Latest Stock Market News

Sanjay Bembalkar, Head of Equities at Union Asset Management, advises investors to consider gold ETFs for safer, liquid portfolios without emotional ties. In light of geopolitical uncertainties and monetary changes, gold s negative correlation with equities and debt makes it a valuable long-term strategic asset. Bembalkar suggests a 15-25% gold allocation for retail investors.

Quick commerce continues to gain traction in India s urban centers, while traditional big-box retail remains strong in smaller towns. Fund manager Milind Karmarkar suggests a balanced investment approach, seeing potential growth and challenges for both segments over the next five years.

These stocks 50-day SMA crossed below their 200-day SMAs on February 24.

The stocks of a major e-commerce firm sharply fell by 10%, the largest decline since October 2022. This came after Trump directed restrictions on Chinese investments in the US. This has caused Chinese stocks trading in the US to drop, unlike those in Hong Kong and mainland China, affecting the year’s Chinese tech stock rally.

Mani from Bangalore aims to accumulate Rs 3 crore in 10 years through SIP in mutual funds but has high exposure to midcaps and smallcaps. Abhijit Chokshi advises rebalancing this portfolio towards large-cap funds for stability while maintaining growth potential.

Texmaco Rail & Engineering has signed an MoU with Polish firm Nevomo to develop AI-driven next-generation rail technologies, focusing on Magrail, linear propulsion, and driverless systems. This partnership aims to boost rail efficiency, capacity, and modernize infrastructure globally. A dedicated R&D center will be set up in the GCC region.

Deepak Shenoy, Founder of Capital Mind, discusses ongoing market trends, emphasizing the importance of local manufacturing in India. While the market faces corrections, he highlights sectors like defense and railways showing promise. Despite uncertainties and volatility, he advises investing in fundamentally strong companies and believes the domestic economic outlook is improving compared to six months ago.

Despite market volatility, analysts like Mohit Khanna of Purnartha Investment Advisers remain optimistic about long-term investments in equities. Khanna highlights that recent corrections have improved valuations, presenting lucrative opportunities, especially in midcap and smallcap segments, for investors with a selective, bottom-up strategy.

Axis Securities recommends buying HG Infra Engineering, setting a target price at Rs 0.17. With a current market price of Rs 1084.9, the company s order book stands at Rs 15,080 crore. Significant government projects ensure revenue visibility for the next few years. Revenue diversification into Railways and Solar sectors augurs a projected 15% CAGR growth over FY24-26E.