ICICI Direct's Dharmesh Shah suggests a positive outlook for the Indian market, fueled by ceasefire news and falling crude oil prices. Nifty is expected to reach 25,700, with strong support between 24,400 and 24,700, indicating a buy-on-dip strategy. Shah recommends capital goods sector, particularly L&T, projecting a target of 3928 with a stop loss at 3570.
Nilesh Shah from Envision Capital is positive on financial stocks. He sees financialization as a multi-decadal opportunity in India. Smaller banks and specialized credit plays are expected to perform well. Online investment platforms and insurance distributors show strong growth. Shah suggests a portfolio approach within the financial space. He continues to hold Angel One, noting its reasonable valuation.
Ansid Capital's Anurag Singh discusses the impact of low energy costs, particularly cheaper oil, on businesses, inflation, and emerging markets like India. He praises a decisive approach to nuclear proliferation, viewing it as positive for global peace and business. Singh also analyzes gold's ceiling and the dollar index's challenges, linking it to tariffs and China's treasury bond dumping.
Iran-Israel War Ceasefire Explained: A recent 12-day conflict between Israel and Iran, brokered by Qatar and hailed by Donald Trump, raises questions about its authenticity. Preceding the conflict, the U.S. significantly reduced its military presence at Al Udeid Air Base in Qatar. Iran's subsequent missile strike on the base resulted in no casualties. Trump then announced a ceasefire, hinting at prior knowledge.
Market expert Sunil Subramaniam says domestic liquidity is strong. Mutual fund flows are consistent. SIP book is at 26,000 crores. Fund managers have adequate liquidity tilted towards mid and smallcaps. FIIs are nervous due to the oil spike. Domestic fund managers are buying on dips. Geopolitical tensions create volatility. The market expects the situation to ease soon.
Indians are rethinking real estate investment. Fractional ownership is gaining traction. It allows investment in commercial properties with smaller budgets. Experts suggest it offers better diversification than traditional residential property. This is especially true for those with a Rs 50 lakh budget. NRIs and millennials are showing interest. Platforms offer easy management and tracking.
