Nifty posted 3% net profit growth in Q4FY25, marking its fourth straight single-digit gain. Bharti Airtel, ICICI Bank, and others drove 137% of incremental earnings, while MOFSL stays bullish on large-caps and domestic sectors.
Shreyash Devalkar of Axis Mutual Fund suggests a shift in investment strategy. Broad investment themes are less effective now. He recommends focusing on individual stock selection. Public Sector Undertakings or PSUs have performed well. However, thematic investing may not be wise. He highlights financial services and select pharma as areas of interest. Digital space growth is strong, but valuations vary.
Sneha Seth from Angel One suggests a positive outlook for Nifty and Bank Nifty, advising long positions with a Nifty stop loss at 24,500. PSU banks are performing well, with potential consolidation. Seth recommends buying Federal Bank, targeting 214 with a stop loss at 202, and UPL, targeting 657 with a stop loss at 621.
Jackie Chan Real Name: Jackie Chan, now 71, discovered a shocking family secret in his forties: his father, Charles, was a spy and his real surname was Fang. This revelation prompted him to commission a documentary, Traces of the Dragon, which unveiled his mother's hidden past as an opium smuggler.
Amidst escalating global tensions, Ukraine launched drone strikes on Russian air bases, damaging aircraft ahead of peace talks. Concerns about nuclear escalation have resurfaced, prompting European nations to prepare for broader conflict. With instability rising in the Middle East and Asia, analysts question whether the world is entering a wider war, as countries increase defense readiness.
Indian equity benchmarks ended slightly lower on Friday but recorded a third consecutive monthly gain, buoyed by steady institutional inflows and strong corporate earnings, despite global trade and geopolitical concerns. The Nifty 50 rose 1.7% and the Sensex gained 1.5% in May. Amid this positive backdrop, analysts have identified five technical picks that could deliver gains of up to 20% in the near term.
Anshul Saigal of Saigal Capital suggests metal stocks are poised for growth due to cyclical lows, attractive valuations, and rising global demand. While auto sector growth is modest, excitement stems from increased profitability in SUVs and anticipated commercial vehicle volume growth. Saigal views promoter buying as a stronger indicator than selling, attributing sales to various factors like parental debt.
Nomura observed that, despite overall earnings estimate reductions, Indias Q4 season saw more companies outperform than underperform. Since March 2025, consensus earnings estimates for FY26 and FY27 have been lowered by 2.3% and 1.4%, respectively.
