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Neeraj Seth sees mixed outlook; AI strong, but oil risk still unresolved
Neeraj Seth, Founder & CIO of 3R Investment Management explains why a stance of cautious optimism is warranted, as geopolitical tensions, unresolved oil supply issues, and delayed policy support continue to shape the outlook. He also shares his views on the dollar’s trajectory, Fed policy delays, and why gold remains structurally supported despite near-term volatility.
Mayuresh Joshi bullish on Vedanta, NLC India; sees ONGC benefiting from tight oil supply
Mayuresh Joshi, Director Research at Marketsmith India, said Vedanta’s business segments could deliver steady performance as structural drivers remain intact. He highlighted improving margins and capacity expansion in the power space, while noting mixed signals in copper due to softer numbers. Joshi added that constrained crude supply may support upstream companies’ realisations in the near term. Disclaimer: The views and tips expressed by investment experts on CNBCTV18.com are their own, not of the website or its management. CNBCTV18.com advises users to check with certified experts before taking any investment decisions.
Prashant Jain: India resilient to oil shock, sees above-average returns from current levels
Prashant Jain, Founder & CIO of 3P Investment Managers, is more comfortable with largecaps. He believes small and midcaps have run ahead of fundamentals over the past couple of years, and even after the correction, valuations are not compelling at a category level.
Dipan Mehta advises caution amid global risks; sees opportunity in Ambuja Cements
Dipan Mehta of Elixir Equities remains cautious on equities despite a recent recovery, citing risks from West Asia tensions, crude oil prices, inflation, and monsoon uncertainty. He expects the full impact to reflect in the June quarter and advises waiting for earnings clarity. He remains positive on cement, especially Ambuja Cements. Among capital market plays, he prefers MCX due to strong volumes in gold and crude, and also likes wealth firms such as Anand Rathi Wealth, 360 ONE WAM, and Nuvama for their stable annuity revenues. 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.
Oil unlikely to fall below $80/bbl amid supply disruptions: Maulik Patel
Maulik Patel, Head of Research, Equirus Investment Securities, said growth in CNG volumes is slowing, especially in key markets like Delhi. Policy reforms such as bringing gas under GST and reducing taxes could support demand. Investors are advised to consider CGD stocks on price declines.
Elixir Equities’ Dipan Mehta cautious despite rally; sees energy as next big theme
Dipan Mehta, Director of Elixir Equities remains cautious even after the recent market rally, saying volatility could persist due to global uncertainties. He prefers a wait-and-watch approach for now, with earnings season and management commentary likely to guide the next move. Mehta is closely tracking the energy space, where policy support could create opportunities across oil, gas and renewables. 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.
Ceasefire boosts markets; experts flag oil volatility and India opportunity
Matt Orton, Chief Market Strategist, Raymond James Investment, said markets are seeing a relief-driven rebound, with investors deploying cash selectively. Oil remains a key risk due to supply disruptions and uncertainty around shipping routes. Ed Yardeni, President, Yardeni Research, expects steady policy from the Fed and sees support for global equities. Srikant Kondapalli, Professor of China Studies, JNU, warned the situation remains fluid, with implications for energy flows and trade.
Applied Materials looks to ramp up investment in India’s deep-tech startups
Applied Materials is spending more time tracking opportunities in India than before, as policy support and early-stage investments are beginning to translate into a stronger pipeline of startups.
Auto scrips skid up to 27% in 3 months. Check Q4 expectations and 13 stocks to buy
Auto stocks have seen a significant drop of up to 27% in the last three months. This decline comes despite healthy vehicle demand. Investors are concerned about rising input costs, crude oil price volatility, and potential supply disruptions. Experts suggest continued underperformance in the near term. However, some analysts are identifying select stocks for potential investment opportunities.
Banks, IT and other stocks on SBI Securities' buy list
Sunny Agarwal of SBI Securities finds HDFC Bank attractive after the correction. Among PSU banks, Bank of Baroda, Bank of Maharashtra and Indian Bank stand out. The downside looks limited for IT stocks as AI-led opportunities ahead. He prefers mid-sized jewellery players, while remaining cautious on oil marketing companies amid crude uncertainty. 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.
Where are the Indian markets headed? Here's a bull case Vs bear case scenario
Brokerages remain divided on India’s market outlook amid global uncertainties. Jefferies, ICICI Prudential AMC and 3P Investment Managers are positive on India, driven by improved valuations, limited earnings downside and supportive domestic flows. They highlight attractive Nifty valuations, favourable allocation signals and recent market correction as key reasons to increase exposure, with a preference for sectors like banks and pharma and a gradual approach to adding equities. On the other hand, Nomura, Goldman Sachs and UBS remain cautious, citing rising oil prices, weak foreign flows and global risks that could weigh on growth and market returns in the near term.
How to build a portfolio when oil prices rise: Quantum AMC’s George Thomas explains
Rising crude oil prices and inflation risks are creating uncertainty for investors. Quantum AMC’s George Thomas says this is still a good time to build portfolios gradually. He highlights opportunities in quality stocks that have corrected and suggests focusing on relatively resilient sectors like IT, pharma, and select financials. While some sectors may face pressure, disciplined stock picking and a long-term approach can help navigate volatility. 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.