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INSANE: Siddhartha khemka | Vintage Vibes

Buy Lodha Developers, Aditya Birla Real Estate; organised players to benefit from housing market consolidation: Siddhartha Khemka

India's real estate market is seeing a K-shaped recovery, with major developers outperforming smaller ones. Leading companies are gaining market share due to strong finances and execution, while new project launches are consolidating among well-capitalised players.

The Economic Times

Will Sensex, Nifty continue to rally on Monday? Q1 earnings among 6 factors to drive Dalal Street this week

Sensex gained around 262 points to close at 77,764 on Friday, while Nifty 50 rose more than 95 points to end the session above 24,270 during Friday's trading session. The sharp gains added nearly Rs 44,155 crore to the total market capitalisation of all companies listed on BSE, pulling it…

The Economic Times

India's textile industry poised for long-term growth as global sourcing shift gathers pace: Siddhartha Khemka

India's textile sector is poised for significant growth, driven by a global shift in sourcing away from China and a cyclical recovery in demand. Experts highlight that geopolitical risks and rising costs are pushing brands to diversify, creating a multi-year opportunity for India. Proposed free trade agreements with the UK…

The Economic Times

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Ahead of Market: 10 things that will decide stock market action on Monday

Markets rallied sharply as easing US–Iran tensions and softer crude prices boosted sentiment. Sensex and Nifty surged 2%, adding Rs 10 lakh crore in market value. Broader markets outperformed, volatility eased, and technical indicators turned bullish. Analysts expect momentum to continue, with geopolitical developments and oil prices remaining key triggers.

The Economic Times

FIIs, weak global cues among 5 factors that could keep D-St under pressure this week

Indian stock markets may remain under pressure this week amid persistent FII selling, weak global cues, rising geopolitical tensions in West Asia and elevated crude oil prices. While RBI’s policy measures and steps to attract foreign capital could support sentiment, investors will closely track monsoon progress, inflation concerns, global market…

The Economic Times

Market turns selective as earnings diverge; power, EVs and midcaps emerge as key bets: Siddhartha Khemka

Siddhartha Khemka believes Indian markets have become increasingly stock-specific as earnings trends diverge across sectors. He remains positive on power, cables and wires, cooling products, manufacturing, and electric vehicles, while favouring select mid- and small-cap companies that continue to deliver strong earnings growth despite broader macroeconomic challenges.

The Economic Times

Bullish on autos? Siddhartha Khemka picks Maruti Suzuki and Samvardhana Motherson

India’s auto sector started FY27 on a mixed note, with passenger vehicles and tractors showing resilience while two-wheelers and commercial vehicles faced headwinds. Siddhartha Khemka remains bullish on the sector, recommending Maruti Suzuki and Samvardhana Motherson, citing strong growth visibility, healthy demand trends, and improving operational performance.

The Economic Times

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Retail SIP boom boosts AMC outlook; Nippon, ICICI Pru lead pack: Siddhartha Khemka

India's asset management sector is transforming with systematic investing driving growth and stability, reducing reliance on volatile discretionary capital. SIP inflows have surged, now forming a significant portion of mutual fund assets, indicating a shift towards predictable, annuity-like revenue streams. This structural change positions the industry for sustained, retail-led expansion.

The Economic Times

Sensex dips 3,400 points in 4 days. Is this the beginning of a bigger crash?

Indian equity markets fell for a fourth straight session as rising crude oil prices, geopolitical tensions, FII selling, and a record-low rupee triggered sharp losses across benchmark, midcap, and smallcap indices. Analysts warned volatility may persist unless global tensions ease and inflation concerns stabilise.

The Economic Times

Sensex, Nifty snap four-day rally; rate hike fears spook investors

MUMBAI: Sensex slid 224 points and Nifty shed 66 points in volatile trade on Wednesday as fears of high inflation and aggressive interest rate hikes halted the four-day rally in the domestic equities amid sluggish global cues.

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