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War fears spark market panic, but correction may be opening buying opportunities: Sunny Agrawal

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War fears spark market panic, but correction may be opening buying opportunities: Sunny Agrawal
The sharp correction in several frontline stocks amid geopolitical tensions and rising crude oil prices may be creating selective opportunities for long-term investors, even as markets grapple with uncertainty around inflation, growth and global energy prices.

Speaking to ET Now, SBI Cap Securities’ Sunny Agrawal said the recent selloff in several large-cap names appears to be driven more by panic and worst-case assumptions rather than a deterioration in business fundamentals.

One example is the reaction to companies with exposure to the Middle East, where investors are factoring in a prolonged disruption to projects and economic activity. “There is an absolute panic in the stock basis that the company has got 25% to 30% exposure to the Middle East, and the market is discounting that the entire order book of 25% to 30% exposure that may not get executed over the period of the next 6 to 24 months,” he said.

However, Agrawal believes the market may be extrapolating an extreme scenario. If geopolitical tensions ease in the coming months, investors may return to more normal assumptions about project execution timelines and business growth.

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He pointed out that the underlying order pipeline for some companies remains strong despite the recent volatility. “Looking at a very robust order book of closer to Rs 4.3 trillion and within that also closer to 30% contribution is from the private sector, which clearly indicates that even private sector capex is picking up,” he said.


With valuations correcting sharply alongside the broader market, the risk-reward for long-term investors is beginning to improve. “Post correction, now valuations have even turned comfortable… we feel the fair value of the business is closer to Rs 4,000-4,200. So, any dip currently is a good buying opportunity for a long-term investor,” Agrawal said.
In the consumer internet space as well, rising competition and temporary disruptions have weighed on sentiment, but the broader growth story remains intact. “Post correction, even there we feel that the risk-reward is turning favourable. In fact, both these stocks, Eternal as well as Swiggy looks pretty attractive as the long-term growth opportunity is pretty intact,” he said.At the macro level, crude oil remains the key variable for India’s economic outlook. Elevated energy prices could trigger inflationary pressures across the economy if they persist for several months. “In case the crude continues to trade above $90 and in the band of 90 to 110 for a pretty long period of time, three to six months, then definitely it will have an inflationary impact across the value chain, first for the manufacturer and then for the consumer,” Agrawal said.

Still, he noted that India has been experiencing relatively low inflation over the past year, which could provide some cushion if energy prices remain volatile.

In banking, Agrawal said valuations have also become reasonable after the recent correction. “Post correction, now most of the private banks are trading at a pretty reasonable valuation,” he said, adding that a mix of private and well-diversified public sector banks could help investors navigate the current environment.

As markets digest geopolitical risks and commodity volatility, Agrawal believes the current phase of panic could gradually give way to selective opportunities for investors willing to take a longer-term view.

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Macquarie downgrades DiDi stock rating on Brazil expansion costs

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Deploy Cash Now Into Double-Digit Yielding Passive Income

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Deploy Cash Now Into Double-Digit Yielding Passive Income

This article was written by

Austin Rogers is a REIT specialist with a professional background in commercial real estate. He writes about high-quality dividend growth stocks with the goal of generating the safest growing passive income stream possible. Since his ideal holding period is “lifelong,” his focus is on portfolio income growth rather than total returns. Austin is a contributing author for the investing group High Yield Landlord, one of the largest real estate investment communities on Seeking Alpha, with thousands of members. It offers exclusive research on the global REIT sector, multiple real money portfolios, an active chat room, and direct access to the analysts. Learn more.

Analyst’s Disclosure: I/we have a beneficial long position in the shares of ARES, BX, BAM, CGDG, TDIV, HTGC, TRIN, IIPR.PR.A either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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Goldman Sachs says oil flows through Strait of Hormuz down sharply

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Housing sales in 50 cities dip 3% to 6.14 lakh units, up 16% in value to Rs 8.4 lakh crore: CREDAI

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Housing sales in 50 cities dip 3% to 6.14 lakh units, up 16% in value to Rs 8.4 lakh crore: CREDAI
Housing sales across India’s top 50 cities fell 3 per cent last year to 6.14 lakh units while it rose 16 per cent value-wise to Rs 8.46 lakh crore, according to CREDAI and Liases Foras.

On Friday, realtors’ apex body The Confederation of Real Estate Developers’ Associations of India (CREDAI) and research firm Liases Foras, released a report on residential real estate trends across 50 major cities in India.

The report highlighted the continued resilience of the housing market, with strong value growth driven by rising buyer aspirations, increasing premiumisation of housing demand and sustained infrastructure-led urban development.

As per the data, the housing sales across primary markets of Indian 50 major cities fell 3 per cent to 6,14,235 units in 2025 from 6,33,134 units in the preceding year.

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In value terms, sales grew to Rs 8,46,648 crore last year, an increase of 16 per cent from 7,29,112 crore during 2024 calendar year.


Shekhar Patel, President of CREDAI, said: “The 2025 numbers mark more than a statistical milestone, they reflect a fundamental shift in how India lives, invests and aspires. When 78 per cent of sales value comes from homes priced above Rs 1 crore and ultra-luxury alone drives over half the value, it signals rising household wealth, maturing investor confidence and the success of urban infrastructure initiatives”.
He noted that Tier-2, 3 and 4 cities are no longer peripheral and they are emerging as engines of economic opportunity.Pankaj Kapoor, Managing Director of Liases Foras, said: “Top metro cities continue to dominate India’s housing market in 2025 in sales, value and supply. However, Tier-2 cities are increasingly emerging as important growth centres in the residential real estate sector.

