ETMARKETS GLOBAL SUMMIT
ETMarkets x AIF & PMS: India's largest summit on alternative investing funds and portfolio management services
Join the ETMarkets x AIF & PMS Conclave 2.0 on June 19-20, 2024, for expert insights into alternative investments and portfolio management schemes. Designed for high-net-worth individuals (HNIs) and investment professionals, this virtual event will offer strategies, trends, and market analysis to enhance your portfolio and stay abreast with market trends.
ETMarkets Smart Talk: Govt may set fiscal deficit target at 5.2%-5.4% of GDP in FY 2024-25 in Budget 2024: Christy Mathai
Christy Mathai says: The government is expected to set the fiscal deficit target at 5.2%-5.4% of GDP in FY 2024-25. The focus will be on moderating capex aggression and addressing tax inconsistencies. Bond investors are not likely to see any favorable moves in this budget. The government will continue its initiatives for import substitution and export opportunities. Sectors linked to government capex and rural recovery will be watched closely. Prudent asset allocation and systematic investing are recommended for equity markets.
ETMarkets Smart Talk: Investors should taper returns expectation in 2024; focus on quality businesses: Sahil Kapoor
Sahil Kapoor believes that the upcoming Interim Budget 2024 or Vote on Account is unlikely to make major announcements and will focus on continuity in tax regime and economic visibility. He warns that the current bull rally on the stock market may be derailed by factors such as fiscal deficit and profit booking. Kapoor advises investors to lower their return expectations and focus on the quality of businesses and their valuations.
ETMarkets Smart Talk: Markets will closely track capex numbers, rural & housing scheme spends, and taxation: Niraj Kumar
The government may take steps to nudge greater retail participation and deepen the bond market in the interim budget 2024. Markets have hit record highs reflecting strong investor sentiment, but consolidation is possible. Fiscal deficit numbers will be closely tracked, along with capital expenditure, rural & housing scheme spends, and taxations. Bond investors may see tweaks to make the segment more attractive, and interest rates are expected to lower, leading to capital gains. The budget will focus on infrastructure, PLI schemes, green energy, agriculture, rural, FMCG, and auto sectors.
ETMarkets Smart Talk: If you plan to invest Rs 10 lakh ahead of Budget 2024, deploy it over 6 months: Rohit Sarin
As we approach the Interim Budget 2024 or the Vote on Account, the Indian markets are expected to remain strong in 2024 aided by the reallocation of global liquidity towards equity, with the government's policy stance aligned with this momentum. The Indian market is well-positioned for continued growth, although it may remain volatile in the near term. India's fiscal deficit and current account deficit are in line with goals. India's economic indicators reveal sustained growth rates, making it an appealing investment destination.
Bihar investor summit to help change image of state, generate lakhs of jobs over next 2-3 years: Sandeep Poundrik
“We are expecting about Rs 35,000 crore worth of MOUs to be signed in different sectors, right from the Adani Group to other major investors and I think this will give an impetus to the industrialisation in the state because then people will actually start investing in a much more faster speed.”
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ETMarkets Smart Talk: Space and Defence among top 6 sectors that will drive next leg of the rally on D-St: Ajit Banerjee
"Over the last six months, the markets overall have had a good run and particularly the performance in the mid and small cap space has been spectacular. This has also led to a tremendous up move in valuation. We are seeing a lot of momentum buying in this space, which is a matter of concern. One must be cautious before entering in lump sum in the market at this juncture. We need to adopt a stock-specific approach in terms of what we buy."
ETMarkets Smart Talk: FPIs are comfortable with India story; commodity sector could remain a trading play: Deepak Jasani
"While FPI flow has been net negative in the month of September so far, FPIs generally are comfortable with the India story, though some may have issues with valuations temporarily and may want to take some profits looking at the high equity market levels across the globe. They may come back in case Indian markets correct 10-15%. Even if they don’t correct, some FPIs may come back in after waiting a few weeks out."
