CAPEX STOCKS CONSUMER DURABLES
Focus on public capex going to be paramount in coming years: Aurodeep Nandi
Now, looking forward, yes, food inflation is going to be an upside risk, but on the positive side we have El Nino turning to La Nina, which essentially means that we should be getting good rainfall this year, which should stem some of those risks.
Budget 2024: What does the stock market expect from the coalition government Budget?
India's real consumption is expected to reach Rs 70 trillion by 2025, driven by demographics and rising incomes. By 2030, consumer spending may hit $4 trillion. Agriculture sees 6% growth, with budget support. Manufacturing and infrastructure expand through policies. The 2024 budget, at Rs 47.66 trillion, allocates 3.3% of GDP to infrastructure, smart cities, highways, and logistics parks.
Should investors take a fresh bet on railway stocks just ahead of Budget? Gurmeet Chadha answers
I think you have to be selective here and probably differentiate between life and non-life insurers. If you see the June data, there are some green shoots. Even LIC has had 30% APE growth. APE is your annualized premium equivalent because a lot of policies are also sold as single premium or where the premiums are upfronted. HDFC Life reported a decent set of numbers.
TRADERS’ CORNER: A play on wind energy for 11% short term trade & consumer durable maker eyeing 5% upswing
More mid-caps join the party as momentum favour bulls.
FPIs return to fin services, buy over Rs 9,000 cr in June
Foreign investors renewed buying in automobiles, information technology (IT), construction materials, oil & gas and consumer durables sectors.
Will consumer durables & EMS stocks see another round of re-rating? 7 stocks with an upside potential of up to 24%
There are talks of the budget being focussed on two things, one giving continued push to investment and second to increase the disposable income in the hands of people. The second could be done by cutting taxes or making changes with the tax slab. While many sectors will feel the impact but one of the sectors which may feel maximum impact is the consumer durable sector. Now given the fact that the consumer durable sector has a closed link with the EMS companies, they both have to be looked at together. Check out Stock Reports Plus, powered by Refinitiv, for price targets of over 4,000 listed stocks along with detailed company analysis focusing on five key components - earnings, fundamentals, relative valuation, risk and price momentum to generate standardized scores. SR+ Reports is a complimentary offering to ETPrime members.
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Private consumption seen growing, concerns on capex growth: Morgan Stanley Research
Consumption growth has remained weak since the pandemic, recovering at a slow pace. Private consumption is recovering, with growth is tracking at 4% in the quarter ended March 31, 2024 as against 1.5% a year ago but it is just catching up to the pre-pandemic trend and remains below the pre-pandemic average of 6.3% in 2019.
Economists bat for capex push, fiscal prudence and more jobs at pre-Budget meet
Budget 2024: The focus on the quality of spending, sans mindless freebies, and steps to further curb inflationary pressure should continue, some of the economists told finance minister Nirmala Sitharaman at the customary pre-budget consultation, advising against reckless giveaways. Successful tackling of inflation, they said, would be the biggest pro-poor move.
Pick stocks from industrial, capex and manufacturing sectors: Chakri Lokapriya
The debt levels for Vi are still very high and it is a good thing that the block deal which will go through shortly, slightly more than a billion dollars, would help a lot in bringing down their debts.
Consumer staple stocks will continue to underperform: Ridham Desai
When markets start behaving like a fixed deposit, you get a little worried. Every morning you come, it is up 0.5%, that is not how stock markets are supposed to be. So, one day we will arrive and the market will be down 2%.
Technical Breakout Stocks: How to trade JK Paper, Endurance Technologies and KEC International on Tuesday?
Indian markets closed higher with S&P BSE Sensex rising over 180 points and Nifty50 closing above 23,400 levels. Buying was observed in auto, telecom, consumer durable, and capital goods stocks. Stocks like JK Paper, Endurance Technologies, and KEC International showed significant movements, with JK Paper hitting a record high and KEC International breaking out of a rising parallel channel.
ETMarkets Smart Talk: Agri, consumer durable & insurance could be dark horse of FY25: Kush Gupta
Elections in the past have always led to sharp movements pre and post-event, but history has shown that the markets finally stabilize one to six months post-event.
FMCG and consumer durables poised for growth : Trideep Bhattacharya
I think the market has taken comfort over the last few days since the election result has come out, until yesterday that the ministries have been announced that broadly speaking the policy directive is likely to remain the same.
Milind Karmarkar on two sectors that may outperform in Modi 3.0
Power utilities have already done well and possibly they will continue to do well because there is growth in that sector. So, many of these companies are putting in new power plants and things like that. So, there is definitely growth in that sector.
Consumer stocks have edge over capex-linked ones after shock poll verdict
Indian consumer-focussed companies are likely to shine, while capital spending-linked firms could suffer as the government shifts its policy focus to support lower-income segments, fund managers and analysts said on Wednesday, a day after a surprise result in the national elections.
