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Updated : Mar 28, 2025

NSE Rejig: Experts' Take On Zomato And Jio Finance Over Inclusion In Bluechip Nifty 50 Index

In this Market Today segment, we analyse the impact of Zomato and Jio Financial Services' inclusion in the Nifty index. Mayuresh Joshi, Head Equity Research at William O'Neil India, addresses concerns about the Nifty's valuation uptick, explaining that the overall Nifty EPS for FY26 and FY27 is expected to remain stable despite these higher-valued additions. He notes that the market will likely factor in EPS moderation as Zomato's profitability adjusts and Jio's growth unfolds. Mitesh Panchal from miteshpanchal.in explains technical analysis of these two stocks. Mitesh Panchal highlights Zomato as his preferred pick, recommending a buy only if it closes above ₹250, with potential targets of ₹230 and ₹240. He suggests a stop loss at ₹203. For Jio Financial Services, he advises waiting for a weekly close above ₹240, noting that a daily close above ₹215 is a potential entry point for Zomato. Tune in for expert insights on the Nifty's rebalancing, the impact of Zomato and Jio Financial Services, and technical trading strategies for these stocks.

Updated : Mar 28, 2025

Sectors To Watch In FY26: Mayuresh Joshi On Banking, Healthcare And Rural Growth

Looking ahead to FY26, Mayuresh Joshi from William O'Neil India shares his top sector picks for potential growth. He highlights financial services, particularly banking, as a leading sector, anticipating stabilizing asset quality and potential interest rate cuts. Within healthcare, hospital stocks are expected to continue their strong performance, driven by bed additions and medical tourism. Mayuresh Joshi also sees significant potential in domestic rural-facing sectors like agrochemicals and fertilizers, anticipating a boost from strong Rabi harvests and favourable weather conditions. Tune in to discover which sectors and stocks are poised to outperform in FY26 and learn how to position your portfolio for maximum returns.

Updated : Mar 27, 2025

Nifty Adds 6.7% This Month; Best March Since 2019

The Indian stock market witnessed a strong rally on Thursday, March 27th, the second-last trading session of the financial year 2024-25. Both the Nifty and Sensex surged, signaling a positive end to the fiscal year. At approximately 1:40 PM, the Nifty was trading at 23,604.85, up by 118.00 points (0.50%), while the Sensex climbed to 77,670.75, gaining 382.25 points (0.49%). In this video, we delve into the key factors driving this market surge. We explore the leading sectors, with Nifty PSU Bank topping the charts with a 1.5% increase, followed closely by the Oil & Gas sector, which saw a 0.9% rise. However, not all sectors are experiencing gains. Nifty Pharma and Healthcare faced significant declines, dropping by 1.1%, while the Nifty Auto sector felt the impact of the newly announced US tariffs by President Donald Trump. Join us, as we analyze the market dynamics, discuss the sector-specific performances, and provide insights into what this rally means for investors. We'll also examine the potential implications of the US tariffs on the auto industry and how they might affect the broader market. Stay tuned for expert analysis and market updates!

Updated : Mar 27, 2025

Trump And Tariff Turmoil: How Will They Impact Indian Auto Stocks And Equity Markets?

In this segment from Business Today TV's Market Today, Gaurav Dua, Head Capital Market Strategy at Mirae Asset Sharekhan, discusses the potential impact of President Donald Trump's latest tariff announcements on the Indian equity market. Trump's decision to impose a 25% tariff on all automobile and auto part imports into the US has reintroduced significant volatility into the market, potentially halting the recent recovery rally. Gaurav Dua notes that the market had seen a substantial 1800-point bounce from oversold positions, but this new development has brought back uncertainty. He highlights that auto stocks and auto component companies with significant US exposure, such as Tata Motors, Samvardhana Motherson, and Sona BLW Precision Forgings, are likely to face considerable pressure. Gaurav Dua emphasizes that "Trump and turmoil" will likely be the new buzzwords, not just in India, but across global markets.

