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Goldman Sachs sees Nifty at 29,300 in the next 12 months
Goldman Sachs Chief Global Strategist Peter Oppenheimer says strong earnings growth and a supportive domestic macro environment could support Indian markets although geopolitical tensions and rising oil prices may create short-term volatility. While high valuations globally might cause market corrections, he does not expect a prolonged bear market.
Nifty may consolidate for three months; 23,800 key support, 25,500 possible on rebound: CLSA
Nifty could remain in a consolidation phase for the next three months, with 23,800 acting as a key support level, according to Laurence Balanco of CLSA. He said the index has held this support so far, which remains constructive for the broader trend. In the near term, a relief rally could push Nifty towards 25,500. Short-term market swings are likely to be driven by developments in West Asia and movements in oil prices.
DSP Mutual Fund flags global shifts, expensive midcaps, IT lag: How investors may position portfolios
DSP Mutual Fund advises caution and diversification amid market risks like rising oil prices and high US equity valuations. AI spending by tech giants drives global markets.
Market Trading Guide: Apollo Pipes among 3 stock recommendations for Tuesday
Sensex and Nifty plunged nearly 2% as rising crude oil prices, weak global cues and escalating West Asia tensions triggered heavy selling. Foreign fund outflows and a weaker rupee added pressure. Analysts recommend Apollo Pipes, Aurobindo Pharma and Tata Steel for potential short-term gains.
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
Where is the Nifty headed next? Top CLSA chartist answers
The Nifty 50 index is down 1.6% so far in this truncated week and is set to decline in three out of the last four trading sessions, as the ongoing US-Iran war in West Asia, and the subsequent surge in oil prices have had a negative impact on market sentiment.
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.
Trade Setup for March 2: Nifty braces for Monday chaos after US, Israel attack Iran
Before the markets open here in India, the bigger reaction will be seen on other asset classes beyond equities. Crude oil prices, Gold prices, moves on the US Dollar, the Yen, all of which will be significant and keenly monitored by the street. In fact, Barclays has already written in a note to clients that oil prices could go up to as high as $100 per barrel.
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.
Nifty at 29,000 by March 2027? Emkay's Seshadri Sen Shares Top Stock Picks
Can the Nifty hit 29,000 by March 2027? In this conversation with Surabhi Upadhyay, Emkay Global's Head of Research & Strategist Seshadri Sen explains why falling oil prices, a stronger rupee, improving earnings growth and resilient domestic flows could drive a 20% rally in Indian equities. He also shares his favourite sectors, key risks to watch and top investment themes for the next two years.
Live: Nifty Above 24,150 | US Jobs Miss Estimates | Nasdaq Falls, Oil Holds at $71 | Opening Bell
Global markets remained mixed as weak U.S. jobs data raised questions over the Federal Reserve's next policy move, while a sell-off in chip stocks dragged the Nasdaq lower. Oil prices stayed steady near $71 a barrel, and Tesla shares fell 7% following a weak business update. Back home, the Nifty reclaimed the 24,150 mark on the back of an IT rally, even as FIIs remained net sellers. Experts decode key global cues, monsoon progress, FII-DII activity, and what investors should watch for in today's trade.
Global Markets Rise Despite War Fears | Oil Hits $110, Nifty Faces 23000 Resistance | Opening Bell
Global markets edged higher even as U.S.-Iran tensions pushed oil prices near $110. Will rising crude and geopolitical risks cap Nifty’s rally near 23,000? Here’s what investors should watch next.