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Peter Cardillo from Spartan Capital Securities suggests market optimism stems from easing geopolitical tensions, declining oil prices, and stable bond yields despite the Federal Reserve's firm monetary policy. Anticipation of positive earnings season and favorable PCE inflation data further fuel expectations of an early summer rally. While a July rate cut is unlikely, September remains a possibility.
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Indian market anticipates a positive trading session on Thursday, mirroring global trends. Nifty closed with gains, and India VIX decreased. Option data suggests a trading range between 24,700 and 25,700. Experts recommend buying Mphasis, M&M, Titan Company, CESC, BHEL, HDFC AMC and NYKAA. These recommendations are for traders with a short-term horizon.
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Mihir Vora of TRUST Mutual Fund selects stocks using ROCE filters and terminal value theory. He focuses on companies with visible growth and sustainable capital efficiency. The uptrend in markets looks sustainable with potential volatility. Sectors like construction and consumer discretionary are gaining attention. He suggests a balanced investment approach with equities, gold/silver, and fixed income.
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News and Media
Saurabh Pathak of Purnartha PMS is optimistic about India's growth in H2 2025, highlighting Generative AI, Defence, and Semiconductors as key investment themes. Despite geopolitical volatility, India's strong domestic growth, resilient consumption, and government capex support a constructive outlook. Pathak advises staggered investments, favoring IT, Pharma, and Utilities sectors.
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News and Media
Nvidia's stock soared to a record high on Wednesday, propelling it past Microsoft to become the world's most valuable company. This surge was fueled by an analyst's prediction of a "Golden Wave" of AI adoption, with Loop Capital raising its price target for Nvidia. The resurgence of the "AI trade" has boosted chip stocks, reflecting optimism about the technology's potential.
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News and Media
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