We do not predict market levels, what we focus on is valuations which are still above average. Small and mid-cap are expensive while large caps are in the fair value zone. We have an internal model for asset allocation which is used for equity allocation in some of our asset allocation strategies and that model is suggesting around 60-65% asset allocation to equity.

Indian pharmaceutical companies are crucial to the U.S. healthcare system, filling four out of every ten prescriptions in 2022. Reports indicate that Indian medicines saved the U.S. healthcare system USD 219 billion in 2022 and USD 1.3 trillion from 2013 to 2022. Over the next five years, Indian generics are expected to contribute an additional USD 1.3 trillion in savings.

Indian metal stocks faced a downturn following U.S. President Trump s increased import duties on Chinese goods, escalating trade war tensions. Lloyds Metals and Energy experienced the steepest fall, while Tata Steel, NMDC, NALCO, and SAIL also declined. The tariffs could divert Chinese steel exports to India, intensifying competition for local producers.

India s economy shows resilience amid tariff concerns, supported by domestic investor cash and weakening oil prices. DII buying has commenced, signaling a positive market outlook. Rate-sensitive sectors like BFSI and consumption are favored, while IT and defense require caution. Hospitality and aviation benefit from domestic tourism and lower crude prices.

Indian markets may consolidate on Wednesday amid muted global cues. Nifty50 bounced back from 21,800, forming a bullish candlestick. Analysts suggest a potential move toward 23,000, while India VIX signals heightened volatility. Experts recommend select stocks like Asian Paints and Berger Paints for short-term trades, advising cautious optimism ahead of the RBI policy outcome.

NBCC shares: NBCC has secured new work orders worth around Rs 120.90 crore in its regular business activities. The company has been awarded three major projects.

Indian benchmark indices Nifty50 and Sensex initiated Wednesday on a downturn, mirroring a global sell-off fueled by escalating trade tensions. Investors are keenly awaiting the Reserve Bank of India s policy decision, with expectations of a potential interest rate cut. Wall Street s overnight tumble, triggered by U.S. tariff confirmations on Chinese imports, further contributed to market unease.

HDFC Securities suggests buying Century Plyboards shares, targeting Rs 1,005. The current market price is Rs 677.3. In Q3 2024, Century Plyboards reported a consolidated total income of Rs 1142.80 crore. This shows a decrease from the previous quarter but an increase from the previous year. HDFC Securities anticipates volume growth across key segments.

​If you cut trade, tariffs does not help rather. It is very regressive. It reduces the standard of living. So, we do not want that. So, what is going to happen is these negotiations are very good, very constructive and you are seeing that in the stock market, there is hope that this will lead to something very well done, very constructive.