ETMarkets Smart Talk: We see reasonable valuations in sectors like financial, largecap IT and pharma: Harshad Patil
"We believe that despite the strong market performance and handsome gains in certain sections of the market, there are pockets of reasonable valuations available and would suggest long-term investors stay put and benefit from the compounding gains over the years. We have observed over several market cycles that the market tends to give outsized returns in spurts and any endeavour by a long-term investor to time the market may lead to their missing out on such possible outcomes."
ETMarkets Smart Talk: Anil Ghelani shares his C-F-E framework to assess equity markets
"I assess equity markets with the C-F-E framework, where C stands for corporate earnings, F for flows, and E for event risks. Corporate earnings have grown well over the last two years, with Nifty 50 earnings per share rising 30% from 650 to 850. So today with Nifty 50 at around 20000 levels, we are trading at 23.5 times trailing earnings."
ETMarkets Smart Talk: Hosting of G20 Summit is testimony of India’s economic prowess: Sanjay Chawla
"FPIs have withdrawn over US$ 17bn in CY2023. On a YTD CY2024, they have already invested US$15bn in India. Investments coming to India since international investors believe they can make better returns in India. On the macro front, India continues to be one of the fastest-growing major economies in the World for the 3rd year in row."
ETMarkets Smart Talk: Top 6 sectors that could benefit from success of Chandrayaan 3 mission: Alok Agarwal
"Sectors like HVAC, Industrial Heating, Defence, Energy, Green Hydrogen, Electrolysers etc. are direct beneficiaries of the current mission. The success of this mission is bound to increase opportunities for above mentioned and newer segments. The increase in the credibility factor is likely to benefit us in terms of export opportunities too."
ETMarkets Smart Talk: Energy, auto, metal, defence, cement could be sectors which could hog limelight in G20: Nitin Rao
"Any market dip may be utilized to build portfolios with a 2-year out time horizon. Since the broader markets have held up (YTD SMID is up over 22% while Large caps are now YTD +6.2% higher), we find value in larger cap stocks and strategies (either on the passive side or select active managers) could be looked at for allocating majority of incremental equity monies."
Buy when FIIs sell to earn big returns on Indian stocks: Prashant Jain
Robust flow of portfolio money from foreign institutional investors fuelled the sharp rebound in Indian equity benchmarks from the lows hit last March in the wake of the Covid-19 breakout and the lockdown that followed.
KV Kamath’s ideas for sustained growth and the need for a DFI
His in-depth understanding of a wide range of issues and his visionary thought process, for which he is well-known, prompted me to share his views through this article.
Bizarre: Raamdeo Agrawal on valuations of stocks like Tesla and Netflix
Raamdeo Agrawal was talking about companies like Netflix and Tesla that have blown billions in acquiring customers. The market valuation of Tesla is more than the combined valuation of the next nine largest auto companies.
No risk of taper tantrum in 2021, sharp economic recovery in H2: Jim O’Neill
Jim O’Neill says investors will need to be very alert and watch the underlying messaging by the Fed for any signs of a future shift on its easy monetary policy stance.
Jim O’Neill’s mantra to beat the market over the next decade
At a time when global and domestic equity indices are scorching their way to record highs with no concerns around valuations, Jim O’Neill asserted that valuations still matter in investing.
ETMGS 2021: Lend a hand to needy, avoid useless stimulus in Budget 2021
At the fourth edition of the ETMarkets Global Summit 2021, some of India’s top economists laid down their wish list from the forthcoming Budget.
ETMGS 2021: Bad loan fear overblown, PSU banks may only need hand-holding, says KV Kamath
K V Kamath said despite their inefficiencies and declining market shares, public sector banks will play an important role in the India growth story.
Jim Rogers’ tip for new investors: Don't let hot tips ruin you
Jim Rogers said despite the adverse talk about bullion as an investment option, gold and silver continue to be attractive options and one should accumulate them on dips.
Budget should lift pall of fear over economy, not focus on stimulus: Swaminathan Aiyar
The biggest stimulus you can give this economy is to lift the pall of fear, Swaminathan Aiyar said at ETMarkets Global Summit 2021.
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