MARKET CONSOLIDATION
Amnish Aggarwal on 2 top cement large-cap stocks to bet on; best buy in auto “Mahindra & Mahindra continues to be an exception where the volume growth continues to be good, both in UVs as well as if you look at the tractors, tractors after last year's decline are turning to be positive, although the valuations are rich, if a...
01 Jul, 2024, 10.54 AM ISTSentiment is changing, FIIs could push market rally further, says Chandan Taparia of Motilal Oswal FIIs covering short positions in the Indian market may drive a potential rally, supported by DIIs and SIP. Amidst profit booking in FMCG stocks, focusing on rural demand and monsoon impact could offer buying opportunities. Private banks and financia...
22 Jun, 2024, 05.21 PM IST2 top stock recommendations from CA Rudramurthy BV So, you have to be in the right sector and yes, there are lot of good stocks in these sectors which I can give as input and I am very clear this market is a buy on every dip, no shorting whatsoever but however I will also tell you managing leverage,...
21 Jun, 2024, 01.33 PM IST- ADVERTISEMENT
Private banks further consolidate lending market share These banks including the banking sector leaders such as HDFC Bank and ICICI Bank account for a majority share in service sector credit at 51% in FY24. In retail credit, public and private sector banks account for equal share at 49% each.
19 Jun, 2024, 12.17 AM ISTF&O Talk| Expect consolidation breakout in Nifty above 23,500, buy on dips: Sudeep Shah of SBI Securities The post-election rally has taken everyone by surprise and both indices now are currently sustaining well above their short-term moving averages after testing their 200 day moving averages.
15 Jun, 2024, 03.49 PM ISTMarket poised for uptrend with phases of consolidation: Sudip Bandyopadhyay So, once the tractor volume starts picking up, we will see further upside in M&M. The company has done fantastic early well as far as the SUV business is concerned. They have done well in other smaller segments as well, including farm equipments. B...
14 Jun, 2024, 08.00 AM ISTConsolidation will drive cement stocks higher this year: Rakesh Arora Logically, it makes sense, but the reality is that government is unlikely to do that change anytime soon. A lot of revenues earned from cement GST. Also, there is a feeling that the cement industry may not really pass on the benefit of lower GST to ...
13 Jun, 2024, 01.48 PM ISTJob creation and social spending to be key focus areas for NDA 3.0: DK Joshi Now, the other issues like external vulnerability, those markers also look good. Your current account deficit is in the safe zone. You have ample forex reserves. So, in this global environment where there are too many risks lurking around, we do no...
12 Jun, 2024, 01.49 PM ISTNifty to remain in consolidation mode ahead of Budget: Rohit Srivastava So, I think that sets us up for a potential continued move to the upside. But I do think it can remain. See, till we really significantly surpass say 23,600, we can remain in a consolidation mode ahead of the budget.
12 Jun, 2024, 01.18 PM ISTWill market get into consolidation mode ahead of Budget? Mahantesh Sabarad answers I think EPC companies can potentially do well because it is all about the order book that they will start getting in. With the new government formation in, you will see infrastructure activity particularly road building kind of activities start pick...
12 Jun, 2024, 08.00 AM ISTBlackRock stays bullish on Indian bonds after narrow Modi win Neeraj Seth, chief investment officer at BlackRock, predicts that India's fiscal consolidation under Modi's leadership will continue. Cooling inflation may lead the Reserve Bank of India to ease later this year, supporting the preference for longer ...
06 Jun, 2024, 07.49 AM ISTExpect market to consolidate for some time: Vikas Khemani So, I guess the frothy valuation stocks will come down, corrections will happen. Markets might consolidate for some time and to some extent it is healthy. Also, probably we will have a strong opposition so we will have to see what kind of reforms g...
05 Jun, 2024, 09.29 AM ISTBank Nifty better poised to head higher right now: Rohit Srivastava A lot of the recent action is due to what we are seeing in global markets as well. So, I am not sure how much of it is solely related to the upcoming elections. However, there is some short-term risk if we close below, say, 22,550, where we are righ...
31 May, 2024, 08.00 AM ISTPark Hotels consolidated EBITDA margin for FY24 was 35% and is going to go up further: Vijay Dewan Apeejay Surrendra Park Hotels, led by MD Vijay Dewan, reported a consolidated EBITDA margin of 35% for the past year, with plans for further improvement through efficiency measures and hotel upgrades. He says going forward, the EBITDA margins are go...
30 May, 2024, 09.10 AM ISTWhat kind of election results would shake up the markets? Seshadri Sen answers Seshadri Sen discusses the impact of BJP's majority in the upcoming elections on the economy, focusing on manufacturing, infrastructure, and capital goods sectors. sen says the the only negative outcome for the markets is that the BJP falls consider...
29 May, 2024, 10.38 AM ISTAfter consolidating around current levels, market to deliver healthy returns over 3-5 years: Jitendra Arora Jitendra Arora of ICICI Prudential discusses market consolidation, challenges in valuations, and investment strategies emphasizing long-term growth over short-term gains. He provides insights on sectors like private banks and real estate for potenti...
29 May, 2024, 09.20 AM ISTNifty Outlook: Expert predicts consolidation, suggests profit booking & sectoral rotation Financial expert Osho Krishan discusses the current state of the Nifty index and provides insights into market movements and sectoral trends. He says the Nifty is experiencing a rising channel pattern and suggests that investors consider booking pro...
25 May, 2024, 05.02 PM ISTLot of consolidation happening in cement industry at a faster pace: HM Bangur, Shree Cement In organic expansion the biggest thing is you do not buy whatever is left out. You create something. Number one, it is good for the local area because something new is coming up and somebody has to put the new unit. In European countries this is the...
09 May, 2024, 01.21 PM ISTMarket in consolidation mode in 22,800-22,200 range: Vinay Rajani Market consolidates around 22,800-22,200, with 22,150 as strong support. Nifty corrects from all-time high near 22,800, forming triple top. FMCG sector leads, expected to continue, offering potential opportunities for stock selection.
07 May, 2024, 01.38 PM ISTWhat is causing consolidation every time the market is moving higher? Gurmeet Chadha answers Chadha notes caution pre-election due to US yields, advises good earnings as hedge. Impressed by Britannia, Tata Consumer, Axis, ICICI banks. Favors ICICI, Axis, HDFC, Kotak for growth potential and asset quality in banking sector.
06 May, 2024, 04.36 PM IST