Sharp market selloff amid geopolitical tensions may offer selective long-term buying opportunities, says Sunny Agrawal. He highlights robust order books, corrected valuations, and attractive prospects in private banks, consumer internet, and select large-cap stocks, while noting crude oil and inflation remain key macro variables for investors.
Nifty fell over 5% weekly amid Iran-Israel/US tensions, with Bank Nifty and Auto leading declines. Sudeep Shah highlights key support-resistance levels, sector rotation strategies, and defensive plays in FMCG, Pharma, and CPSEs to navigate high volatility. Investors are advised to avoid bottom-fishing and wait for stabilisation signals.
Indian housing sales saw a slight dip in units last year but a significant rise in value. Demand for homes above Rs 1 crore drove this growth. Tier-2 cities are becoming key growth areas. Improved connectivity and job opportunities are boosting housing markets. Metro cities continue to lead, but smaller cities are gaining importance.
Sebi Chairman Tuhin Kanta Pandey reassured investors that market volatility, fueled by geopolitical tensions like the Iran-Israel/US conflict, is temporary. He emphasized that the true test of financial markets lies in their ability to function smoothly, fairly, and efficiently despite uncertainty, drawing parallels to past disruptions like the COVID-19 pandemic and the Russia-Ukraine war.
Smallcap stocks have corrected sharply but are still not cheap, says Sonam Srivastava of Wright Research, urging investors to stay selective. She highlights opportunities in private banks, pharma, and capital goods while recommending staggered deployment of cash and balanced allocation across equities, gold, silver, and debt amid volatile markets.
Sadanand Date, a 2007-batch IPS officer, has taken charge as Executive Director at Sebi, heading the investigations department. Previously, Date served in key roles at the CBI, including Superintendent of Police in various branches. He also held significant positions within the Uttarakhand Police before his appointment at the market regulator.
Bitcoin’s steep decline since October may be nearing its final phase, according to Blockforce Capital’s Brett Munster, who tracks key on-chain indicators. Metrics such as the MVRV Z-Score and realized price suggest the cryptocurrency could be entering a potential accumulation zone, with renewed ETF inflows signalling improving investor demand.
Rising geopolitical tensions in West Asia and disruptions near the Strait of Hormuz are raising concerns over India’s LPG supply. With tanker movement slowing and imports falling, the government has prioritised household distribution and boosted domestic production while exploring alternative sources to cushion the impact of supply constraints.
MF Performance
Major Indices
