this moment. Most power stocks have lost substantial ground in the past 12 months.
Novice investors must understand that volatility is an inherent part of equity markets and learn to navigate through such phases.
'It is not looking at valuation, but investment, growth and ultimately better profit for stakeholders.'
Don't let panic ruin your wealth. Avoiding these mistakes can save you from HUGE losses, says Ramalingam Kalirajan
rediffGURU Vipul Bhavsar answers readers' personal income tax queries.
While wellness-related facilities and activities used to be considered luxury offerings, hospitality industry executives note that it has now become a mainstream expectation among guests.
Amid US-China trade tensions and economic vulnerabilities, India must seize the 'China +1' opportunity, deepen reforms, secure FTAs, and globalise its firms for long-term growth, suggests Ajay Shah.
'They are totally disconnected with farm activities which their families have been involved in for years.'
The US Department of the Treasury on Wednesday imposed sanctions on Russia's two largest oil companies, Rosneft and Lukoil, in an effort to pressure the Kremlin to end its war in Ukraine.
'For most investors, I recommend a low double-digit allocation (10 to 12 per cent) to gold and silver combined.'
Marico is expected to post high single-digit volume growth in the India business in the July-September quarter. However, it is expected to moderate sequentially, the company said in its quarterly update on exchanges.
The stocks are largely from sectors such as chemicals, finance and cement, which struggled earlier but the worse seems to be behind them.
'A staggered investment approach (using SIP or STP) can help investors benefit from this opportunity while reducing timing risk.'
Global emerging market investors are sharply cutting back on India, making it the largest underweight market, as funds rotate into China, Hong Kong, and South Korea amid tariff shocks and valuation concerns.
