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Daljeet Kohli advocates strict bottom-up investing amid volatile markets, favoring earnings-driven stock selection. He sees opportunities in CV autos and ancillaries, remains cautious on IT and microfinance, and expects Q4 results to drive selective re-rating.
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News and Media
Following Israels pre-emptive strike on Iran, geopolitical tensions boost safe-haven demand. Gold and silver futures are expected to open higher, offering traders significant upside opportunities.
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News and Media
Sudip Bandyopadhyay highlights selective bottom-up investment opportunities in chemicals, defense, energy, retail, and telecom sectors amid market consolidation and improving corporate fundamentals. FIIs show early inflows, supporting a positive long-term outlook.
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News and Media
Bitcoin hovers around $65,000 amid broad crypto declines, with Ethereum and major altcoins down. Market shows tactical stability but structural fragility persists, while global financial risks and AI disruptions weigh on sentiment.
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News and Media
Multi-asset allocation funds gained popularity as investors embrace them for portfolio stability. AUM rose 72% to Rs 1.75 lakh crore, driven by strong performance in gold, silver, and automatic rebalancing benefits.
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News and Media
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