Market Commentary: Where Are Stocks & Indices Headed Now? скачать в хорошем качестве

Market Commentary: Where Are Stocks & Indices Headed Now?

On Business Today Television, fund manager Sunil Shah reflected on a challenging 2025 for Indian equities, marked by negligible returns amid profit booking, despite government reforms like GST cuts and strong retail inflows. He attributed the stagnation to $17 billion in FII outflows, diverted funds to a booming IPO market (where ~60% was OFS benefiting promoters rather than companies), and high valuations. Mid and small caps suffered sharp corrections, teaching new investors - now over 20 crore demat accounts - lessons in valuation and cycles.The rupee hit record lows around 90.8 due to trade uncertainties. Shah remained cautious, holding high cash in his PMS and awaiting better valuations post-Budget.He favored quality stocks like Garden Reach Shipbuilders (strong order book growth to ₹80,000 crore) and SJS Enterprises (high margins, debt-free) for gradual SIP accumulation.He advised focusing on moats, high ROE, and free cash flow, while staying invested in India's structural growth story. #BusinessToday #MarketCommentary #StockMarket #Indices #StocksInFocus #EquityMarkets #Nifty #Sensex #TradingStrategy #MarketAnalysis #MarketTrends #FinancialMarkets #InvestmentStrategy #MarketUpdate #DalalStreet ----------------------- Thank You for watching! Do not forget to Like | Comment | Share ----------------------- About the channel Watch us for the best news and views on business, stock markets, crypto currencies, consumer technology, the world of real estate, bullion, automobiles, start-ups and unicorns and personal finance. Business Today TV will also bring you all you need to know about mutual funds, insurance, loans and pension plans among others. Follow us at: Website: https://www.businesstoday.in WhatsApp: whatsapp.com/channel/0029Va4Hd309hXFCqY62yD2I Facebook:   / businesstoday   twitter:   / business_today   Instagram:   / business_today