Archive · 25 Jun 2025
Market Requires Careful Stock Picking, Says LIC MF's Rungta
Imagine the stock market is like a playground, and some stocks are doing well while others aren't.
An expert, Nikhil Rungta, thinks now is the time to be careful about choosing which stocks to invest in, rather than just putting money in everything.
He suggests that waiting and carefully choosing stocks that look good, and making investments slowly will be more beneficial.
He also talks about how the recent rate cuts may help banks and people who lend money, but might not help luxury spending immediately.
Finally, he notes that while domestic investors are doing well, overseas investors are being careful because of global factors.
LIC MF's Nikhil Rungta believes the market rewards patience and stock-picking.
Investors should recalibrate their portfolios in the current volatile market.
Private banks with low-cost deposit franchises may benefit from recent rate cuts.
Mid and small caps have corrected, demanding greater due diligence.
Domestic investors are confident, while FIIs remain cautious due to global factors.
- Who
- Nikhil Rungta of LIC MF.
- What
- The current market requires recalibration, patience, and stock picking.
- When
- Ongoing.
- Where
- Indian Markets.
- Why
- Due to market volatility and need for long-term strategies.
Promoter/PE Perspective
Market Perspective
Market Valuation
Promoter/PE Perspective
Promoters and PE funds monetize stakes.
Market Perspective
Companies must justify valuations through performance and transparency.
- Expert
- Nikhil Rungta
- Fund Managed
- Rs 12,688 crore
- Investment Strategy
- Recalibration, Stock Picking
- Key Sectors
- Capital goods, defense, logistics, renewables, and rural consumption
- DII Sentiment
- Buoyant
Sources
AB Capital, MCX, PB Fintech, Muthoot: Morgan Stanley shares fresh targets for 14 stocks
MCX jumps 4%, hits 52-week high on UBS’ big upgrade: What’s powering the bullish call?
MCX share price jumps over 4% to record high on UBS target upgrade, strong volume outlook