ETMARKETS POLL
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: We could see tweak in corporate & personal tax to boost consumption in Budget 2024: Samir Bahl
While the expectations on overall economic growth were unchanged, FED committee members increased their inflation forecast for 2024 and 2025 and hence in June 2024, Fed kept the interest rates unchanged at 5.50%.
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: Agri, consumer durable & insurance could be dark horse of FY25: Kush Gupta
Elections in the past have always led to sharp movements pre and post-event, but history has shown that the markets finally stabilize one to six months post-event.
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ETMarkets Smart Talk: Rural consumption could top priority in Modi 3.0’s final Budget in July: Vinay Jaising
The BJP led NDA alliance is confident of forming the government for the third time consecutively which has not happened in India since 1962 when the Nehru led Congress was in Power; and an extremely spectacular event.
Post-poll sector opportunities: Infra can play out but there is a catch
At present the macro outlook of India is positive with the GDP numbers going steady, fiscal deficit going down, and growth in tax collections, there is nothing for investors to worry about at the moment.
ETMarkets Smart Talk: Modi 3.0 unlikely to be over-populist at the cost of compromising fiscal discipline: Amar Ambani
In my opinion, the election event is done and dusted, and the market won’t read too much into it, to endure drastic corrections akin to the knee jerk reactions seen on poll outcome day.
Did PM Modi and Amit Shah break any Sebi rule by predicting stock market rally after elections? Legal experts weigh in
PM Modi and Amit Shah's post-election stock market rally predictions have sparked a political issue, with Rahul Gandhi linking it to the stock market crash. Legal experts say the statements do not violate Sebi rules.
How to play MF portfolio in Modi 3.0? Prefer largecap funds over mid & smallcap: Alekh Yadav
We believe that government support, coupled with a favorable monsoon, will lead to an increase in rural consumption, making it a theme we favor.
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.
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
10 years of Modi: 670 small & midcaps zoom up to 48,000%; will the counters repeat show?
Small and midcap stocks witnessed massive surge under the Narendra Modi government in the last 10 years, with over 670 BSE-listed stocks turning multibaggers.
Midcaps, smallcaps, microcaps plunge up to 20%. BHEL, HUDCO among top losers
Market fall on Tuesday impacted Nifty Midcap 100, Nifty Smallcap 100, and Nifty Microcap 250 indices. Midcap index fell by 7% to 49,623.10, Smallcap index dropped by 7% to 15,801.80, and Microcap saw 247 stocks in red.
India VIX jumps 44%, registers highest single-day gain in 9 years
India VIX, the fear index, soared by nearly 44%, marking its highest single-day gain in 9 years amidst strong election count trends. Investors adopted a risk-averse stance, leading to a 4,100-point drop in Sensex. Market capitalization declined by Rs 17.61 lakh crore. Experts anticipate VIX to hit 30, advising cautious investment strategies.
Exit Poll impact on D-Street! Religare Broking expert tells what to do with Naukri, DMart and 4 other stocks?
All the exit polls indicate that the BJP will retain power, which is expected to lead to a positive reaction in the markets. However, given the election-related uncertainty, we may see a volatile session on Monday as the market reacts to the exit poll numbers and anticipates the final outcomes. Investors should be prepared for fluctuations but can remain optimistic about a potential rally if the final results align with the exit polls.
Exit polls show Advantage BJP! D-Street to likely train its guns on these sectors
Exit polls favor Bharatiya Janata Party (BJP) led NDA faction. Sectors like railways, defence, infrastructure, and PSUs to gain focus. NDA expected to secure 350-plus seats in the upcoming election.
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."
Lok Sabha election begins: How Nifty may behave before results and which stocks to buy?
Investors monitor Sensex behavior during Lok Sabha election. FPIs sell Indian stocks. Hope for a good monsoon. Structural growth opportunity in Indian equities. Tata Steel, JSW Steel, Tata Motors, and HAL among recommended stocks.
FY25 begins with a bang for Nifty; time for portfolio revamp to avoid base effect bite later
Nifty's FY25 high start prompts large-cap focus for moderate returns amid market volatility. Rebalancing advised. Market valuations remain fair despite earnings challenges.
ETMarkets Fund Manager Talk: Why does this asset manager foresee moderate equity returns in 2024 vs 2023?
The Indian economy is booming with corporate India witnessing balance sheet expansion, supported by government policies and a nascent real estate cycle. FY25 is expected to see earnings growth moderation to 15% for Nifty, compared to 25% in FY24. Canara Robeco Mutual Fund's Shridatta Bhandwaldar has launched a manufacturing fund based on import substitution and export ecosystem creation opportunities in Indian manufacturing.
Poll pressure notwithstanding, Budget to stick to fiscal consolidation path: BofA Securities
Between April and November of the current fiscal year, the government used up 50.7% of the budgeted fiscal deficit target for the full year, which is quite less than the median 75.9% of total that usually gets exhausted in this period, BofA pointed out.
ETMarkets Fund Manager Talk: In the run-up to elections, this fund manager shares a few investment strategies
Hemang Kapasi recommends clients to shift exposure to largecaps and invest in sectors with structural uptrends due to potential volatility closer to the general elections. He advises staying invested in sectors that create long-term wealth, such as healthcare and consumption. India is expected to take a breather compared to other emerging markets before continuing its advance. The interim budget may include infrastructure and power sector-related capex announcements, as well as populist rural-centric measures
ETMarkets Fund Manager Talk: We see possibilities of increased FII inflows in 2024: Shreyash Devalkar, Axis MF
"Apart from elections, stronger economic growth and improving earnings outlook should bode well for equities over the next one year. As long as India has the right structural and fundamental themes, I believe 2024 will be good for the investors. There is a possibility of increased FII flows in 2024, given expectations around political stability and peaking/falling interest rates, especially towards the second half of the year."
Nifty Bank hits fresh record highs on BJP’s performance in state elections; 47,000 eyed
The index made a strong bullish candle on daily charts as it rose 1,617 points or 3.6% to close at 46,431. It hit an intraday record high of 46,484. The Nifty50 index rose more than 400 points to close at 20,686. Nifty Bank has risen more than 6% in a week as well as more than 8% in a month.
ETMarkets Smart Talk: Stock picker market! Nifty could give 10-12% return in next 1 year amid volatility: Jyoti Roy
"While we expect Nifty to give a 10-12% return over the next year, we also see volatility levels going up in the near term given uncertainties to global growth due to aggressive tightening by the US Fed. While the US Fed may not raise rates further, high-interest rates, withdrawal of liquidity by the US Fed and uncertainties over global growth will have an adverse impact on FPI flows."
ETMarkets Smart Talk: The 3Cs and 4Fs theme will be in focus till Diwali 2024: Devang Mehta
"I think one has to realise that ebbs and corrections will be part of every structural bull run and investor’s lifecycle. To make money in the markets, you have to stay the course. Frequent trading and churning should be avoided. Investing is also called “Going Long”, therefore, one has to stay invested for the long term."
ETMarkets 2023 Poll: What investors can expect in the new year
With 2022 drawing to a close, Dalal Street investors are prepping for 2023 on an optimistic note, as they believe the resilience shown by India to withstand the global shocks has put it in a favourable position to attract foreign capital flows. In an ETMarkets year-end survey conducted among 21 analysts, about 67% of them see Nifty50 above the 20,000 level by the end of 2023. Over 72% of the respondents believe that BSE Sensex will be above the 65,000 mark. Most market mavens expect equities to continue their bull run next year, which will take benchmarks Nifty50 and Sensex to new highs.
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