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India s megacap stocks are making a comeback, with their share of total market capitalization increasing to 21%. Nifty50 s share is also rising, reflecting this trend. Experts believe this is a natural market cycle and could continue. Emerging sectors like tech and fintech are gaining prominence, while traditional sectors experience slower growth.

Experts see potential in digital platforms, select banks, and IT services for long-term investment despite current market fluctuations. They recommend a balanced strategy by focusing on both large-cap and small-cap stocks, and highlight sectors such as cement, textiles, and capital goods as areas of value. Patience and strategic approach are emphasized for rewarding gains.

India is not a target, it will just be on the margin, some trade-off in terms of, look, be fair and just do not over-tariff us, but broadly balanced. But, of course, we will have to buy some defence planes, that is a given and that should balance the trade, so that is where I stand.

Gold prices have risen by Rs 1,350 per 10 grams so far this week, while silver prices have increased by Rs 964 per kilogram, largely maintaining a stable trend.

HDFC Securities has maintained an Add call on Sudarshan Chemical Industries with a target price of Rs 1,192. Despite a quarterly decline in total income, the company reported a significant year-over-year increase. Sudarshan Chemical s acquisition of Heubach Group s global pigment operations is expected to enhance its market position. Promoters hold 26.83% stake as of December 2024.

HDFC Securities recommends buying Star Cement Ltd. with a target price of Rs 240. Despite a slight dip in EBITDA due to stabilization expenses of new units, the company shows promising volume and revenue growth. Continued leadership in the NE region and strong financials make it a positive outlook for investors.

Deven Choksey sees the market nearing the end of the selling phase, with FPIs short selling and withdrawing funds. He notes stability in large-cap stocks, particularly the Nifty 50, while small and mid-caps face pressure. Choksey recommends mid-tier IT companies and selective auto stocks, advising caution with PSU stocks due to ongoing market corrections.

Vedanta has received 83% creditor approval for its demerger plan, surpassing the required 75% by debt value. The company will now proceed with splitting into five independent entities, aiming to enhance shareholder value by allowing each business to focus on its core sector.

Ashi Anand, Founder & CEO of IME Capital, suggests cautious investing as further market declines are possible despite India s strong long-term outlook. He highlights opportunities in Digital, BFSI, real estate, and capital goods sectors for long-term investors. Anand recommends focusing on largecaps and urges vigilance with smallcaps due to potential liquidity issues.