RAAMDEO AGRAWAL
Politics may be fluid, but economics is still solid. Time to be somewhat greedy: Raamdeo Agrawal
Post-election, Nifty dropped reacting to exit polls. BJP leads with NDA's mandate for the third government, promising development reforms. PM Modi targets a developed India by 2047 with positive economic indicators like RBI rate cuts, good monsoons, and FIIs re-entry.
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.
Nifty could fall another 10%; get ready to buy the dip, says Raamdeo Agrawal
Clearly markets have a tendency to go from one side to other side. But that is how it is. I do not think investors have any problem. The problem is actually for the speculators.
Election Jitters! A 15-20% correction is okay, look beyond June 4: Experts
Motilal Oswal Financial Services Chairman & Co-Founder Raamdeo Agrawal said that post-election will be a "very interesting time though things may have extended a little bit and it is quite possible that the next quarter or two could be slow.
In another 10 years, India would save $5-6 trillion every year, give birth to Morgan Stanley, Merrill Lynch and JPMorgans: Raamdeo Agrawal
Raamdeo Agrawal envisions a transformative journey for India's economy, with a surge in savings fueling the emergence of major financial institutions and driving growth across various sectors, including autos and capital markets.
A good monsoon, continuity of political setup and capex boom to keep us in good shape for next 12 months: Raamdeo Agrawal
Raamdeo Agrawal predicts BJP's Lok Sabha success, NDA gains, and current government continuity. Foreign investors sell billion daily due to election risk, causing market turbulence. Market bets on continuity for corporate earnings.
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Big investors in the West are already in search of opportunities in India: Vishal Khandelwal
Vishal Khandelwal discusses challenges for big investors in Indian market, emphasizing valuations, liquidity constraints, and market evolution. He reflects on encounters with investing legends at Berkshire Hathaway AGM and shares optimism about India's investment opportunities.
Motilal Oswal effects leadership changes for AMC biz, elevates Prateek Agrawal as MD and CEO
Motilal Oswal AMC has a turnaround in performance with 90% of the total schemes outperforming their respective benchmarks. This has led to an improvement in assets under management (AUM) to Rs 71,810 crore in March 2024 from Rs 45,712 crore in March 2023.
Top 10 stocks to buy before Sensex grows from 75,000 to 1 lakh
Sensex anticipates 1 lakh in 5 years, projected at 1.5 lakh by 2029. Market surge backed by diverse investors. Various stock upgrades and predictions indicate promising growth potential in the market.
Are PSUs leaders in this bull market and will they continue to go higher? Raamdeo Agrawal answers
Raamdeo Agrawal discusses the rerating of PSUs and the potential growth of IT companies. PSUs, which were once undervalued, have seen a reversion to mean and have become leaders in the bull market. The government's continued investment in PSUs is expected to fuel further growth. As for IT companies, despite the current lackluster numbers, they have a global competitive advantage and will benefit from the normalization of corporate activity and the deployment of new technologies. The potential for IT implementation is significant.
There is a vertical growth in the capital market and money flow will become bigger as we go forward: Raamdeo Agrawal
Motilal Oswal Group's Chairman, Raamdeo Agrawal, discusses the strong performance of the capital market in October and November, with December being exceptionally high. He mentions the increase in returns, particularly in midcaps and smallcaps, which has attracted more people to the market. Agrawal highlights the vertical growth in the capital market, the influx of new investors, and the positive impact on the GDP growth of the country. He also talks about the expansion of the capital market business due to digital onboarding.
Best time for well-managed, large unlisted companies to go public: Raamdeo Agrawal
Raamdeo Agrawal said this is the decade of the Indian capital market at at BCAS’ ReImagine 2024 event organised by Bombay Chartered Accountants Society. He urged the people to increase their allocation in equities.
Market well balanced, earnings growth key: Raamdeo Agrawal
India's industrial production marked a 16-month high in October, while retail inflation in November peaked at a three-month high.
India to be $8 trillion economy by 2030-31; market cap can match GDP: Raamdeo Agrawal
India is in a different growth cycle, where aggregate earnings continue to grow faster than expected. The September quarter saw India Inc’s earnings grow by 32% versus expectations of about 25-26%, he said.
Get your investment frameworks right to beat the market: Raamdeo Agrawal
In the late '80s dawned the realisation that EPS growth is an important part of the equation. Thus came the framework of PEG i.e. P/E to Growth in EPS. The lower the PEG of a stock, the more attractive it is. Some institutional investors called it GARP or Growth At a Reasonable Price.
