FOMO
Why has Kotak re-initiated inflows into smallcap fund? Harish Bihani explains
There is FOMO in certain sectors and themes across caps and not only in smallcaps. Harish Bihani thinks there is scope for identifying ideas and deploying large sums of money in the smallcap category. The probability of any event specific to India disrupting the market is low at this point and they thought that it was an opportune time to reopen the fund
Cosmic Kittens (CKIT) increases FOMO in the GameFi community
Discover the lucrative presale opportunities of Cosmic Kittens (CKIT) with bonuses and NFT rewards, attracting early investors seeking high ROI in the blockchain gaming sector's growing landscape.
Repurpose FOMO for long term investing: 5 midcap stocks from different sectors with upside potential of up to 32%
Few months back when the nifty was forming a new high there was an event risk in terms of election results and valuations were high. Now once again nifty and other indices are forming new highs. While the event risk is over the valuation risk is still present. One should not be afraid of admitting the fact, as the indices move upward, the desire to participate is going to increase as the fear of missing out (FOMO) is bound to play out. So while being bullish, be more cautious and be more agile when it comes to taking decisions. It would be better that while looking at growth stocks one also focuses on reducing the risk by taking a hard look at some numbers which are critical indicators.
Binge-watchers, watch your back-to-back-to...
US surgeon general Vivek Murthy is advocating for social media platforms to display a statutory warning about the negative impact of social media on children's mental health.
Don't see end of bull market cycle in India for next few years: Ridham Desai
Sensex I think compounds at 12% to 15%, but it will not go linearly up and there will be ups and downs, so there will be periods when the Sensex returns a lot more and then there will be a few occasions when the Sensex is not doing so well.
Rate cut hopes, inclusion in JPM index fuel ‘FOMO’ trades in GSecs
Indian sovereign debt players bond with bonds following Mint Road's move to decelerate rate-increase drive and JPMorgan's recognition. CCIL data shows a 40% increase in monthly trades, reaching ₹8.6 lakh crore in 2023.
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What to do with Paytm, HUL, Adani Green and 3 other stocks? Aamar Deo of Angel One decodes
Markets are inherently intelligent by nature and structure, and given the kind of election mandate, markets had factored in the anti-incumbency & challenges that the government would face in the elections.
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 AIF Talk: Modi 3.0 positive for AIF & PMS space; ‘Quality’ likely to take center stage in next 5 years: Vikaas M Sachdeva
India and the US are probably the only two markets with high multiples. India is also one of the only EMs which is increasing its share in the MSCI EM index. As organizations across the cap curve keep getting into aggressive Capex and growth mode, money on the sidelines will keep getting tactically deployed.
Should investors buy select IT and FMCG stocks? Anand Tandon answers
The crop output is likely to be better and perhaps with some support from the government we are likely to get better realisations as well. So, as a combination, I expect to see a significant increase in rural demand coming through and therefore, you are looking for direct farm plays as well as indirect ways of looking at where rural consumption can actually increase demand.
Risk-reward out of favour but a collapse less likely in pre-election week: Anand James
Anand James shares insights on specific stocks like HAL, Coal India, BEL, and the impact of oil refining companies on PSU stocks. James says volatility has been persistent and VIX has been holding steady in the vicinity of or above 20 for nine days. Downside marker may be placed at 22983, for an aggressive positioning, with further support seen at 22800.
OTM indicates 19% chance of Nifty closing above 24K by June 6, says Sudeep Shah of SBI Securities
With the ongoing buzz around the Lok Sabha election results, markets are still witnessing strong volatility. India vix stood above 21 as of May 24.
Wallet recovery firms buzz as locked-out crypto investors panic in bitcoin boom
Losing access to a crypto wallet is a well-known problem. Investors forgetting their intricate passwords is a primary reason, but loss of access to two-factor authentication devices, unexpected shutdowns of cryptocurrency exchanges and cyberattacks are also common
On longer-term structural side, Goldman Sachs overweight on India & Indonesia: Sunil Koul
Sunil Koul of Goldman Sachs says FIIs are shifting focus towards China, causing outflows from India. FII allocations in India are still at 11-year low. However, strong Indian fundamentals are counterbalancing the outflows and there is a positive outlook post-election. DIIs are stabilising the market as emerging market appear attractive for investment.
Last chance to buy: Viral multichain meme coin Dogeverse raises $13M+ as presale FOMO heats up
Dogeverse, a successful multichain meme coin, raised $13M in presale with Solana integration. Its diverse community and innovative features position it for significant growth in the meme coin market.
ETMarkets Fund Manager Talk: Earnings risk can disrupt stock boom, says Vinit Sambre of DSP Mutual Fund
Vinit Sambre highlights risks to earnings growth from weak consumption trends and potential reduced government spending, impacting the market. Retail liquidity drives smallcaps rally, with investors optimistic about sustained growth amid election sentiments and FOMO. Sambre says: "Any potential downward revisions in earnings forecasts could pose a risk of corrections in the market over the next 2-3 quarters."
