Expert Views
F&O Talk: Nifty lacks direction on charts, says Sudeep Shah; outlines Bajaj Finance, Eternal strategy after Q1
Analyst Sudeep Shah, Vice President and Head of Technical & Derivatives Research at SBI Securities, interacted with ETMarkets regarding the outlook for the Nifty and bank, as well as an index strategy for the upcoming week
Mind Over Money | Golf taught me the same lesson as investing—stay calm after a bad shot: B Gopkumar
Drawing parallels between the golf course and the stock market, he explains why investors shouldn't let one bad decision derail their long-term financial journey.
Largecaps look more attractive after midcap, smallcap rally: HDFC AMC’s Rahul Baijal
At current levels, largecap category remains more attractive on relative valuations, in my view. The broader market indices (both midcap 150 and small cap 250) have seen a positive rally CYTD, and the headline indices are trading at a premium vs their long-term history, but the premium has significantly moderated from the highs of September 2024 levels. In the current environment, a bottom-up stock selection approach across the market cap curve is likely to be rewarded well, with quality blue chips offering a more favourable combination of earnings visibility, governance, and relative valuation comfort.
ETMarkets Smart Talk | Build a portfolio with 50% large caps, 30% midcaps and 20% small caps: Roop Bhootra
While large-cap stocks have lagged their mid- and small-cap peers in recent months, valuation comfort is gradually returning, making asset allocation more important than ever.
Smallcaps set for strong earnings rebound in FY27; Mirae Asset’s Varun Goel names 3 winning themes
He expects a robust recovery in FY27 and sees the strongest opportunities in capital goods, financials and healthcare, while remaining cautious on export-oriented businesses amid an uncertain global growth outlook.
Nifty correction a buying opportunity, but keep 10-15% cash: Sonam Srivastava
Banking is still the best risk-reward pocket in my view—valuations are attractive, credit growth is strong, and NPAs are very low. There’s also some value in healthcare and a few capital goods names where order books are robust, and earnings don’t depend on crude. This correction feels like a genuine accumulation opportunity for quality, and I’m quite optimistic that patience will pay off in the second half of FY27, once the oil situation settles down.
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Markets Videos
Nifty could deliver low-teen returns as earnings drive next leg of bull market: Anand Rathi AMC
The June-quarter earnings season has now begun, and we will be tracking this closely as results come in, with more insights to follow through the season.
ETMarkets AIF Talk | Next-generation entrepreneurs will create India's biggest wealth opportunities: Hiren Ved
India's next wealth creation wave will emerge from new entrepreneurs in strategic sectors. These founders leverage advanced technologies to build globally competitive businesses with strong growth. Investors should look beyond conventional equity strategies for emerging opportunities. Alchemy Long Term Ventures Fund, Series 3 targets sophisticated investors with a long-term outlook. This fund blends listed and private opportunities in high-growth strategic sectors.
Nifty’s 5-day fall may be nearing a reversal; Anand James maps key levels for this week
The consecutive falls that resigned Nifty to a close below lower bollinger band on Friday raises the prospects of a mean reversion move. Further, 20-week SMA at 23741 is also nearby, providing support, should there be weakness early next week. However, weekly oscillators are not positioned to support vertical rise.
Costs and provisions down, IDFC Bank will continue to bolster earnings: V Vaidyanathan, MD & CEO
Our credit cost was 2.13% of loans including the microfinance portfolio, against a guidance of 2.10%. This year, encouraged by seeing our credit quality in the first quarter, we are targeting 50 bps lesser credit cost, say 1.5% to 1.6%, says V Vaidyanathan, MD & CEO, IDFC Bank.
F&O Talk: Nifty looks weak on chart, says Sudeep Shah; outlines HDFC Bank, Bluestone Strategy after Q1
Nifty ended a fifth straight losing session with SBI Securities warning that a break below 23,600 could deepen the correction. Bank Nifty faces key support at 55,800, while HAL, Titan, Manappuram Finance and United Spirits remain technically strong despite weak market sentiment.
Buy LTIMindtree, Emmvee and RR Kabel once market selloff eases: LKP’s Rupak De
Nifty’s fall below its 50-day EMA signals rising bearishness, with 23,600 emerging as crucial support. Rupak De warns a breakdown could trigger sharper selling, while Bank Nifty remains weak. He recommends LTM, Emmvee and RR Kabel as top stock picks despite broader market volatility.
360 ONE's Mayur Patel bets on smallcaps, says midcaps look somewhat expensive
360 ONE Asset's Mayur Patel believes smallcaps currently offer better risk-reward than expensive midcaps. The fund has increased smallcap exposure while selectively trimming largecaps, remaining bullish on manufacturing, renewables, defence and AI-linked infrastructure through a disciplined bottom-up investment strategy.
All bad news is priced in, but don't call it a bull market yet: SAMCO MF CEO Viraj Gandhi
Largecaps offer better safety as valuations are below historical averages. Private banks and cement sectors show clear earnings visibility and growth potential. Mid and smallcaps show momentum but require more confirmation for a bull market. Earnings growth will primarily drive returns over the next twelve months. A balanced SIP allocation is recommended for moderate risk investors over ten years.
India's capex boom is different this time and not dependent on one sector: TCG AMC
India's capital expenditure boom shows broad resilience across defense and energy sectors. Growth is sustained by multiple structural drivers, not just one trend. Earnings growth is expected to lead future investment returns significantly. The power transmission and distribution theme offers long-term potential for growth. Stock selection remains key for favorable risk-reward opportunities today.
Midcap, smallcap rally has eroded margin of safety, rotate to largecaps: Axis Direct's Rajesh Palviya
Axis Direct suggests a selective shift towards large-cap stocks now. Mid and small caps show stretched valuations after their recent surge. The Nifty 50 trades near its long-term average, offering better comfort. Corporate earnings delivery and margin defense are key for market upside. Investors should focus on quality large-caps with clear earnings visibility.
