Expert Views
Post Nifty@24000, is it time for profit-booking? Sunil Subramaniam answers
The widening gap in valuations between the mid-cap as well as the small cap pack and the largecap pack means that this is a wonderful opportunity to rotate it and bring down the average one-year forward PE of the portfolio by buying good quality, solid, robust largecaps, says Sunil Subramaniam.
Nilesh Shah’s tip for investors: Stick to asset allocation dharma. Don’t chew more than you can afford
Nilesh Shah says that he always recommends that people follow their asset allocation dharma. If they are too much over-invested into equity, there is no harm in taking profit. If they are under-invested in equity, then there is no harm in investing even at this level, but with a longer-term horizon.
Focus on asset allocation; stay invested for long term: A Balasubramanian
But with respect to the investment I think every investor would have their own risk appetite and asset allocations would play a very major role. Therefore, irrespective whatever the market condition, one should not move away from asset allocations focus and stick to the asset allocation focus.
Hoping sugar production bounces back in Maharashtra and Karnataka: Atul Chaturvedi, Shree Renuka Sugars
As far as budget is concerned, nowadays most of the decisions are actually taken during the course of the year administratively. So, as far as budget is concerned, budget is no longer the budget which it used to be 10-15 years back
India a very attractive destination for fixed income investors: Vikas Goel
So, obviously, we are still underrepresented. So, compared to, say, a similar economy like Indonesia, etc., we will go from 2.5% to about 4% I think after the inclusion which is fairly-fairly insignificant even if we compare it to our equity markets where foreign investment is much-much higher as a proportion of total investment.
2 top stock recommendations from Rahul Sharma
Now, the way Nifty is heading, we feel that putting a target is anybody's guess. But 24,200, 24,500 is where we are expecting the Nifty to head very fast in the next few trading sessions. So, momentum moves is something that we are looking for.
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Markets Videos
Hold on to M&M; wait for the split in Tata Motors: Nischal Maheshwari
Cement sector consolidation will help in creating efficiency and sustainability. Stable prices despite inflation as the industry transitions to green cement. Key players are expanding capacity for future market dominance, focusing on EBITDA growth and improved financial performance. In auto, M&M in your portfolio, hold on, there is no hurry to take away profits from there, but Tata Motors should be looked at, says Nischal Maheshwari
Dhiraj Agarwal on the next big trigger for equity markets
At least for a couple of months, China pulled in a large amount of inflows by the global investors. I have not seen the most recent data, but Feb-March they pulled in about $40 million. Something like that happens, it obviously impacts the amount of flow, which could happen in India. So, on the FPI flow, it is just a toss-up. I mean, it is very difficult to predict, honestly.
How should investors react to UltraTech-India Cements deal? Rakesh Arora explains
See, UltraTech is undoubtedly the number one and they are a well-oiled machine. Not only they are the largest, but they are still growing at one of the fastest among the industry, have good cost efficiencies, etc.
Be cautious in power stocks; take some money off PSU banks: Nischal Maheshwari
There has been over-exuberance in the power sector. Whether it is the equipment, the supplying company, whether it is the generation guys, all have done well in the last year. So, Centrum Broking's Nischal Maheshwari recommends caution on the whole sector per se and says one should be very stock-specific.
Ujjivan SFB adjusts loan growth guidance amid microfinance stress
I think these are things that we have to monitor very carefully and hopefully once the budget is out and announced and the revenues trickle into the economy, I think we will see some benefits from that. So, all in all, we are looking at a better second half. The effect is more in the first half of the year.
Strong dollar will continue to cause problems for emerging markets and commodities in 2024: Adrian Mowat
The Emerging Market funds that have been doing well have been very overweight in India and they may not feel comfortable in increasing that overweight. The Indian bull market is very much a story of strong domestic fundamentals and a robust savings pool in India buying its market, says Adrian Mowat
Bharti Airtel, Jio target share price pricing in 15-20% tariff hike: Gaurav Malhotra
In 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.
Looking at a Goldilocks scenario for corporate earnings? Mukul Kochhar is betting on 3 sectors
Mukul Kochhar says growth will be structurally higher by a percent, percent-and-a-half and one factor is the current account surplus which should get us into a more stable economic growth cycle. I feel that the private capex cycle is going to be very strong and going to focus a little bit on manufacturing.
What should investors do with telecom stocks? Sandip Sabharwal answers
So, the best play is Bharti only because that is a pure play which has profits, which has a decent balance sheet, and which has market share and still gaining market share. Vodafone Idea is more about hope. Now the hope is that at some stage they will make profits. I am very doubtful that one, with their current balance sheet, etc, if shareholders will ever get one rupee EPS also from this company.
Expect one more rally in PSU, railways, defence stocks before Budget: Ajay Bagga
But few of the sectoral leaders can be looked at as well as what is happening right now is that smaller players are being bid up in anticipation that the biggies will be gobbling up the smaller players to meet their capacity expansion buildouts that they have announced.
