Bottom-up stock opportunities emerge as markets consolidate post-correction: Sudip Bandyopadhyay

Sudip Bandyopadhyay highlighted that Indian equity markets are currently in a consolidation phase, which offers attractive bottom-up investment opportunities. According to Bandyopadhyay, the sharp market correction in recent months is a natural adjustment from the highs of late 2024, with fundamentals gradually catching up with valuations. In an exclusive interview with ET Now, he noted […]

Global Stocks | London’s FTSE indexes are subdued as investors assess AI concerns; defense stocks gain

Britain’s FTSE indexes were subdued on Friday, showing a downbeat mood globally in a week marked by concerns about AI disruption, while defense stocks got a boost as investors priced in more European cooperation that could boost the sector.The blue-chip FTSE 100 and mid-cap FTSE 250 were down 0.1% each at 11:40 GMT. Still, the […]

Selective deployments in defence, CV cycle becomes supportive, value seen in ITC: Sandip Sabharwal

With the Union Budget just a day away, sharp moves in defense stocks and changing sector dynamics are making investors more selective, said market expert Sandip Sabharwal. Speaking to ET Now, Sabharwal emphasized that while the defense theme remains structurally strong, stock selection will be crucial going forward.He said the defense sector has gone through […]

Nifty finds support near 25,900; Volatility offers buying opportunities, says Rahul Sharma

Indian equity markets showed signs of recovery with a return of buying interest, but traders should brace for higher volatility in the near term, said Rahul Sharma, Director and Head – Technical & Derivatives Research at JM Financial Services.Speaking to ET Now, Sharma said the Nifty 50 has found short-term support around the 25,900-25,950 zone […]

Value seen in banking, IT and FMCG, be wary of defence: Rajat Sharma

Rajat Sharma, Founder and CEO of Sana Securities, shared a value-driven, selective investment outlook across banking, IT, defense and FMCG sectors, emphasizing long-term valuations and fundamentals over short-term momentum.On the banking and financial sector, Sharma said in an interview with ETNow that he believes the recent pullback in major private banks like HDFC Bank and […]

Defense biggest theme of the decade and not oil, natural resources or forex. Gurmeet Chadha explains why

Amid rising geopolitical tensions following the US invasion of Venezuela and the arrest of President Nicolas Maduro on drug trafficking charges, the global focus has returned to military strength as the cornerstone of national power, while the episode poses potential risks to market sentiment.In an era when territorial sovereignty, trade interests and energy routes are […]