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Auto stocks face headwinds despite Trump's tariff pause, with many underperforming expectations due to domestic economic concerns and muted Q4FY25 earnings. While some stocks like Eicher and TVS have shown resilience, brokerages anticipate earnings downgrades across the sector due to weak demand and plateauing margin expansion. Experts recommend stock-specific strategies, highlighting Maruti Suzuki, Ashok Leyland, and M&M as potential buys.
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Kotak Institutional Equities' Sanjeev Prasad suggests a potential IT sector backstop due to already priced-in bad news and company cash reserves, despite unglamorous guidance. He questions high valuations across sectors, considering weaker short-term growth, medium-term disruptions, and elevated global bond yields.
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News and Media
Indian markets experienced a volatile week, initially buoyed by Trump's tariff pause, offering a chance for trade negotiations. Analyst Om Ghawalkar advises caution despite a smallcap bounce, noting the index remains below its 200-day moving average. Key Nifty levels to watch are 23,000-23,500 resistance and 22,600-22,000 support. While IT sector faces challenges, banking shows resilience.
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News and Media
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