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Trump's threats could disrupt global oil supply chains, warns Geosphere Capital's Arvind Sanger
Rising crude prices reflect concerns over supply risks, especially around the Strait of Hormuz. US President Donald Trump has signalled possible escalation targeting energy infrastructure if no deal is reached. Analysts say the conflict lacks a clear end point, raising the risk of prolonged impact on global oil supply and markets.
Kedaara Capital gears up to sell Universal NutriScience for Rs 3,000 crore
UNS markets Seacod, one of India's top-selling cod liver oil capsule brands. The company is expected to be valued at around ₹3,000 crore. Investment bank Rothschild has been appointed to advise Kedaara on the sale process, the people cited above said.
Markets in ‘fear phase’, deploy money in autos, banks, capital goods: AlfAccurate’s Rajesh Kothari
The sharp correction in Indian equities triggered by fears of a prolonged war in West Asia should be viewed as a buying opportunity, according to Rajesh Kothari, Managing Director at AlfAccurate Advisors.Benchmark indices declined nearly 3% this week — their steepest weekly fall in over a year — as rising crude oil prices and geopolitical tensions rattled investor sentiment. Financial stocks led the decline, with the Nifty Bank logging its biggest weekly drop in 14 months.However, Kothari believes the selloff reflects sentiment rather than a deterioration in underlying economic fundamentals.“We are currently in a fearful phase of the market. When others are fearful, that’s usually the time to be greedy,” Kothari told CNBC-TV18, advising investors to deploy money gradually over the next 30–60 days rather than attempting to time the market.He emphasised that the outcome of the West Asia conflict is less important for markets than its duration. While companies with exposure to the Middle East could face short-term uncertainty, the broader domestic growth story remains intact.Against this backdrop, Kothari highlighted four sectors that investors should focus on.Autos remain a key bet, supported by strong demand trends and low inventory levels across the industry. February sales data was robust, and leading automakers have reported healthy growth, signalling sustained momentum.Banking and financials are another preferred sector. Credit growth has improved to around 13% from about 8.5% earlier, while asset quality remains strong. According to Kothari, the sector could become a “strong buy on declines” if crude-driven inflation concerns ease.He also sees opportunities in capital goods, particularly companies reporting strong order inflows as India’s investment cycle picks up.Lastly, hospitals stand out as a defensive play. The sector remains largely insulated from geopolitical risks and technological disruptions such as artificial intelligence.“These are strong India stori
Why Napean's Gautam Trivedi is not rushing to buy the dip yet
Gautam Trivedi, Co-Founder of Nepean Capital, says Middle East tensions have disrupted improving sentiment for India despite recent FII inflows and positive economic developments. He notes emerging markets are seeing strong inflows, but India may lag due to higher oil prices and external risks. While many stocks have corrected, he advises caution on deploying fresh capital and prefers themes like data centres, co-working and select metals.
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 | 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.
US-Iran tensions, oil risk, and IT growth concerns cloud market outlook, says Arvind Sanger
Arvind Sanger, Managing Partner at Geosphere Capital Management, warns that rising Iran-US tensions and higher oil prices could put pressure on Indian markets, even as the IT sector grapples with slowing growth and uncertainty around AI-led disruption.
War, Oil Shock & Market Volatility: Is the Worst Behind or Bigger Fall Ahead?
Global markets have been rattled by escalating geopolitical tensions and major volatility in oil prices. Are equities nearing a bottom, or is a deeper correction still ahead? In this conversation with N Mahalakshmi of Moneycontrol, Sanjeev Prasad, Co-Head of Institutional Equities at Kotak Institutional Equities, breaks down how the Israel-Iran conflict, rising oil prices, and global risk sentiment could shape the trajectory of markets. He also discusses whether the current volatility presents a buying opportunity, how global capital flows could shift, and what investors should watch in the coming weeks.