DEFENCE EXPERTS
Stay invested, and buy more; there will be more legs to this rally: Varun Saboo
There can be a little bit of time correction, and then earnings growth will catch up. Varun Saboo of Anand Rathi Share is still positive on a defence theme or railways theme, etc, which was going around all the time. He does not see any change in the narrative which was there.
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
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.
Buy realty stocks at 15-30% correction; don’t enter defence pack now: Dipan Mehta
Dipan Mehta says that if one has missed out, then it is better to just stay away at this point. Even in bull markets, one should expect corrections and corrections are a good time to load up on stocks that have done exceptionally well and the future also is very good, very positive because of order wins or earning visibility. But in a charging bull market, in a running train like this, it does not make sense to enter.
Exide has surged 80% but still not overvalued? Sudip Bandyopadhyay explains why
Transition from IC to electric vehicle is giving a significant opportunity to the battery manufacturers. And remember, in IC, the battery used to be one component, whereas in EV that is going to be the most important component. The opportunity size for the battery manufacturer in the automobile ecosystem is going up many-many fold, says Sudip Bandyopadhyay
3 themes to bet on now for pre-Budget plays: Gurmeet Chadha
Gurmeet Chadha says that the market is trying to position on the pre-Budget period. But there are very few pockets which give a lot of valuation comfort. So, we have to be very selective in terms of what we buy and ensure that we do not end up paying very unreasonable valuations in those pockets.
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Ajay Bagga on where to look for next market trigger and pockets to avoid now
Ajay Bagga says railways and defence sectors have already run up much and multi-year order books have been factored in. Now it is the execution challenge. So, have the investors already eaten the pie for railways and defence? Not fully, but right now there might be one more move up like we saw in railway stocks today.
Taiwan keeping watch after Chinese submarine surfaces in Taiwan Strait
The narrow strait that separates Taiwan from China is a frequent source of tension. Taiwan reports Chinese warplanes and warships operating there on a daily basis, as Beijing seeks to assert its sovereignty claims against the democratically governed island.
Are we headed for a sell-on-news market on June 4? Siddhartha Khemka explains
Siddhartha Khemka assesses Paytm's situation, noting the impact of RBI regulations on the banking business. He emphasizes the need for management changes and regulatory approvals for growth in the lending and distribution segments. Khemka also says that they have a buy rating on both Jindal Steel and JSW Steel and also have a positive view on Coal India as well as NMDC which are dependent on the overall metal pack.
Book profit in Modi stocks; go for 3 themes that will outperform now: Sanjiv Bhasin
CLSA has labeled certain stocks as 'Modi stocks' which have performed well recently. Sanjiv Bhasin from IIFL Securities suggests booking profits in these stocks, especially PSUs. He recommends focusing on FMCG, private banks, and specialty chemicals for better performance. He also says if one is interested in pharma stocks, it is better to buy a pharma fund.
Can Coforge be the Nvidia of India? Which largecap can give mega returns for next 2-3 years? Sanjiv Bhasin answers
Sanjiv Bhasin of IIFL Securities advises caution in investing in defence and railway stocks due to unfavorable prices. He mentions selectively booking profits in PSUs like Vedanta, Nalco, and SAIL, which have performed well in the metal space. Bhasin says he would put my money on Coforge and thinks this stock can revisit those levels of 6,000 once Cigniti acquisition goes through smoothly.
Banking sector is the place to be, don’t be put off by FII selling: Andrew Holland
Andrew Holland, CEO of Avendus Capital Public Markets Alternate Strategies LLP, discusses the impact of FII selling on bank stocks and the upcoming market trends post-elections. Coming to pharma, Holland says the bottom was hit some months back for the whole sector and the prospects are starting to look better not just locally but overseas as well.
IAF chief VR Chaudhari inaugurates first-ever emergency medical response system in Bengaluru
Chief of the Air Staff Air Chief Marshal VR Chaudhari inaugurated the Indian Air Force's (IAF's) first Emergency Medical Response System at Command Hospital Air Force in Bengaluru. The facility will provide expert guidance and care for serving personnel and their families nationwide. The 24/7 telephonic helpline connects callers with medical professionals who offer immediate advice and coordinate with the nearest IAF medical facility.
Should you add or buy defence stocks afresh? What to do with bank stocks? Deven Choksey answers
Deven Choksey discusses the potential tariff hike in the telecom sector and the strategies of Jio and Vodafone Idea. He emphasizes the importance of data consumption and the need for investments in infrastructure for companies to stay competitive in the market. Choksey also says: "The likes of Bajaj Finance, Kotak are looking like some of the smartest of the lot within the investment portfolio."
Arunachal Pradesh: Army conducts forward area tour for defence experts
The Indian Army has conducted a week-long forward area tour in Arunachal Pradesh for defence experts to provide them a first-hand experience of operational challenges faced by troops and to encourage them to formulate technological solutions to the problems, a communique said here on Sunday. The tour was conducted from May 12 to 19 for a seven-member team of experts from defence industries, startups and academia.
Identify themes ahead of the curve; current year could belong to telecom: Niket Shah, Motilal Oswal MF
Niket Shah of Motilal Oswal MF discusses investment themes like AI in Indian IT, re-rating opportunities in EV and medical devices, and triggers in the telecom sector such as 5G adoption and pricing strategies.
