CYCLICALS
Market can only go up now irrespective of Budget. Here's why The Street has discounted the defence manufacturing stocks too much into the future. Even the earning visibility has been discounted. It is a fast-moving train; it does not make sense to get onto that train at this point. There are many choices when...
04 Jul, 2024, 12.40 PM ISTETMarkets Smart Talk: Allocation towards Atmnanirbhar Bharat, infra and digitisation likely in final Budget 2024: Sandeep Raina The markets are reacting positively in anticipation of a good budget with a focus on infrastructure spending and the reappointment of key ministers has been perceived positively.
04 Jul, 2024, 09.02 AM ISTFinancials & utilities are the cheapest sectors; IT overpriced: Neelkanth Mishra Neelkanth Mishra highlights undervalued financial and utility sectors compared to the overpriced IT sector. The Budget is expected to focus on rural support and fiscal prudence, with emphasis on Viksit Bharat 2047 initiatives. However, GDP growth ma...
03 Jul, 2024, 08.00 AM IST- ADVERTISEMENT
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-...
27 Jun, 2024, 12.48 PM ISTExpect 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...
26 Jun, 2024, 08.58 AM ISTWall 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, prom...
22 Jun, 2024, 10.01 AM ISTHere 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.
14 Jun, 2024, 01.58 AM ISTNifty 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 downt...
13 Jun, 2024, 06.41 PM ISTNFO Watch: HDFC Manufacturing Fund, 8 others collect over Rs 10,000 crore in May Four index funds launched in May together collected Rs 242 crore.
11 Jun, 2024, 03.26 PM ISTElection 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,...
04 Jun, 2024, 08.56 AM IST2 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...
03 Jun, 2024, 03.12 PM ISTIndia 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.
03 Jun, 2024, 12.21 PM ISTETMarkets 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 grow...
22 May, 2024, 09.02 AM ISTSBI, 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.
14 May, 2024, 01.48 PM ISTBet 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 e...
07 May, 2024, 10.37 AM ISTQ4 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 ma...
30 Apr, 2024, 09.07 AM ISTGroww 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.
24 Apr, 2024, 01.16 PM ISTGurmeet 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 sa...
19 Apr, 2024, 09.27 AM ISTETMarkets 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 con...
08 Apr, 2024, 09.01 AM ISTAssets 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, whe...
29 Feb, 2024, 09.13 AM IST