Better connectivity, expanding employment hubs, and infrastructure-driven initiatives are boosting housing demand in these markets for both end-users and investors, he added.

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Country star Brantley Gilbert enters growing non-alcoholic beer market

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Country star Brantley Gilbert enters growing non-alcoholic beer market

Brantley Gilbert, the seven-time No.1 country hit singer-songwriter, has experienced more than one occasion in his life where his 14-year sobriety felt like sitting on the sidelines.

“Nothing beats a cold beer when you’re grilling out or watching a game with your buddies, your family. And as a country music songwriter, we write about cold beer in every other song,” Gilbert told Fox News Digital.

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“This is a chance for those of us that have taken alcohol out of our lives for one reason or another to drink a cold beer,” he said, “and share one with our buddies.”

America’s oldest and youngest generations are drinking less, with U.S. alcohol use hitting its lowest point in nearly a century, according to the 2025 Gallup Consumption Habits survey. Only 54% of adults reported using alcohol last year, with half of 18-to-34-year-olds not drinking at all — a steep drop from the 72% of young adults who did two decades ago.

SOBER CURIOUS FOR THE SUMMER? T.H.C.-INFUSED BEVERAGES ARE ON A HIGH

The desire to cut back on alcoholic beverages has poured into a budding market of non-alcoholic beers and wines, which Gilbert is now proudly a part of.

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Brantley Gilbert with RAB ZERO non-alcoholic beer

Country music star Brantley Gilbert speaks to Fox News Digital about why he’s investing in Real American Beer’s first non-alcoholic offering. (FOXBusiness)

Going from fan to owner, the country music powerhouse is Real American Beer’s (RAB) latest major equity partner. He’s spearheading the launch of RAB Zero, the brand’s first non-alcoholic drink that promises “real beer energy” without compromise.

For every case that’s sold, RAB plans to donate $1 to the U.S.O.

“The RAB folks are just next-level people, and they’re patriots,” Gilbert said. “They’re about God, family and country, and that’s easy to get on board with for me.”

Real American Beer aims to set itself apart from rivals by making the beer a part of a meaningful experience rather than focusing on the product itself. The brand launched in 2024 and pays homage to its late founder, Hulk Hogan.

Led by former Anheuser-Busch InBev executive Terri Francis, he previously told FOX Business that it had been Hogan’s dream to “be bigger than Bud Light” before his death in July 2025 at age 71, just over a year after launching the company.

“[Growing] up, watching wrestling, I thought Hulk Hogan was almost the second coming, and getting a chance to meet him and knowing what he was up to with Real American Freestyle, I got a chance to kind of become friends with him and writing the theme song for that, what he wanted it to sound like,” Gilbert reflected. “Really, you know, the conversation had to develop into, what do you want this brand to be about? And obviously that was just all-American.”

“I don’t really partner with people that I don’t believe in or products that I don’t use myself,” he added. “Having a stake in the game obviously adds to the equation.”

Gilbert, who has been sober since December 2011, explained why he wanted a product that allowed people to participate in “beer moments” without alcohol.

“I finally came to terms with the fact that I’m allergic to alcohol, like I break out in handcuffs and bad decisions,” Gilbert said.

“It’s not that I can’t drink. It’s that I choose not to, you know what I mean? It’s a choice. And I think people are a little more respectful towards that… This is an option… for beer lovers like myself to still pop a top and cheers your buddies and have a cold beer without having all the bad decisions, all the negative things that come with it.”

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The country music star views this partnership as a way to carry the torch for his late friend while celebrating his own personal redemption as a married dad of three.

He also sees 2026 as “a hell of a ride,” even teasing that more new music is coming.

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“My story is one of those being blessed… My wife coming back in the picture and giving me a chance to love her after not seeing or speaking to each other for six or seven years,” Gilbert said. “It is this kind of redemption story that, without, frankly, I would be not in a great place.”

“Years down the road, God willing, we are cheers-ing and celebrating not just the success story of this brand, but the success story of American patriotism.”

READ MORE FROM FOX BUSINESS

FOX Business’ Daniella Genovese contributed to this report.

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Better Home & Finance Stock: Tremendous Growth Needed To Justify Valuation (NASDAQ:BETR)

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Better Home & Finance Stock: Tremendous Growth Needed To Justify Valuation (NASDAQ:BETR)

This article was written by

Over fifteen years of experience making contrarian bets based on my macro view and stock-specific turnaround stories to garner outsized returns with a favorable risk/reward profile. If you want me to cover a specific stock or have a question for an article, just let me know!

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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Quant Small Cap Fund : HDFC Bank and Jio Financial Services among stocks bought and sold in February

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Quant Small Cap Fund : HDFC Bank and Jio Financial Services among stocks bought and sold in February

Quant Small Cap Fund added HDFC Bank and others, trimmed Jio Financial, and exited Stanley Lifestyles in February.

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REITs May Be The Biggest Winner Of The Coming Market Shift

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REITs May Be The Biggest Winner Of The Coming Market Shift

REITs May Be The Biggest Winner Of The Coming Market Shift

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How Ecovyst’s 60% surge validated InvestingPro’s Fair Value analysis

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Tesla Has Just Shared Game-Changing News (Rating Upgrade)

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Tesla Has Just Shared Game-Changing News (Rating Upgrade)

Tesla Has Just Shared Game-Changing News (Rating Upgrade)

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