Expect 13-15% earnings growth in FY-25 driven by topline growth, margin expansion: Venugopal Garre
Remember, we have not even yet seen a rate cycle decline as well, so those are the levers which come through late in the year from a support point of view for macro.
In Focus: Scrips that like a cloud on the horizon
Companies such as Hindustan Unilever (HUL), Britannia, Dabur, Hero Motocorp, Westlife Foodworld, Shoppers Stop and others have already indicated in their commentary a gradual demand recovery if the monsoon forecast turns out to be accurate.
US stocks bounce back ahead of long weekend
The Nasdaq index surged over 1% and was heading for its fifth consecutive week of gains, while the Dow Jones Industrial Average faced a potential first weekly loss in five after hitting a two-week low on Thursday. Trading activity is expected to be muted as the U.S. equity market is closed on Monday for Memorial Day.
Nifty’s next move to 25,000 will come with a GST rate rejig: Ajay Srivastava
Ajay Srivastava, CEO of Dimensions Corporate, highlights the need for a GST rate rejig to boost the consumer side of the market. He emphasizes the importance of stimulating consumption to enhance the overall market performance. Srivastava also says that this is a market which favours momentum investing more than value investing and that is the key takeaway as the market hits new highs.
ETMarkets Fund Manager Talk: Stocks from these 5 sectors to dominate FY25: Sachin Trivedi, UTI AMC
Sachin Trivedi analyzes Nifty 50 earnings growth, PSU banks' performance, and sector preferences for FY25. Highlights include select private sector banks, two-wheeler segment, and healthcare space. Trivedi further says that in the long run, markets adjust to earning delivery and valuation. Therefore, investors need to moderate return expectations from the market.
Positive momentum till election results are out; best momentum in consumer durables & metals: Vishal Malkan
Vishal Malkan plans to buy Astral and MCX after a 5% dip. RVNL near Rs 340 resistance, poised for an upside breakout. Consumer durables, metals sectors show momentum with VEDL, Jindal Steel. Reliance Industries and SJVN are also in focus. Malkan prefers to stick to VEDL, Jindal Steel and Motherson Sumi, Ashok Leyland, Tata Power, which are in momentum.
Cera Sanitaryware is this week's stock pick; why analysts are bullish
Cera Sanitaryware emphasises innovation, introducing 218 new products in 2023-24, which accounted for 30-35% of its total sales.
Vishal Malkan on what to buy in consumer durable stocks now
Vishal Malkan discusses market trends, stock selections, and potential breakouts in various sectors. He emphasizes the importance of chart analysis for identifying breakout levels and volume trends, suggesting potential price targets for specific stocks.
What to expect from consumer durable stocks going ahead? Sandip Sabharwal answers
It is a bull market and a lot of people are trying to play this thing. In fact, I got queries that should we sell off Bharti Airtel and move that money into Vodafone Idea.
Avoid IT stocks; look for beaten down turnaround candidates in this volatile earning season: Sandip Sabharwal
Sabharwal advises caution in volatile markets, suggesting opportunities in capex stocks like NCC and Ahluwalia Contracts. He highlights the importance of minimal debt and strategic stock selection for long-term investment success. In IT, downside is limited, but valuations are not cheap and that is why the upside also is restricted. So, it is a no-go sector in Sabharwal's view.
Feeling the heat? These consumer durables stocks can offer cool returns
While IMD has issued heatwave alerts, Prabhudas Lilladher has listed some stocks that could be your cool refuge this summer. Take a look
FPIs stay focussed on India’s consumption theme despite market volatility
FPIs heavily invest in India's consumption sectors like auto, FMCG, and telecom. Auto sector leads with 7% weight due to premiumization growth. Stable rural MPCE CAGR at 9.2% indicates long-term consumption trends. The assets under management (AUM) of the consumption stocks in the FPI portfolio rose by 55% to $176 billion over the past 12 months.
Hidden gems? Harish Krishnan on 4 dark horse sectors worth betting on now
Harish Krishnan suggests potential dark horse sectors for investors, highlighting pharmaceuticals, metals, consumer durables, media. Real estate and select sectors in the investment cycle show positive momentum, while market expected to shift towards growth and quality sectors. Krishnan says "far more sanguine about the growth-oriented and quality-oriented sectors. There is always going to be an intersection of some of the PSUs within that pack."
Oil & gas, realty, durables topped funds’ buy list in February
They bought oil & gas, real estate, cement, and consumer durables stocks. Crude oil prices have fallen 9.5% since October 2023, and the government’s decision to maintain fuel prices ahead of elections and reasonable valuations got fund managers interested in ONGC and Oil India.
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