Latest news with #NischalMaheshwari
Economic Times
20-05-2025
- Business
- Economic Times
market consolidation phase: Financials remain the backbone; cement, chemicals emerge as new leaders: Nischal Maheshwari
Live Events (You can now subscribe to our (You can now subscribe to our ETMarkets WhatsApp channel "We are seeing good trends coming from the chemical sector. So, I am just highlighting all the sectors which have not done well, and these would be one of the sectors which will come out very strongly in the current year," says Nischal Maheshwari , Market is just a phase of consolidation. We had a very-very strong run if you remember last week for the first two days and thereafter it is being consolidated because if you really look at it, we are from the bottom around 11% to 12% up and we had quite a bit of turbulence during that time and market has done really well braving all this turbulence and still coming out on the top. So, this is a consolidation phase, no need to worry. I still see a very-very strong market out there and possibly we will see a new high this year financials obviously has the largest weight on the Nifty as well as it is coming from a background of almost three-four years underperformance. So, I continue to believe that financials are going to continue to do well. But there are a few other sectors which have started emerging. Cement has done pretty well in this current has been strong volume growth and some of these companies have also started showing price cement is another one which should see good trend. It I believe with all this turbulence which happened in the US, things are settling down. US continues to grow strongly. So, I believe in the second half of this current year it is also going to be another one which should be looked out we are seeing good trends coming from the chemical sector. So, I am just highlighting all the sectors which have not done well, and these would be one of the sectors which will come out very strongly in the current there are a couple of other two sectors defence as well as capital goods, they have continued to do well and given the recent issues I believe defence obviously has done very well, but capital goods also seem to be in a good spot. So, there are four-five sectors which are doing pretty well at this moment.
Time of India
20-05-2025
- Business
- Time of India
market consolidation phase: Financials remain the backbone; cement, chemicals emerge as new leaders: Nischal Maheshwari
Tired of too many ads? Remove Ads Tired of too many ads? Remove Ads "We are seeing good trends coming from the chemical sector. So, I am just highlighting all the sectors which have not done well, and these would be one of the sectors which will come out very strongly in the current year," says Nischal Maheshwari , Market is just a phase of consolidation. We had a very-very strong run if you remember last week for the first two days and thereafter it is being consolidated because if you really look at it, we are from the bottom around 11% to 12% up and we had quite a bit of turbulence during that time and market has done really well braving all this turbulence and still coming out on the top. So, this is a consolidation phase, no need to worry. I still see a very-very strong market out there and possibly we will see a new high this year financials obviously has the largest weight on the Nifty as well as it is coming from a background of almost three-four years underperformance. So, I continue to believe that financials are going to continue to do well. But there are a few other sectors which have started emerging. Cement has done pretty well in this current has been strong volume growth and some of these companies have also started showing price cement is another one which should see good trend. It I believe with all this turbulence which happened in the US, things are settling down. US continues to grow strongly. So, I believe in the second half of this current year it is also going to be another one which should be looked out we are seeing good trends coming from the chemical sector. So, I am just highlighting all the sectors which have not done well, and these would be one of the sectors which will come out very strongly in the current there are a couple of other two sectors defence as well as capital goods, they have continued to do well and given the recent issues I believe defence obviously has done very well, but capital goods also seem to be in a good spot. So, there are four-five sectors which are doing pretty well at this moment.
Economic Times
07-05-2025
- Business
- Economic Times
Defence stocks surge 50% in a month. 'Operation Sindoor' type tactical buy or overkill?
Following the successful 'Operation Sindoor,' Indian defence stocks have surged, attracting significant investor attention. Experts advise caution against impulsive buying, emphasizing a strategic approach due to potentially inflated valuations after the recent rally. Mutual funds increased holdings in several defence stocks, indicating long-term confidence, while FIIs also raised their stakes in specific companies. Tired of too many ads? Remove Ads Tired of too many ads? Remove Ads The successful launch of ' Operation Sindoor ' in the early hours of Wednesday has once again turned the spotlight on Indian defence stocks , which have rallied nearly 50% over the past month, reflecting strong investor interest. However, experts caution against chasing the rally out of FOMO, stressing the importance of a selective, strategy-driven approach to stock picking in this space.'Long-term investors should keep a watchlist of stocks or sectors they are looking at, to allocate capital to. There is no need to hurry or get into a panic mode or FOMO mode,' Vikas Gupta, CEO & Chief Investment Strategist at OmniScience Capital, acknowledged the focus 'naturally' getting back on the defence stocks following India's avenging of the Pahalgam attack. He said that the defence companies have large order books, which will get even larger along with the urgency to execute orders. The move is likely to boost revenues and earnings and could start reflecting within the 1-3 years a similar sentiment, market expert Nischal Maheshwari has asked investors to be cautious as the stocks may now look expensive following the recent rally. Maheshwari said that the recent trade in defence stocks has been on account of the geopolitical situation."Having said that, last especially in March, there were a lot of orders which have gone out to all these companies and that is also getting reflected. These stocks had underperformed for some time initially, and sort of a catch-up game, but at these prices, once again, the valuations are going to now start looking pretty expensive for most of them. So, you need to be cautious. Yes, it is a good trade, but for long-term buying this is not the point," he stocks have rallied up to 50% over the past one month with Paras Defence and Space Technologies topping the chart. Stocks like Data Patterns, DCX Systems Astra Microwave Products , Solar Industries India and Mazagon Dock Shipbuilders have delivered between 35% and 21% returns in this from Mazagon, other PSU stocks like Mishra Dhatu Nigam , Garden Reach Shipbuilders & Engineers, Bharat Dynamics BEML and Hindustan Aeronautics Limited (HAL) have also given double-digit returns in the same the index level, the Nifty Defence Index has jumped 16% and is among the best-performing ETMarkets analysis also showed heightened investor interest in defence stocks existing throughout this year, with mutual funds increasing their holdings in 11 out of 18 stocks within the Nifty India Defence Index in the March ended quarter, signalling growing institutional confidence in the sector's long-term top mutual fund buy in the quarter that ended on March 31, 2025 was BEML where MFs raised their holdings by 1.6% over the December quarter. The next in line were Solar Industries India, MTAR Technologies and Zen Technologies which saw a hike of 1.2%, 0.96% and 0.65%, Astra Microwave, Mishra Dhatu Nigam, BDL, Mazagon Dock, Paras Defence, Dynamatic Technologies and GRSE were among stocks which witnessed a rise in holdings of the foreign institutional investors (FIIs).(Disclaimer: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of Economic Times)
Time of India
07-05-2025
- Business
- Time of India
Defence stocks surge 50% in a month. 'Operation Sindoor' type tactical buy or overkill?
