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Shares of Oil and Natural Gas Corporation (ONGC) climbed 3.2% to Rs 255.15 on the BSE, while Oil India surged up to 5% to Rs 488.80. The rally followed a more than 4% overnight jump in global oil prices, reaching their highest levels since early April, driven by concerns over potential supply disruptions in the Middle East.
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Mayuresh Joshi discusses the railway sector's potential, highlighting positive budgetary allocations and new projects. While manufacturing stocks like Titagarh and Texmaco Rail face margin constraints, infrastructure and financing stocks offer selective opportunities. Joshi also addresses Maruti's production adjustments due to rare earth magnet issues, anticipating a potential recovery in the auto sector's EV segment.
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At least 40 companies rebounded from FY24 losses to FY25 profits, with nine stocks yielding over 100% returns. Reliance Power and Reliance Infrastructure led the resurgence, while Kernex Microsystems stood out among mid-caps. Despite some caution, analysts see this trend as reflecting broader economic stabilization, though recovery remains concentrated among top companies.
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Dolat Capital is optimistic about India's long-term growth. Kedar Kadam highlights sectors like FMCG and automobiles as potential outperformers in 2025. Falling interest rates and a good monsoon are expected to help. Opportunities exist in export and infrastructure sectors. Investors are advised to be cautious amid global uncertainties.
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ICICI Direct's Pankaj Pandey believes India's Nifty has structurally transformed, making historical valuation comparisons obsolete. He suggests current valuations, though seemingly rich at 20x FY27 PE, are justified by evolving business models and high-growth companies. Pandey favors BFSI, particularly AMCs and banks, and advises against holding excessive cash, recommending instead a shift to defensive large-caps during market downturns.
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