INVESTMENT OUTLOOK
ETMarkets Smart Talk: India's economy poised for strong growth in second half of 2024, market outlook cautious: Vipul Bhowar India's economy is expected to experience strong growth in the second half of 2024. This growth will be fuelled by robust public investment and resilient private consumption, supported by strong domestic factors, decreasing inflation, and favourable...
05 Jul, 2024, 09.00 AM ISTShould you deploy fresh money and ideas with Sensex@80K? Aman Chowhan answers A clear avoid now will be companies with too much hype and euphoria, and maybe some segments within the different spaces where valuations have gone crazy, says Aman Chowhan. Some of the consumer names are trading north of 70-80 PE, which is also a c...
03 Jul, 2024, 01.16 PM ISTIs a big boost to power financiers likely in Budget? Deven Choksey answers Reliance Jio's strategic timing aligns with 5G advancements and tariff adjustments, poised to boost revenue and shareholder value. The company's emphasis on EBITDA margin growth and potential IPO plans suggest a positive outlook for unlocking shareh...
02 Jul, 2024, 11.45 AM IST- ADVERTISEMENT
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01 Jul, 2024, 02.59 PM IST59% of German companies plan new investments in India this year India is becoming a favored investment destination for German companies, with 59% planning to increase investments this year. Expectations are high, with 78% anticipating rising sales and 55% forecasting higher profits. Factors driving this trend in...
28 Jun, 2024, 12.20 PM ISTWhat JP Morgan bond index inclusion means for India's economic future? Jayesh Mehta answers This is significant, as you mentioned—it's a notable event. The only caveat is that this recognition of India should have come much earlier, but finally, India has been acknowledged.
28 Jun, 2024, 11.56 AM ISTFocus on asset allocation; stay invested for long term: A Balasubramanian But with respect to the investment I think every investor would have their own risk appetite and asset allocations would play a very major role. Therefore, irrespective whatever the market condition, one should not move away from asset allocations ...
27 Jun, 2024, 02.24 PM ISTWhat does the earnings growth outlook look like for next year? Sahil Kapoor answers Very few countries have been able to do it and our data tells us that no more than two to three countries have been able to deliver 5% to 6% real returns even for investors who have been the most disciplined.
14 Jun, 2024, 08.00 AM ISTCredit growth in India healthy; deflation risks persist in China: Chetan Ahya But the challenge we feel is that the structural issue of slowdown in demand because of property sector is still exerting deflationary pressures and in that environment as they are trying to support real growth with more manufacturing investments, ...
13 Jun, 2024, 03.35 PM ISTETMarkets 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.
12 Jun, 2024, 09.07 AM ISTShould 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, yo...
10 Jun, 2024, 08.00 AM IST3 stocks Viral Shah is bullish on from NBFC sector I think a lot of analysts and investors have kind of built this in in their numbers and the impact is going to be actually gradual. Given that these are two-three years fixed rate loans, so the impact is always on an incremental basis. So, it will t...
08 Jun, 2024, 03.52 PM ISTValuations 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.
06 Jun, 2024, 11.59 AM ISTWe remain very positive on capital goods, defence, and manufacturing: Hemant Shah Notably, multinational companies in this sector, such as those in bearings and chemicals, have posted exceptionally strong numbers. Therefore, we remain very positive on capital goods, defence, and manufacturing.
31 May, 2024, 05.04 PM ISTSAMIL management on growth outlook, company performance and more The overall market has about 90 million vehicles, which is around pre-COVID levels. However, when broken down by region, Europe and America are still 10-15% below pre-COVID levels, while India and China have ramped up beyond pre-COVID levels.
31 May, 2024, 08.00 AM IST2 sectoral bets from Ganeshram Jayaraman for next 2 years This has led to a very positive capex cycle, likely to start private sector capex cycle. This very good profit growth also led to strong government capex because tax collections were buoyant. So, it was a very strong demand, supply, earnings and va...
23 May, 2024, 12.40 PM ISTFund Manager Talk: Why Mahesh Patil isn’t the one to time election outcome The March quarter has seen a slowdown in the topline growth across sectors as the nominal growth has moderated on the high base of last year and cooling off of inflation.
18 May, 2024, 11.57 AM ISTETMarkets Fund Manager Talk: Valuation of PSU stocks isn't as attractive, says Franklin Templeton’s Akhil Kalluri Akhil Kalluri, VP at Franklin Templeton, discusses PSU stocks, retail liquidity impact, and broader market valuation risks. He also comments on tech stocks, consumption names, and industrial sectors' performance in the March quarter. Kalluri points ...
15 May, 2024, 03.16 PM ISTStay light & keep some cash handy; buy only after the event is over: Anand Tandon Anand Tandon provides insights on market dynamics, banking sector performance, consumer trends, and investment strategies amidst evolving economic landscapes and global uncertainties, suggesting cautious optimism and strategic planning for future op...
13 May, 2024, 09.13 AM ISTETMarkets Fund Manager Talk: Barring private banks, most sectors trading near full valuation: George Thomas, Quantum AMC George Thomas, Equity Fund Manager at Quantum AMC, warns of full valuations in most sectors for FY25, emphasizing demand growth necessity. He advises on ideal asset allocation strategies for moderate risk profiles investing Rs 10 lakh for 10 years.
09 May, 2024, 09.11 AM IST