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Deven Choksey highlights strong fundamentals in defence and railways stocks and sees opportunities in specific autos despite Tesla s market entry concerns. He suggests looking at Tata Technology, Bajaj Housing Finance, ITC Hotel, Minda Industries, Kotak Bank, Bajaj Finance, and Bajaj Finserv for investments due to their current attractive valuations and growth potential.

Dhwani Patel, Founder of Finversify, indicates a bearish outlook on the Nifty and Bank Nifty based on current resistance and support levels. The market is suited for sell-on-rise strategies, especially in sectors like metals. Patel suggests investing incrementally in large-cap stocks as they test support levels. Colgate-Palmolive and Bajaj Finance are highlighted as promising picks.

The Indian jewelry market is experiencing significant disruption due to the rising popularity of lab-grown diamonds (LGDs). This trend may lead to a shift where gold is viewed more as an investment, while LGDs and financial gold instruments gain favor as affordable fashion alternatives.

Market expert Deven Choksey sees FII selling, market corrections, and midcap opportunities. He favors quality stocks in tourism, EV ancillary, housing finance, and defence sectors amid shifting investor sentiment.

Bitcoin s market capitalization dropped to $1.825 trillion, with its dominance standing at 61.25%. The cryptocurrency s 24-hour trading volume surged by 144.5% to reach $51.42 billion. Stablecoins made up $134.24 billion of this volume, accounting for 94.16%, as per CoinMarketCap.

Bernstein prefers HDFC Bank over ICICI Bank for long-term investment, despite ICICI’s higher RoA (2.4%) and faster loan growth. HDFC Bank’s focus on improving profitability and financial stability is expected to drive better returns. While ICICI trades at a premium, HDFC’s valuation remains attractive, with potential for growth.

Nukleus Office Solutions SME IPO was 45% subscribed on Day 2, aiming to raise Rs 32 crore at Rs 234 per share. Retail subscription reached 68%, while NII stood at 22%. Funds will be used for expansion, technology, and branding. The company operates flexible workspaces across Delhi NCR.

Indian markets are facing intense volatility, with foreign investor selloffs, fears of a global trade war, and high valuations causing instability.

Adani Group CFO Jugeshinder Singh stated that the conglomerate is self-sufficient, with no need for external capital to fund its $100 billion investment plan. Strong cash flows and financial discipline ensure debt repayment and growth, positioning Adani as a global leader by FY30.