Updated : Mar 27, 2025

This Mutual Fund Turned ₹10K SIP Into ₹60.41L In 12 Years – Edelweiss Midcap Fund

Edelweiss Midcap Fund has consistently delivered strong returns with a proven track record, ranking in the top half of its category for five straight years. With a launch in 2007, this fund offers a solid 13.5% CAGR since inception. A 10-year SIP of ₹10,000 has grown to ₹37.61 Lakhs, while a 17-year SIP of ₹5,000 has turned into ₹70.70 Lakhs, showing impressive long-term growth. With top holdings like Indian Hotels, Dixon, and Persistent Systems.

Updated : Mar 26, 2025

Should You Buy NCC & KNR Construction? | Expert Opinion By Prashanth Tapse

Prashanth Tapse, Research Analyst at Mehta Equities, shares his expert take on two key construction stocks — NCC and KNR Construction. He offers a detailed analysis of their current valuations, ideal entry points, and target prices. For NCC, Prashanth recommends entering at around ₹205–208, with a medium to long-term target of ₹250–260. As for KNR Construction, he advises investors to wait for a dip and consider buying around ₹215–220 for better value

Updated : Mar 26, 2025

This Midcap Fund Turned ₹10K SIP Into ₹48.6L – Motilal Oswal Midcap Fund

Motilal Oswal Midcap Fund has delivered stellar returns, turning a ₹10K monthly SIP into ₹48.63 lakh in just 11 years — a CAGR of 22.2%. Launched in 2014, this high-conviction fund holds a focused portfolio of 24 stocks, with top picks like Coforge, Paytm, Max Healthcare, and Trent. With 75% equity allocation and strong positions in tech, retail, and industrials, the fund continues to attract attention. NAV stands at ₹105.95 with an AUM of ₹23,700 crore. Is this the ultimate midcap wealth creator for long-term investors? Let’s break down the numbers and strategy!

Updated : Mar 26, 2025

Zomato & Swiggy Downgraded: Should Investors Be Worried?

Zomato and Swiggy are under the spotlight after Bank of America Securities slashed their target prices. Swiggy was downgraded from “Buy” to “Underperform,” with a revised target of ₹325, while Zomato’s target was cut from ₹300 to ₹250 and given a neutral rating. Despite the downgrades, experts like Gaurang Shah, Senior VP at Geojit Financial Services, remain optimistic. He believes both companies are well-positioned in the quick-commerce space, expanding their market share and investing in long-term growth strategies. While short-term challenges may persist, Shah says these are fundamentally strong businesses with the potential to deliver solid returns ahead.

Updated : Mar 26, 2025

Unlock Wealth With High-Growth Mutual Funds | HDFC Mid-Cap Opportunities In Focus

Discover the potential of HDFC Mid-Cap Opportunities, a fund with a proven track record of 17.5% CAGR since launch. With a portfolio of 78 stocks and top holdings like Max Financials, Indian Hotels, and Balakrishna Industries, this fund offers strong growth potential for long-term investors. A 10-year SIP of ₹10K has grown to ₹35.53 Lakhs, showcasing its consistent returns. Focus on this high-growth mutual fund to boost your wealth!

Updated : Mar 24, 2025

IndusInd Bank Plummets 30% in March: Experts Advise Caution Amidst Market Volatility

IndusInd Bank suffered a sharp 30% decline in March due to financial issues, making it one of the biggest losers in the market. Along with IndusInd, major tech stocks like Infosys and Wipro saw losses between 3.8% and 5%, while Maruti, Bajaj Finserv, and Hero MotoCorp also struggled. Chakri Lokapriya, CIO - Equities at LGT Wealth, suggests caution on IndusInd Bank, recommending investors look at other banking stocks that offer better value. Vaishali Parekh, VP of Technical Research at Prabhudas Lilladher, mentions that while IndusInd has bounced from a key support level, the stock has yet to show a confirmed uptrend. With many other banking stocks offering more clarity, experts advise waiting for IndusInd to settle down before considering it a buy. Investors should keep an eye on both value and momentum to make more informed decisions in the current market conditions.

