US stocks rebounding after yesterday’s sharp declines
Stock Marketplace crash
Sensex drops 600 points: 5 factors weighing on D-Street
Asian Paints was the worst Sensex stock, falling 1.78 per cent to Rs 3,181. Maruti Suzuki declined 1.78 per cent to Rs 7,595 equally March quarter numbers failed to lift investor sentiment. Titan Visitor, Bajaj Finance, Infosys, Lord's day Pharma and UltraTech Cement dropped over 1 per cent each.
Marketplace selloff extends to Mean solar day 2! Sensex tumbles 617 pts; Bully drops beneath 17,000
Dragged past losses in metal, energy, FMCG, applied science, oil and gas and realty counters, the xxx-share pack Sensex shed 617.26 points or 1.08 per cent for the second day to close at 56,579.89. Its broader peer NSE Nifty likewise fell 186.seventy points or 1.09 per cent to settle beneath the 17,200 mark, over 80% stocks declined in trade.
Kenneth Andrade on why it is not the right time to get bottom fishing
“When we go through a cycle like this, I would not want to get lesser fishing considering structurally that industry has not changed. There are more than participants in the manufacture, everyone wants market share, they will exist ready to toll the products out at that place. The biggest earners from ascension commodity prices are the article companies and the authorities due to higher taxes. They are going to exist the next spender in the cycle. Just align with those cash flows. The portfolio will be adequately robust for the next 8 years of the decade.”
Caution! This stock surge is a bear market trap, warns BofA
The strategists caution that the selloff that took the S&P 500 12% from its Jan record is not over and sharp rallies are typical of volatility in comport markets, with some of the biggest on tape occurring in the throes of the dot-com meltdown and the global fiscal crisis. A closely watched Treasury market place metric flashed a recession alarm Tuesday.
Sunil Subramaniam on how to make volatility your friend and non an enemy
“As good cyclical-oriented sectors and stocks are correcting, they are the ones to accumulate because the bounce back in earnings volition more than justify those allocations though in the short run, it might look like one is taking on a lot more adventure. Information technology is a very blended play and that is the best way to harness volatility in our favour.”
2022 is a tough twelvemonth, protect capital! Play safety in your portfolio: Sridhar Sivaram
“It is better to be condom right at present. Be in stocks where you are sure most the earnings; concept stocks and price to sales and another random multiples tin can be avoided. Nosotros are broadly underweight Information technology simply we would be long on specific stocks where we call up at that place is strong earnings momentum; we accept been very long in PSU banks and have upped our exposure. In auto, commercial vehicles make the all-time bets.”
Time to buy defensives over; we are accumulating fallen angels: Gautam Trivedi
“Given the correction, 80% of the BSE 500 stocks have corrected 20% or more than and are in a deport market. Why would y'all want to play defensives now? Today I would start accumulating some of the fallen angels and starting time looking at those stocks; it is besides late to get into defensives, 1 could take done that mayhap a month ago.”
four pharma and metallic stocks to buy in this marketplace: Rahul Shah
“Dr Reddy’s and Sun Pharma looks quite promising in the pharma pack. The recent correction in the market has given a decent room for a well-nigh-term upside. In the metal pack, Tata Steel looks like a value play from hither. Vedanta as well could do very well and the valuation looks quite promising.”
If the conflict dissolved tomorrow, I would buy Indian shares and non The states stocks: Marc Faber
“The US market has been soaring while the other markets have been moving sidewards or down. Emerging markets and Europe have never been this cheap compared to the U.s. and if the disharmonize dissolved tomorrow, I would buy Indian shares and non US stocks. Also, 1 needs to own some gilded, silver and platinum as an insurance against political problems . Only if merely 5% of your assets in gold, the hedge is manner as well small. ”
No need to panic for long-term investors; crises offer best opportunities: Jim O'Neill
“In terms of energy prices and if I add together it to the move we had already seen in Jan in terms of ascension bond yields and weaker equities translated into what I would call an oil toll adjusted financial weather condition index, that would be telling me that all odds beingness equal, the world economy will slow very sharply through the second quarter and beyond. ”
Good opportunities emerging in metal, It & oil & gas stocks: Sudip Bandyopadhyay
“The geopolitical tensions of this unprecedented level will lead to some rethink on metals and mining and oil and gas. Even after the war stops and things normalise, countries will have a difficult look at their metals and oil and gas strategy. So, if a country or if a company is producing metals or pumping oil or gas, they become much more valuable and that value will continue in the foreseeable futurity. ”
Russia-Ukraine war: Steel exports to EU and MENA countries to increase, says Jindal Steel MD
“Steel exports from India will increment because this is a skilful market place today equally far as the spot market is concerned. The opportunity for the Indian steel industry lies in exporting more and more than to the European Union and also the Heart East and Due north African (MENA) countries. The increased input costs can be ready off easily because the prices in Europe are much higher than the prices in India.”
