FUNDAMENTALS EARNINGS GROWTH
Is it time to start buying IT stocks? Macquarie’s Ravi Menon explains
The IT sector anticipates growth is being driven by AI and enterprise technology spending amid concerns over interest rates and consulting demand. Companies like Tata Technologies are facing valuation challenges in the engineering services segment, contrasting with positive growth prospects for IT services, says Ravi Menon, IT Services Analyst, Macquarie.
India best emerging market story; haven't ever seen valuations and fundamentals so attractive: Mihir Vora
The US economy has been much better than expected. It has been stronger for longer and of course, then it also translates to higher interest rates for longer, probably, but the fact is that the US economy is doing quite well.
What should be your investment strategy after elections?
Market volatility post Indian election triggered short-term turbulence, yet history shows eventual alignment with economic fundamentals. Resilient corporate earnings, infrastructure development and vigilant sector monitoring are emphasized for long-term strategic investments amidst fluctuating market conditions.
Fund Manager Talk | PSU stocks in 3 sectors offer value for long-term investors: Charanjit Singh, DSP Mutual Fund
We expect the Government to remain focussed on infra investment even during the third term. Since FY21, the government has focussed on building infrastructure with central government expenditure rising from 1.7% of GDP in FY21 to 3.3% of GDP in FY24.
Is emergence of retail investors as the third front against FII selling a structural development? Navneet Munot answers
Navneet Munot says, “There are many kinds of retail money. There are investors or speculators doing intraday, people playing F&O, the opportunistic people and the long-term investors who are doing in a very disciplined manner through the SIP. The most positive thing is the structural flow of money through the SIPs. The other part of the money will depend on the market cycle.”
Buy companies with strong fundamentals, reasonable valuations in this stock-pickers market: Anshul Saigal
Many of these stocks have rallied multi-fold. In capital goods, I know of companies that I hold, which are up like five-six times in the last one odd year. Now, to say that they still have a lot of steam left and most of the upsides are ahead of us, I do not think that would be a prudent way to approach this space.
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Services export boom is most unheralded story of India in last five years: S Naren
And I do not like to name companies, but most of the financial services companies in the world are dependent on their Indian global competency centres to do all kinds of work for them and that is the biggest positive that has happened and due credit to India for having achieved it over the last five years because 10 years back we had IT services companies, we did not have GCCs of the scale.
Valuations in PSU capital goods, infra & defence remain expensive: Pratik Gupta
The macro environment is extremely stable, whether it is the fiscal deficit, the current account deficit, inflation, forex reserves, so that is really one of the big attractions for both global as well as domestic investors.
Growth needs to be made more socially equitable and inclusive: Navneet Munot
We had GDP growth of 8%. Inflation well contained. If you look at external sector, whether you look at our current account, whether you look at our balance of payment, whether you look at foreign exchange reserves in a good shape. Relative to rest of the world which is dealing with so many challenges, I think India stands out.
Energy transition, electrification theme to provide big investment opportunity: Nirav Sheth
We need to look forward to the next big critical event which is budget and I believe that that will set the tone for what India needs to do for the next 5-10 years and I believe that you are likely to see a reasonable level of indirect reforms.
Railway, power to remain mega themes for next decade: Gautam Duggad
Last two, two-and-a-half years we have been significantly overweight on PSU banks in our model portfolio. In fact if you look at our model portfolio, the highest overweight across sectors stands at PSU bank and that has worked very well for us.
We are poised to open a minimum of 25 hotels this year: Puneet Chhatwal, IHCL
I think as things are beginning to normalise, this global travel will also start coming back. And as of this October, we should see us getting close to the pre-COVID level. And it is only next year that India will cross the international arrival numbers that it had prior to COVID.
India well poised to benefit from great opportunities coming from hotels and hospitality sector: Puneet Chhatwal, IHCL
And if things keep going this way, and it is anybody's guess, I know that there is a new book coming out in the market which predicts India at 47, with more than 50 trillion economy and there are others that are predicting at 27 or 28.
Hemang Jani's top stock bet from pharma sector
But nonetheless, I think even when it has not performed so much, I think if somebody has to put fresh money, I think it surely makes a lot of sense given the performance, valuation comfort, I do not see much of a challenge over there. And recently, the fact bond yields went down when you had that big dividend payout, I think there was a bit of an outperformance. So, I think you could look for some more outperformance at least over the next 6 to 12 months.
Can Vodafone Idea stock trade above Rs 20 in next one year? Hemang Jani answers
I think there is a growth in terms of volume, given the kind of appetite that people have for jewellery and also, we feel that you will see stable margins once there is a little bit of stability in the gold prices. So, valuations, I do not think is too much of an issue. It is all about how big the opportunities and how Titan can deliver growth. We have a positive view. I think it is a part of the core portfolio.
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.
What should investors do with RIL and ITC? Amnish Aggarwal answers
Elections is a very important event and we are now just I think three trading days away from it. We had issued a note to our clients in which we had identified a few sectors and the scripts which would be doing well irrespective of the outcome of elections.