Range-bound trade likely till election results are out; buy 3 must-have stocks on dips: Sanjiv Bhasin
Sanjiv Bhasin shares insights on market trends, cautioning against exuberance and highlighting investment opportunities in HAL, BEL, Bharat Dynamics, Jindal Saw, Honeywell Automation, Naukri, and Info Edge. Bhasin also says that due to high valuations, HAL, BEL and Bharat Dynamics are the three must-have stocks that should be bought on dips.
Dipan Mehta gives a hard pass to specialty chemicals; will bet on agrochem stocks
Dipan Mehta discusses the cautious outlook on chemicals, interest in agrochemical plays, auto sector trends, high PE ratios in capital goods, potential investments post-election, mixed earnings season results, and concerns about overvalued EMS companies. Mehta also says: "If the government comes back with a stable majority, then the best stocks to buy would be the defence stocks, PSUs. It could be PSU banks or the PSU engineering companies."
Chakri Lokapriya on 4 defence and railways stocks one can still buy
Chakri Lokapriya recommends investing in Hindustan Aeronautics, Bharat Dynamics, Titagarh Wagons, Ircon for growth potential in defence and railways sectors. Lokapriya also says that market volatility will continue as we move closer to the final election result announcement though there has been some amount of respite because the valuations have corrected a bit.
PSUs in these 5 sectors have a long growth runway: Siddhartha Khemka
Siddhartha Khemka of MOFSL highlights the value of PSUs like Bharat Electronics and discusses various trends including Zomato, urban and rural consumption, two-wheeler sector, shipyard names, Vodafone, and Bharti Airtel. Khemka further says: "Among the PSUs, those in the capital goods space, defence, railways, power, utilities, metals definitely have a runway of growth."
ETMarkets Smart Talk: PSU, defence, railways & pharma could continue on multibagger run: Sunil Damania
Sunil Damania, CIO of MojoPMS, discusses how sectors like PSUs, defence, railways, and pharma. FMCG sector may excel in FY2025. Damania says: "Despite ongoing geopolitical tensions, the market seems to have adopted a selective deaf ear. The sustained rich valuations stem from optimism surrounding the Indian economy's potential and, consequently, India Inc.'s performance."
We are positive on financial, pharma & auto; cautious on FMCG: Mukul Kochhar
Mukul Kochhar of Investec Capital Services discusses market reactions to potential election outcomes, emphasizing severe possible impacts and strong business momentum. He covers various sectors like financials, pharma, automobiles, FMCG, and non-ferrous metals, offering insights into each. Kochchar says he is optimistic because of the nascent shoots in the private capex cycle.
What to do with Yes Bank, Canara Bank and 4 other stocks? Aamar Deo Singh of Angel One decodes
Market volatility rises with India VIX surging 43% in May. Caution advised by Aamar Deo Singh to focus on quality stocks with longer-term perspective and in SIP mode amid uncertain market conditions. Singh says: "Market participants ideally should be cautious in building fresh positions and it would be prudent to adopt a wait and watch policy."
Will Mr Market get it right this election also? Is nervousness about range of BJP victory justified?
Nitin Raheja discusses market reactions to past elections, current nervousness, and potential investment strategies in various sectors amidst election uncertainties and market corrections.
Huge opportunity in defence stocks over next 3-5 years; 2 must-haves in portfolio: Hemang Jani
Hemang Jani foresees significant opportunities in defence, real estate sectors, and potential comebacks in Tata Motors and Biocon. Strategic tie-ups, loan growth, and M&A activities are key factors influencing stock re-ratings. Among defence stocks, "Bharat Electronics and HAL are the two names that we should have as part of the core portfolio and these companies can give a 16% to 20% kind of CAGR over the next two to three years."
Expect IT, banking, and FMCG to do well in coming quarters: Nischal Maheshwari
Nischal Maheshwari discusses the positive outlook for private banks and key sectors like IT, banking, and FMCG. He also comments on Bharat Forge's success in defense investments and praises Hero MotoCorp's position in rural recovery and EV markets. Maheshwari also says that Hero is the best place to play the rural recovery game.
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.
Second half of FY25 will be much stronger for IT industry: Mastek CEO
Mastek CEO Chandrana discusses FY24 growth, soft Q4 revenue, optimism for FY25. He also talks about Mastek's share in a $1.2-billion UK Ministry of Defence project, client conversations, and margin profile target of 17-18%. Chandrana says: "As far as the revenue and growth is concerned, in dollar terms, we grew 15.8% YoY. If you remove the small acquisition that we did in FY24, we still grew at a fairly healthy rate compared to competition. "
ETMarkets Fund Manager Talk: Private banks, FMCG may lag behind in FY25 earnings, says Karthick Jonagadla
Karthick Jonagadla foresees challenges for private banks and FMCG sectors. FY25 market returns may moderate with high performers in specific sectors. Earnings growth alignment for midcap and smallcap stocks, capital inflows shift, and sector opportunities in lower interest rates are key considerations. Jinagadka also says: "PSUs, defence manufacturing, and rural consumption themes not only highlight the diverse avenues available for investors but also reflects the multifaceted nature of India’s growth trajectory."
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