GLOBAL THEMES
Cannot avoid market momentum but be a little more selective: Mayuresh Joshi
The entire ecosystem will see accelerated investments and the government push through regarding the capex needs. Also, railways as a theme, defence as a theme, and shipbuilders as a theme will continue. Execution is going to be extremely important out here, says Mayuresh Joshi. He further says the earnings story and earnings growth should continue to remain strong in select domestic-focused sectors
Capture the theme at the right time: Is investment in EV a good long-term bet?
The rise in EVs can be attributed to two main factors, first, a substantial global push by governments to achieve net zero emissions through various policy measures; and second, a nearly 90% decrease in battery costs over the past ten years, which has made EVs more affordable and, as a result, brought them closer to cost parity with internal combustion engines (ICE)
5 world market themes for the week ahead
Euro 2024 excitement rises with political shifts in Britain and France. M&A activity surges amidst economic uncertainties. Emerging Asia grapples with inflation as central banks navigate rate decisions. Labour's potential win in Britain poses fiscal challenges. The market awaits U.S. job data impact on Federal Reserve's rate policy.
Industrials strong, but be careful about valuations: Hiren Dasani of Goldman Sachs Asset Mgmt
"Emerging market equities, as an asset class, are not seeing inflows. They have seen outflows. The US is doing much better than the broader emerging market. The other dynamic is there is also a very strong AI (artificial intelligence)-driven theme that is driving the markets like Taiwan, which is a global supply chain for the entire AI-related and semiconductor segments"
3 themes to bet on now for pre-Budget plays: Gurmeet Chadha
Gurmeet Chadha says that the market is trying to position on the pre-Budget period. But there are very few pockets which give a lot of valuation comfort. So, we have to be very selective in terms of what we buy and ensure that we do not end up paying very unreasonable valuations in those pockets.
Indian Restaurant in Switzerland goes viral for its Salwar Kameez-clad waitresses: Video
The viral video of waitresses wearing traditional Indian attire, specifically vibrant salwar kameez, at a restaurant in Switzerland has captured the internet's attention. Shared on Instagram by Soulmate Express, the video showcases the restaurant's Indian-themed ambiance and the charming demeanor of the waitresses. With over 2 lakh views and positive user reactions, the video highlights the global appeal of Indian culture and cuisine.
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Rajesh Kothari on top three themes to bet on for solid returns
Next three years that gap is not going to be big. In fact, the private sector banks actually can do better than public sector banks in terms of the overall earnings growth because the bulk of that benefit of credit cost is already behind us.
5 world market themes for the week ahead
Central bank decisions in Britain, Switzerland, and Norway will show the rate cutting trend, while retail sales data from the US and China will indicate consumer health. Europe gears up for the Euros 2024 tournament in Germany. Investors are monitoring cocoa supply issues in Ivory Coast, Ghana, and other countries like Brazil.
KidZania to set up more theme parks across India
Imagination Edutainment India, backed by Shah Rukh Khan, is planning to expand KidZania indoor theme parks in top Indian cities. The company recently launched 'KidZania Neighborhood' for toddlers aged 1-6. KidZania operates in Mumbai and Delhi and is in talks for a Bengaluru location. Brands partner with KidZania for immersive experiences.
Capital goods, defence, railways segment should continue to do well in PSU space: Mihir Vora
See, the good part is that the election has voted for continuity. So, there is no change in the ruling regime, so that is a big positive because what the market and the economy were expecting is continuation of the growth policies for various segments that the earlier government had been working on.
Utpal Sheth on key megatrends that can shape India's future growth
“Even one megatrend will create multiple types of opportunities, multiple types of companies and business models that you will be able to participate in. I think the way the financial savings in the country will get channelised will be another megatrend,” says the CEO of Rare Enterprises.
Manufacturing theme offers a diversified portfolio. Anthony Heredia explains how
We believe the Production Linked incentive (PLI) along with the need for global corporates to de-risk their China play offers a secular opportunity that is likely to pan out over the next 3-5-7 years. Government is also monitoring the PLI implementation, making necessary changes if needed to resolve any problem areas as well as adding more products covered under PLI.
4 pharma stocks CA Rudramurthy is bullish on for near term
Let this volatility settle, let VIX come back to levels closer to the 12-13 mark, give another one week's time and then it will be more easier for people to understand the trend and the verdict of market much better based on all the political changes which might come up in the next one week and then taking positions will be much better.
A welfare reset can erode India's valuation premium
India's market valuation may decrease due to potential increase in government spending on social welfare schemes. Nifty 50 index trades at 19 times forward earnings, 20% above its long-term average, while S&P 500 and Taiwanese benchmark index are also highly valued.
