PSU stocks are set to conclude FY25 weakly, marking their poorest performance in three years with 73% of stocks falling up to 48%. Mazagon Dock Shipbuilders stands out as the sole multibagger, while sectors like defence and power show potential for recovery. In FY26, investments in PSU theme will require a quality over quantity approach, with focus resting on stocks with strong fundamentals where performance justifies optimism.

Over the last three trading sessions, FPIs remained net buyers, infusing ₹3,055 crore on Monday, ₹7,470 crore on Friday, and ₹3,239 crore on Thursday, taking the 3-day cumulative gain to ₹13,746 crore.

The Nifty Smallcap 100 index has gained 10% in March after a tough February, with sectors like defense and metals leading recovery. As per analysts, its current P/E ratio of 27.7, although elevated, remains below the 10-year median P/E of 32, suggesting further room for re-rating

Where should an investor zero in this market? Which sectors will deliver a solid return going ahead?

Anirudh Garg is cautiously bullish on gold, given the heightened geopolitical uncertainties and central bank buying.

High cash levels could indicate portfolio managers anticipate an adverse movement in shares going forward.

The Indian stock market is experiencing a correction phase with significant variations in damage across sectors. Analysts recommend a focus on long-term investment, avoiding panic selling and speculative stocks while diversifying portfolios. Defensive strategies and disciplined approach are crucial amid ongoing volatility.

The period for filing updated returns, ITR-U, has been extended from 2 years to 4 years from the end of the relevant assessment year

Corporate profits are soaring but workers aren’t seeing the benefits highlighted the Economic Survey 2024-25