Expert Views

Jayesh Mehta on what rallying global bond yields mean for Indian market
Eventually it may be May-June before we see a stable pricing

Go for Maruti, Buy ICICI Bank on dips: Sandip Sabharwal
Near term, watch out for auto numbers but two-wheeler stocks are not the space to be in, says Sandip Sabharwal.

Most important part of Buffett’s letter is what is not there: Rajeev Thakkar
He has said that bonds are not the place to be in now but has not said where to invest instead.

Stocks to rise and bonds to fall until Fed’s doves react: Chris Wood
For now, the Fed is talking dovish. The Fed is saying that they can change their policy to overshoot their 2 per cent inflation target. So long as they are emphasising that they can overshoot, the stock market will remain positive said Wood.

Market fall may continue over this week also: Yogesh Mehta
The fall may continue further for a few percentage points and then again buying interest will come back, says the founder of Yield Maximisers.

Bank Nifty may witness more downward pressure this week
I would expect that the best part of the gains for the Bank Nifty as well seem to be behind us and there is a very strong possibility that the markets may look out for maybe some other cues or some other sectors because this is a churning effect which the markets have clearly shown.
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Brace for volatility across asset classes: Lakshmi Iyer
The next couple of weeks are going to be very critical.
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Brace for volatility across asset classes: Lakshmi Iyer
The next couple of weeks are going to be very critical.

Should you use the market correction to buy value stocks?
It is a macro led bull market correction. Time to look at value stocks now

Sunil Subramaniam’s advice for investors as Sensex tanks nearly 2,000 points
Corrections are the time to buy. Ultimately, the economy drives the earnings growth, says MD & CEO, Sundaram Mutual

FMCG cos likely to sacrifice margins for growth now
Volume and margin growth don’t sustain at the same time. One of them will have to give way to the other, says Milind Sarwate

Prefer Tata Steel and Hindalco in commodities space: Pratik Gupta
Witnessing strong demand in the real estate sector. HFCs are a good way to play realty

Why bond market is the biggest worry for equity investors
Use dips to accumulate cyclicals rather than FMCG stocks, says Pratik Gupta.

Expect margin pressure, buy Tata Consumer on dips: Sandip Sabharwal
Serious investors can go for Tata Consumer, but on corrections.

Sandip Sabharwal on what to buy if the market falls further
The market could correct and come down to levels at which interesting valuations would be seen again.

Sensex tumbles 1,000 pts: Market caught off guard by pace of rise in US bond yield rather than direction
This is not likely to end in Taper Tantrum, says Mitul Kotecha

Forget the headwinds, FMCG stocks remain great long-term buys
Use corrections to add more consumer stocks, says Dipan Mehta.