Updated : Mar 24, 2025

Is SBI the Most Undervalued Bank? Chakri Lokapriya's Analysis of the Banking & NBFC Stocks

In this segment from Business Today TV's Market Today, Chakri Lokapriya, CIO - Equities at LGT Wealth, discusses the recent surge in private sector banks and the broader financial sector. He highlights NBFCs as a key beneficiary of potential interest rate cuts, predicting at least 75 basis points of cuts in the near future. While acknowledging the initial impact on loan books, Chakri Lokapriya anticipates significant loan growth, particularly in industrials-linked NBFCs like REC. He also expresses optimism about PSU banks, specifically SBI, which he notes is trading below its forward price-to-book value multiple despite its strong balance sheet. Chakri Lokapriya also favours mid-cap PSU banks like Canara Bank and Union Bank of India, citing their clean balance sheets and attractive valuations. He believes these banks will benefit from the anticipated industrial corporate lending growth. While acknowledging the strength of private banks like HDFC and ICICI, Chakri Lokapriya emphasizes the potential of NBFCs and PSU banks in the current market environment. He also points to the upcoming RBI credit policy and the new governor's efforts to improve market liquidity.

Updated : Mar 23, 2025

Manappuram Finance: Discover Why It Could Be the Next Big Winner

Manappuram Finance is in the spotlight following Capital's acquisition of an 18% stake, triggering a significant surge in the stock. On Business Today TV's "Market Today," experts discussed the implications of this move and Manappuram Finance's prospects. Mayuresh Joshi, Head Equity Research at William O'Neil India, highlighted the gold financing sector's recent strong performance, driven by RBI curbs on unsecured lending. He noted that the Capital deal is expected to create positive sentiment, especially with warrants issued at ₹236. Mayuresh Joshi also suggested that even if interest rate cuts ease bank borrowings, Manappuram Finance and Muthoot Finance should maintain reasonable volume growth. He sees positive macros and micros for Manappuram Finance over the next two quarters. Mitesh Panchal from miteshpanchal.in confirmed a buy recommendation on Manappuram Finance, even after the 10% surge. He pointed to the stock's strong rebound from ₹145 in October 2024. Mitesh Panchal believes the stock has formed a double bottom and is poised to cross ₹230 with a new trend setup. Both experts are bullish on Manappuram Finance, citing its strong performance, positive news, and favorable market conditions.

Updated : Mar 21, 2025

IndusInd Bank: Expert Explains Why The Stock Could Bounce Back Post-Investigations

IndusInd Bank has faced significant challenges, being the only F&O stock down on a weekly basis and experiencing a 30% drop in March alone. On Business Today TV's "Market Today," Sudip Bandyopadhyay, Group Chairman, Inditrade Capital, addressed concerns of long-term shareholders. He reassured that the bank remains fundamentally strong, with no issues regarding capital adequacy or asset quality. Sudip Bandyopadhyay pointed out the attractive valuation of 0.7 times its FY27 book value, significantly cheaper than many other banks. He acknowledged the uncertainty surrounding internal and external reviews, including a potential forensic audit, which are assessing a reported ₹1,500 crore loss at the PAT level. However, he emphasized that even if this loss is confirmed, it represents roughly one quarter's profit. He also highlighted the promoter's commitment to support the bank if additional capital is needed. While the timeline for the stock to recover its previous valuation is uncertain, Sudip Bandyopadhyay suggested that aggressive investors might consider buying at current levels, given the low valuation. He believes that once the investigations and audits are completed, the stock will likely begin to move upward, as a bank like IndusInd cannot remain at such a low book value for an extended period.

Updated : Mar 21, 2025

Bajaj Finance Vs Bajaj Finserv: Which Stock Is On Top Experts' Radar?

