et_marketsabout 4 hours ago
NEUTRAL(90%)
buy
Published on the original source: 30 Mar 2026, 6:35 PM IST
No one knows which asset class will do well. Nithin Kamath tells what 99% investors should do
Read original sourceAI Analysis
The auto sector is experiencing mixed signals, with some stocks tumbling due to gas crisis impacts while others show momentum. This highlights the importance of fundamental analysis and selective stock picking.
Trading Insight
For auto, focus on companies with strong volume growth and favorable commodity cost trends, considering a long bias on fundamentally sound players like TVS and Maruti Suzuki.
Key Evidence
- •Nithin Kamath states that predicting winning asset classes is futile.
- •He urges investors to diversify and stay invested long-term.
- •Market sentiment is fragile due to weak markets, foreign outflows, rising oil prices, and currency pressures.
- •Downside risks are elevated in the near term.
- •Risk flag: Rising commodity costs (e.g., gas prices) impacting input costs.
People in this Story
N
Nithin Kamath
mentioned in article
Founder of Zerodha, offering investment advice to 99% of investors.
Sectors:Financial Services
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