investment strategy
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India's Auto and EMS Sectors Face Headwinds Amid Geopolitical Uncertainty
Auto and EMS Stocks Slide as Chip Shortage Fears Intensify Amid Geopolitical Tensions Auto Ancillary and Vehicle Makers Lead Decline on Nifty Auto Shares of automobile and electronics manufacturing services (EMS) companies declined sharply on Monday, March 9, as concerns grew that escalating... - K
Dipan Mehta Recommends Pharma and Specialty Chemicals; Advises Selective IT Exposure Amid AI Debate
Dipan Mehta Recommends Pharma and Specialty Chemicals; Advises Selective IT Exposure Amid AI Debate Dipan Mehta, Director at Elixir Equities, has advised investors to focus on sectors with clearer earnings visibility such as pharmaceuticals and specialty chemicals, while maintaining a selective... - K
TCG Asset Management Maintains Investment Stance on IDFC First Bank; Sees Selective Value in PSU Banks
Shahzad Madon, Managing Director and CEO of TCG Asset Management, has reaffirmed his firm’s investment stance on IDFC First Bank, stating that recent developments surrounding the private lender have not altered its overall assessment.No Change in View on IDFC First Bank Addressing concerns... - K
Silver's Structural Shift: A Cyclical Metal with Long-Term Potential
Silver Rally Enters Structural Phase as Volatility Tests Investor Conviction, Says Apurva Sheth Technical Compression, Undervaluation and Macro Tailwinds Drove Early Call Silver’s rally over the past year has reignited investor interest, marked by sharp upward moves followed by equally swift... - K
UBS Says Indian IT Sell-Off Is Misread, AI Seen as Opportunity Not Threat
UBS Says Indian IT Sell-Off Is Misread, AI Seen as Opportunity Not Threat Indian IT stocks may be facing misplaced fears around artificial intelligence, according to UBS, which believes the recent correction in the sector is being misinterpreted by the market.Hartmut Issel, Head of APAC... - K
Market Volatility Restores Valuation Discipline, Says DRChoksey Finserv’s Deven Choksey
Heightened market volatility has triggered a broad correction in equity valuations, with several stocks retreating from the steep premiums they commanded just months ago. However, according to Deven Choksey, Managing Director at DRChoksey Finserv, this phase of consolidation is helping restore... - K
Gold Prices Fall Over 1% on MCX as Safe Haven Demand Eases and Dollar Strengthens
MCX Gold Futures Slide to Rs 1.52 Lakh per 10 Grams Gold prices declined sharply in futures trade on Tuesday, slipping more than 1 percent as easing geopolitical tensions and a stronger US dollar reduced demand for safe haven assets.On the Multi Commodity Exchange, gold contracts for April... - K
Indian Markets’ Medium Term Risk Reward Improves; PL Wealth Suggests 60 to 65 Percent Equity Allocation for Aggressive Investors
New Delhi, February 16: As Indian equity markets navigate a consolidation phase, PL Wealth, the wealth management arm of PL Capital, has said that medium term risk reward dynamics are gradually improving, creating opportunities for calibrated portfolio allocation.In its latest report, PL... - K
Gold and Silver Futures: Analyst Outlook Amid Market Trends
Mumbai, February 14 – Gold prices fell by almost 1.82% during the week, as investors remained cautious amid high volatility with the dollar showing occasional periods of strength.Meanwhile, on Friday, MCX gold February futures rose by 0.20%, while MCX silver March futures increased by 3.62%...