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SIDDHARTHA KHEMKA PORTFOLIO
Sensex recovers 850 points from day’s low, Nifty closes above 23,400. One big reason behind sharp market rebound!Indian stock markets staged a strong comeback on Wednesday afternoon. This recovery followed earlier sharp declines. Media reports indicate...- ICICI Bank, AU Small Finance Bank top picks as banking sector gears up for earnings revivalIndia's banking sector is poised for a strong earnings rebound. Profit growth is set to recover significantly over the next two years. Priv...
- Retail SIP boom boosts AMC outlook; Nippon, ICICI Pru lead pack: Siddhartha KhemkaIndia's asset management sector is transforming with systematic investing driving growth and stability, reducing reliance on volatile discr...
- Marico, Radico Khaitan in focus as FMCG navigates inflation-led challengesIndia's FMCG sector navigates inflation. Input costs are rising, impacting margins. Companies are adjusting prices. Past cycles show resili...
- Coal India, NMDC emerge as must-watch mining plays as spot prices surge, says Motilal Oswal's Siddhartha KhemkaIndia's mining and metals sectors show strong opportunity with surging coal and iron ore prices, benefiting Coal India and NMDC. Private ba...
- Execution, order inflows to drive L&T growth; BEL rides defence push: Siddhartha KhemkaIndia's capital goods sector is experiencing robust growth, fueled by strong order backlogs and increasing project execution across infrast...
- Ajanta Pharma, Sun Pharma poised to tap GLP-1 opportunity amid market shift: Siddhartha KhemkaIndia's metabolic therapy market is transforming post-semaglutide patent expiry, shifting to a competitive, volume-driven model. With signi...
- Record foreign outflows cap India stock rally in 2025; selling may ease next yearRecord foreign selling capped the rise in India's share market in 2025 even as the benchmarks scaled fresh highs after a 14-month rally, un...
- Gradual uptick in market expected; 5 stocks to consider now: Siddhartha KhemkaSiddhartha Khemka of MOSL highlights promising sectors like NBFCs and US generics, with Sun Pharma and Trent as top picks. He suggests focu...
- Winter sale continues: It's back to summer of '24 for D StreetThe panic in equities was sharper in the broader market with mid-cap and small-cap indices tumbling nearly 4% each. Analysts said the marke...
- Dalal Street rally hits pause on US inflation numbersThe NSE Nifty fell 360.75 points to close at 23,914.15. The BSE Sensex plunged 1,190.34 points to close at 79,043.74. Both indices had gain...
- Weak US data halts Nifty’s strong 14-day runIndian equity indices fell on Wednesday, influenced by a sell-off on Wall Street due to weak US manufacturing data. The Nifty dropped 0.3% ...
- HDFC Bank drops 8.4% on margin worries"Since HDFC Bank is a darling of the market, the expectations were higher and the lower delivery led to harsh reactions," said Siddhartha K...
- Book profit or deploy fresh money now? Siddhartha Khemka answersSiddhartha Khemka says: “We believe that there are various sectors where the valuations are comfortable, the earnings are picking up. So, i...
- Nifty recoups most of losses after falling over 100 pointsDespite an early dip, the Nifty, however, showed remarkable resilience, rebounding 113 points to conclude the session 46 points down at 19,...
- Indices rebound on global cues, drop in US yieldsNSE's Nifty rose 177.5 points, or 0.91%, to close at 19,689.85. BSE's Sensex climbed 566.97 points or 0.87% to close at 66,079.36. Both ind...
- Dalal Street indices snap 3-day winning runSensex fell 180.9 points, or 0.28%, to close at 65,252. Nifty declined 57.3 points, or 0.29%, to end at 19,386. Both indices had risen as m...
- Stocks that are likely to bounce on the lifting of Covid curbsAviation, hotels, multiplexes, city gas and liquor stocks could be the biggest gainers
- Now is the time to increase risk on the portfolio: Siddhartha Khemka, MOSLCapital goods is a sector where we would like to increase weightage, says Khemka.
- Indian specialty chemical cos have cost advantage over China: Siddhartha Khemka, Head Equity Research Wealth, Centrum BrokingGlobally there has been a structural shift towards Indian specialty chemical players.
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