PSU SPENDING
How to trade India Cements, NMDC, Amara Raja and 3 other stocks? Aamar Deo of Angel One decodes Markets had a dream rally in June, with the benchmark index Nifty gaining 2% WoW, whereas Bank Nifty gained 1.3% WoW. Overall, the markets continue to be driven by bullish investment sentiments, on the back of positive global cues, rally in heavywei...
01 Jul, 2024, 03.41 PM ISTFund Manager Talk | Higher interest rates for longer periods can upset bull market: Mihir Vora Over the short to medium term ie: next 1-2 years, the markets would focus on earnings delivery as there is limited upside from valuations. Retail investors continue to invest regularly providing long-term support to the markets. We believe that his ...
01 Jul, 2024, 12.07 PM ISTHold on to M&M; wait for the split in Tata Motors: Nischal Maheshwari Cement sector consolidation will help in creating efficiency and sustainability. Stable prices despite inflation as the industry transitions to green cement. Key players are expanding capacity for future market dominance, focusing on EBITDA growth a...
27 Jun, 2024, 12.54 PM IST- ADVERTISEMENT
Be cautious in power stocks; take some money off PSU banks: Nischal Maheshwari There has been over-exuberance in the power sector. Whether it is the equipment, the supplying company, whether it is the generation guys, all have done well in the last year. So, Centrum Broking's Nischal Maheshwari recommends caution on the whole ...
27 Jun, 2024, 11.40 AM ISTFund Manager Talk | PSU stocks in 3 sectors offer value for long-term investors: Charanjit Singh, DSP Mutual Fund We expect the Government to remain focussed on infra investment even during the third term. Since FY21, the government has focussed on building infrastructure with central government expenditure rising from 1.7% of GDP in FY21 to 3.3% of GDP in FY24.
25 Jun, 2024, 09.00 AM ISTHere's why Sunil Koul prefers private banks over PSU banks I would say beyond banks there are a lot of themes which we still like within the market. There is the broader theme of energy security, there is the theme of I guess high value-added services exports, the GCC theme, the tourism theme.
21 Jun, 2024, 11.54 AM ISTMinister & Policy Continuity: Will it lead to re-rating getting sustained ? 7 stocks of railway’s ecosystem. While it became clear on the day of the election result only that the same government is going to continue. Some doubts were raised as to whether there would be a shift in policy focus. A part of the answer has come in the form of portfolio allocati...
11 Jun, 2024, 05.03 PM ISTNo 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.
10 Jun, 2024, 11.49 AM ISTChakri Lokapriya's top midcap stock picks for near term I think defence, semiconductor, industrial, infra are easy reforms for the current government in the current shape to continue because even the allies, for instance, Naidu is a very reform-oriented person.
10 Jun, 2024, 10.46 AM ISTWhy investors are favouring FMCG stocks after elections One key reason behind FMCG becoming a preferred choice in today’s time was this year’s general election. It was the most expensive affair with an estimated campaign cost incurred by political parties reaching a record Rs 1.35 lakh crore. A significa...
08 Jun, 2024, 11.28 AM ISTChris Wood of Jefferies cuts stake in 3 PSU stocks as PM Modi faces coalition challenge Chris Wood predicts investors may tilt towards consumption plays over investment plays, anticipating focus on populist measures and revival of rural economy. The obvious possibility here is measures to revive the rural economy, he said.
07 Jun, 2024, 12.28 PM ISTElectoral shock dashes hopes of rate cut Food inflation challenges RBI, impacting rate cuts. Elections, populist spending, and fiscal landscape influence rate cut decisions.
05 Jun, 2024, 01.14 AM ISTFinancials, capital goods likely to lead; expect rotation in defence, railway names: Gurmeet Chadha There is indeed a shortage, and discounts have virtually disappeared, not just for air conditioners but also for refrigerators and air coolers. Companies like Voltas performed well initially, but their recent results, especially in the EMPS space, w...
03 Jun, 2024, 08.00 AM ISTFirst among equals: 5 PSU stocks which have benefited the most due to government policy push, spending & may continue their journey Right from perennial under-performers like oil marketing and refining companies to PSU banks. Literally every stock which has the tag of “PSU” stock has seen a re-rating in the last two years. Now that the exit polls are predicting what the street h...
02 Jun, 2024, 03.02 PM ISTDefence stocks: Long runway, hedge a bit to avoid narrative-based decisions; 8 PSU & Pvt sector stocks, 4 with upside potential of upto 44% In an election season, there are bound to be times when one or the other narrative may make one question about whether one should sell the stocks. The underlying reason would be fear of losing the gains on which one is sitting. Especially when it co...
30 May, 2024, 03.18 PM ISTCement, infra are key sectors to look at because of prospect of policy continuity: Pankaj Pandey Pankaj Pandey discusses the impact of the incumbent government's majority on the market, focusing on earnings, Budget expectations, and sector performance post-elections. Pandey further says once this monsoon gets over the focus will shift towards t...
29 May, 2024, 09.13 AM ISTCandidates of strong directional move on 4th June: 5 PSU stocks which have benefited the most due to government policy push and spending In the last two years, it is a well known fact that every PSU stock has been re-rated by the street, right from perennial under-performers like oil marketing and refining oil companies to PSU banks. But if one looks a bit deeper there are some whic...
27 May, 2024, 11.02 PM ISTLarge PSUs' capital expenditure reaches ₹50,200 crore in April FY25, slower growth than previous year Large public sector companies in India spent over Rs 50,200 crore on capital expenditure in April FY25, 6.46% of the annual target of Rs 7.77 lakh crore. Spending was lower than in April FY24. The Finance Ministry expects spending to increase. Railw...
12 May, 2024, 01.04 PM ISTCSR spends by NSE-listed cos hit Rs 15,524 crore in FY23 Ten companies, including these three, accounted for 33% of the total spends on CSR in FY23, according to data shared exclusively with ET by primeinfobase.com, an initiative of Prime Database Group.
05 May, 2024, 10.05 PM ISTPSU rail stocks surge: Could Indian Railways IPO offer big gains? A healthy primary market where deals are continuously being done is the key hallmark of a well-functioning economy, which is aspiring to grow fast.
01 Apr, 2024, 07.05 PM IST