Market News
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Ambuja Cements Shares In Focus As Motilal Oswal Maintains 'Buy'; Sees Up To 33% Upside — Check Target Price
Motilal Oswal remains positive on Ambuja Cements as the company sharply scales up its long-term expansion roadmap and shifts decisively toward organic growth
Avoid OMCs; prefer defence and summer plays: Chola Securities
Dharmesh Kant, Head of Research at Chola Securities, says oil marketing companies remain largely avoidable as they are cyclical, commodity-linked businesses with limited long-term wealth creation potential, especially as renewable energy gains share. He advises selective buying in market declines, favouring defence stocks like BEL and HAL and summer-linked plays such as LG Electronics and Blue Star. Kant also sees corrections in InterGlobe Aviation as a potential long-term buying opportunity despite near-term volatility.
For those wanting to trade downside levels, not sure if index is the right way: Rohit Srivastava
Rohit Srivastava, Founder of Indiacharts and Strike Money, says investors should focus on hedging rather than aggressive selling as markets remain volatile. He suggests using long-dated Nifty puts as protection and notes that weakness, initially seen in IT and real estate, is spreading to other sectors including banks. For short-term traders, stock-specific short trades may offer opportunities, while defensive sectors such as defence, pharmaceuticals and agro-linked plays like sugar could act as selective bets.
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
Kansai Nerolac bets on industrial paints—but is that enough?
Weak decorative demand and limited near-term triggers have weighed on the stock, even as the company leans on industrial coatings to build steadier long-term growth.
OYO parent appoints ex-SEBI chief Ajay Tyagi to board ahead of IPO push
CNBC-TV18 had earlier reported that OYO’s parent had confidentially filed draft IPO papers with SEBI, signalling a fresh attempt at tapping public markets after deferring earlier listing plans. The move reflects a broader reset within the company as it sharpens its focus on profitability, governance, and long-term capital market readiness.
Global investors are now chasing this one AI signal in 2026
Julien Lafargue, Chief Market Strategist at Barclays Private Bank, advises investors to focus on geographical diversification this year as prolonged overexposure to US markets begins to shift. While equities remain the main driver of long-term wealth creation, he also sees growing opportunities in alternative strategies that benefit from widening differences across markets and sectors.
Gold firm above $5,000, silver volatile: Where are prices headed next?
With gold holding firm at elevated levels and jewellers reworking strategies to suit price-sensitive buyers, the commodities landscape is increasingly defined by divergence. While long-term bullish forecasts from players such as UBS keep gold in focus, silver struggles with erratic moves and weak participation, and India’s steel market shows early signs of consolidation after a sharp rebound.
Why global capital is looking at India differently this year
India's economic resilience, fueled by digital infrastructure and evolving regulations, is attracting global capital. The latest budget reinforces this, with initiatives like GIFT City offering fiscal clarity and regulatory certainty. This focus on long-term institutional choices and data integrity signals India's readiness for global financial integration, moving beyond 'emerging market' status.
MC Exclusive: From aerospace to consumer electronics: Aequs founder on the company's next growth phase
After spending nearly two decades building capabilities, Aequs believes it is entering a new phase of growth. Aravind Melligeri discusses capacity expansion, consumer electronics, engine manufacturing, capital allocation, leverage, governance and the company's long-term financial ambitions
Blue Star Q4 FY26: Positioned to cash in on India’s cooling boom, but near-term challenges stay
Long-term outlook intact despite inventory challenges for cooling products
Titan shines brighter as jewellery demand defies gold price surge
Market-share gains, strong buyer growth, and aggressive expansion reinforce long-term growth outlook