Too early to buy but too late to sell? Sandip Sabharwal explains
“For people who accept not taken coin off the table, it might be too late to sell because the motility downwards and a possible recovery could then both be pretty rapid. Markets will now start factoring in negatives very fast and it might not be a practiced opportunity to exit. ”
Sensex ends 1,491 pts lower, Nifty cracks below 15,900; investors lose Rs 5.43 lakh cr
Among the bluechip names, ONGC was the biggest gainer, rising xiii.16 per cent. Hindalco Industries, Coal India, Bharti Airtel, UPL, HCL Tech, Tata Steel and Infosys were other major gainers. IndusInd Bank was the top loser in the Nifty pack, falling eight.14 per cent.
Can’t sit out the volatility? Expect into these 3 sectors: Chakri Lokapriya
“Despite the developments in the Russia-Ukraine conflict, the Us economy is in a very strong shape, they are not impacted by this oil motion as much every bit some of the oil dependent countries like India are. Therefore, these are the sectors – IT, textiles and chemicals which are definitely worth looking into.”
We are in a daze setup; non the time to dial risk: Maneesh Dangi
“This is non a very good macro fix and not simply for the reasons that I have mentioned for the last five-six months, The stupor is that all of a sudden rough is deviating dramatically from its trend line. At present nosotros have been served a $threescore-lxx billion neb by the balance of the earth in the form of higher crude prices, higher fertiliser prices, coal prices and so on so along. Who is going to foot the nib? Information technology is non going to exist a good deal for both bond markets and equity markets.”
Start buying but stagger information technology and so equally not to take hold of the falling knife: Ajay Srivastava
“Nosotros have told clients that if you lot have a Rs 100 budget, buy Rs 30 worth today. It does not affair. You lot can buy more tomorrow when the prices are lower. Practise information technology possibly in four lots and then that you are not catching the falling knife. You can average information technology out but do information technology at this indicate of time. Do not simply sit and lookout man the market place that will be really stupid.”
Don't go by cost correction alone, stick to quality now: Aditya Narain
“Even if the Ukraine crisis eases off over the next couple of days, there has been a reset at some level in terms of geopolitical expectations. In that context, it probably makes more sense beingness in the quality cease of whichever sector you play in. That would tend to make a lilliputian bit more than sense rather than trying to exist as well cute and trying to observe stocks that have got distorted significantly in this price correction. Inside the space, you should play at the quality end rather than necessarily get low.”
Russian stock market rout wipes out $250 billion in value
The armed services attack on Ukraine cast a shadow over global markets and sparked a fresh bout of risk aversion. Russian assets took the chief accident later President Vladimir Putin ordered an operation to “demilitarize” Russia’s neighbor, prompting international condemnation and a U.S. threat of further “severe sanctions” on Moscow.
Buying anything now is like continuing in front end of running train: Manishi Raychaudhuri
“At this point of fourth dimension, we practise not know whether this would spiral into a military conflict. Only the most obvious reaction of investors has been to sell and go out and look for clarity to emerge. So many stocks may look fundamentally bonny after a sharp downturn, simply it is manifestly not the time to buy because you are quite probable to become a better price tomorrow or the day after.”
Investors must not be impulsive, tin can invest in 1-2 weeks: Vikas Khemani
“Do not just leap in today, the kickoff day of correction, Merely wait and picket in terms of how events pan out. I personally would think that at whatever point effectually sixteen,000-16,500 there will exist value buying opportunities which are occurring now. So once in that location is clarity that this is not something very full scale involving the earth powers, then one can outset nibbling in.”
What to exercise with mid and smallcaps equally market continues to right: A Bala
“From an investor’southward point of view, at that place is no doubt that when there is fright, i buys. But the question is whether it is going to subside immediately and it does not look similar it is going to subside immediately. Given the fact that structurally till the supply side constraints are in that location, commodity prices will remain at an elevated level.”
Apply fall to add tier-1 banks, capital letter appurtenances stocks: Pankaj Pandey
“From a capital protection or a buying perspective, cyberbanking and capital appurtenances look bonny. Within the sub segments or within the other pockets, recovery plays and particularly hospitality players are what can be looked at because if we are non going to see any farther Covid waves, then potentially nosotros will see a good recovery for that particular segment and the entire hospitality lot looks attractive.”
Don’t be in a panic to sell; let the dust settle & and then purchase: Hiren Ved
“There is no indicate in selling into fear. If you wait back, at events like this, typically whenever these events wind downwardly, the markets typically tend to bounce back. So unless it is absolutely necessary, information technology is counterproductive to sell into a panic like this; whether you want to buy or not is entirely upwardly to the investor’s risk ambition.”
