Siddhartha Khemka

Monsoon Update 🌧️ Source: CareEdge Rating The monsoon has made a strong comeback after one of the weakest starts in decades. 👏 Cumulative rainfall (Jun 1–Jul 26): 15% below normal 🙁June rainfall: 40% below normal, among the driest on record 😃Jul 1–26 rainfall: 1.8% above normal, helping narrow the deficit Regional picture: • East & North-East: -29% • South Peninsula: -29% • North-West: -8% • Central India: -3% While the national deficit is improving, East & North-East India and the South Peninsula continue to trail significantly. @CNBCTV18Live

While global uncertainties continue to keep markets cautious, the ongoing Q1FY27 earnings season is expected to drive stock- and sector-specific opportunities. Resilient domestic fundamentals and structural growth themes continue to support the medium-term investment outlook says, @sidd_khemka, Head of Research, WM @DeccanHerald Disclaimer: shorturl.at/N0oCG

Indian equities are likely to see a gradual upmove as the Q1 FY27 earnings season drives sector- and stock-specific momentum. In his latest article, @sidd_khemka, Head of Research, WM, MOFSL shares his outlook on market trends, earnings, inflation, NBFCs, electronics manufacturing and the ports sector. @DeccanHerald Disclaimer: shorturl.at/N0oCG

If today brought you a rejection, a mistake, or even an embarrassing moment, it wasn’t a bad day, it was a productive one. It means you showed up, took a chance, and grew.

Motilal Oswal View: Why ICICI Bank And HDFC Bank May Lead Banking Stocks Watch: youtube.com/watch?v=a0RMCl… | #PrivateBanks #ICICIBank #HDFCBank #AUSmallFinanceBank #BankingStocks #BusinessToday @shail_bhatnagar | @sidd_khemka

Market Commentary LIVE: Top Stocks, Sector Trends & Nifty Outlook With Siddhartha Khemka Watch LIVE: youtube.com/watch?v=a0RMCl… | #BusinessToday #StockMarket #Nifty #Sensex #TopStocks @shail_bhatnagar | @sidd_khemka

1️⃣ India stood out as one of the positive performers in Jun'26, delivering +1% MoM alongside Japan, Taiwan, the UK & China. 📈 However, Indonesia (-8%), MSCI EM (-2%), the US (-1%), Brazil (-1%) ended lower 
2️⃣ Corporate profit/GDP for Nifty-500 hit a record 5.2%. Notably, for the listed India Inc., the ratio stood at 5.7%, at an 18-year high.
 3️⃣ Nifty-50 trades below historical valuation averages (18.8x forward P/E vs 21x LPA), suggesting reasonable valuations post recent underperformance vs EM. Source @MotilalOswalLtd

@SrishtiSharma_ Best Wishes for the new chapter @SrishtiSharma_ ! Congratulations on 5 incredible years at ET NOW — your sharp insights, energetic market coverage, & wonderful interviews have been truly commendable. May your future be filled with even greater success and happiness. All the best

Five years. Thousands of live hours. Millions of market moves. Today, I sign off from ET NOW and, for now, from the media industry that shaped me. From anchoring market shows and hosting “The Motown Show” to covering India’s auto and pharma sectors, interviewing top CXOs, reporting from factories, tracking IPOs, earnings, and market cycles — it has been a journey of relentless learning. The markets taught me speed. The newsroom taught me resilience. The people taught me everything else. Thank you to every viewer, colleague, mentor, industry leader, and member of the corporate communication & PR fraternity who supported this journey. Walking away with gratitude. Stepping into the next chapter with excitement. More soon. ❤️

Market headlines and market leadership are often two different things. In this phase, stock selection matters more than market direction. Shared my views with @moneycontrolcom moneycontrol.com/news/business/… #SmallCaps #MicroCaps #Markets #Investing

One of the more interesting market developments since April: Despite FII outflows, geopolitical tensions and higher crude prices, a quiet rally has been unfolding in India's mid and smallcap space.

Indian equities are expected to trade in a broader range this week amid a mixed global and domestic backdrop, with market performance likely to be driven by stock- and sector-specific developments says, @sidd_khemka, Head of Research, Wealth Management, MOFSL @DeccanHerald Disclaimer: shorturl.at/N0oCG

Global Pressure; Can D-Street Rebound? 📉Gift Nifty indicates weak start 🌏Asia🔻-2%; US futures -0.5%; Europe 🔻 🪙Gold flat; 🛢️Oil stable near $94 ⚠️Global mood cautious amid US-Iran risk 📊NHPC OFS 71, Alkem block ₹5200 focus Auto sales strong: Flls sold 25kCr in 2 sessions

Quote on Daily Market Commentary for May 18th, 2026 By Siddhartha Khemka - @MotilalOswalLtd investmentguruindia.com/newsdetail/quo… #Sensex #ExpertViews #MarketOutlook #Nifty #BankNifty @MotilalOswalLtd @sidd_khemka #Investmentguruindia

Share Market Closing LIVE: Sensex, Nifty, Market News | Stocks & Sectors In Focus | Business Today Watch LIVE: youtube.com/live/cPZxhDWwT… | #BusinessToday #BusinessNews #StockMarket #IndianMarket #MarketExpert @sakshibatra18 | @sidd_khemka

Daily Market Commentary for April 28th 2026 By Siddhartha Khemka - @MotilalOswalLtd investmentguruindia.com/newsdetail/dai… #Sensex #ExpertViews #MarketOutlook #Nifty #BankNifty @MotilalOswalLtd @sidd_khemka #Investmentguruindia

Daily Market Commentary for April 23rd April 2026 By Siddhartha Khemka - @MotilalOswalLtd investmentguruindia.com/newsdetail/dai… #Sensex #MarketOutlook #Nifty #BankNifty @MotilalOswalLtd @sidd_khemka #Investmentguruindia

6/ Bottom line: Markets don’t move in a straight line. After a rally, consolidation + selectivity is often the base for the next move. Full interaction here: youtu.be/fNkfOZ6-jiA

5/ Key shift for investors: ➡️ From chasing momentum ➡️ To focusing on earnings visibility & balance sheet strength Sectors with structural tailwinds + earnings clarity are likely to outperform over the next phase.

🧵 Thread — Markets: Momentum vs Selectivity 1/ Markets have seen a strong move recently — but the key question now is: ➡️ What sustains the next leg of the rally? Shared some thoughts in my recent interaction 🧵