The Great Defensive Slump: 2025 turned FMCG, IT, and pharma into market laggards. Yet with earnings stable and valuations cooling, their next move could surprise
Among the key themes identified in the report is the growing importance of rural markets. Nuvama expects companies with a stronger rural exposure to outpace urban-focused peers in the next 2 quarters
Stock market strategy: Considering that the NDA forms the government, analysts believe it will pursue a balanced economic growth model, giving equal emphasis on investment and consumption growth
The 200 Day Moving Average -- a benchmark for a healthy bull market is also close enough to that level. A drop below 21,000 could have long-term bearish consequences.
From defensives, Nifty Pharma index has led gains so far in calendar year 2024 with a surge of 11 per cent, followed by Nifty IT, which is up 4 per cent while Nifty FMCG has shed 6 per cent
Given the uncertainty on how the market trajectory may play out ahead, analysts believe investors can rotate allocation from high beta stocks to defensive plays albeit selectively
Amid moderation in inflation, markets seem to have moved past fears of interest rate hikes and investors are now anticipating strong foreign inflows into domestic equities, analysts said
Activity levels, analysts at Jefferies believe, will take a significant hit across sectors such as infrastructure, real estate, discretionary, and durables as more local lockdowns are announced
India's retail inflation, according to data released this Friday, surged to a three-month high of 5.03 per cent in February, as against 4.06 per cent in the previous month
With a strong up move on March 1, 2021, the stock of Sun Pharmaceuticals now needs to cross the resistance of Rs 620 mark to see a breakout rally towards Rs 640 and Rs 655 levels