Strong fundamentals behind stock market rally, focus on long term investment: Experts
The current spurt in the stock market is on account of strong fundamentals and robust corporate earnings and retail investors can look for buying opportunities to accumulate quality stocks, experts said. The benchmark Sensex on Monday scaled 76,000 level for the first time while the Nifty hit a new lifetime peak of 23,110.80.
India will continue to be a 'buy on dips' market: N Jayakumar
My own assessment is that, especially even as investors, the local investors have now got a higher percentage of company holdings than foreigners. To my mind the big takeaway of the last five years. has been the pre-eminence of the Indian retail investor, unspoken, unsung, unknown investor through SIPs and through his investments and largely through mutual funds has remained an increasingly important constituent of the markets.
What to expect from RIL stock going ahead? Deven Choksey answers
To a greater extent likes of Reliance, likes of Bajaj Finance, likes of Kotak Bank are some of the companies where probably you find that the business condition remains absolutely upbeat and robust and at the same time the stock prices have not moved anywhere despite of the rally going on in this market.
Looking for attractive valuation plus strong fundamentals? Financials is the answer, says Ramesh Mantri
Ramesh Mantri, CIO of WhiteOak Capital AMC, discusses the strong fundamentals and high valuations in various sectors, highlighting the attractiveness of financials. He mentions the impact of market rally, government spending, and the potential growth in the insurance and IT sectors. He also says private banks is the ignored part of the market and valuations are below long-term averages, fundamentals are very strong. Here a lot of alpha can be created.
Where is the maximum margin of safety over the next 4-5 years? Trideep Bhattacharya explains
Trideep Bhattacharya highlights India Inc's earnings resilience, capex cycle indicators, and real estate sector trends for market insights. Bhattacharya further says that earnings for India Inc are likely to be robust going ahead and within that pool, stock picking is what will be doing the talking for the fund managers.
India in one of the best wealth creation and earning growth cycle for next 8-10 years: Vikas Khemani
Of course, if an outcome where this current government is not able to form the government, then I think there will be serious questioning about the pace of the reforms and potential disruption of the growth, all those things, so I think that is the one thing that one has to very clearly keep in mind.
ETMarkets AIF Talk: Fund Manager of Rs 1200 cr AUM reveals 4 key factors for wealth creation in small & midcaps
Aditya Sood, Fund Manager at InCred Asset Management, discusses small companies' growth potential in an interview with ETMarkets. Sood says that the cost of capital in India will structurally decline over the next 5-7 years, benefiting small and mid-cap companies. Many of the investee companies, though small in size, are already market leaders or challengers in niche industries with substantial growth potential
Feroze Azeez on what one should bet on with a 1-year, 3-year and five-year horizon
Feroze Azeez, Deputy CEO of Anand Rathi Wealth Limited, provides insights on market triggers, FII positioning, earnings growth, valuations, investor sentiment, and recommended sectors for investment, including financial services, rail and highways, and renewable energy. Azeez also points out that earnings have doubled in the five-year fiscal, which is a great five-year earning cycle.
Strong balance sheet & long runaway of sectoral growth: 5 largecap stocks from different sectors with upside potential of up to 37%
When investing in any stocks, be it a large, small or medium cap there has to be one strong reason why one should invest in. It could be a strong balance sheet, strong brand, long runway of growth for the sector. Because if one of these are present in a company then the short term volatility in the market does not matter. They come and go and finally these stocks are able to deliver returns. Especially at a time when the index is forming a new high and sentiment all bullish, it is more important to stay cautious because however strong a bull run might be, it has phases of correction like the one we saw in March and as recently as last week. If one is staying with quality stocks, the probability of faster recovery when bulls are back is high. We look at 5 stocks from different places where either one or more of the three things are present.
Valuations of large private banks oblivious to improved earnings outlook: Santanu Chakrabarti, BNP Paribas
Analyst Santanu Chakrabarti from BNP Paribas highlights undervaluation in large private banks despite positive surprises. Despite a strong FY24, largecap private bank stock price performances were mostly muted. The FY26 look-through on earnings growth is expected to be rosier. HDFC Bank is recommended with a target price of Rs 2,470.
Should we book some profits or stay invested in PSU stocks? Bhavin Shah answers
Bhavin Shah discusses challenges in PSU banks due to strong growth pricing. Market verdict post-elections is uncertain. Focus on policy action and fundamentals driving market growth. Individual banks and tactical trade decisions are crucial. Profits, sectors, and bottom-up opportunities are key considerations. PSU basket, capital expenditure, and railways are under scrutiny.
ETMarkets Fund Manager Talk: Q4 results in line with expectations, domestic cyclicals leading the way: Shibani Sircar Kurian
The March quarter earnings growth was driven by BFSI, Auto, technology, and oil and gas, with smallcaps rallying on retail liquidity. Shibani Sircar Kurian discussed the risk in the broader market for FY25. Nifty companies reported 13% earnings growth. PSUs are favored pre-elections. Capex in power, defence, and infrastructure is expected to continue.
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