Markets Expert View: Stock Market Experts Views and Advice - The Economic Times (original) (raw)

Liquidity, currency fluctuations, and crude prices to influence market sentiment: Harsha Upadhyaya

Feb 14, 2025, 02:08 PM IST

Wherever there is overvaluation, you will continue to see a nervousness and clearly the broader end of the market is still quite expensive compared to largecaps or compared to even their own historical average valuations.

FY27 may be a bit difficult for pharma companies due to US effect; betting on 2 stocks: Vishal Manchanda

Feb 14, 2025, 01:58 PM IST

Vishal Manchanda highlights the potential challenges the pharmaceutical sector may face in FY27 due to reliance on key drugs and weak US business. He suggests Sun Pharma and Cipla as resilient options. India’s market is projected to grow by 9%, and the CDMO segment benefits from the China plus one theme.

How US tariffs could reshape India's export landscape? Radhika Rao explains

Feb 14, 2025, 01:00 PM IST

If you take the baseline of first term of President Trump, the action usually starts low, there is a lot of study going on but eventually they do put tariffs in place.

US yields and dollar dynamics key to FII inflows into India: Vikash Kumar Jain

Feb 14, 2025, 12:11 PM IST

Vikash Kumar Jain from CLSA suggests a measured outlook on financials and broader markets. Despite low FII exposure in Indian banks, Jain highlights potential earnings downgrades and the importance of US yields cooling off for positive market re-rating.

Shift from capex to consumption likely to drive market moves: Vikash Kumar Jain

Feb 14, 2025, 11:36 AM IST

Like for example, sentiment is one thing that we do try and track quite closely. We have our own proprietary India Bull Bear Index and that is printing numbers which are the lowest we have seen since COVID.

Will FIIs fall for MIGA again or do they stay smitten with MAGA factor? Rahul Chadha explains

Feb 14, 2025, 11:30 AM IST

Rahul Chadha believes India has a significant opportunity to benefit from the shifting global economic landscape if it takes decisive action. He highlights India's plans to buy fighter jets and oil from the US and stresses the need for quicker clearance processes to support the China plus one strategy. This could attract more foreign investments in the medium term.

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US dollar correction could boost emerging markets: Sandip Sabharwal

Feb 14, 2025, 10:21 AM IST

We think that the FIIs selling is happening in India only. Actually, if you see figures across the board, you will see that it is happening across emerging markets.

ETMarkets Smart Talk: Budget 2025 – Is smart money moving from capex to consumption? Palak Shah decodes

Feb 14, 2025, 09:07 AM IST

The challenges for India started in Oct 2024 itself. Multiple events lead to this sell off. Firstly, valuations in India had become one of steepest globally. For an FII investor, what matters is growth & liquidity.

4 sectors that may revv up if Trump helps end Russia-Ukraine war

Feb 14, 2025, 08:31 AM IST

Mayuresh Joshi from Marketsmith India sees opportunities for Indian companies in steel, cement, core engineering, and textiles due to geopolitical changes. A shift in global trade dynamics could benefit Indian businesses. Agrochemicals and hospitals also look promising. Companies like Coromandel International, Krishna Institute Of Medical Sciences, and Max Healthcare may continue performing well.

Where to buy afresh in financials? Why you should avoid solar stocks now? Sandip Sabharwal answers

Feb 14, 2025, 08:11 AM IST

Sandip Sabharwal highlights the potential of largecap banking stocks and quality NBFCs such as Kotak, ICICI, and M&M Finance, which show promising growth. He cautions against solar power-related companies due to overcapacity issues and advises caution in the sector. Reliance is noted as a value zone stock, presenting investment opportunities.

Stock-picking key strategy in 2025; focus on differentiation across sectors: Sumit Poddar

Feb 13, 2025, 01:54 PM IST

Sumit Poddar, from Tikona Capital, discusses the market correction and predicts a better economic outlook in the upcoming 6-12 months. He highlights the benefits of interest rate cuts and government spending, emphasizing small- and mid-cap stocks, and public sector banks as promising areas for investment.

India-US partnership crucial; has potential to offer over 10% annual returns in dollar terms to American investors: KV Subramanian

Feb 13, 2025, 01:22 PM IST

KV Subramanian of the IMF highlights India's use of fewer non-tariff barriers compared to other nations, suggesting a broader trade discussion beyond tariffs could benefit India. He underscores the dollar's lasting dominance in global trade. The India-US partnership is seen as crucial, offering significant returns to American investors, which aligns with President Trump's economic focus.

Short-covering rally may propel Nifty blue chips like RIL, HDFC Bank: Rahul Sharma

Feb 13, 2025, 01:17 PM IST

I would not be surprised if largecap stocks give moves like 5% to 10% over the next 10-15 trading sessions where we see Nifty rallying plus stocks participating in a big way. So, very short-term view is of a bounce back. The bigger picture is not clear yet. So, it is best to be a trader at this point in time.

Oil prices likely to hover around 75−75-75−80 amid geopolitical uncertainty: Jeff Brown

Feb 13, 2025, 12:20 PM IST

Jeff Brown, President of FGE, discusses the uncertainties in the global oil market, emphasizing Trump's influence and potential Iranian sanctions. He predicts oil prices balancing between 70−70-70−80 per barrel due to fluctuating supply and demand dynamics, while addressing concerns over a global economic slowdown.

India’s strong fundamentals will overcome short-term market volatility: Rajiv Batra

Feb 13, 2025, 11:27 AM IST

Rajiv Batra from JPMorgan explains that India's market volatility is due to decreased earnings growth, leading to FII sell-offs. He predicts recovery with improved liquidity and growth indicators. Long-term investors are showing interest due to attractive valuations. Batra remains optimistic about India's future growth and investment potential amidst global economic changes.

Lifting of RBI curbs will help Kotak Bank to accelerate loan growth; boost performance: Rahul Malani

Feb 13, 2025, 10:50 AM IST

The Reserve Bank of India has lifted the restrictions on Kotak Mahindra Bank, allowing them to onboard new customers and issue credit cards again. Analyst Rahul Malani from Mirae Asset Sharekhan suggests this will boost Kotak's operating performance and market share, making the stock an attractive investment due to its reasonable valuations and positive outlook.