Diwali 2023 bluechip picks: RIL, ICICI Bank among 10 largecaps on brokerages' radar
With its twists and turns, Samvat 2079 is ending with sparkling double digit returns with more than 200 stocks ending-up as multibaggers. As we enter the brand new Samvat 2080, ETMarkets brings 10 stocks from the bluechip category that are expected to bring robust gains for investors. With broader market stocks outperforming the large cap this year, the new Samvat could see largecaps delivering superior gains as is indicated by many market experts including Raamdeo Agrawal, Chairman, Motilal Oswal Groop. Here are what top brokerages have recommended:
I see a very bright future for the economy driven by infrastructure and realty: Raamdeo Agrawal
“On the face of it, you might see Suzlon in energy transmission, but underlying, there are a whole lot of companies which are supplying beyond them because the whole architecture, transmission, it is going to be different because it is very distributed. It is just about the first year. We have a 10-12-year journey. I do not know where it stops, but I see a very bright future for the economy driven by infrastructure and realty. ”
After 10 years – mid, small and largecaps all will deliver the same numbers: Raamdeo Agrawal
“If there are 3,000 companies, only 100-150 are largecaps. Rest all are mid and smallcaps. When the return from the category is 20-25%, then you need to be more careful because valuations are high in that segment and cheaper in largecaps . The Indian largecap is globally a midcap and jitne aap midcap bolte hai they are microcap, (those that you call midcaps are microcaps) they are flies."
Nifty can surge 4 times in 10 years, predicts Raamdeo Agrawal
"India is in a different cycle right now where we are seeing corporate upgrades. The aggregate earnings of India Inc, thus far in the July to September quarter (Q2FY24), have increased 32% as against our expectation of 26%. India is on a roll. The index can double in the next five years from here on, and surge 4x in 10 years," Raamdeo Agrawal said.
India story is good, but the market is also well-priced: Raamdeo Agrawal
A healthy correction is on. Right now, market trends are a lot dependent on the trends in FII behaviour. When FIIs were buying continuously for 15-20 days last month, it took the Nifty to nearly 20,000.
What could be the next mega trend in the market? Raamdeo Agrawal answers
According to Raamdeo Agrawal, Chairman of MOFSL, pure internet companies such as Zomato, Swiggy, and PolicyBazaar can become large players in terms of profit pool. Companies like Bajaj Finance, Zerodha, and Angel One, which are traditional businesses leveraging the power of technology, are also poised for accelerated growth. Another area for growth is the real estate industry, which is showing profits after years of losses.
Raamdeo Agrawal on GenNext & art of delegation, doubling net worth in 5 years & more
Motilal Oswal Financial Services Ltd (MOFSL) Chairman Raamdeo Agrawal has said that his company is as digital as any other competitors and has not been left behind by the digital age. Agrawal said the company is still experiencing growth and he believes that growth is going to continue increasing for at least 5-10 years. Agrawal added that the growth is due to not only the performance of the market, but also MOFSL's net worth, which he believes will continue to increase.
Raamdeo Agrawal on stock market performance, sectoral picks & earnings
Raamdeo Agrawal an Indian businessman, stock market investor and Chairman of Motilal Oswal Group who bought his first stock in 1980 which has multiplied 650 times over the years says that there will be ups and downs, but there will never be an impossible crisis. Here’s how this investor sees the market heading in the near future.
Raamdeo Agrawal, Motilal Oswal to donate 10% equity worth Rs 1,200 crore to charity
Under the proposed donation, Motilal Oswal and Raamdeo Agrawal will offload 73.97 lakh shares each. The combined value of the donation amount through stake sale is about Rs 1,240 crore.
PSU banks may deliver record profit of Rs 1.5 lakh crore this year: Raamdeo Agrawal
Raamdeo Agrawal, Chairman of MOFSL, states that the most mispriced sector is PSUs, which have become profitable, including PSU banks, which incurred losses until 2021. PSUs are expected to deliver record profit of over INR 1.5-2 lakh crore, with SBI alone making approximately INR 50,000-60,000 crore. Agrawal believes that PSUs are the biggest mispriced sector, with consolidated monopolies, including oil companies, and banks having become the real blue chips.
Raamdeo Agrawal on what to look for if you want maximum excitement in the market
Raamdeo Agrawal, Chairman of MOFSL, believes that one can earn good returns in stocks with a 20%-25% growth rate, as well as small, underrated companies. He saw the Indian stock market rise 650-fold and maintains that periods of growth and decline are inevitable, with a 10%-12% consistent return being possible. He notes that the Indian markets’ current valuation is near historical averages and the earning season is strong.
Market unlikely to collapse now; upside looks open: Raamdeo Agrawal
"We are in for a good time. Now how good it is going to be, we will have to see as there are a lot of global challenges. But I think 6-7% growth is going to happen."
We can see power of value migration in India in tech sector and it is still continuing: Raamdeo Agrawal
I have not been the guy who says that I have a dogmatic view. I have not coded, we are flexible. In 2000, I made maximum money in tech but Buffett avoided tech at that point of time.
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