CYCLICALS
We expect good growth picture and pipeline for next 6 to 12 months: Subramanian Sarma, L&T
We established ourselves well. We have built a good reputation. And we just now need to stay focused and be very selective in how we build that portfolio and participate in all the prospects which are coming our way.
Look for stocks with less downward volatility and stable earnings prospects: Anand Tandon
A good content pipeline increases the likelihood of hits, and with people coming to the cinema, local F&B sales will also rise. From a tactical perspective, PVR's business outlook should improve significantly over the next 12 months. However, each month must be evaluated separately based on incoming content and audience reactions.
Earnings growth likely to be in mid-teens; overall growth trajectory remains strong: Shibani Sircar Kurian
The building materials segment, specifically tiles, has underperformed despite significant real estate growth. Typically, when real estate sales pick up, demand and volume growth in building materials follow with a lag.
Potential for huge NRI money coming into India via GIFT city: Bhavin Shah
“We have investments in large private sector banks, some regional private sector banks, NBFCs, MFI, microfinance, wealth management, life insurance, so pretty much across the board. We continue to find a large number of stocks that are still reasonably valued. We also are overweight on aviation,” says Bhavin Shah
India needs to build its own EV paradigm, products, and core technology in the EV stack: Bhavish Aggarwal, Ola
This is the start of the EV penetration. India is the world's largest two-wheeler market. 20 million two-wheelers are sold a year. Over time, EV penetration will grow to a much larger percentage in the overall industry and there is no single company that can achieve that full transition, says Bhavish Aggarwal,
Fund Manager Talk | Higher interest rates for longer periods can upset bull market: Mihir Vora
Over the short to medium term ie: next 1-2 years, the markets would focus on earnings delivery as there is limited upside from valuations. Retail investors continue to invest regularly providing long-term support to the markets. We believe that his combination of fundamentals and liquidity will anchor a bull-market in stocks.
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Cannot avoid market momentum but be a little more selective: Mayuresh Joshi
The entire ecosystem will see accelerated investments and the government push through regarding the capex needs. Also, railways as a theme, defence as a theme, and shipbuilders as a theme will continue. Execution is going to be extremely important out here, says Mayuresh Joshi. He further says the earnings story and earnings growth should continue to remain strong in select domestic-focused sectors
Fiscal discipline key to India's growth prospects: Sanjay Nayar
So, we will have to also think about how we channel the energies towards more advanced and more modern techniques and technology, because that is what we need right now.
Want to balance risk-return now and not just focus on returns: Siddharth Vora
Other than valuations which seem to provide some sort of caution, volatility has come off very significantly post elections. All the macro data points around India are very robust. From a macro perspective, there are no major red flags. We are not seeing any major systemic risk for Indian equities as well andit is very clear that this is still a broad-based bull market, Siddharth Vora.
Wait for earnings and Budget to identify attractive sectors for investment: Deepak Shenoy
These companies are quite cyclical, moving between downturns and upturns. Recently, there has been an upturn for Muthoot and Manappuram, partly because IIFL, a major player in the gold financing space, faced some RBI action leading to a slowdown in its gold lending portfolio.
What should be your investment strategy after elections?
Market volatility post Indian election triggered short-term turbulence, yet history shows eventual alignment with economic fundamentals. Resilient corporate earnings, infrastructure development and vigilant sector monitoring are emphasized for long-term strategic investments amidst fluctuating market conditions.
Expect 15% plus Nifty return; mid and smallcaps can deliver 5-7% higher earnings growth: Samit Vartak
It is always good to have FIIs at the lowest level of ownership. At the peak, we had 24% of the market owned by FIIs. Today, we are close to 16%. So, most of the remainder of investors probably are going to be long-term. They are unlikely to keep on selling more where this ownership is going to go lower, says Samit Vartak.
Wall St Week Ahead: Rally in US big tech stocks may be getting stretched
The blistering rally in U.S. big tech stocks, particularly in the S&P 500, may be due for a breather amidst concerns of overheating, especially with Nvidia Corp's significant gains. Market segments like utilities are lagging behind tech stocks, prompting investors to consider value stocks as potential bargains.
Here is why you should continue investing in gold despite cooling of inflation
The yellow metal is considered to be a safe bet and this is not just from an inflation point of view. It also offers protection against adverse policy changes and geopolitical risks.
Nifty 500 Q4 recap: Domestic cyclicals fuel strong quarterly performance, says Motilal Oswal
A report by Motilal Oswal highlights that the fourth-quarter performance of Nifty-500 companies in FY24 showed strong showings from domestic cyclicals like BFSI and auto sectors while global cyclicals such as Oil & Gas and metals experienced a downturn.
NFO Watch: HDFC Manufacturing Fund, 8 others collect over Rs 10,000 crore in May
Around nine mutual fund NFOs were floated in the market in May, which together collected Rs 10,140 crore, according to the monthly data released by AMFI.
