QUALITY THEME
Fund Manager Talk | 8 structural themes that remain relevant in a raging bull market
Presently, our economy is witnessing several structural themes that offer compelling long-term investment prospects. While the easiest gains may have been captured and valuations could be somewhat stretched, market still offers pockets of investment opportunities where quality companies can be found at reasonable valuations.
Gaurav Misra on two sectoral themes to bet on right now
As a house we have been fairly comfortable within the banking and financial space and that is a space where clearly we are seeing a good credit growth cycle, asset quality cycle, and there is a fair amount of, a few years at least of that continuing from where we are right now, that is one big space actually where we are comfortable with.
Nifty can hit 25,000 in medium-term; just stick to quality names: Gautam Shah
And I do believe from a near term perspective, Reliance is headed towards 3,300, 3,350 and if you are taking a slightly medium-term view, 3,600 is intact.
This fund manager thinks it is the right time to bet on consumption theme. Here’s why
The common theme is these are all branded goods and services that consumers are either consuming today or want to consume. So, in a way, this is a heterogeneous thematic, which allows for that opportunity for picking and managing between different sub-segments, as well as diversification, says Nippon India MF's Amar Kalkundrikar.
Indian Restaurant in Switzerland goes viral for its Salwar Kameez-clad waitresses: Video
The viral video of waitresses wearing traditional Indian attire, specifically vibrant salwar kameez, at a restaurant in Switzerland has captured the internet's attention. Shared on Instagram by Soulmate Express, the video showcases the restaurant's Indian-themed ambiance and the charming demeanor of the waitresses. With over 2 lakh views and positive user reactions, the video highlights the global appeal of Indian culture and cuisine.
Honkai: Star Rail version 2.4: All you may want to know
Honkai: Star Rail version 2.4 will bring new adventures, characters and enemies. The update will return to Xianzhou Loufu, introduce new quality-of-life features, and add a new region, The Shackling Prison.
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KidZania to set up more theme parks across India
Imagination Edutainment India, backed by Shah Rukh Khan, is planning to expand KidZania indoor theme parks in top Indian cities. The company recently launched 'KidZania Neighborhood' for toddlers aged 1-6. KidZania operates in Mumbai and Delhi and is in talks for a Bengaluru location. Brands partner with KidZania for immersive experiences.
Capital goods, defence, railways segment should continue to do well in PSU space: Mihir Vora
See, the good part is that the election has voted for continuity. So, there is no change in the ruling regime, so that is a big positive because what the market and the economy were expecting is continuation of the growth policies for various segments that the earlier government had been working on.
Flight stories: Discover these 6 podcasts about the fascinating world of air travel
Discover a curated selection of podcasts that delve into the thrilling yet complex world of air travel. From tales of air disasters and mysteries like MH370 to insightful discussions about Boeing's quality crisis and the ongoing Boeing vs Airbus rivalry, these podcasts offer a unique blend of entertainment and education. Whether you're an aviation enthusiast, a frequent flyer, or simply curious about the intricacies of commercial aviation, these podcasts provide valuable insights, travel tips, and captivating stories.
Top 8 Gift Combos for Dads: Perfect Picks for Father's Day
Gift combos for dads are a fantastic way to surprise them on Father's Day, offering a thoughtful blend of items that cater to their interests and needs. These combos might include a mix of practical and personalized gifts, such as a stylish wallet, a sleek pen, a durable belt, and a keychain, all neatly packaged together. These curated gift sets show you’ve put extra thought into celebrating his special day, making it a memorable and heartfelt occasion.
Father's day gifts under 1500
Father's Day is a great occasion to show your father how much you appreciate him. A great Father's Day gift suggestion is to give him something to make him smile. Many men appreciate physical gifts like tools, clothing, gardening supplies, and sports memorabilia. To simplify this tedious research, we have compiled a list of the best Father’s Day gifts under Rs. 1500 in this article below.
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.
Railway, power to remain mega themes for next decade: Gautam Duggad
Last two, two-and-a-half years we have been significantly overweight on PSU banks in our model portfolio. In fact if you look at our model portfolio, the highest overweight across sectors stands at PSU bank and that has worked very well for us.
10 Best Bed Tables under Rs. 300 to Unlock Productivity and Comfort
Explore this curated selection of the best bed tables under 300 rupees, offering a blend of affordability, functionality, and style. From foldable designs for easy storage to spacious surfaces accommodating laptops, books, and more, these tables cater to various needs. With features like built-in tablet/phone stands, cup holders, and non-slip designs, these tables prioritise convenience and comfort. Whether you are looking for a sleek modern design for working, studying, gaming, or enjoying a meal, this list has got you covered.
If you can find growth at some value, that is where nirvana is for an investor: Sonam Udasi
Sonam Udasi, Senior Fund Manager at Tata Mutual Fund, discusses the fund's sector exposure, highlighting an overweight position in consumer services and underweight in consumer staples. He emphasizes the fund's adaptability to changing consumption patterns over the next 5-10 years. Udasi says: "I believe every equity investor, whatever theme they are investing in, they are looking for growth. If you can find growth at some value, that is where nirvana is as an investor."
