market rally

ETMarkets Smart Talk: Growth vs Value – Sonam Srivastava on navigating the next leg of the market rally

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ETMarkets Smart Talk: Growth vs Value – Sonam Srivastava on navigating the next leg of the market rally

“Value stocks are poised to lead the next leg of the rally. Their undervalued valuations, potential economic rebound, and favorable interest rate environment make them attractive investments,” says Sonam Srivastava, Founder and Fund Manager at Wright Research. In an interview with ETMarkets, Srivastava said: “While growth stocks may also experience a resurgence, the current market … Read more

S&P 500: S&P 500 hits record high buoyed by economic hopes: Markets wrap

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S&P 500: S&P 500 hits record high buoyed by economic hopes: Markets wrap

Wall Street traders betting the Federal Reserve will be able to engineer a soft landing spurred a rally in riskier corners of the market, with stocks hitting all-time highs. The S&P 500 climbed 1.7% — notching its 39th record in 2024 and extending this year’s surge to about 20%. Tech led gains, while defensive industries … Read more

market: Market will continue to move sideways with some sector rotation: Seshadri Sen

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market: Market will continue to move sideways with some sector rotation: Seshadri Sen

“We do not see any major upheaval in either direction negative or positive in the second half. Earnings are probably the most stable we have seen in the last two or three years,” says Seshadri Sen, Emkay Global Financial Services. Well, I am just going through your latest note and it seems like you have … Read more

stock recommendations: 2 top stock recommendations from Rajesh Palviya for next week

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stock recommendations: 2 top stock recommendations from Rajesh Palviya for next week

“So, the way broader market is participating, sectorial rotation is happening, now the IT is on the front seat for this rally, so the way market is doing the sector rotation that is clearly giving us confidence that ahead of budget maybe we can see further higher level towards 25,000 level also,” says Rajesh Palviya, … Read more

market rally: Expect the market to rally more toward Budget date: Andrew Holland

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market rally: Expect the market to rally more toward Budget date: Andrew Holland

Andrew Holland, CEO, Avendus Capital Public Markets Alternate Strategies LLP, says the market might be held up and we might just have a push higher toward the Budget. Two of the big sectors like IT and banking have seen a strong run in the very short run. Other sectors like FMCG are probably helping to … Read more

market rally: Nifty can hit 25,000 in medium-term; just stick to quality names: Gautam Shah

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market rally: Nifty can hit 25,000 in medium-term; just stick to quality names: Gautam Shah

“Global markets are quite solid. India VIX is relaxed. Momentum, participation, smallcaps coming back yesterday. So, it is a kind of an environment where one should participate, just stick to quality and have risk management in place,” says Gautam Shah, Goldilocks Premium Research.24,200 on the screen, are you guys riding the rally or are you … Read more

Fund Manager Talk | Higher for longer interest rates can upset bull market: Mihir Vora

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Fund Manager Talk | Higher for longer interest rates can upset bull market: Mihir Vora

As higher interest rates sustain for a longer period, it can create stress in currencies and bond markets, says Mihir Vora, Chief Investment Officer, TRUST Mutual Fund. “Such volatility can lead foreign investors withdrawing money from emerging markets including India. Investors should remain vigilant and diversify their portfolios to mitigate potential risks,” he says. Edited … Read more

nifty50: Why Nifty Bank has underperformed Nifty50 in the past one year

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nifty50: Why Nifty Bank has underperformed Nifty50 in the past one year

Rallies in the markets may not present a clear picture of certain key developments. This is the very nature of the markets. A little bit of digging helps reveal stories which may not be apparent in the broad sentiment which engulfs the markets. Take for instance, the banking index. In the past one year ended … Read more