MOHAMMAD ZIYAUDDIN
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The Indian stock market saw a mild recovery in March, with the Sensex gaining nearly 900 points to cross the 74,000 mark. This rebound has sparked renewed interest in large-cap, banking, and financial services stocks, which market experts see as promising options for lump sum investments.
Experts’ Market Outlook
Vishal Dhawan, CEO of Plan Ahead Wealth Advisors, shared his insights with the Economic Times, suggesting:
Large-cap stocks present an attractive investment opportunity.
Caution advised on mid-cap and small-cap stocks due to high valuations and concerns over slower economic growth.
Rally driven by metals, oil & gas, and PSU banks, supported by:
- A weaker dollar index, boosting metal and oil prices.
- RBI’s liquidity measures, helping banks navigate funding constraints.
"The rally reflects a broad-based recovery, with public sector banks benefiting the most from RBI’s announcement. Future market momentum will hinge on global trade stability and urban consumption recovery leading to GDP growth," Dhawan noted.
Sensex & Nifty Today: Market Opens Lower
Despite recent gains, Indian equity markets opened in the red on Tuesday, influenced by global market weakness.
Key Market Movements (March 11, 2025 - Morning Session)
Sensex: Opened 371 points lower, touching 73,668, before recovering slightly. At 9:55 AM, it was down 300 points (-0.4%) at 73,800.
Nifty 50: Dropped to 22,315, trading 80 points lower (-0.4%) at 22,380.
Stock Highlight: IndusInd Bank Falls 20%
Among individual stocks, IndusInd Bank plunged 20% to ₹735 after reporting discrepancies in its derivative portfolio.
- The bank estimated a ₹1,577 crore impact on its net worth (about 2.35%).
- Investor sentiment weakened, causing a sharp sell-off.
Market Outlook
Investors are now focusing on:
Global market cues and central bank policies.
RBI’s liquidity measures and their impact on banking stocks.
Sector-specific performance, particularly in PSU banks, oil & gas, and large-cap stocks.
As the market navigates volatility, investors are closely watching economic trends and global trade stability for further direction.
