LARGECAPS FIIS
Largecap stocks getting good flows, not largecap funds: DP Singh, SBI MF
DP Singh from SBI MF discusses the latest AMFI data showing increased SIP flows in equity funds. While largecap funds show muted inflows, midcap and smallcap funds continue to receive strong investments. The market remains optimistic about future fund flows.
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 fiscal and monetary policies.
Rahul Shah on 2 stocks that can be continuous compounder for next 2-3 years
They are still invested and their thought is that India will continue to do well and so they think that I think the banking which has been in terms of valuation cheaper than vis-a-vis a lot of other sectors and sector has been underperformer except for PSU banks.
ETMarkets Smart Talk: There might be a renewed focus on social expenditure in final Budget 2024: Arun Kumar Poddar
While we strive to reduce our reliance on FIIs, our Systematic Investment Plan (SIP) contributions are reaching record highs, reflecting growing confidence in the Indian markets.
Amfi stock classification: BHEL, 6 more stocks to become largecaps in H2CY2024. Check m-cap cut-off
Based on average market capitalization from January to June 2024, seven stocks are poised to join the large-cap category. The list includes two-wheeler giant Hero MotoCorp, state-run companies BHEL and NHPC, along with Zydus Lifesciences, JSW Energy, Bosch, and Cummins India.
India Playbook 2024: Where to invest conundrum?
Retail investors favor small-cap stocks due to high returns. Large-caps trade at a valuation discount to small-caps. Domestic ownership prevails in small-caps, with retail investors holding a significant share. Opportunities exist in Finsumption, Capex, and Make in India themes favoring small and mid-cap companies.
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2 top stock recommendations from Aditya Arora
Mahanagar Gas did give good rally in last two days. But if we look on the very short-term timeframe, then 1700 is the resistance mark for the stock. 1680 to 1700 is the supply zone. Until that is not taken out, excess supply is not absorbed, stock would face hurdle and hiccups in giving a one-way rally.
Will Nifty give up 24,000 or make new highs this week? 7 factors to decide
Looking ahead, market focus will shift to upcoming releases including US and Indian manufacturing Purchasing Managers' Index (PMI) data, alongside a pivotal speech from the Federal Reserve Chair. Meanwhile, attention within India remains fixed on the progress of the monsoon season, with the India Meteorological Department confirming its onset in Delhi and other parts of North India.
Post Nifty@24000, is it time for profit-booking? Sunil Subramaniam answers
The widening gap in valuations between the mid-cap as well as the small cap pack and the largecap pack means that this is a wonderful opportunity to rotate it and bring down the average one-year forward PE of the portfolio by buying good quality, solid, robust largecaps, says Sunil Subramaniam.
Are FIIs getting into a big buy mode in India? Dipan Mehta answers
On days of positive FII flows largecap stocks will do exceptionally well because those are the ones that they really are targeting and if FII buying, even FII selling, stops in some of the largecap index stocks, local money will ensure that the stock prices move up, says Dipan Mehta
Stay invested irrespective of election outcome: Ravi Dharamshi
I do not think budget is likely to be a big event. I think there are a lot of fears about capital gains tax. So, from that perspective I think the agenda of the government is pretty well known. With a three years’ perspective I do not think there is going to be any major change in the budget.
Rural consumption and exports should do well in next 5 years: Ravi Dharamshi
Honestly if you want to make money from a five years perspective, go where nobody is looking and consumption which includes discretionary as well as non-discretionary consumption and rural consumption and exports are two areas which I think should continue to do well.
India remains best market for long term alpha generation: Vikas Pershad
In some areas we were taking some profits. Defence was one of them. And we were adding to some of our other holdings, some in hospitals, healthcare broadly defined. Sanjiv mentioned a good point about IT services. There has not been a broad-based recovery in earnings in that sector yet. But I think investors are making a mistake by overlooking that sector.
Is it time to book profits in 'Modi stocks'? Sandip Sabharwal answers
If you have been always wanting to sell something and you could not get the opportunity, that is always the case, you should always do that. But I think it is foolish to unnecessarily increase cash in the assumption that you will want to buy cheaper at this point of time because if the strength of the mandate is as strong as what it reflects, then I think there will be continuity, there will be strong economic growth over the next few years.
