US Stock Reports, Quotes and News
Pradeep Gupta of Anand Rathi Group discusses FIIs turning net sellers in India due to various global uncertainties and market volatility, emphasizing the importance of long-term strategic decisions in an interview with ETMarkets. Gupta says: \”On a risk-adjusted basis, there is equal positivity on large and small cap indices, with slightly more caution on the mid-cap segment.\”
Market volatility rises with India VIX surging 43% in May. Caution advised by Aamar Deo Singh to focus on quality stocks with longer-term perspective and in SIP mode amid uncertain market conditions. Singh says: \”Market participants ideally should be cautious in building fresh positions and it would be prudent to adopt a wait and watch policy.\”
Subramaniam suggests buying quality stocks during market dips caused by FII volatility. He highlights the importance of managing portfolio volatility, with opportunities in largecaps for short-term gains and small/midcaps for longer-term growth.
Rahul Shah, VP-Equity Advisory at MOFSL, analyzes market trends, emphasizing financial sector performance and recent corrections. He highlights earnings season outliers, including tech sector struggles and notable results from private banks like Axis and ICICI. Shah says: \”Volatility has continued but I would start deploying or maybe we will stay invested. \”
Shreyash Devalkar of Axis Mutual Fund discusses the market volatility and potential growth areas like FMCG, private banks, and IT. He emphasizes the importance of monitoring valuations and anticipating a market turnaround for these sectors. He says that most of the volatility at the stock level is based on the result season.
Aamar Deo Singh advises caution in the volatile market amid global cues and US economic scenarios. Investors should focus on Nifty, Bank Nifty levels, and major movers like Tejas Networks, Cochin Shipyard, and Kotak Mahindra Bank for strategic investments. Singh says: \”Markets and global investors at large, have already factored in a no-rate cut, but it’s the overall outlook and commentary by the Fed that markets will look forward to. \”
Wall Street\’s \”fear gauge\” hit its highest in more than five months on Friday due to a sharp pullback in interest U.S. rate cut expectations and escalating geopolitical tensions.
Vipul Bhowar\’s insights suggest continued market growth driven by government spending and private investment. Factors like inflation, oil prices, and equity market reactions play crucial roles in shaping India\’s economic landscape. Bhowar also says: \”The rise in SIPs shows a strong focus on retail investor growth, more so a shift towards small cities that contribute to the industry growth and showcase a broader financialisation of savings in smaller towns.\”
Geopolitical tensions, India-Mauritius tax treaty, key companies\’ results, and global events shape market movements. Analyst insights on strategies for TCS, Infosys, and REC offer valuable guidance for investors in navigating the complex market landscape. Deo Singh says: \”Investors are advised to stay cautious in the week ahead, given the plethora of domestic and global triggers.\”
ICICI Bank, Reliance Industries, Mahindra & Mahindra, Eicher Motors, SAIL, IRCTC, City Union Bank and Tata Motors are among the stocks recommended by analysts for the short term.
\”Investors need to brace themselves for increased volatility in the coming week, given the heightened geo-political temperatures,\” said Aamar Deo Singh, Sr. Vice President, Research, Angel One.