PSUS
2 top stock recommendations from Rahul Sharma
Now, the way Nifty is heading, we feel that putting a target is anybody's guess. But 24,200, 24,500 is where we are expecting the Nifty to head very fast in the next few trading sessions. So, momentum moves is something that we are looking for.
Govt’s infrastructure focus makes sector funds a compelling choice
With the National Democratic Alliance (NDA) returning to administration for a third consecutive term and the 2024 Union Budget round the corner, analysts expect the government to retain focus on the infra sector with a sustained budgetary allocation.
Industrials strong, but be careful about valuations: Hiren Dasani of Goldman Sachs Asset Mgmt
"Emerging market equities, as an asset class, are not seeing inflows. They have seen outflows. The US is doing much better than the broader emerging market. The other dynamic is there is also a very strong AI (artificial intelligence)-driven theme that is driving the markets like Taiwan, which is a global supply chain for the entire AI-related and semiconductor segments"
3 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 take two to three years for it to play out fully in terms of the financials. And the quantum of it also would vary. If it is a 50 or 100 base points kind of a rate cut, in the kind of the construct of the ROAs that MFIs make, it should be easily digestible.
Are fears and panic around PSUs overblown? Sandip Sabharwal answers
Ideally, they should not be able to because like you rightly said, it is more commoditised. In fact, you look at the reason why did HDFC merge into HDFC Bank, because they realised that the margins are going to get squeezed and if they do not have a low-cost deposit franchise which supports the margin squeeze, that will become tougher.So, many of these housing finance companies sustain higher margins to develop financing, loan against property, etc, which are higher margin, but then also carry higher risk.
Housing finance companies to do well over the next 2-3 years: Madhu Kela
Even pre-election, I had an interaction with media and I said that I am very constructive on the overall financial sector, so I remain constructive. I think some of the corporate banks are also available at very reasonable valuation compared to their historical past, hardly any return is being made in the last four-five years, I would argue it is a good thing to have them in your portfolio. However as you rightly said within the whole sector the biggest opportunity might be in the housing finance sector basically because the companies are available at a very reasonable valuation.
There can be both time wise and value wise correction in PSU stocks: Sandip Sabharwal
Consumer stocks are under-owned at this point of time. They have not given any returns for the last four-five years, leave aside something like a Godrej Consumer or a Tata Consumer which have been outliers and some stocks like Titan and all which have their own dynamics.
Power a structural story; expect a lot of opportunities in this sector: Madhu Kela
I do not think the bull market is over. I am sorry I will correct you. I do not think the bull market is over. I think the easy money is over. You could buy anything and make money that is over. I think now it is a more difficult part.
Is it time to buy large-cap stocks after yesterday's market drop? Arvind Sanger answers
We invest in companies where we feel promoters' interests are aligned with shareholder interests for long-term value creation and we will have to see in the current coalition government what are going to be the new areas of emphasis and what is going to be the continuity.
What should investors do with their portfolios now? Samir Arora answers
But the same government also on the margin may change a little, little bit as feedback from the fact that their results are disappointing. But beyond a little bit here or there, what exactly will change and also at the index level, instead of stock A, stock B will do well, that is how life is.
Investors should start looking at value stocks with long-term perspective: Porinju Veliyath
We all were knowing, discussing in the last many-many months, we can just feel now it has come, whatever is the reason, so that correction is happening and I think it will be a healthy correction.
Use this adversity to buy high quality companies at discounts: Nilesh Shah
Well, what looks to essentially be the go-to market strategy, if I may use those words, would essentially to look at the defensives. Sectors which have had an extended period of underperformance, which is FMCG, rural plays, IT, pharma, these will emerge to be the risk off trades or will emerge to be the defensive plays and it is quite possible that you will see some kind of recalibration, tweaking of allocations, sectoral allocations and it is quite possible that you will see some money move from the favoured lot to basically this lot.
Raamdeo Agrawal's advice to SIP investors amid market correction
Market loves myth, I mean myth of public sector company, myth of private sector company, I think that has to be broken down but markets works the way it works, I mean they love to put PSU as a separate category altogether and private sector as a separate category and that is how they pick stocks.
From Street darlings to sell-off targets, PSUs feel the heat
PSUs tanked in trading post BJP's election setback. Concerns arise over govt's focus on reviving state-owned companies. Stocks plunge, eroding market cap by ₹10.62 lakh crore.
Stay put, stay calm, don't be adventurous: Vijay Kedia's message to retail investors
I do not know what is going to happen still because since BJP has not come with a majority and all, so that is the biggest fear factor in this market, that what is going to happen tomorrow. Let me tell you, somebody was telling me who is going to become PM also.
View: Bye, Bye PSUs, Capex Plays
State-owned companies' valuations, capital expenditure beneficiaries, and Aatmanirbhar supporters face a downturn post electoral results, impacting markets. Midcap and smallcap indices plummet over 10% amid fears of excessive valuations. The market's euphoria pre-elections led to inflated valuations, especially in the defense sector.
Banks should still do quite well in long term: Prashant Jain
I think the markets have moved beyond that phase where they used to differentiate between PSUs and private. So, I think businesses are now getting discounted or they are trading as per the underlying fundamentals which I think is very good. So, I think while we still talk in terms of PSUs, non-PSUs, but markets are not differentiating between public and private enterprises anymore.
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.
Market Mantra! Why putting your eggs in a few baskets could be a great idea
Capital allocation has been concentrated in specific sectors, leaving many with limited funding. Fund managers currently favour sectors like PSU, industrials, and defence, while showing less enthusiasm for FMCG and auto.
Load More
