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Invasset PMS’ Anirudh Garg sees power stocks leading market recovery, avoids IT and lenders
Crude prices, rupee pressure and FII selling remain key concerns for equities, according to Invasset PMS’ Anirudh Garg. He expects mid- and smallcap stocks to outperform but stays cautious on lending financials and urban consumption. Garg also flagged AI disruption risks for Indian IT, while highlighting rising power demand from data centres as a long-term opportunity. 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.
TCG Asset Management’s Shahzad Madon picks digital infra, defence & renewables as key themes
Shahzad Madon of TCG Asset Management says investors should focus on long-term themes like energy transition, digital infrastructure, defence and manufacturing amid global uncertainty. He believes these sectors will see strong multi-year growth driven by geopolitical changes and rising demand. Madon prefers transmission plays within renewables, and remains comfortable with EMS companies due to steady earnings growth and improving margins. 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.
Tech Mahindra, Billionbrains Garage among 6 stocks flashing bullish signals
On April 2, six Nifty 200 stocks appeared in the White Marubozu bullish scan. This candlestick pattern reflects strong buying interest throughout the session, signalling improving momentum and potential near-term upside. Traders often track such formations to confirm trend strength and identify possible continuation of bullish momentum in select stocks.
Volatility may persist, but this is a time to accumulate: Bay Capital
Nikunj Doshi, Managing Partner & CIO-PMS at Bay Capital Investments Advisors, says rising crude prices and global uncertainty are key risks, but markets tend to recover over time. He advises gradual accumulation during corrections, with a long-term positive view on India. He prefers domestic-focused sectors like consumption, financials, NBFCs and digital tech, while cautioning that near-term outlook remains uncertain due to potential second-order economic impacts.
The two defence stocks this portfolio manager likes
Conrad Saldanha, MD & Portfolio Manager of Neuberger Berman, says market uncertainty due to Middle East tensions has created selective long-term opportunities. He sees attractive valuations emerging in global IT services after a sharp correction, while tech fundamentals remain strong. In India, he is selectively adding large caps like Reliance Industries and Bharti Airtel and likes IT midcaps such as Coforge and Persistent Systems as well as defence play Data Patterns, on weakness. Disclaimer: Network18, the parent company of CNBCTV18.com, is controlled by Independent Media Trust, of which Reliance Industries is the sole beneficiary.
IT services may benefit from AI over time despite near-term pressure: Neeraj Seth
Neeraj Seth, Founder & CIO of 3R Investment Management says artificial-intelligence (AI) capex concerns are weighing on tech stocks, expects near-term dollar strength and sees long-term opportunity in adaptable Indian IT firms.
Capital market stocks rally up to 8% as Nifty extends gains for third day; Angel One, KFin Tech, Nippon lead
The rally in capital market stocks comes as benchmark indices rebound after a sharp correction, with investors returning to equities amid improving global cues and easing concerns around crude oil prices.
LTM shares crash 7% today as Jefferies questions AI growth targets despite management's bullish outlook
LTM shares fell nearly 7 percent amid a tech sector selloff as brokerages presented split views on AI's impact on the company's long-term growth prospects.