The markets ended lower this week, with Nifty trading below its 50 and 100-week moving averages. While a crucial support zone near 23,000-23,100 is being defended, a sustained breach could trigger further weakness. The coming week is expected to start cautiously, with selective stock-specific opportunities amidst a sideways trajectory.
SpaceX and other mega IPO candidates may have to wait years before joining the S&P 500 after S&P Dow Jones Indices retained its profitability requirement for index inclusion. Despite their massive valuations, companies such as SpaceX, OpenAI and Anthropic must demonstrate sustained profits before becoming eligible for the benchmark.
George Thomas of Quantum AMC believes Indian markets have entered a stock pickers’ phase as RBI flags inflation and growth risks. He favours largecaps, banks, healthcare and capex-linked sectors, while cautioning against expensive smallcaps. With geopolitical tensions and rising energy prices weighing on sentiment, selective investing remains key.
Siddhartha Khemka believes Indian markets have become increasingly stock-specific as earnings trends diverge across sectors. He remains positive on power, cables and wires, cooling products, manufacturing, and electric vehicles, while favouring select mid- and small-cap companies that continue to deliver strong earnings growth despite broader macroeconomic challenges.
Macquarie has initiated coverage on Meesho with an ‘Underperform’ rating and a target price of Rs 125, implying nearly 25% downside. The brokerage believes declining average order values and modest per-order economics could limit profitability, despite strong user growth, improving engagement metrics, and the company’s focus on free cash flow.
Behavioural finance expert James Montier argues that investment success depends more on controlling emotions than predicting markets. By avoiding common biases, focusing on facts, maintaining discipline, and thinking long term, investors can improve decision-making and enhance returns. Mastering psychology, he says, is often more valuable than mastering finance.
Vanguard’s India portfolio has delivered strong returns in CY26, with 12 stocks gaining up to 87% and two new additions in the March quarter, as the FII’s listed equity holdings surged 44% quarter-on-quarter.
Crypto markets operate 24/7, offering Indian traders opportunities beyond traditional market hours. According to CoinDCX co-founder Sumit Gupta, the Europe-US trading overlap between 6:30 PM and 10:30 PM IST is often the most active period, with higher liquidity, tighter spreads, and stronger institutional participation driving price action.
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