European shares slipped on Wednesday after a strong start to the week, as concerns over corporate profits deepened following news that Nvidia would shoulder billions in charges due to U.S. export curbs to China.

Rohit Srivastava suggests navigating short-term market noise and viewing dips as buying opportunities, particularly within the outperforming financials sector, including insurance companies and NBFCs. Nifty faces immediate resistance at 23,400, while Bank Nifty s key levels are 52,750 and 53,174, which will determine its sustainable upward movement.

India s market regulator is rethinking sustainability or ESG disclosures required of listed firms including its already delayed plans for companies to include supply chains in their reporting, its new chief Tuhin Kanta Pandey told Reuters.

In a conversation with ETNow, veteran investor Dipan Mehta emphasized that upcoming quarterly results and management commentary will be key in influencing investor sentiment in the near term.

Zerodha CEO Nithin Kamath stated he wouldn’t launch a similar brokerage in today’s saturated market. Instead, he’d focus on niche offerings with fewer customers but stronger margins.

Nitin Raheja of Julius Baer suggests large-cap correction is near completion, with limited downside around 22,000 for Nifty. He favors a bottom-up approach, driven by results, and sees long-term value in infrastructure and cement. Raheja is cautious about sectors with rising competition and elevated multiples, such as paints and quick commerce, preferring financials and selective EMS plays.

India s five-year government bond is set to outperform the 10-year benchmark bond in the coming months as short-term debt will get a boost from further monetary policy easing, a rates strategist with Standard Chartered Bank said on Wednesday.

Indian benchmark indices ended higher on Wednesday, overcoming a stuttering start, with financial stocks leading the advances, supported by strong domestic fundamentals, including foreign investor buying and a five-year low in domestic retail inflation, helping the market outperform regional peers.