Stock Market
Oil and Natural Gas Corporation (ONGC), India’s largest upstream oil producer, has puzzled investors by failing to rally even as Brent crude prices remain above $100 per barrel. Typically, higher crude prices boost ONGC’s earnings, but several policy and market factors are offsetting this natural advantage. Key Reasons Behind ONGC’s Weak Share Performance 1. Windfall…
Varun Beverages Ltd (VBL), one of India’s largest bottlers for PepsiCo, saw its shares rise by nearly 4% even as broader markets remained weak. The surge reflects investor optimism about the company’s strong fundamentals, expansion strategy, and resilient demand outlook despite volatility in equities. Key Drivers Behind the Rally Comparative Analysis of Beverage Sector Performance…
Radhika Gupta, CEO of Edelweiss Asset Management, has emphasized that volatility is an inherent feature of equity markets rather than a flaw. Speaking to new investors, she urged them to remain calm during market fluctuations and focus on long-term wealth creation instead of reacting to short-term swings. Volatility: The Nature of Equity Markets Equity markets…
Market strategist Pankaj Pandey has raised caution over the aviation sector, highlighting structural risks and operational challenges, while pointing to stronger opportunities in hotels and steel industries. His analysis reflects the shifting dynamics of India’s economy, where consumer demand, infrastructure growth, and global trade trends are reshaping investment priorities. Aviation Sector: Risks and Challenges Pandey…
Ace investor Ashish Kacholia, known for his sharp eye in identifying mid-cap and small-cap growth opportunities, has once again made headlines with the performance of his portfolio in FY26. While six of his picks have delivered stellar rallies of up to 120%, four others have faced steep declines of up to 50%. Adding to the…
Veteran market expert Nilesh Shah has cautioned that rising crude oil prices, driven by escalating Middle East tensions, could spell trouble for India’s economy and equity markets. Referring to the situation as a potential “Rahu Kal” for markets, Shah emphasized that while India’s fundamentals remain strong, external shocks like oil spikes can still sting investors…
Amid heightened market volatility, seasoned investor Prateek Agarwal has urged investors to stay invested and deploy money gradually, rather than making abrupt moves. His perspective emphasizes patience, discipline, and a systematic approach to wealth creation, especially in uncertain times when emotions often drive investment decisions. Market Context Global and domestic markets are currently influenced by:…
In the midst of ongoing market volatility, seasoned investor Srinivas Rao Ravuri has advised investors to deploy cash during market corrections but cautioned against making extreme calls. His perspective emphasizes a balanced approach to investing, where opportunities are seized during downturns, yet risks are managed prudently to avoid overexposure. Market Context Global and domestic markets…
Market volatility has become the defining theme of recent months, with global uncertainties, inflationary pressures, and fluctuating commodity prices impacting investor sentiment. Yet, seasoned market expert Neeraj Dewan believes that volatility also creates opportunities. He has identified three sectors that could deliver strong returns despite the turbulence, highlighting their resilience, growth potential, and ability to…
India Inc. is bracing for tighter profitability as CRISIL has warned of a potential 50 basis points (bps) margin squeeze in FY27, driven by rising input costs, global uncertainties, and sector-specific challenges. The report highlights that industries such as airlines, paints, and chemicals are expected to face the steepest impact, while other sectors may experience…
