May 8, 2025

Expert view on markets

Expert view: Profit booking on rallies may continue; banking, infra, FMCG appear promising, says Amit Jain of Ashika | Stock Market News

Expert view: Profit booking on rallies may continue; banking, infra, FMCG appear promising, says Amit Jain of Ashika | Stock Market News

TheSpuzz Desk09 mins

Source: Live Mint Expert view: Amit Jain, the co-founder of Ashika Global Family Office Services, believes short-lived rallies will continue to be followed by quick corrections in the Indian stock market until there’s more clarity on global trade and interest rate directions. In an interview with Mint, Jain said banking, infrastructure, FMCG, and healthcare appear…

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Expert View: Ankur Jhaveri of JM Financial on trade war impact, India vs China, strategy for Indian stock market & more | Stock Market News

Expert View: Ankur Jhaveri of JM Financial on trade war impact, India vs China, strategy for Indian stock market & more | Stock Market News

TheSpuzz Desk012 mins

Source: Live Mint Expert view: Ankur Jhaveri, MD & CEO, Institutional Equities at JM Financial Institutional Securities Ltd., believes a major trade war could impact the Indian economy, but domestic consumption could restrict the overall impact. In an interview with Mint, Jhaveri shared his views on the stock market strategy, sectors he is positive about…

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Global economic slowdown could be temporary; current volatility an opportunity, says Arihant Capital Chairman | Stock Market News

Global economic slowdown could be temporary; current volatility an opportunity, says Arihant Capital Chairman | Stock Market News

TheSpuzz Desk09 mins

Source: Live Mint Expert view on markets: Ashok Jain, the chairman of Arihant Capital Markets, says smart investors can take advantage of the current volatility as it offers an opportunity to find good companies at reasonable valuations. In an interview with Mint, Jain shared his views on the global economic slowdown and its impact on…

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Focus on portfolio rebalancing; avoid cyclical sectors, increase allocation to gold: Anil Rego of Right Horizons PMS | Stock Market News

Focus on portfolio rebalancing; avoid cyclical sectors, increase allocation to gold: Anil Rego of Right Horizons PMS | Stock Market News

TheSpuzz Desk011 mins

Source: Live Mint Expert view on markets: Anil Rego, founder and fund manager at Right Horizons PMS, says investors should consider allocating funds to defensive sectors such as healthcare and consumer staples, which are less affected by economic cycles and trade conflicts. He also noted that increasing exposure to gold could be a prudent move….

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RBI rate cuts, fiscal support likely to aid FY26 earnings recovery: Sanjay Chawla of Baroda BNP Paribas MF | Stock Market News

RBI rate cuts, fiscal support likely to aid FY26 earnings recovery: Sanjay Chawla of Baroda BNP Paribas MF | Stock Market News

TheSpuzz Desk014 mins

Source: Live Mint Expert view on markets: Sanjay Chawla, CIO – Equity at Baroda BNP Paribas Mutual Fund, believes RBI rate cut and government support may ensure a recovery in growth and earnings for FY26 over FY25. In an interview with Mint, Chawla spoke about market triggers, RBI rate cuts, mid and small-cap segments and…

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Expert view: Shrikant Chouhan of Kotak Securities on stock market triggers, top IT, consumption stocks to buy and more | Stock Market News

Expert view: Shrikant Chouhan of Kotak Securities on stock market triggers, top IT, consumption stocks to buy and more | Stock Market News

TheSpuzz Desk07 mins

Source: Live Mint Expert view on markets: Shrikant Chouhan, Head of Equity Research at Kotak Securities, believes that a trade war, Q4 earnings, foreign capital flows, and the monsoon will be the key factors shaping the Indian stock market in the short term. In an interview with Mint, Chouhan shared his views on the domestic…

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Where to find alpha in FY26? HDFC Securities’ Dhiraj Relli on market trends, trade war risks and more | Stock Market News

Where to find alpha in FY26? HDFC Securities’ Dhiraj Relli on market trends, trade war risks and more | Stock Market News

TheSpuzz Desk015 mins

Source: Live Mint Expert view on markets: Dhiraj Relli, MD & CEO of HDFC Securities, believes the Indian stock market may outperform other global markets in the coming quarters. He expects the Indian economy to rebound strongly in the fourth quarter of the current financial year and for the next year. In an exclusive interview…

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Markets unlikely to correct significantly from here; BFSI, commodities may lead next rally: Sandeep Raina of Nuvama | Stock Market News

Markets unlikely to correct significantly from here; BFSI, commodities may lead next rally: Sandeep Raina of Nuvama | Stock Market News

TheSpuzz Desk08 mins

Source: Live Mint Expert view on markets: Sandeep Raina, Executive Vice President – WM Research at Nuvama Professional Clients Group, believes the worst may be behind us, and the Indian stock market is unlikely to correct significantly from here. In an interview with Mint, Raina said mega-cap BFSI (banking, financial services, and insurance) and commodities…

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Markets may not rebound in the near term; holding cash could be a prudent strategy: Ravi Singh of Religare Broking | Stock Market News

Markets may not rebound in the near term; holding cash could be a prudent strategy: Ravi Singh of Religare Broking | Stock Market News

TheSpuzz Desk09 mins

Source: Live Mint Expert view on markets: Ravi Singh, Senior Vice President of Retail Research at Religare Broking, believes weak quarterly earnings and tariff risks are the key headwinds for the market, and the Indian stock market may not rebound anytime soon. In an interview with Mint, Singh said he is positive about the IT…

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Expert view: Nifty 50 may rebound soon; don’t prioritise gold over equities, says Naveen Kulkarni of Axis Securities PMS | Stock Market News

Expert view: Nifty 50 may rebound soon; don’t prioritise gold over equities, says Naveen Kulkarni of Axis Securities PMS | Stock Market News

TheSpuzz Desk010 mins

Source: Live Mint Expert view: Naveen Kulkarni, Chief Investment Officer at Axis Securities PMS, believes the Indian stock market has entered an oversold zone and looks set for a rebound. In an interview with Mint’s Nishant Kumar, Kulkarni said that gold is an important asset class to consider, but it shouldn’t come at the expense…

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