Bajaj Finance is making waves, having already been a top performer in 2025. With recent management changes, including Rajeev Jain's elevation to Vice Chairman and Anup Kumar Saha's appointment as Managing Director, the stock's future is generating significant interest. On Business Today TV's "Market Today," experts weighed in on whether the stock still presents a buying opportunity. Mayuresh Joshi, Head Equity Research at William O'Neil India, highlighted the stock's positive ratings, rankings, and institutional holdings, emphasizing its leadership within the NBFC space. He pointed to the company's technological innovations, which are expected to drive loan growth, control costs, and improve margins and profitability. Mayuresh Joshi believes current holders should maintain their positions. Mitesh Panchal from miteshpanchal.in also expressed a strong preference for Bajaj Finance, noting its technical bottom at ₹8,500 and predicting a move towards ₹9,800 to ₹10,000. He emphasized the stock's momentum and the consensus view that it will soon reach a five-digit mark. Both experts are bullish on Bajaj Finance, citing its strong fundamentals, leadership, and technological advancements, suggesting that the stock still has room to grow despite its recent impressive performance.

Updated : Mar 20, 2025

Defence Stocks Rally: Expert's Defence Stock Picks and Concerns: GRSE, Cochin, Mazagon, HAL, BEL

Defence stocks recently experienced a significant rally, driven by a German trigger, but is this momentum sustainable? On Business Today TV's "Market Today," Deven Choksey, MD, DR Choksey FinServ Private, shared his views on the sector's future. He reiterated his long-held belief that defence companies have a fantastic future due to government spending, crucial for India's GDP growth aspirations. However, he cautioned against expecting growth rates significantly higher than the nominal GDP growth of around 11.5%. Deven Choksey expressed concern that the current rally might be driven by momentum rather than fundamental value, with investors justifying high PE ratios of 40-60 based on perceived growth. He emphasized that while defence companies are performing well, their growth rate may not support such lofty valuations. He advocates for investing in companies with strong fundamentals at fair prices, rather than chasing momentum at crazy valuations. He suggests a cautious approach to GRSE, Cochin, Mazagon, HAL, and BEL, favouring a fair price performance over speculative buying.

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Daily Calls LIVE: Ask Your STOCK MARKET TODAY QUERIES | Market Update LIVE | Share Market News Today

NSE Rejig: Experts' Take On Zomato And Jio Finance Over Inclusion In Bluechip Nifty 50 Index

Sectors To Watch In FY26: Mayuresh Joshi On Banking, Healthcare And Rural Growth

Nifty Adds 6.7% This Month; Best March Since 2019

Daily Calls LIVE: Ask Your STOCK MARKET TODAY QUERIES | Market Update LIVE | Share Market News Today

Trump And Tariff Turmoil: How Will They Impact Indian Auto Stocks And Equity Markets?

This Mutual Fund Turned ₹10K SIP Into ₹60.41L In 12 Years – Edelweiss Midcap Fund

Should You Buy NCC & KNR Construction? | Expert Opinion By Prashanth Tapse

This Midcap Fund Turned ₹10K SIP Into ₹48.6L – Motilal Oswal Midcap Fund

Top Stock Picks By Gaurang Shah: Strong Bets In Cement, Defence, And Industrials

Zomato & Swiggy Downgraded: Should Investors Be Worried?

Daily Calls LIVE: Ask Your STOCK MARKET TODAY QUERIES | Market Update LIVE | Share Market News Today

Unlock Wealth With High-Growth Mutual Funds | HDFC Mid-Cap Opportunities In Focus

Daily Calls LIVE: Ask Your STOCK MARKET TODAY QUERIES | Market Update LIVE | Share Market News Today

IndusInd Bank Plummets 30% in March: Experts Advise Caution Amidst Market Volatility

Is SBI the Most Undervalued Bank? Chakri Lokapriya's Analysis of the Banking & NBFC Stocks

Manappuram Finance: Discover Why It Could Be the Next Big Winner

IndusInd Bank: Expert Explains Why The Stock Could Bounce Back Post-Investigations

Daily Calls LIVE: Ask Your STOCK MARKET TODAY QUERIES | Market Update LIVE | Share Market News Today

Bajaj Finance Vs Bajaj Finserv: Which Stock Is On Top Experts' Radar?

Defence Stocks Rally: Expert's Defence Stock Picks and Concerns: GRSE, Cochin, Mazagon, HAL, BEL

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