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Devina Mehra, Founder of First Global, highlights that the market s recent fall coincided with FII withdrawals, but over time, FIIs actions don t always dictate market movements. She emphasizes the nearing end of US outperformance, and First Global’s overweight on IT, pharma, auto components, with selective additions in FMCG and chemical stocks, indicating emerging opportunities outside US equities.

Tata Power Renewable Energy Ltd has signed an MoU with the Andhra Pradesh government to develop renewable energy projects valued at Rs 49,000 crore. This collaboration aims to establish up to 7,000 MW of solar, wind, and hybrid energy projects, supporting the state s vision for a sustainable green energy future.

Shares of ONGC will be in focus after its subsidiary OPaL shifts from export focus to the domestic market by exiting SEZ status. Effective from March 8, 2025, OPaL aims to boost profit margins by operating as a Domestic Tariff Area unit, enabling it to leverage India s lower corporate tax structure and enhance profitability.

IREDA shares are anticipated to gain attention following the RBI s decision to not approve its equity investment in a 900 MW hydroelectric project in Nepal. The company is planning to resubmit the proposal after initially securing board approval and a non-binding joint venture agreement with several partners.

Punita Kumar Sinha expects a volatile year for the Indian economy, influenced by global uncertainty from trade tariffs. While valuations are more attractive now, they aren t cheap. However, India s inherent economic strength and consumption demand provide a cushion. Sinha recommends focusing on financials and domestic-led consumption sectors, with larger caps being safer amid uncertain global trade impacts.

Sunil Subramaniam believes that it is not yet the right time to invest fresh capital in the railways and defence sectors.

Market Expert Sunil Subramaniam advises caution for investment in defence and railway sectors now due to expected volatility and uncertainty. He suggests one should be booking profits if the holding period is up to 18 months. However, for those with a longer horizon, these sectors are part of India s promising infra story.

The Nifty Metal Index has surged recently due to a weaker dollar and potential safeguard duties. However, macroeconomic challenges and global pricing pressures could impact the sector s momentum. Despite these headwinds, low inventory levels and the shift towards green steel present structural positives for the future.