ET MARKETS SMART TALK
ETMarkets 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.
ETMarkets Smart Talk: There might be a renewed focus on social expenditure in final Budget 2024: Arun Kumar Poddar
While we strive to reduce our reliance on FIIs, our Systematic Investment Plan (SIP) contributions are reaching record highs, reflecting growing confidence in the Indian markets.
ETMarkets Smart Talk: FII ownership at probably its lowest, but trend is changing: Ajit Banerjee
The market participants are convinced that the macro fundamentals and the fiscal condition of the country is very strong and India is poised to grow as the fastest-growing economy of the world for the next few years.
ETMarkets Smart Talk: Never thought retail investors will become the new Glenn Maxwell of markets on Election Result Day: Nilesh Shah
Undoubtedly, markets will have their ups and downs. There will be bull market. There will be a bear market. But overall, being an investor, you will make money in India.
ETMarkets Smart Talk: Progressive Budget, normal monsoons & strong inflows will further re-rate markets: Amnish Aggarwal
We expect the NDA government to sustain focus on capex-led growth around PLI, Roads, Ports, Aviation, Defence, Railways, and Green energy, given a 20 bps lower fiscal deficit in FY24 (Than RE), normal monsoons, and Rs 2.1 lakh crore dividend from RBI.
ETMarkets Smart Talk: July 2024 final Budget likely to be more populist, no tax changes expected: Aditya Khemka
However, post-election results and allocation of ministries to various candidates, it is perceived that there will be continuity in policy making and reforms may continue as earlier. This is fuelling the optimism.
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MF Talk: Why smart investors are turning to multi-asset portfolios
Investors aiming to maximize 'alpha' are going for multi-asset portfolios with strategic asset allocation. Chirag Muni of Anand Rathi Wealth discusses the importance of asset allocation for portfolio performance and capital protection.
ETMarkets Smart Talk: FMCG & IT stocks provide valuation comfort compared to historical valuations: Vipul Bhowar
Populist policies will likely take precedence to secure victory in a coalition setup. Key cabinet portfolios, particularly those related to finance, defence, and infrastructure, will be closely monitored.
ETMarkets Smart Talk: Why FIIs are turning net sellers in Indian markets and it not because of election jitteriness, explains Niraj Kumar
While the incumbent government securing its third term bodes well for market stability, it does juxtapose them with some dependency on allies for imperative policy decisions.
ETMarkets Smart Talk: Final Budget 2024 eyed! IT sector is currently a dark horse: Naveen Kulkarni
The policy framework will likely continue if the key personnel remain unchanged. However, if there are significant changes in the cabinet structure, the direction of policymaking could change.
ETMarkets Smart Talk: There will be FOMO among long only FIIs in Modi 3.0: Sorbh Gupta
On the day of the result, the market experienced increased volatility. But we anticipate that this volatility will lessen over the coming days and that the market's attention will eventually switch to macro and solid fundamentals, which continue to remain strong.
ETMarkets Smart Talk: Roads, railways, and defence should be in focus in Budget session of Modi 3.0
The sharp 6% fall in markets was a result of people expecting for a BJP majority based on the exit polls, with the actual results turning out to be a black swan event.
F&O Talk | Markets may expect buying on dips with cool-off in India VIX: Sudeep Shah of SBI Securities
Bulls returned to Dalal Street with full force on Friday, as the Sensex closed over 1,600 points higher, reaching a new all-time high, while the Nifty 50 advanced over 468 points. Both indices successfully erased all losses from June 4.
ETMarkets Smart Talk: Housing, building material & related sector might be a dark horse in Modi 3.0
Whether the thrust on railway, defence & environment for capex would pan is not clear at this point, and markets hate uncertainty & de-rating happens when growth is not certain
ETMarkets Smart Talk: Chemicals & CRAMS sectors likely to get re-rated in FY25: Nimesh Chandan
Nimesh Chandan discusses FII selling, Nifty earnings estimates stability, and the potential for continued growth in the Real Estate sector post-election results. Chandan further says that largecap stocks currently offer a better risk-to-reward ratio compared to midcaps and smallcaps. He says: " On the business side, we expect chemicals and CRAMS(Contract research and manufacturing services) sectors, which has been an underperformer for the past few years, to get re-rated as business improves this year."
ETMarkets Smart Talk: Why are FIIs turning net sellers in Indian markets? Aditya Sood decodes
Aditya Sood, Fund Manager at InCred Asset Management, analyzes the impact of NDA's performance, FPIs' net selling, and the attractiveness of MSCI China index on Indian markets. He highlights the crucial role of these factors in shaping investment decisions. Sood says: "Over the next decade, India will be a buy on dip market — all corrections should be used as buying opportunities to increase allocation to equities as an asset class."
ETMarkets Smart Talk: 3 reasons why FIIs are turning net sellers after putting Rs 2 trn in FY24: Pradeep Gupta
Pradeep Gupta of Anand Rathi Group discusses FIIs turning net sellers in India due to various global uncertainties and market volatility, emphasizing the importance of long-term strategic decisions in an interview with ETMarkets. Gupta says: "On a risk-adjusted basis, there is equal positivity on large and small cap indices, with slightly more caution on the mid-cap segment."
