sector rotation

F&O Talk| Nifty northward rally to continue in near term, sector rotation plays crucial role: Sudeep Shah of SBI Securities

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F&O Talk| Nifty northward rally to continue in near term, sector rotation plays crucial role: Sudeep Shah of SBI Securities

Indian markets rose by 1.7% this week, marking a third consecutive weekly gain, driven by favorable global and domestic factors. The positive momentum was fueled by the US Federal Reserve’s rate cut and steady economic data, leading to increased foreign investments. Additionally, China’s economic stimulus boosted global investor confidence, particularly in Asian markets. Metals and … Read more

ETMarkets Smart Talk | Smart money moving to healthcare, FMCG, and IT: Aditya Khemka of InCred Asset Management

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ETMarkets Smart Talk | Smart money moving to healthcare, FMCG, and IT: Aditya Khemka of InCred Asset Management

“We believe that the smart money has started moving towards growth defensive like Healthcare, FMCG and IT,” says Aditya Khemka, Fund Manager – InCred Asset Management. In an interview with ETMarkets, Khemka said: “These sectors tend to offer lower but secular growth when compared to certain cyclical industries like auto and industrials which offer high … Read more

ETMarkets Smart Talk | Rate cuts signal weakening US economy, caution advised despite ‘risk-on’ sentiment: Aashish P Somaiyaa

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ETMarkets Smart Talk | Rate cuts signal weakening US economy, caution advised despite ‘risk-on’ sentiment: Aashish P Somaiyaa

“Rate cuts typically occur with weak economic data. So, yes, on first thought, people might believe it’s “risk-on,” but it’s usually accompanied by poor economic data, which one should expect from the US, and this could jumble up sentiment for a while,” says Aashish P Somaiyaa, ED & CEO, WhiteOak Capital AMC. In an interview … Read more

Fund Manager Talk | Sensex @ 81,000: Time to think contrarian, sector rotation likely, says Nimesh Chandan

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Fund Manager Talk | Sensex @ 81,000: Time to think contrarian, sector rotation likely, says Nimesh Chandan

With the post-election and pre-Budget rally taking Sensex towards uncharted zone of 81,000 level, Nimesh Chandan, CIO, Bajaj Finserv AMC, says elevated valuation level is forcing him to think contrarian. “Due to high valuations in certain pockets of the market, we may see some sector rotation by investors in the coming months,” says the Dalal … 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