MARKETING DEFINITION
FMCG is “passe”: Indian economy has a new definition of defensive stocks: 8 stocks from 2 sectors with upside scope of up to 37%
On the day of election results were announced and the whole stock market melted, stocks from one sector were able to gain, that was FMCG. Many theories were floated about why they are doing well. Right from them being defensive stocks to that focus would not shift from investment to consumption. But close to a month down the line, all those stocks are once again in the under performance mode. The fact is before deciding on whether the stocks are defensive or not, some questions need to be asked. A stock which was a defensive stock in 1994 when the Indian economy was just opening is still a defensive stock even in 2024 when we are a whole different economy with different needs and consumption patterns.
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.
How Gen Z is retouching the rules of the skincare market in India
These youngsters are far more conscious of what goes on to their skin, compared to millennials and Gen X. They no longer chase basic whitening or moisturising creams. Influenced by social media, the young India have educated themselves on how each active ingredient works on their skin, even at the granular level of being aware of the exact percentage of ingredients used in products.
Focus 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 focus and stick to the asset allocation focus.
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.
Expect one more rally in PSU, railways, defence stocks before Budget: Ajay Bagga
But few of the sectoral leaders can be looked at as well as what is happening right now is that smaller players are being bid up in anticipation that the biggies will be gobbling up the smaller players to meet their capacity expansion buildouts that they have announced.
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Affordable housing suffering; luxury continues to show bumper sales: Gulam Zia
Commercial real estate also is doing phenomenally well. If I have to give a few numbers, the last quarter and we saw almost about 14 to 15 million square feet of gross absorption of office space in the country, the top seven-eight markets that we always talk about.
Ajay Bagga on where to look for next market trigger and pockets to avoid now
Ajay Bagga says railways and defence sectors have already run up much and multi-year order books have been factored in. Now it is the execution challenge. So, have the investors already eaten the pie for railways and defence? Not fully, but right now there might be one more move up like we saw in railway stocks today.
IPO market picks up after two years of slowdown; is it the right time to invest in IPOs?
Are you also planning to invest in the upcoming IPOs? Brokerages often express bullish views on IPOs because increased investor participation benefits their business. However, take their advice with a pinch of salt. Here are a few things to keep in mind before you invest
Budget 2024: What is a Populist Budget and why is it controversial?
A populist budget is a fiscal plan focused on immediate public appeal through measures like tax cuts and social spending increases. Criticized for prioritizing short-term benefits over long-term economic stability, such budgets can lead to fiscal deficits, inflationary pressures, and disparities in resource distribution, while potentially undermining independent economic institutions.
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.
Market to be volatile and move in a fairly tight range till Budget: Dinshaw Irani
Dinshaw Irani says that Helios has been so bullish on the financial sector that they brought out a first sector dedicated fund from the house of Helios which closed on June 14; it was a financial services fund. Anyway, Helios id loading up on that particular portion as such in the and fortunately most of the stocks are in the largecap space.
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.
India definitely richly valued; but still is a paradise for picking stocks: Porinju Veliyath
So, we all are in a sweet spot, equity market, the investors, the traders, the whole country, this economy. Of course, there are challenges. So, somebody was talking the other day what are the challenges today? I think rural stress. This is something could be the focus of the new government, the new ministries and so this is relevant to the equity investors also.
What does the market anticipate from this year's Budget? Gurmeet Chadha answers
The entire space, some of them have gone to 5x, so never write it off. And I think valuations are reasonable in some of the large names like HCL Tech, even a bit of Tech Mahindra with new leadership coming in. But I think the focus has to shift from services to more products, software and platforms.
Market 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. But performance in tractors was promising and that will be icing on the cake as and when it happens.
UPI boosts RuPay market share; cost pressure for gaming firms
Happy Thursday! The integration of UPI with RuPay credit cards has pushed up new issuances but transaction growth hasn’t kept up. This and more in today's ETtech Morning Dispatch.
Markets should double in next four-five years: Milind Karmarkar
Maybe we will look at it at that point in time, but right now we miss getting into it early, but as of now we do not want to buy it.
No single theme to drive market; volatility to continue: Milind Karmarkar
So, my belief is that whenever a coalition is at the centre, then you see a decent growth. The clear focus is economics. The clear focus is to do better for the masses and that is what drives the markets, that is what drives the economy as well.
This FD amount will soon be considered as retail FD; RBI to review bulk FD limits
Bulk FD amount of bank: The new proposal has been announced by RBI in the Monetary Policy Committee announcement today. The central bank said that necessary guidelines will soon be issued.
Election results and markets: Is it time to buy the dip or sell the rise?
The election results have diverged from expectations set by exit polls, possibly due to lower voter turn-out and anti-incumbency factor.
SAS India business to grow faster than other markets, top executive says
The company aims to upgrade its 400-odd customers to its generative AI platform SAS Viya over the next one year, Riad Gydien, executive VP and chief sales officer at SAS, told ET.
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.
Biosimilars offering a great opportunity in growing market: Kewal Handa
The prices have really been coming down in terms of raw materials and particularly in APIs. There is a lot of stability there. China are also now trying to align themselves to the global market requirements and they are also very keen to see that their factories start producing at the scale they were doing prior to COVID.
South India driving office property market recovery
Southern India, particularly Bengaluru, Hyderabad, and Chennai, is set to lead the recovery in India's office property market, with these cities accounting for 60% of the total space requirement by 2025. The tech sector and global capability centers are driving office leasing activities, with Bengaluru leading in demand. Experts anticipate a surge in demand from companies like QuessCorp, Morgan Stanley, Google, and Amazon in 2024.
What type of gift is taxed and what is exempted? Arnav Pandya explains
Arnav Pandya explains income tax rules for gifts, highlighting exemptions for gifts from relatives like spouses, parents, and in-laws. Various types of gifts are taxable based on valuation and specific conditions, impacting both givers and receivers. Pandya says: "Any amount received from a relative, even if it is above 50,000 would not be taxed in the hands of the receiver ."
Rahul Gandhi does not know definition of democracy: Kangana Ranaut
Actor Kangana Ranaut, BJP candidate from Mandi Lok Sabha seat, criticized Congress leader Rahul Gandhi for lacking an understanding of democracy. She expressed confidence in BJP's victory in all four Lok Sabha seats in Himachal Pradesh and aimed for "400 par" in the upcoming elections.
Q3 is definitely looking better for Bajaj Electricals: Anuj Poddar
“In the current quarter, we have had a contraction in general trade. A lot of that is led by weakness in the rural markets. But if we look at all our alternate channels, whether it is e-commerce, modern trade, institutional sales, they have all seen extremely healthy double digit growth for us, which is why again, I am confident."
Email Marketing Management: A Guide to Courses, Career Prospects, and Skills
Email marketing is a valuable strategy for businesses to engage with their audience and build brand loyalty. It allows companies to deliver targeted content and promotions directly to subscribers' inboxes. There are various courses available for individuals interested in email marketing management, including certificate, diploma, bachelor, master, and doctorate programs. These courses cover topics such as SEO, content marketing, and site design. The average starting salary for email marketing positions ranges from Rs 3 to 8 LPA per year. However, there are currently no bachelor's or doctorate level courses specifically focused on email marketing management in India.
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