Expect more and more FII inflows into market in coming years: Porinju Veliyath
Everything will depend on the earnings growth of corporate India and there is very-very reasonably good visibility over there. And there are good sectors, exciting sectors, which are already well priced.
Thematic focus on infra, renewables and real estate likely to continue: Harsh Gupta Madhusudan
Chinese valuations are roughly half of India's, but Chinese earnings growth is also significantly lower. The China trade is more tactical and opportunistic.
2 stock recommendations from Santosh Meena
Even if the BJP comes with a majority, there will be a risk of some profit booking if we look at the 2019 outcome. So, ahead of the actual outcome, the market rallied after the exit poll, but on the day of actual results, the market witnessed profit booking from the higher levels so that could be the case, says Santosh Meena, HoR, Swastika Investmart.
What strategy should traders use ahead of poll results? Rohit Srivastava explains
On a one-day basis, the market would go the other way if the numbers are not meeting expectations and so till the actual numbers really come out, markets would remain jittery, that is the main point.
India has a great story going for it; market levels very sustainable: Prateek Agrawal
We believe over the next month or so as that market tapers off, that bit of selling and the confusion that you see there would also subside.
3 sectors Varun Saboo is bullish on for near term
In a scenario where we witness continuity in the government, it's likely that FIIs will return. They've been selling and feeling the impact of it, thus being major underperformers compared to domestic mutual funds or overall domestic funds during this rally.
Auto sector to remain an outperformer for next 2 years: Harsha Upadhyaya
However, if you look at the next four trading sessions, they are quite eventful. Tomorrow is expiry. Day after tomorrow is a deadline for MSCI rebalancing. We have exit poll results coming in before the market starts on Monday and then we have the election outcome coming the next day.
Nifty may see a 400-point correction before June 4 but banks will outperform: Sanjiv Bhasin
Sanjiv Bhasin from IIFL Securities provides insights on market trends, highlighting the performance of key banks like HDFC, Kotak, ICICI, and Axis. He recommends focusing on IDFC First, Dhanlaxmi Bank, SBI Life, Grasim, LIC, GIC, and New India Assurance for potential growth. Bhasin also says that in pharma, Divi's is one of the best contract pharming companies and it is regaining its position but he would put his money on Lupin.
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."
2 large-cap stocks Sandip Sabharwal is bullish on for near term
I think when I am saying that you should have some cash at that time, recommending stocks to buy is tough. But I think where people should be looking at is trying to buy into I think consumer names which have not participated so much and which will actually outperform if there is a correction also.
Should you add or buy defence stocks afresh? What to do with bank stocks? Deven Choksey answers
Deven Choksey discusses the potential tariff hike in the telecom sector and the strategies of Jio and Vodafone Idea. He emphasizes the importance of data consumption and the need for investments in infrastructure for companies to stay competitive in the market. Choksey also says: "The likes of Bajaj Finance, Kotak are looking like some of the smartest of the lot within the investment portfolio."
Waiting to buy the dip? Wait for further decline: Sunil Subramaniam
Subramaniam suggests buying quality stocks during market dips caused by FII volatility. He highlights the importance of managing portfolio volatility, with opportunities in largecaps for short-term gains and small/midcaps for longer-term growth.
HDFC Bank, ITC among 10 largecap stocks wherein FIIs decreased stake in Q4
A Foreign Institutional Investor (FII) is a person or company that invests in a country other than the one where it is registered or has its headquarters. According to StockEdge data, here's a list of 10 largecap stocks from the Nifty200 index wherein FIIs decreased their stake in Q4:
Bharti Airtel, IndiGo among 10 largecap stocks wherein FIIs raised stake in Q4
Foreign institutional investors (FIIs) are typically major corporations that invest in countries outside their home base. Based on StockEdge data, here are 10 large-cap stocks from the Nifty200 index where FIIs increased their stake in Q4:
India is going to be a core holding in FII portfolios over next 20-30 years: Manishi Raychaudhuri
Raychaudhuri's insights shed light on the strategic importance of India for foreign investors, the valuation concerns in Indian markets, the future of the manufacturing sector, and the potential growth in the banking sector driven by private banks. He says FIIs are gradually waking up to the fact that while India remains kind of a bi-decadal story, over the next two to three decades, it is going to be a core holding in their portfolio
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