Expert Views
Apollo Hospitals demerger is a biz call taken for shareholders, says Suneeta Reddy; rules out family rift
Apollo Hospitals MD Suneeta Reddy says the group’s restructuring is about business strategy, not family dynamics, aiming to unlock value by separating hospital and pharmacy-digital units. She stresses close ties with sister Shobana Kamineni, outlines expansion in metros and Tier-II cities, focus on preventive care, tech-led growth, and mentoring the next generation of leaders.
Reduce leverage, shift to largecaps as Nifty tests 25,500; SBI, Varun Beverages preferred: CA Rudramurthy
Markets have broken key short-term supports as the Nifty struggles near 25,500, warns CA Rudramurthy of Vachana Investments. He advises investors to cut leverage, shift to low-beta largecaps and focus on capital protection amid sharp midcap and smallcap losses. He names SBI, Varun Beverages and Indus Towers as stocks showing relative strength.
IT earnings unlikely to surprise; management commentary in focus: Pankaj Pandey
Investors can find opportunities in specific sectors even as markets consolidate. Life insurance growth is improving but faces margin pressures. The IT sector expects modest growth, with management commentary being key. Real estate, despite recent underperformance, offers selective prospects. Companies with strong consumption and leasing are favored.
‘Correction was overdue’: Kranthi Bathini on what investors should do
Indian markets extended their decline, with the Nifty falling below 26,000 due to profit-booking, global uncertainty, and heavy FII outflows. Proposed US tariffs of up to 500% on certain imports have rattled sentiment, leading to aggressive foreign selling and broad-based sector pressure, particularly in oil & gas and IT.
Selective discretionary spending, wage hikes to shape IT Q3: Sushovan Nayak
Investors are watching IT sector earnings closely. TCS and HCL Tech are expected to show steady revenue growth. Deal momentum and AI integration will be key. Margins may face pressure from wage hikes. Currency movements could offer some support. The focus is on resilience rather than acceleration in this earnings season.
Fed turning dovish despite inflation risks; AI boom real but profits uncertain: Raghuram Rajan
Former RBI governor Raghuram Rajan says the US Federal Reserve is turning dovish despite inflation staying above target, raising risks of excess credit growth. He calls the AI boom real but warns profits may take time to materialise, says tariffs hurt consumers, and flags deep structural problems in China’s growth model that could fuel global trade tensions.
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Markets Videos
Q3 likely to be modest for IT, commentary more crucial than numbers: Sandip Agarwal
India's IT sector faces a modest December quarter. Investors should focus on management outlook rather than just numbers. Deal wins are expected to be around one. Smaller companies are now competing for deals. Artificial intelligence will support margins, not growth. Investors should prefer smaller IT firms and watch valuations closely.
Dharmesh Kant on 3 sectors offering buy-on-dips opportunities
Indian stock markets are consolidating. Investors are assessing earnings against current uncertainties. Experts see opportunities in financial services, defence, and metals. These sectors offer potential for growth. Automobiles are seen as fully priced. Investors are advised to be selective. Focus remains on large-cap stocks until the budget.
Market after a rough week: What charts, VIX and key stocks are signalling
Following a significant weekly decline, the Nifty is nearing oversold territory, suggesting a potential short-term rebound. Technical indicators and a possible recovery in RIL offer some optimism, though a sustained drop remains a possibility if key resistance levels aren't breached. Traders are closely watching for market direction.
BCOM rebalancing may trigger bullion correction; copper, base metals preferred for 2026: Ajay Kedia
Gold and silver may face near-term volatility as Bloomberg Commodity Index rebalancing triggers $7 billion in potential selling, says Ajay Kedia of Kedia Commodities. While bullion fundamentals remain strong, he warns of profit booking and advises caution on fresh longs, while turning bullish on copper and base metals for 2026 amid easing rates and supply shortages.
India's risk-reward prospects fine but not stellar; China threat a worry: Bhanu Baweja, UBS Investment Bank
Gold and silver are predicted to rise significantly. US equities are expected to deliver decent but moderate returns in 2026. India's equity market faces challenges, with valuations not yet corrected and high earnings expectations. China's growing market share in emerging economies is a concern. US tariffs may lead to slight inflation, impacting consumers.
Investor Alert: More data, better returns? Aswath Damodaran weighs in
Valuation expert Aswath Damodaran warns that an AI-driven data explosion doesn't guarantee better investment decisions. He cautions against false precision and overconfidence, emphasizing that true competitive advantage lies in interpretation and judgment, not just data access. Global markets saw significant growth in 2025, with technology leading sectors.
F&O Talk | Nifty cracks after new high: Is this the start of a deeper fall? Sudeep Shah answers
Markets witnessed one of the sharpest weekly declines in recent months as global risks and heavy selling dragged indices lower. Technical expert Sudeep Shah explains whether this move signals deeper correction and outlines key levels, sector strategies and near-term market triggers.
SIP inflows cross ₹31,000 crore; flexicap, multi-asset funds see strong traction: Kotak AMC’s Ovais Bakshi
Monthly SIP inflows crossed ₹31,000 crore as investor confidence in mutual funds stayed strong, says Kotak Mahindra AMC’s Ovais Bakshi. He explains why the rise is in line with expectations, highlights the shift toward flexicap and multi-asset funds, rising interest in gold ETFs, and why NFO momentum has slowed in 2026.
2 top stock recommendations from Sneha Seth
Dalal Street faced another tough day with indices falling for the fifth session. Investor sentiment remains cautious amid sector volatility and global concerns. However, technical indicators suggest the market is near a significant support level. Experts advise caution on bearish bets and suggest focusing on PSU banks and auto stocks for potential recovery.
Markets likely to stay range-bound as valuations remain elevated: Ajay Tyagi
Indian equity markets are expected to trade in a narrow range due to elevated valuations and subdued earnings growth, despite domestic support. Ajay Tyagi suggests a year-long consolidation is likely, with comfort found in large-cap stocks and select sectors like private banks, IT, and autos.
