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Market correction a chance to rebalance portfolios, India may outperform from April: Quant MF
Sandeep Tandon, Founder & CIO of Quant Mutual Fund, says crude’s sharp spike may peak near $120–130 and remain elevated in the near term but is unlikely to sustain beyond a few months. He expects global markets to stay weak through 2026, while India could outperform from April after recent underperformance. Tandon advises investors to stay calm and use volatility to rebalance portfolios, adding selectively to sectors such aspharma, power, telecom, and select PSUs.
Ziller Global Fund Active ETF (ZILR) - Investing.com India
Ziller Global Fund Active ETF (ZILR)Investing.com India
India equity funds see modest outflows as AI-linked markets attract investors: EPFR
Cameron Brandt, Director of Research at EPFR Global, said India equity funds saw modest outflows over the past week, while AI-linked markets such as Taiwan, China and Korea continued drawing investor interest. He added that geopolitical tensions have triggered only a muted risk-off response in global fund flows. US equity funds saw modest redemptions, while diversified emerging-market funds continued attracting money. Energy, defence and aerospace funds recorded strong inflows.
Market Outlook | Prashant Khemka sees low double-digit earnings growth for India in FY27
WhiteOak Capital’s Founder Prashant Khemka says markets typically recover once geopolitical tensions stabilise, though near-term movements will depend on how the conflict evolves. He cautions against predicting the extent of any correction and says WhiteOak remains fully invested despite tail risks. Khemka adds India is not uniquely vulnerable to oil disruptions as crude is a global commodity. He expects defence spending to rise globally and continues to see low double-digit earnings growth for India in FY27.
Watch | Iran conflict unlikely to be prolonged; market flows remain stable, says Samir Arora
Helios Capital Founder Samir Arora said the ongoing Iran-related conflict is unlikely to turn into a prolonged war due to limited military capacity and rapid counter-responses from the US and Israel. He added that geopolitical tensions are not materially affecting market flows, noting that his offshore fund has received inflows of nearly ₹500 crore, which the firm plans to deploy immediately despite global uncertainty.
Watch | Sanjay Parekh on where he sees value in banks, IT, cement and telecom stocks
Sohum Asset Managers’ Founder & CIO, Sanjay Parekh, says markets look sluggish despite improving macro conditions, with Q3 Nifty earnings near 8–9%. He sees recovery in CVs (Ashok Leyland), credit growth at ICICI Bank and gradual picka a up in cement and steel. Portfolio stays domestic-focused: overweight telecom, NBFCs, industrials, cement, utilities, ports and logistics; underweight oil & gas and banks, zero FMCG. Watching IT names like Infosys and TCS, mid-cap tech (Persistent, Coforge, Mastek), defence HAL, quick commerce Zomato and Swiggy, and capital goods L&T, JSW Energy.
Vishal Mega Mart promoter Samayat Services sells 14% stake for Rs 7,635 crore
Singapore government, MAS and HDFC Mutual Fund pick up over 6% stake in bulk deals at Rs 117 per share.
Market overreacting to AI disruption; opportunities will expand with new technology: Ramesh Damani
Indian equity markets may be grappling with fresh volatility amid intensifying concerns around artificial intelligence, but seasoned investors believe the reaction has been overdone and that India’s long-term growth story remains firmly intact.Speaking in a panel discussion at News18’s Rising Bharat Summit, veteran market participant Ramesh Damani said recent market moves reflect anxiety over how AI could disrupt existing technology business models, rather than any deterioration in underlying economic fundamentals. Drawing parallels with earlier phases of technological change, Damani argued that innovation has historically expanded market opportunity rather than destroyed it.Echoing that view, Madhusudan Kela said AI-led disruption is real but should not be viewed as an existential threat to India’s growth trajectory. “Technology has never made societies poorer,” Kela said, while acknowledging that rapid change will inevitably create both winners and losers, even within the IT sector.Kela cautioned that short-term disruptions, particularly around employment and reskilling, cannot be ignored given the speed at which AI is evolving. However, he remained optimistic over the medium to long term, highlighting India’s skilled workforce and its potential to emerge as a global provider of AI solutions.Meanwhile, Vijay Kedia described the rise of highly valued global AI firms as a clear wake-up call for India, but not a reason for panic. He said companies can no longer afford to ignore AI, even as indiscriminate investment carries risks. “If you are not investing in AI, chances are you will lose your company. If you blindly invest in AI, chances are you will lose your capital,” Kedia said.
Vishal Mega Mart bulk deal: Govt of Singapore, HDFC MF buy stakes as promoter sells 14% for Rs 7,636 crore
The Government of Singapore, HDFC Mutual Fund and the Monetary Authority of Singapore bought promoter shares worth thousands of crores in Vishal Mega Mart as Samayat Services LLP offloaded a 14% stake via bulk deals. The stock fell despite solid quarterly profit and revenue growth.
After Friday crash, GIFT Nifty jumps on GDP data. How will stock market react on Monday?
Indian markets fell sharply, with the BSE Sensex dropping 961 points amid global worries and foreign outflows. However, stronger-than-expected GDP growth of 7.8% and upbeat signals from GIFT Nifty improved sentiment, suggesting a positive start and near-term resilience despite volatility.
Market Highlights: Sensex, Nifty end flat after choppy session; BEL rises 2%, Trent drops 2% - The Economic Times
Market Highlights: Sensex, Nifty end flat after choppy session; BEL rises 2%, Trent drops 2%The Economic TimesWhy did stock market crash today? Nifty50 ends below 25,450; BSE Sensex over 1,000 points down - top reaThe Times of IndiaSensex falls 500 pts from day's high, Nifty near 25,400: Weak global cues among key factors behind market...Moneycontrol.comStock Market Highlights: Sensex, Nifty end flat after volatile tradeBusinessLineStock Market Highlights: Sensex, Nifty end flat in volatile trade; defence, midcaps lead gainsCNBC TV18Stock Market Today Highlight: Sensex, Nifty end flat amid caution ahead of US-Iran talk; auto, pharma, PSU banks gainMintStock Market Today: Nifty, Sensex End Flat After Sharp Intraday Moves; HDFC Bank Top DragNDTV ProfitSensex plunges 1,000 points: Why is the stock market falling today?India TodaySensex Today Tanks 1,068 Points | Nifty Below 25,450 | 5 Reason Why Indian Share Markets Are FallingEquitymaster
Prashant Paroda says Nvidia-led capex cycle nearing key turning point; India in spotlight
Prashant Paroda, Portfolio Manager Emerging Markets, Allspring Global Investments, said the key issue for global markets is whether the Nvidia-led AI capex cycle has peaked; if the AI trade plateaus, India could benefit due to steady earnings growth and more reasonable valuations. He remains cautious on Indian IT until growth improves, but expects India to attract investor interest by 2026 as US capex moderates and foreign flows return, adding that his fund is selectively buying Indian financials.