Best wall stickers: Transform your space with style and ease
Explore the best wall stickers to elevate your home's decor effortlessly. This curated selection includes a variety of styles, from chic and modern to fun and whimsical, catering to all tastes and spaces. These high-quality, easy-to-apply, and best wall stickers offer a quick and affordable way to personalise any room, making them perfect for renters and homeowners alike. Discover the best wall stickers to add charm and character to your living space today.
Markets moving away from consumption themes to investment themes: Manish Sonthalia
But otherwise, automobiles, banks, pharmaceuticals, capital goods they have all delivered on numbers. Metals and oil and gas was again supposed to be muted. So, I think all in all, the expectation of the result season from where we began the earnings season was a 5% to 6% earnings growth for this quarter.
Avoid chasing best-return MFs through SIPs
A study by Whiteoak Capital Mutual Fund for the last 19 years shows that an investor who started an SIP in a mid-cap or small-cap index fund in April 2005 and stuck to the category for 19 years earned higher returns than an investor who changed the SIP annually based on the best-return generating category in the previous year.
IPL Portfolio: Smallcase manager Nitya Shah expects 2 themes to perform like Mayank Yadav
IPL Portfolio: Nitya Shah recommends water treatment and semiconductors for earnings growth triggers. He suggests a high equity allocation for long-term investment, considering emerging trends and reasonable valuations. Also, discusses the importance of investing based on individual risk profiles and financial goals.
ETMarkets Smart Talk: Why Harshad Patil is positive on high quality smallcap businesses
Harshad Patil focuses on identifying small-cap businesses poised to benefit from manufacturing emphasis and formalization, delivering consistent earnings growth for long-term value creation. Tata AIA's diverse product range outperforms benchmarks, maximizing investor returns.
Why Saurabh Mukherjea isn't losing sleep over stress in HDFC Bank, Kotak and Bajaj Finance
Saurabh Mukherjea maintains faith in HDFC Bank, Kotak Mahindra Bank, and Bajaj Finance despite challenges. Mukherjea says: "In HDFC Bank's case, the regulator suggested remedial measures, HDFC Bank implemented the remedial measures, and profit growth rebounded. I have no reason to believe that Bajaj and Kotak will find themselves in a different position."
Keep things simple, don't deviate from your disciplined approach for decent returns: Sunil Singhania
If you increase it to 18%, the markets will double in four years. I think we are in a stage where, yes, everything is fine, but valuations are, I would say, fair. They are not cheap. They are not overly expensive. I think we are at roughly around 17, 17.2 times FY26 which is maybe 5-6% higher than the 10-year average.
ETMarkets Smart Talk: Wealth creation ideas! Rural-oriented proxies, banking & chemicals are few themes for FY25: Sushant Bhansali
Sushant Bhansali of Ambit Asset Management discusses market volatility, inflation impact, and investment strategies amidst rising equity culture and formalization of the economy, advising clients on strategic investment approaches.
ETMarkets Smart Talk: Market valuation key risk! Sampath Reddy is betting on pharma, QSR & financial sectors in FY25
Sampath Reddy discusses market risks in FY25 due to elevated valuations, emphasizing the pharmaceutical sector's potential. He advises favoring large-caps, notes SEBI's stress-test for MF schemes, and highlights post-election sector benefits. Reddy also says: "We expect that equity returns maybe a bit subdued in FY25 compared to FY24, even though the long-term India growth story remains intact."
What is the best way to bet on the Indian consumer? Ravi Dharamshi explains
Ravi Dharamshi of ValueQuest Investment discusses market dynamics, emphasizing the potential in NBFCs, pharma, and discretionary consumption sectors. Despite challenges, he remains optimistic about future growth opportunities and easing liquidity. Dharamshi says: "For the mass consumption basket to pick up, the trickle-down effect as well as the pent-up demand of the last few years should pan out over the next three-five years."
PSU banks offer better risk reward within entire PSU theme: Mayuresh Joshi
MarketSmith's Mayuresh Joshi sees potential in PSU banks like Bank of Maharashtra, Bank of Baroda, and State Bank due to NIM expansion and strong capital adequacy. He also advises focusing on ancillary stocks in the real estate sector for growth opportunities. Joshi points out that corporate earnings have held up pretty well. Corporate leverage is probably at the lowest level.
Not PLI theme, bullish on IT and tech in vehicles, capital market stocks: Santosh Kumar Singh
Santosh Kumar Singh, Fund Manager at Motilal Oswal AMC, expresses concerns about those areas of the market which have shown sharp corrections and high valuations. He is bullish on auto components, technology in vehicles, and capital markets. He sees potential growth in certain sectors while cautioning about mid and small caps.
What will lead and gain the most in auto sector now? Manish Gunwani answers
Manish Gunwani, Head - Equities, Bandhan AMC, says shift of sourcing from China to India presents growth opportunities in various sectors. The capex theme focuses on private investment as government capex slows. Pharma sector shows promise, while hospitals lack value. Auto sector benefits from the economic cycle and EV transition.
Over next few years, India will have a much more balanced economy: Ritesh Jain
According to Ritesh Jain, India is transitioning from a services-based economy to a manufacturing-based economy, driven by government focus, PLI schemes, and the China plus one strategy. This shift is expected to lead to broad-based prosperity, job creation, and higher real estate prices in tier II and tier III cities.
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