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Indus Towers shares dropped 8% amid investor concerns over telecom giants Bharti Airtel and Jio partnering with SpaceX’s Starlink for satellite internet services, potentially disrupting the tower infrastructure business and intensifying competition in India s emerging satellite communications market.

Rohit Srivastava, Founder of Strike Money Analytics & Indiacharts, believes market resilience amid US volatility signals a positive shift. Key sectors to watch are financials, especially NBFCs, and metals including aluminium and copper. PSUs, despite recent declines, are entering a value zone, potentially attracting investment.

Rattan Dillon, a car enthusiast from Chandigarh, stumbled upon physical share certificates of Reliance Industries (RIL) during a spring cleaning session. The certificates revealed that the original shareholder—now deceased—had purchased 30 equity shares at Rs 10 each.

Dikshit Mittal from LIC Mutual Fund expects consumer discretionary sectors to recover strongly by fiscal 26 due to recent government tax breaks. He sees opportunities in power capex, particularly in transmission and distribution, and suggests being selective in capital goods and banking sectors due to their reasonable valuations and potential for better returns.

Narayana Murthy: Murthy’s family, which owns a 4.02% stake in Infosys, saw the value of their holdings drop to Rs 26,287 crore on Wednesday, down from Rs 33,163 crore in mid-December.

​So, we are going to keep our eyes on wheat and sugar for the next few months. But for now, we are going to celebrate the fact that a lot of other food prices have actually come off and we are at target inflation.

Harsha Upadhyaya, CIO-Equity of Kotak AMC, highlights the overvaluation in Indian markets, especially in mid and smallcaps. He suggests being cautious and selective in these sectors due to their high premiums and muted earnings growth. Largecap banks, private and PSUs, offer valuation comfort, along with sectors like specialty chemicals, industrials, telecom, and cement after correction.