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HDFC Bank shares drop 4%; Nifty Bank slumps as entire banking pack falls
HDFC Bank shares fell over 4% on Monday as geopolitical tensions in West Asia triggered broad selling in banking stocks. The Nifty Bank index also dropped sharply with all banking stocks trading in the red. Despite the decline, analysts remain optimistic about the lender’s long-term outlook and earnings growth.
Nifty on the verge of a 30% breakout? 25 years of market history says it's possible in FY27
Nifty has experienced a prolonged period of flat returns, mirroring historical patterns that have preceded significant market rallies. Analysis of 25 years of data suggests a potential 30% surge in the next 12 months and a 76% gain over three years. Experts highlight the importance of broad-based earnings growth and policy continuity for this potential breakout.
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
Build a 50:50 portfolio of cyclicals and megatrends, says Bajaj Finserv AMC
Nimesh Chandan, CIO of Bajaj Finserv AMC, says West Asia tensions have created only a short-term disruption for markets, while India’s long-term economic, profit and credit cycles remain strong. He believes volatility offers opportunities to accumulate quality stocks and suggests a balanced portfolio with cyclicals like financials, materials and industrials alongside structural themes such as defence, healthcare and consumption.
Gainers & Losers: Indigo, Paras Defence among 7 big movers on Wednesday
Indian markets tumbled as the Iran-Israel war escalated, dragging energy stocks lower. Nifty and Sensex fell sharply, while select stocks like Coal India and Bajaj Hindusthan Sugar bucked the trend.
Auto sales show strong demand after GST cut; rupee weakness may support IT margins, says BNP Paribas
India’s auto sector is seeing sustained demand growth after the GST rate cut, according to BNP Paribas analyst Kumar Rakesh. February data shows about 25% growth in two-wheelers and passenger vehicles, indicating that lower prices are boosting volumes and supporting demand across segments. Rakesh said the trend appears sustainable in the near to medium term. A weaker rupee could support IT services margins, though AI-related productivity demands and cost pressures may offset part of the benefit.
War shocks rattle D-Street. Will a quick recovery follow, like in the past?
Nifty has slipped as the US-Israel conflict with Iran escalates, reigniting crude worries and reviving FPI selling. History shows markets rebound quickly from geopolitical shocks. But with oil near $80 and growth priced in, this crisis could test that resilience.
Vinay Rajani of HDFC Sec suggests HDFC Gold ETF, Oil India shares to buy in the near-term
The Indian stock market fell significantly on March 2, with the Sensex down 2,743 points and the Nifty 50 plummeting over 500 points due to geopolitical tensions and foreign capital withdrawals, resulting in a loss of ₹8 lakh crore in market capitalization.
Bajaj Auto sales jumps 27% in February
Bajaj Auto has announced strong sales figures for February. Total sales saw a significant jump of 27 percent compared to the previous year. Domestic sales also grew by 27 percent. Both two-wheeler and commercial vehicle segments contributed to this impressive growth. Exports also showed a healthy increase, indicating robust performance across markets.
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.
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.
Gold, silver soared in 2025, stocks were major drags. What could 2026 have in store for investors?
After gold and silver delivered spectacular gains in 2025, Indian equities enter 2026 shaped by slower global rate cuts, geopolitical risks and a shift from slowdown to recovery. Largecaps may stay resilient, while mid and smallcaps could benefit from improving consumption trends and banking reforms, though global growth and currency risks persist, a report by 1 Finance suggest.