ETMarkets Smart Talk: Corrections can come in, but India to remain an attractive investment destination: Nimesh Chandan
Nimesh Chandan from Bajaj Finserv AMC sees India as a secure long-term investment. Despite potential corrections, the equity market is optimistic. While geopolitical risks and economic slowdowns could impact FY25, but SIP contributions and precious metals show promise. Chandan further says: "Midcaps and smallcaps as a category are 20%-25% above their fair value zone. Corrections are part of any bull market and hence can come in anytime."
Why Deepak Shenoy would avoid Vi FPO but invest in these 3 themes instead
Deepak Shenoy's Capital Mind ventures into various sectors with a focus on power transformers, hospitality, and financial investments. Uncertainty surrounds the FOMO crowd's return, Vodafone FPO, and the evolution of the diagnostics space. Sheoy also days: "On the pricing power front, travel and hospitality has really increased in the last year or so. So, something could have fundamentally changed there."
Forget FOMO, Dinshaw Irani would avoid chemical stocks. Here’s why
Dinshaw Irani says: “Among the commodity players, we do not like the cement space. We think there is enough capacity and beyond, just because of the price discipline that they have, they are managing to go ahead and we have seen that. There have been pullbacks in prices and all that. It is not a comfortable space to be in or the players are fairly stretched on valuations.
Sailesh Raj Bhan on new multi-year investment themes and where to invest in smallcaps
“We are also seeing a significant amount of paper now coming about. The core area to watch for is the Rs 10,000-20,000-crore range market cap companies in smallcaps, which are still relatively better placed to handle the ups and downs of cycles which might come around. And there the valuations are possibly less frothier than the valuations below.”
There’s no missing the bus in market; metals a contra bet & 2 largecaps to buy on dips: Sandip Sabharwal
“In the largecap side, if there is a dip, we could buy into ICICI Bank, that is the preferred bet and then Maruti. That is one stock which has not performed at all although most of the other stocks have moved up, so that I think still has a decent value. A contrarian bet would be stocks like Tata Steel and Vedanta. Now, whether I am buying that on dips is the question.”
Less social media use found to improve mental health, job satisfaction: Study
Researchers at Ruhr University Bochum and the German Center for Mental Health, Germany, found that less social media use led to individuals feeling less overworked and lower levels of "fear of missing out" on important happenings in their network when they aren't online.
FOMO driving euphoria in some power stocks may end in a bad way: Sanjiv Bhasin
"My call was that on the trading side, REC, PFC, NTPC look fully stressed. I continue to reiterate that Tata Power is the best stock to buy along with IEX. These are both in our portfolio. But in others, there is no room for comfort. Like you said, they are hitting new highs, no running away from the fact. "
Sudip Bandyopadhyay on where to look for a contra bet in this market?
“As far as midcaps and smallcaps are concerned, the only area where partial profit taking can be looked at is in the midcap IT companies. There was a significant rally in midcap IT, some bit of correction and some more correction can be seen going forward. The other space where some amount of profit booking is par for the course is defence.”
Having FOMO on largecaps? Sanjiv Bhasin picks 3 to bet on
“We have taken chips off the midcaps, we are putting them into largecaps. Three names, which I can suggest would be HDFC Life. Insurance stocks are hitting new highs. Second would be Godrej Properties. It is a proxy to gold and the stock is hitting all time highs. The third would be L&T Technologies. Presence in defence and allied areas makes it a very good choice.”
Late to the market party ? Madhu Kela on how you can make reasonable returns
“I am sure people who are joining the party late, either will have to take higher risk or will have to commit the money for a longer period of time; there is no other way to make money. So, I am sure people who are coming in today have to have a longer time frame to make reasonable returns.”
FOMO could take markets higher; expecting 21,000 in December: Rahul Sharma
“What we are expecting here is that the fear of missing out (FOMO) could take the markets even higher and we are expecting 21,000 to be tested anytime soon in December. My reading is the market may not give us that opportunity for a dip. A small dip may be possible but a big dip will be latched upon quickly by the money that is waiting on the sidelines. ”
Samir Arora on having no FOMO and launching flexi-cap fund by Dusshera
Samir Arora, Founder & Fund Manager of Helios Capital, discusses the unique approach of the mutual fund he is launching. Unlike other funds that make trade-offs between factors, his fund does not compromise because there are plenty of stocks that perform well. The fund aims to have low cost of error and differentiates itself from other funds in terms of philosophy.
ETMarkets Smart Talk- Global macro, FII flows among top 5 factors that will drive markets: Kedar Kadam
When you are in your nervous 90’s, expect bouncers and choose your shots carefully. The domestic equity markets have had a dream run over the past few months, buoyed by healthy corporate earnings growth, reasonable valuations, resilient domestic macros, positive global investor sentiment, and the influx of FII and DII money.
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