Nifty At 23,300: Buy On Dips Or Wait For 23,600? CA Rudramurthy Decodes Market Trend | ET Now
Buy call on Angel One with targets and stop-loss levels.
Most coveredCrude oil 2 →Nifty 50 2 →Angel One 1 →
Buy call on Angel One with targets and stop-loss levels.
Buy call on Delhivery with targets and stop-loss levels.
Buy call on Eternal with a target for the next 1-2 weeks
Buy call on InterGlobe Aviation with a target for the next 1-2 weeks
Business could improve by almost 2X in two to three years on the five-year AWS agreement and cloud/AI demand
Q2 volumes could double sequentially, H2 stronger than H1, with 11%+ EBITDA margins
Fed hikes again and rates stay higher-for-longer
An extraordinary semiconductor cycle and powerful earnings cycle is driving TSMC higher as foreign money rotates into Taiwan
PNB named among Rajesh Palavia's top banking bets amid market volatility
RBL Bank named among Rajesh Palavia's top banking bets amid market volatility
ICICI Bank named among Rajesh Palavia's top banking bets amid market volatility
Kohli is cautious on overheated pockets of the small- and mid-cap space.
A prolonged Strait of Hormuz LNG disruption could push European energy costs higher, with TTF gas already at a three-year high above €80/MWh.
Bernstein's Manish Agarwal sees more upside in MCX, citing greater medium-term growth visibility than BSE.
Kohli is cautious on IT, implying underperformance.
Expert warns Brent could move towards $110-112 and potentially $120-122 if West Asia supply disruptions worsen, from above $100 currently.
Commodity cycle to stay strong on tight supply and robust demand, favoring metals and commodities.
CEO Jayant Davar guides for 20-25% growth, a significant earnings recovery in Q2 and Q3 after a one-off ₹21 crore Q1 loss, smart-lock volumes scaling to 2 lakh units in FY27, and a ₹500 crore annualised revenue run rate from the new die-casting facility by end-FY27.
Kunal Bajaj of Choice Institutional Equities retains a Buy rating on Coforge with a ₹2,050 target, seeing roughly 10% upside.
Soft commodities are among his preferred plays.
India's REIT market has a massive runway ahead and could expand sharply, with REIT-backed space only ~16% of total office stock.
Discusses crude oil at $100, implying elevated/rising crude prices.
Large banks are among his preferred sectors.
Sandip Sabharwal remains constructive on defence name BEML.
Sandip Sabharwal remains constructive on defence names such as BEL, seeing further opportunity.
Cochin Shipyard is a stock pick with a target of ₹1,580.
CDSL is a stock pick with a target of ₹1,520.
Stock-specific buy call on Vikrant Engineering with entry levels, targets and stop-losses
Stock-specific buy call on Wockhardt Pharma with entry levels, targets and stop-losses
Positive on metal stocks including Hindustan Zinc
Positive on metal stocks including JSW Steel
Positive on metal stocks including Jindal Steel
Positive on metal stocks including SAIL
Positive on metal stocks including Tata Steel
Expects 15-16% earnings growth for the Nifty in FY27, with stronger growth across mid and small caps
Nifty broke down through 24,111 support and continues to struggle below 24,000, with an immediate range of 23,600-24,000.
Brent crude is surging toward $100/barrel amid US-Iran conflict and Strait of Hormuz disruption
Jewellery industry representatives expect strong festive-season demand for gold, suggesting another gold boom.
US Treasury Secretary Scott Bessent says the Strait of Hormuz chokepoint could effectively be bypassed within two years via overland pipelines, implying reduced supply-risk premium in crude.