Play Video Pause Skip Backward Skip Forward Unmute Current Time 0:00 / Duration 0:00 Loaded : 0% 0:00 Stream Type LIVE Seek to live, currently behind live LIVE Remaining Time - 0:00 Picture-in-Picture Fullscreen This is a modal window. Beginning of dialog window. Escape will cancel and close the window. Text Color White Black Red Green Blue Yellow Magenta Cyan Opacity Opaque Semi-Transparent Text Background Color Black White Red Green Blue Yellow Magenta Cyan Opacity Opaque Semi-Transparent Transparent Caption Area Background Color Black White Red Green Blue Yellow Magenta Cyan Opacity Transparent Semi-Transparent Opaque Font Size 50% 75% 100% 125% 150% 175% 200% 300% 400% Text Edge Style None Raised Depressed Uniform Drop shadow Font Family Proportional Sans-Serif Monospace Sans-Serif Proportional Serif Monospace Serif Casual Script Small Caps Reset restore all settings to the default values Done Close Modal Dialog End of dialog window. Live Events The successful launch of ' Operation Sindoor ' in the early hours of Wednesday has once again turned the spotlight on Indian defence stocks , which have rallied nearly 50% over the past month, reflecting strong investor interest. However, experts caution against chasing the rally out of FOMO, stressing the importance of a selective, strategy-driven approach to stock picking in this space.'Long-term investors should keep a watchlist of stocks or sectors they are looking at, to allocate capital to. There is no need to hurry or get into a panic mode or FOMO mode,' Vikas Gupta, CEO & Chief Investment Strategist at OmniScience Capital, acknowledged the focus 'naturally' getting back on the defence stocks following India's avenging of the Pahalgam attack. He said that the defence companies have large order books, which will get even larger along with the urgency to execute orders. The move is likely to boost revenues and earnings and could start reflecting within the 1-3 years a similar sentiment, market expert Nischal Maheshwari has asked investors to be cautious as the stocks may now look expensive following the recent rally. Maheshwari said that the recent trade in defence stocks has been on account of the geopolitical situation."Having said that, last especially in March, there were a lot of orders which have gone out to all these companies and that is also getting reflected. These stocks had underperformed for some time initially, and sort of a catch-up game, but at these prices, once again, the valuations are going to now start looking pretty expensive for most of them. So, you need to be cautious. Yes, it is a good trade, but for long-term buying this is not the point," he stocks have rallied up to 50% over the past one month with Paras Defence and Space Technologies topping the chart. Stocks like Data Patterns, DCX Systems Astra Microwave Products , Solar Industries India and Mazagon Dock Shipbuilders have delivered between 35% and 21% returns in this from Mazagon, other PSU stocks like Mishra Dhatu Nigam , Garden Reach Shipbuilders & Engineers, Bharat Dynamics BEML and Hindustan Aeronautics Limited (HAL) have also given double-digit returns in the same the index level, the Nifty Defence Index has jumped 16% and is among the best-performing ETMarkets analysis also showed heightened investor interest in defence stocks existing throughout this year, with mutual funds increasing their holdings in 11 out of 18 stocks within the Nifty India Defence Index in the March ended quarter, signalling growing institutional confidence in the sector's long-term top mutual fund buy in the quarter that ended on March 31, 2025 was BEML where MFs raised their holdings by 1.6% over the December quarter. The next in line were Solar Industries India, MTAR Technologies and Zen Technologies which saw a hike of 1.2%, 0.96% and 0.65%, Astra Microwave, Mishra Dhatu Nigam, BDL, Mazagon Dock, Paras Defence, Dynamatic Technologies and GRSE were among stocks which witnessed a rise in holdings of the foreign institutional investors (FIIs).(Disclaimer: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of Economic Times)
