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• FMCG is “passe”: Indian economy has a new definition of defensive stocks: 8 stocks from 2 sectors with upside scope of up to 37%On the day of election results were announced and the whole stock market melted, stocks from one sector were able to gain, that was FMCG. Many theories were floated about why they are doing well. Right from them being defensive stocks to that focus would not shift from investment to consumption. But close to a month down the line, all those stocks are once again in the under performance mode. The fact is before deciding on whether the stocks are defensive or not, some questions need to be asked. A stock which was a defensive stock in 1994 when the Indian economy was just opening is still a defensive stock even in 2024 when we are a whole different economy with different needs and consumption patterns.
• Small cap stock but business opportunity is big: 5 stocks from different sectors with an upside potential of up to 48 %As nifty touches a new all time high, the desire to look at one's portfolio and see whether it has touched a new high. There is a high probability that if one had a higher exposure to small cap stocks the value of one's portfolio might not have touched a new high. The reason, a large part of the small cap market is in a consolidation mode. This is once again a reminder of the fact that there are phases where small caps will not perform and investing in small caps should be delinked from what is happening in nifty. So, if one is looking for small cap stocks, look at individual basis, which industry they are operating, is the industry size is large and is going to grow, only when Industry has tailwind of growth these players are going to see a growth and when the growth is more than ordinary it is than there is possibility of outsized gains.
• Bharti Airtel, Jio target share price pricing in 15-20% tariff hike: Gaurav MalhotraIn terms of valuations, telecom stocks have moved up and are trading a little bit ahead of their long-term averages, says Gaurav Malhotra. He says the Street is quite positively viewing this whole tariff increase. Do note that the last major increase happened in 2021, so it has almost been three years since the last increase happened.
• Time to relook at how we look at them: 6 IT stocks operating in niche areas with upside potential of up to 39 %Over the years, perceptions of IT stocks have evolved, yet there remains a notion that large-cap companies like TCS, Infosys, and Wipro are the primary indicators of trends in the IT sector. However, this view is outdated. In the past five years, the emergence of machine learning, cloud computing, and other specialized segments has shifted the landscape. Smaller companies operating in these niche areas have demonstrated significantly stronger growth, even as industry giants like Infosys and Wipro face growth pressures. Today, Probably, investing in the not so well talked about IT stocks is like contrarian investing, which pays in the long term though in the short term one might feel that one is not doing the best thing.
• Indian companies have made a comeback. Will MNCs be able to do it ? 7 MNC pharma stocks with upside potential of up to 21%While they still trade at premium valuations, they have not created wealth for shareholders. The fact is an age-old theory that just having a MNC stock in your portfolio is an assurance of growth and return no longer holds true. There was a time when having MNC stock, irrespective of the sector it was from, was a must have in one's portfolio. The reason: liberal at giving bonuses, dividend payments were good and given the fact some of them actually owned the best of the brands which had seen a secular growth due to which they were also able to deliver decent returns to shareholders. But after the IT bull of 2000, as a new set of Indian companies took the centerstage, a number of MNCs stocks lost their shine at least on the street. In the last few years, a number of pharma companies have been putting their house in order, either due to global merger and selling a part of Indian business to focus more on core products.
• Top Nifty50 stocks analysts suggest buying this weekStock Reports Plus, powered by Refinitiv, is a comprehensive research report that evaluates five key components of 4,000+ listed stocks - earnings, fundamentals, relative valuation, risk and price momentum to generate standardized scores. Simple average of the above-mentioned five component ratings is normally distributed to reach an average score.
• This ratio helps in avoiding mirage of value in bullish time: 5 stocks from different sectors for long-term investorsGiven the high probability that bulls will be soon seen all over the street. It would be better to just be a bit more cautious while taking incremental exposure. One thing which investors need to take into consideration is that there is a big difference in what is value and what looks cheap due to one financial ratio, more often than not, relying on PE may lead to wrong investment decisions. When looking for long term investment, it is better to use PEG ratio, though finding the right ratio is itself a challenge. PEG ratio is much better compared to the commonly used P/E ratio. It helps in avoiding stocks which might appear cheap but actually are not value buys. Also in sectors which are cyclical in nature, looking at the price earning matrix may lead to wrong decisions.
• FMCG sector: Street might treat it as saviors in some phases & there is more to it than HUL, 13 stocks, with upside potential of up to 42 %On the day of the election result and the day after that, two days in succession, everyone was talking about FMCG stocks. Explanations about why they are safe heaven stocks, how the focus on rural income and consumption will benefit them. Third day, the broader market recovered and FMCG was probably the only loser. This is not the first time that it has happened. For ages, FMCG stocks have been considered defensive stocks. Whether FMCG stocks should be defensive is a different issue. What is relevant is that there is a probability that going forward, there will be phases, where a narrative about FMCG stocks being defensive will keep coming to the street. Given the fact that their valuations are expensive, there is hardly any growth in business, it would be worthwhile to understand that sector otherwise one might end up buying stocks and make the capital underperform. We look at 28 stocks from every segment, right from food and beverage to cosmetics.
• 93% of Lok Sabha poll winners are crorepatis: ADR analysisA report by the Association of Democratic Reforms (ADR) has revealed that 93% of the 2024 Lok Sabha elections winning candidates are millionaires, a significant increase from 88% in 2019. The top three wealthiest candidates are TDP's Chandra Sekhar Pemmasani, BJP's Konda Vishweshwar Reddy, and BJP's Naveen Jindal. The analysis found that out of the 543 winning candidates, 504 are millionaires.
• 46 per cent of newly elected MPs face criminal cases: ADRAn analysis by the Association of Democratic Reforms reveals that 46% of the newly elected Lok Sabha members, totaling 251, face criminal charges, with 27 already convicted. This marks a 55% increase since 2009, with 31% facing serious charges including murder, rape, and crimes against women.