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

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

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

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

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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Difficult to say Indian stock market has bottomed out; Budget may boost sentiment: Ajay Menon of Motilal Oswal | Stock Market News

Difficult to say Indian stock market has bottomed out; Budget may boost sentiment: Ajay Menon of Motilal Oswal | Stock Market News

Source: Live Mint Expert view: Ajay Menon, MD & CEO, Wealth Management at Motilal Oswal Financial Services, believes several key events will keep the market sentiment cautious in the near term, making it difficult to say if the Indian stock market has bottomed out. In an interview with Mint, he said the Union Budget 2025…

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Tax reforms may be a key highlight of Budget; real estate, railway sectors to be in focus: Manish Chowdhury of StoxBox | Stock Market News

Tax reforms may be a key highlight of Budget; real estate, railway sectors to be in focus: Manish Chowdhury of StoxBox | Stock Market News

Source: Live Mint In Budget 2025, the government will continue to prioritise fiscal prudence to foster economic growth, says Manish Chowdhury, Head of Research at StoxBox. He believes tax reforms may be a key highlight of the Budget, with rationalised tax rates likely to relieve taxpayers and increase consumption, thereby boosting demand. In an interview…

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Expert View | Pro-growth policies, clarity on long-term taxation in Budget 2025 to stabilize markets: Narinder Wadhwa | Stock Market News

Expert View | Pro-growth policies, clarity on long-term taxation in Budget 2025 to stabilize markets: Narinder Wadhwa | Stock Market News

Source: Live Mint Expert View: India Inc and stock market participants await the presentation of the Union Budget 2025 in the coming week amid broad expectations for policy announcements to boost the slowing economy. Market participants are hopeful for robust measures to drive urban consumption and lower income tax slabs for the middle class while…

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Expert view: Rupee weakness serious risk; govt, private capex key market catalysts, says Devang Kabra of Wallfort PMS | Stock Market News

Expert view: Rupee weakness serious risk; govt, private capex key market catalysts, says Devang Kabra of Wallfort PMS | Stock Market News

Source: Live Mint Expert view: Devang Kabra, co-fund manager at Wallfort PMS, expects the government to maintain fiscal prudence in Budget 2025. In an interview with Mint, he said the Indian stock market expects the Budget not to have any negative surprises. The distribution of freebies and social security for the poor should not be…

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Fiscal lapse, weak growth outlook in Budget may trigger further market selloff, says Deepak Ramaraju of Shriram AMC | Stock Market News

Fiscal lapse, weak growth outlook in Budget may trigger further market selloff, says Deepak Ramaraju of Shriram AMC | Stock Market News

Source: Live Mint Expert view: Deepak Ramaraju, Senior Fund Manager at Shriram AMC, believes a populist budget may strain the fiscal deficit and result in further rupee weakness. This will lead to lower rate cuts and delays in economic growth. Moreover, any miss on fiscal prudence or lower growth guidance may trigger a further selloff…

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Ride the volatility as Indian stock market may stabilise post Budget 2025, says D-Street expert Chokkalingam | Stock Market News

Ride the volatility as Indian stock market may stabilise post Budget 2025, says D-Street expert Chokkalingam | Stock Market News

Source: Live Mint The heightened volatility in the Indian stock market could be, to some extent, attributed to investor caution ahead of the Union Budget 2025. Experts anticipate that the market could stabilize following the budget announcement. According to stock market expert G. Chokkalingam, who is also the founder and head of research at Equinomics…

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