Alright, let’s talk stocks. The markets opened this Monday with that weird mix of hope and nervous energy we’ve all gotten used to lately—global signals were all over the place, and honestly, who even knows what our domestic economy’s trying to do these days. That’s exactly why I’ve been digging into what the pros are saying. Guys like Raja Venkatraman, the Trade Brains team, and Ankush Bajaj? They eat this stuff for breakfast. Here’s the thing: their picks aren’t magic, but they do the homework most of us don’t have time for.
Look, I get it. Everyone’s got an opinion on stocks. But here’s the difference: these analysts aren’t just guessing. Raja, for example, spends his days knee-deep in charts, earnings reports, and those boring-but-important economic indicators most of us ignore. And that’s the edge—they spot trends before they’re trending. Remember how everyone jumped on the IT bandwagon last year? Yeah, these guys were already there. Saves you from being the last one at the party when the music stops.
Raja’s all over Infosys right now. And honestly? Makes sense. Their last quarter was solid—$2.1 billion in big deals is nothing to sneeze at. Here’s the kicker: they’re cheaper than TCS right now, but everyone still needs cloud services like crazy. Only catch? If the Fed gets trigger-happy with rate hikes again, the whole IT sector might catch a cold.
The Trade Brains folks are bullish on HDFC Bank, and I see why. Deposits up 18% year-on-year is pretty sweet, and that merger with HDFC Ltd.? That’s where things get interesting. They’re talking ₹1,850 in a year, but fair warning—there might be some bumpy days ahead as the merger dust settles.
Sun Pharma just got FDA approval for some new psoriasis drug, and their earnings are up 22%. MarketSmith’s team thinks they’re worth the premium price because, let’s face it, specialty drugs are where the money’s at these days. ₹1,200 by December? Could happen.
Ankush is all about Tata Power’s renewable energy game—5GW in the pipeline and EV charging stations popping up everywhere. With the government throwing money at green energy like it’s going out of style, this one’s got legs. His advice? Buy in chunks below ₹230.
IT and pharma were leading the charge today—up 1.3% and 0.9% respectively. FMCG? Not so much. But here’s a thought: if inflation keeps cooling, those “safe” defensive stocks might not be so attractive anymore.
These picks? They’re good starting points, but they’re not gospel. Like Ankush says, “No expert’s word beats your own research.” Keep Yahoo Finance open in a tab if you’re serious about this.
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