Be gear up for some more than correction, time non ripe for bottom-angling: Kunj Bansal
“The marketplace is more news flow driven and and so while in today’s market, in intraday we have seen the largecap index recovering, that recovery is not visible in the midcaps and smallcaps and certainly not in the private stocks and more then non in the stocks which retail investors take been holding in general. Information technology does not expect like a comfortable betoken has been reached for bottom fishing. ”
Purchase this crash? Not until market down 20%, says Mark Matthews
"I personally exercise not recollect the Ukraine faceoff is going to escalate into a real hot state of war. I recollect it is simply a representation of the fact that the globe is splitting into blocks and we accept probably already been in it for sometime – a common cold war. This is unfortunate but the markets did well throughout the common cold war with the Soviet Union. I remember markets tin do well in this situation and attempt to put a positive spin on it."
What to do in this market crash? Just lie low and don’t act: Deven Choksey
“Our advice to our clients is non to dabble into mid and modest size companies as they are most vulnerable to inflationary pressures as toll of energy and raw material prices become up. Maybe they tin stay with some of the large companies and within the large companies also effort and avert the commodity influences.”
3 stocks that can be picked up in this volatile market place: Siddharth Sedani
“I would be sticking out for some abiding compounders like Divi’s Lab in the pharma infinite which posted fabulous numbers. Here valuation also fits the bill. There is too value suggestion in midcaps in the agri space similar Sharda Cropchem. With a buyback in identify, TCS is a special situation trade which we are recommending to our investors.”
Likewise early on to outset nibbling, let the downsides play first: Jai Bala
“This bull market place correction in 2022 is likely to concluding at least for another couple of quarters. We volition have intermittent bounces that will make the market place volatile. The theme is an overall correction for 2022, just the bull market is intact. When the markets undergo correction, one must have cash to implement at lower levels.”
Investors lose Rs 6 lakh crore inside minutes on rough oil, Ukraine crisis
"Sentiment has turned very negative for the short-term, with the heightened tension over the Ukraine crisis. The weakness in global markets is the direct fallout of the Ukraine crisis. Crude at a seven-yr loftier is another major macro concern for India," said VK Vijayakumar, Chief Investment Strategist at Geojit Fiscal Services.
4 new-age tech stocks that can be bought in this correction: Dipan Mehta
“One should have some of these new-age digital companies in the portfolio. They are the time to come. They are going to exist multibaggers going ahead. Information technology is merely that we do not know at this signal of time which volition be the winners. It could be Nykaa. It could be Paytm or Policybazaar, it is difficult to say because these companies are constantly evolving. ”
After consolidation, we will enter adjacent stage of balderdash market: Atul Suri
“I feel that the next stage of the bull market place to come will be much sweeter because it will be much longer and elongated than what we saw in the terminal year or two. Terminal twelvemonth or two was what I call a real curt, oversold rally. But I feel leadership is going to sally in this consolidation.”
What shall investors exercise most the market crash?
For those who take been fans of the wonderful Asterix comics, yous know that the ancient Gauls were very brave people who did non know the pregnant of fear. However, there was ane thing that they were afraid of, and that was the sky falling on their heads. Of course, the sky didn't e'er actually fall. But that didn't cease the Gauls from thinking that it might autumn.
SwamiSpeak: In a market so total of madness, a big global stock marketplace crash is coming
Stock markets once examined every stock for value. Today, value investing is sneered at, and the large boys are rushing into companies that accept never made a profit, just as during the dotcom boom, and for the aforementioned reason. Losses are seen equally a sign of future growth potential rather than disaster. Everybody knows near startups will sink, but nonetheless keep searching for golden needles in a haystack.
Ane in three of Nifty 500 stocks in comport territory
When an index or a stock trades below its 200-DMA, it points to a bearish trend and vice versa. The 200- DMA is considered a long-term moving average as information technology signifies a stock's trend over the by year. A twelvemonth has roughly 200 trading sessions.
Investors seeking safety-haven plays
"Hospitality stocks can be the worst hit if lockdowns are implemented in various countries and travel from afflicted countries like South Africa, Republic of botswana, Germany, and Republic of austria gets impacted," said Amit Kumar Gupta, portfolio adviser at Adroit Financial Services.
Sensex tanks 1,688 points. Should you press sell button?
The domestic market was already seeing sharp foreign outflows amid rising inflation globally and a hawkish Usa Federal Reserve opinion. The fresh Covid fears could result in a flight to safe havens and selling in riskier avails, which could only increase equity outflows from emerging markets like India.
Tata Ability, M&Grand among 5 stocks that Jefferies says can plunge upward to 54%
Later a stupendous rally, the fundamentals of some companies are suggesting their shares have gained too much for their own good. The revenue and margins may not keep up with the rally in share prices, hence, they are likely to fall now. Jefferies India stock analysts take factored this in their coverage universe. The brokerage house has suggested five names that are likely to plunge as much equally 54 per cent from electric current levels.
Market’s tantrum is here, but Fed’due south taper is not the cause
To the bemusement of several market place watchers, when the Us Federal Open Market Committee finally alluded to moderating its asset purchases and bringing it to zero by some time in the summer of 2022 last week, equity investors jumped with joy and most closed higher the post-obit 24-hour interval.
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Source: https://economictimes.indiatimes.com/markets/stock-market-crash