ETMarkets Smart Talk: Focus on green energy to lead to multi-billion dollar enterprises over next decade: Jyoti Vaswani
Jyoti Vaswani discusses the potential of multi-billion dollar enterprises in the green energy space and its impact on equity markets. She provides insights on the US Fed moves, RBI, inflation, Q4 earnings, management commentary, Nifty performance as well as May trends. Vaswani says that since FY24 has seen a broad-based rally, FY 25 can be expected to be driven by sustained corporate earnings growth and policy continuity.
ETMarkets Smart Talk: Nifty hitting 24K is subject to Indian elections results and Middle East tensions: Sandeep Raina
Sandeep Raina of Nuvama projects Nifty50 levels at 24,000 to 25,000 based on expected EPS, influenced by Indian Elections and Middle East tensions. Market trends may align with US Fed’s policies, impacting inflation and equity performance. Raina further says that Indian markets will largely respond to the corporate earnings reports.
ETMarkets Smart Talk: Sensex could go past 80,000 if earnings compound by 12-13% in 2-3 years: Naveen Kulkarni
Naveen Kulkarni predicts market reaching 80,000 with robust corporate earnings. Quality largecaps, which have a higher weight in the index, are likely to perform well as the year passes. Global interest rates will decline while the US Fed remains cautious on inflation. Indian liquidity situatiom may improve. The Q4 earnings have been largely positive with no major surprises.
ETMarkets Smart Talk: Next 30 days can see a bit of increased volatility as politics takes centrestage: Devang Mehta
Devang Mehta discusses the positive macroeconomic outlook for India, the impact of global trends on the market, and the growth potential in sectors like energy, renewable energy, and EVs, emphasizing the importance of fundamental analysis in IPO decisions. Mehta also says the next 30 days can see a bit of increased volatility as politics take the centrestage and all eyes will be on the election trends and actual results.
ETMarkets Smart Talk: NBFCs could lead next leg of bull run on D-St, explains Shrikant Chauhan
In the upcoming bull run, NBFCs are anticipated to excel with a 15-20% upside potential, driven by potential interest rate changes in FY2024 Q2. Equity markets have shown recovery post dip, supported by positive macro-economic indicators and forecasts. Chauhan says: "Sectors like automobiles & components, banks/diversified financials, gas utilities and pharmaceuticals are expected to report a YoY increase in the net income."
ETMarkets Smart Talk: Why QSR and IT could turn out to be Dark Horse in FY25, Sameer Kaul explains
Sameer Kaul from TrustPlutus Wealth highlights Quick Service Restaurants (QSR) as a dark horse sector, emphasizing the IT sector's challenging outlook. He discusses various market factors, including corporate earnings, FII flows, and Gen Z investing advice. Kaul says that given the surging monthly GST collections, we believe the earnings season will end on a positive note with no major hiccups.
ETMarkets Smart Talk: 80% of portfolio to be invested in manufacturing theme businesses: Rakesh Sethia
Rakesh Sethia from HDFC AMC Ltd. emphasizes the investment strategy of allocating 80% to manufacturing-themed businesses with growth potential. He advises long-term investment in the Indian market despite risks, citing government support for manufacturing and infrastructure. Sethia says: "We continue to remain optimistic on government focus on infrastructure and manufacturing and expect a broader policy continuity."
ETMarkets Smart Talk: FIIs remain underweight on India; 3 sectors that may make a comeback in 1-2 years: Ashutosh Bhargava
Ashutosh Bhargava says that it would be wrong to say election results will have no bearing on the market. The market is discounting continuity of the current regime and by no means is prepared for an alternative scenario. A low level of market volatility amidst ongoing pools reflects that. If consensus expectation turns out to be right and event risk is behind, one should expect return of FII flows.
ETMarkets Smart Talk: History suggests that Indian markets have done well in the first year following election: Anshul Arzare
Anshul Arzare advises investors to focus on economic growth, fundamentals, and investor confidence, and not get swayed by short-term volatility. Indian markets show positive trends with rising domestic investments and GDP expected to grow at 7% in FY25. Arzare says: "Empirically research suggests that in the long-term, ‘buying the dip’ is a good strategy when stock market corrections are caused by sentimental or geopolitical concerns."
ETMarkets Smart Talk: Good chance of heading towards 80,000 on Sensex in 6 months: Dimplekumar Shah
Dimplekumar Shah foresees Sensex hitting 80,000. Market faces volatility due to geopolitical concerns. Strong GDP and earnings growth expected. Global inflation affects rate trajectory. BJP manifesto impacts sectors. Equity culture on the rise. Shah further says: "Technically speaking, May has been a positive month 7 out of 10 times in the last decade. However, the derivatives market is suggesting a range bound setup as of now."
ETMarkets Smart Talk: Wealth creation ideas! Rural-oriented proxies, banking & chemicals are few themes for FY25: Sushant Bhansali
Sushant Bhansali of Ambit Asset Management discusses market volatility, inflation impact, and investment strategies amidst rising equity culture and formalization of the economy, advising clients on strategic investment approaches.
ETMarkets Smart Talk: Steel & cement capex themes likely to make a decisive move post election: Rajesh Cheruvu
Rajesh Cheruvu's insights point to a positive market momentum in FY25 driven by central bank rate cuts, primary industries capex, and potential earnings recovery, particularly in small & midcaps. Cheruvu says sustained domestic participation in equities coinciding with the formalization of businesses post-pandemic has helped attract interest in mid & small-sized firms. Investors should be considering sectoral allocation and gold hedging strategies for the year.
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