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pr seshadri News, Mentions & Market Context

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Top Story|Mint5 days ago

Expert view: Expect Nifty at 29,000 by March 2027, says Seshadri Sen of Emkay Global

Seshadri Sen of Emkay Global shares his optimistic view on the Indian stock market, anticipating that Nifty will soar to 29,000 by 2027. Key drivers include steady consumption demand, an evolving capex cycle, and favourable valuations. 

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Economic Times2 months ago

AI fear over IT overdone, but near-term pain likely to persist: Seshadri Sen

The IT sector is currently grappling with global headwinds, including AI-driven disruption fears and cautious client spending, leading to margin pressure. The USD/INR sensitivity remains a key factor for export-oriented IT firms.

Maintain a bearish bias on IT stocks in the short term, focusing on short-covering opportunities on sharp dips, while building long positions in domestic consumption and industrial stocks with a medium-term horizon.|Quick check: TCS bearish bias (-0.8% 1d), INFY bearish bias (-2.5% 1d).

Latest pr seshadri Mentions

For investors interested in the broader marketing services sector, consider established listed players after observing Value 360's post-listing performance, maintaining strict risk management.|Quick check: SUNPHARMA bullish bias (overbought), CIPLA bullish bias (overbought).
Maintain a bearish bias on metal stocks; consider short positions or avoiding long entries until a clear reversal in global commodity prices is established.|Quick check: HINDCOPPER bearish bias (-0.9% 1d), TATASTEEL neutral (-0.4% 1d).
Maintain a bullish bias on the Indian fintech sector; consider tracking unlisted fintech companies for future IPO opportunities, with a focus on strong business models and clear paths to profitability.|Quick check: SUNPHARMA bearish bias (+0.0% 1d), CIPLA neutral (+0.4% 1d).
Consider hedging against rising crude oil prices by reducing exposure to OMCs and airlines, while selectively looking for long-term entry points in quality stocks if Nifty corrects.
This is a soft news item; traders should not expect direct market movement but note the subtle positive PR for Adani Group.