Election stocks to buy: Pick from a buffet of 50+ counters from 5 brokerages
Investors are adjusting portfolios for potential structural reforms under Modi's third term. Sectors like infrastructure, financials, and consumer discretionary are in focus. Brokerages recommend stocks across sectors including SBI, ICICI Bank, L&T, and ONGC for potential gains post-election.
2 top stock recommendations from Aditya Agarwala
I think that the euphoria will continue throughout the day and maybe if the results are in line with what we see on the exit polls, the euphoria might continue tomorrow as well. So, today and tomorrow you can see a continuation of this rally that we are seeing in trade today.
India Inc exits FY24 on a strong note, clocks double-digit profit growth in Q4
Corporate India saw double-digit growth in net profit and single-digit revenue increase in the March 2024 quarter. Expectations are for healthy growth in the current fiscal year due to peaking interest rates and government policy continuity.
ETMarkets Fund Manager Talk: Q4 results in line with expectations, domestic cyclicals leading the way: Shibani Sircar Kurian
The March quarter earnings growth was driven by BFSI, Auto, technology, and oil and gas, with smallcaps rallying on retail liquidity. Shibani Sircar Kurian discussed the risk in the broader market for FY25. Nifty companies reported 13% earnings growth. PSUs are favored pre-elections. Capex in power, defence, and infrastructure is expected to continue.
SBI, Godrej Consumer top buys post Q4 results; could give 13-17% upside in 1 year
SBI and Godrej Consumer are top buys post Q4 results, led by BFSI and Auto sectors. Nifty stocks show growth, while Tier-1 IT companies face challenges. Business and credit growth outlook positive for SBI.
Bet on PSUs only if bullish on India growth story; never in the short-term: Anand Sharma
Anand Sharma discusses the extensive impact of public sector enterprises in various sectors under government control, emphasizing the wide theme of PSU equity with a focus on power, oil, financials, logistics, metals, and mining. Sharma says , PSU equity fund is a thematic fund and should be a smaller part of any investors investable corpus.
Groww Mutual Fund launches Nifty Non-Cyclical Consumer Index Fund
The minimum SIP investment is Rs 100 and in multiples of Re 1 thereafter. The minimum lumpsum investment is Rs 500 and in multiples of Re 1 thereof.
Q4 earnings: Domestic cyclicals in line or slightly better while defensives like IT & FMCG are underwhelming, says Vinod Karki
Vinod Karki, Equity Strategist at ICICI Securities, highlights market trends with a focus on domestic cyclicals, defensives, and FPI buying behavior. He anticipates a tapering down of earnings growth from a low base, emphasizing the importance of maintaining valuations in the market. Karki points out that DIIs and FIIs being an equal footing in terms of net buying is keeping our markets relatively expensive .
Groww Mutual Fund receives SEBI approval to launch India’s first Nifty Non-Cyclical Consumer Index Fund
The NFO is expected to go live in the first week of May. The fund will be India’s first non-cyclical index fund, said the press release.
Not activating counter-cyclical capital buffer, says RBI
The Reserve Bank of India (RBI) has decided against activating the countercyclical capital buffer (CCyB) due to its current circumstances. The CCyB, introduced in 2015, requires banks to build a capital buffer to maintain credit flow in difficult times and restrict lending during periods of excess credit growth. The RBI has not used the provision since its introduction in 2015. The CCyB was initially proposed in response to the 2008 global financial crisis.
Gurmeet Chadha explains why his biggest largecap holdings are counter-cyclical in nature
Gurmeet Chadha discusses stock picks, including ITC, HDFC Bank, and HCL Tech. Favors Ganesha Ecosphere, Tata Consumer, and Sandhar Technology. He id bullish on Bharti Airtel, while remaining cautious on Vodafone FPO's equity dilution. Chadha also says that "In midcaps, we have added some capital market participants on corrections, including CAMS, CDSL, and market infrastructure services players."
ETMarkets Smart Talk: Have Rs 10 lakh to invest in FY25? Cyclicals, commodities & capex themes are looking promising: Somnath Mukherjee
Somnath Mukherjee of ASK Private Wealth predicts promising market segments like cyclicals, commodities, capex. He foresees strong FII flows post US rate cuts, emphasizing sectoral allocation for high-risk investors in FY25. Mukherjee says: "With consumption remaining anemic and public capex being the primary driver of the economy, broad-based earnings momentum is likely to be slower than in the last 2-3 years."
Assets in portfolio should be counter-cyclical to each other: Kaustubh Gupta
"Opportunities in the sense that there is a vacuum which is being created in the world order and there is a place that India can grab in it and threat in the sense that when so much of uncertainty is there, there is always a chance of accidents, whether it is on geopolitical front or it is on economical front," says Kaustubh Gupta.
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