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IT steady despite muted TCS growth; realty, metals, Shriram Finance offer opportunities: Khemka
Siddhartha Khemka of Motilal Oswal says IT may remain range-bound as weak growth offsets stable TCS margins, with AI gains largely passed on to clients. Still, valuations are turning attractive for long-term investors. He sees emerging opportunities in real estate after the correction, remains positive on metals as a structural demand play, and prefers Shriram Finance in financials following its recent dip. Disclaimer: The views and investment tips expressed by investment experts on CNBCTV18.com are their own and not that of the website or its management. CNBCTV18.com advises users to check with certified experts before taking any investment decisions.
Private banks remain structurally stronger despite PSU gains: IME Capital
Ashi Anand, Founder & CEO of IME Capital, said private sector banks remain structurally stronger than PSU banks despite the latter gaining market share in recent years. He believes high-quality private banks still justify premium valuations, with SBI being a notable PSU exception. Anand added that IME Capital has raised 10–15% cash amid geopolitical uncertainty, trimming exposure to IT services and real estate, while remaining positive on digital platform businesses for the long term.
For those wanting to trade downside levels, not sure if index is the right way: Rohit Srivastava
Rohit Srivastava, Founder of Indiacharts and Strike Money, says investors should focus on hedging rather than aggressive selling as markets remain volatile. He suggests using long-dated Nifty puts as protection and notes that weakness, initially seen in IT and real estate, is spreading to other sectors including banks. For short-term traders, stock-specific short trades may offer opportunities, while defensive sectors such as defence, pharmaceuticals and agro-linked plays like sugar could act as selective bets.
Market View | 8–10% correction likely from here, says Ambit’s Dhiraj Agarwal
Ambit Investment Managers’ Managing Director Dhiraj Agarwal says emerging markets are in a risk-off phase due to Middle East tensions, a stronger dollar and rising crude prices. India, highly dependent on oil imports, is particularly vulnerable. He sees a very high probability of a 10% market correction, with a deeper 15–20% fall possible if crude stays elevated. Agarwal remains cautious on IT due to AI disruption and expects consumer staples to face long-term valuation derating.
Samsung’s Super 30: At Chennai plant, co enables shopfloor workers to rise into leadership roles
Samsung's Chennai manufacturing facility is empowering its workers. Employees who started on the shop floor are now moving into leadership positions. This progression is a result of structured training, internal mobility, and mentorship. The company's long-term presence in Tamil Nadu highlights its commitment to both manufacturing and its people. Many associates have advanced through years of experience and skill development.
Trade Spotlight: How should you trade Torrent Power, Bajaj Auto, Hindustan Aeronautics, Sun Pharma, PFC, Aditya Birla Capital, and others on June 23?
The market trend remains healthy, but a sustained close above long-term moving averages is needed for further sharp upside. Below are some short-term trading ideas to consider.