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et_marketsabout 17 hours ago
BEARISH(85%)
sell

ETMarkets Smart Talk | Power, infra, auto sectors look attractive after correction: Devang Mehta

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+24.7
Market Impact Score
-100 Bearish+100 Bullish

AI Analysis

The auto sector is currently facing headwinds from LNG supply risks and broader market corrections, leading to significant stock falls. However, the analyst sees long-term value in the sector post-correction.

Trading Insight

For auto, look for signs of stabilization and potential reversal in stock prices, focusing on companies with strong fundamentals and resilience to commodity price fluctuations for long-term positions.
Quick check: M&M bearish bias (oversold), MARUTI bearish bias (oversold).

Key Evidence

  • Global tensions and rising oil prices are causing market swings and corrections in Indian markets.
  • Power, infrastructure, and auto sectors look attractive after correction for long-term growth.
  • Foreign investors are selling, while domestic inflows continue.
  • The rupee is weakening, impacting inflation and imports.
  • Crude oil above $100 poses risks, but forex reserves offer some buffer.

Affected Stocks

Power Sector Companies
Positive

Identified as attractive after correction for long-term growth.

Infrastructure Sector Companies
Positive

Identified as attractive after correction for long-term growth.

M&MMahindra & Mahindra
Mixed

Auto sector identified as attractive for long-term, but recent news indicates significant falls due to LNG supply risks and broader market correction.

MARUTIMaruti Suzuki India
Mixed

Auto sector identified as attractive for long-term, but recent news indicates significant falls due to LNG supply risks and broader market correction.

TVSMOTORTVS Motor Company
Mixed

Auto sector identified as attractive for long-term, but recent news indicates significant falls due to LNG supply risks and broader market correction.

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Devang Mehta

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