Rural demand theme blooms
Investor money is shifting to defensive shares like FMCG, healthcare, and information technology following the lower-than-anticipated seats for the BJP in recent elections. Marico, Godrej Consumer, Nestle India, ITC, Britannia, HUL, and Dabur saw significant gains. The Nifty and NSE FMCG Index also rose.
India’s premium valuation may come under pressure amid fractured election mandate
Nearly half of the Nifty 50 constituents currently trade at a premium to their historical averages. Among major global indices, the S&P 500 trades at a forward price-earnings (P/E) of 20.6, 29% higher than the long-term average
Surprised by today's market rebound; expect near term caution in capex-led themes: Chris Wood
I think it is a bit premature to assume that because you have still got the horse trading. I mean, clearly the base case is that the current government remains in power with coalition partners and that is not a disaster. But the reality is the great virtue of the last 10 years has been clear government, consistent policies, and not having to worry about horse trading between parties, which is always a feature of coalition governments.
Election stocks to buy: Pick from a buffet of 50+ counters from 5 brokerages
Investors are adjusting portfolios for potential structural reforms under Modi's third term. Sectors like infrastructure, financials, and consumer discretionary are in focus. Brokerages recommend stocks across sectors including SBI, ICICI Bank, L&T, and ONGC for potential gains post-election.
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.
Will FIIs return to India or will valuations still keep them away? Vinay Jaising explains
However, if the count is significantly lower, around or below 300, the market will correct before stabilizing and moving forward. As investors, we are fully invested and not holding much cash because in volatile times, especially when market sentiment is improving, it's beneficial to be fully invested.
Domestic equity-oriented MFs vs global themes: Should you diversify to mitigate risks?
Domestic equity-oriented mutual funds have outperformed foreign-themed schemes in the last year, with average 1-year returns at 44% for local equities compared to 21% for overseas funds. Experts recommend diversifying with foreign-themed mutual funds for global diversification and risk mitigation.
Itinerary of Anant Ambani-Radhika Merchant 2nd pre-wedding bash: 800 guests, space-themed party on luxury cruise and celeb list
As per a report from Times of India, the second affair is set to unfold aboard a cruise traversing through Italy and France. On Monday, Radhika Merchant and Anant Ambani were spotted boarding a flight from Mumbai's Kalina airport to Italy. Among the fellow travelers were notable celebrities like Alia Bhatt, Ranbir Kapoor, MS Dhoni, Salman Khan, and Ranveer Singh.
Foreign-themed mutual funds rally up to 80% in a year. Should you go international?
International funds, including top performers like Mirae Asset NYSE FANG+ETF FoF, showed strong growth. However, concerns arise with Sebi's restrictions on overseas ETF investments and varying earnings growth in indices like Hang Seng and CSI 300.
5 world market themes for the week ahead
Markets are hoping for evidence that will solidify a brightening global economic outlook, though rising trade tensions are casting a cloud, while G7 finance ministers gather in Italy.
If AI can disrupt future, track these 9 artificial intelligence stocks
Generative AI's disruptive potential attracts investors in Indian IT. Revenue challenges due to adoption lag. Companies explore deep learning in Gen AI. Happiest Minds and Affle offer AI services. BCG predicts growth in India's AI market.
Alia Bhatt tops Met Gala 2024 charts in Sabyasachi Saree, outshines Kendall Jenner and Kim Kardashian in rankings: Details
Alia Bhatt stole the spotlight at the Met Gala, surpassing Kendall Jenner and Kim Kardashian in visibility. Her iconic Sabyasachi saree, crafted by 163 artisans, symbolized The Garden of Time theme with intricate embroidery and gemstones. Expressing gratitude for the ensemble, Alia's social media post highlighted the collaborative effort and cultural homage, reinforcing her triumph as the 'most visible' attendee amid Hollywood's elite.
World Earth Day 2024: Date, significance, and why Planet vs Plastics is theme of this year. What can you do
Earth Day promotes environmental protection and sustainability. EARTHDAY.ORG advocates for a 60% reduction in plastic production by 2040 and global efforts to end single-use plastic production by 2030. Each year, it adopts a specific theme to spotlight urgent environmental concerns. In 2024, the theme "Planet vs. Plastics" underscores the imperative for collaborative efforts to restore ecosystems, address climate change, and safeguard biodiversity.
5 world market themes for the week ahead
U.S. inflation is back in the spotlight on Thursday, with the personal consumption expenditures (PCE) price index set to give investors another look at an economy that has been stronger than many had expected.
Mihir Vora on why a broad-based rally is unlikely; to go for multi-year themes when fund opens for inflows
Mihir Vora expects optimistic GDP growth but warns of possible market stagnation. Global market volatility, uncertain events like the election and earning season, and the need for a broad-based recovery raise concerns. Right now, he is being more stock specific, rather than taking big macro calls. as it is one of the toughest environments for taking macro calls. Stock picking in domestic sectors and careful selection based on valuation is recommended.
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