SAMVAT INVESTMENT IDEAS
Samvat 2080: 5 market mavens share money-making mantra for the new year
The Hindu accounting year began with an upgrade from global brokerage Goldman Sachs which said India is expected to see “the best structural growth prospects in the region” with mid-teens earnings growth over the next two years.
Where will the profit pool be generated in next 1 year? Deepak Shenoy points to 3 sectors
“The lack of ability of the smaller participants to be able to raise capital at reasonable rates will push more money towards the larger NBFCs and to some of the banks as well. So while I say this, nobody knows what will happen. If worldwide there is a crisis, then most of this analysis can kind of go for a toss.”
Long-term wealth can only happen in ‘hold’ phase. So, be patient: Mihir Vora
“If you are picking stocks individually, then you have to have faith in that company that you are invested in. But ultimately long term wealth and long term compounding can only happen in the hold phase. So, be patient and be aware of what you are doing. Be patient and be aware of what you are doing.”
Diwali Dhamaka: 5 stocks that lit up investor fortunes in last 10 Samvat years
The Sensex itself has ended in the positive zone 8 out of 10 times while auto, capital goods, IT and consumer goods have also ended in the green zone on 8 occasions.
ETMarkets Smart Talk: Samvat 2080! Pharma, auto and banks will be in focus till next Diwali 2024: Srikanth Subramanian
"Time in the market is way more important than timing the market- that’s our investment philosophy. When you combine sentiments with Investments, you get losses- stick to your discipline and keep investing. In our opinion, short-term movements are just noises in the journey of wealth creation. Therefore, my advice will be to continue investing and not wait for falls. Waiting can lead you to miss some of the best days in terms of market returns."
Dream run! Samvat 2079 IPOs have 90% success rate and 6 multibagger triumphs
Six IPOs have turned multibaggers in Samvat 2079 with the highest return of over 300% by Kaynes Technology. The other offers which have delivered over 100% returns till date include Plaza Wires, Cyient DL, Global Health, Senco Gold and Utkarsh Small Finance Bank.
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Samvat 2080: ICICI Bank, Maruti Suzuki among top 5 Diwali 2023 stock ideas by SBI Securities
As we reach the end of Samvat 2079, a look back shows Indian benchmark indices witnessed a roller ride and have marginally underperformed their emerging and developed market peers, according to a research report by SBI Securities. While Nifty50 delivered returns of 7.6% in the nearly 1-year period between October 2022 and October 2023, Sensex has risen 6.8%. Broader markets, however, delivered strong returns across the board with Nifty Smallcap 250 and Nifty Midcap 100 index having delivered 28.3% and 26% returns, respectively.
ETMarkets Smart Talk: Planning to invest Rs 10 lakh in markets? Allocate 45% to debt & 30% towards equities: Mitul Shah
In an interview with ETMarkets, Shah, with over 17 years of experience, said: “The underlying strength of Indian equities remains intact on account of visible CAPEX recovery, improving prospects of the asset quality of banks and various reforms undertaken by the government that started supporting economic momentum." Edited excerpts:
ETMarkets Smart Talk: Cipla, Trent, VIP among 12 top buy ideas for next 12 months: Yuvraj A Thakker
"We are very bullish on the Indian domestic theme like banks, capital goods & infra, auto, midcap cement, pharma, and steel. We also believe that some IT stocks like Wipro are giving a good opportunity for long-term investors to grab considering a 15-20% correction from here is possible as the US is in recession risk."
ETMarkets Smart Talk: Bet on domestic facing sectors in Samvat 2079 to create wealth: Niraj Kumar
"While US Fed’s aggressive tightening in the near term may impart some depreciation pressures on INR, we reckon the worst in terms of pressure on macro fundamentals (external account and rupee) is behind us with the softening of crude oil prices. Besides, as stated above we believe that the worst of FII outflows is also likely over, as we are treading towards the fag end of rate hiking cycle given that growth concerns will start getting more pronounced and inflation will cool off."
Positive start to Samvat 2079; We see Nifty50 hitting 18K in the next fortnight or so: Anand James
"A truncated week, with monthly expiry, also falling in, is a recipe for volatility. But this may not lead to large trading ranges, given the sustained fall in VIX in the last week. Traders would do well to apportion a part of their winnings into a long-term investment on this auspicious accession."
ETMarkets Smart Talk: IT & PSU banks could turn out to be the Dark Horse of Samvat 2079: Rahul Shah
"The IT sector has been a pleasant surprise as far as the results are concerned. Top-line growth across most major companies has come in better than expected whereas attrition pressures have also eased, thus keeping both the growth as well as margins healthy. This, combined with attractive valuations, makes the sector a good bet from a 2-3 year perspective."
Which stocks to buy in Samvat 2079? 4 sectoral ideas & a dark horse pick
The Hindu accounting year, which began from Diwali on Monday, is likely to witness Sensex and Nifty zoom past their previous record high levels, brokerages say.
Positive drivers for India that will help sustain premium over peers in Samvat 2079
As India continues to persist as the fastest-growing economy, it is going to be a golden period for equity investors. Hence, India deserves a premium compared to its Asian peers, says Rajesh Kothari, smallcase manager, founder and chief investment officer at AlfAccurate Advisors.
Cherry picking for Samvat 2079? Avoid hunting in these sectors
Vinod Nair, Head of Research, Geojit Financial Services, who is negative on metals, oil, reality and infra, said, "Investors need to keep an eye on hyperinflation, global recession, hawkish monetary policy leading to a rise in interest rates and war crisis."
Where to put your money in next Samvat? D-Street veterans share their allocation strategies
Siddarth Bhamre, Research Head, Religare Broking said that bond yields may top out around 7.75-8%. Around these levels, it would be prudent to have some exposure in long-tenure bond funds, say about 30%, according to him.
Smart Ideas: 4 themes that are likely to outperform in Samvat 2079
“We have a few themes which we believe could be very interesting and there are some reasons for that; one of that would be financials. We have had almost a decade of financials getting restructured, bad loans getting restructured that the NPAs levels, the slippages are at a low. Especially, some of the PSUs, from 8% slippage are down to 2% which has been one of their best. So we could see the financials come back,” says Varun Daga.
Look deep, there are great opportunities in broader market: Anshul Saigal
“Financials is a segment which has performed very well in the current quarter and should continue to do so going forward as well. Also defence space has a lot of tailwind. Some other individual companies – real estate, downstream real estate companies that are building material companies also have done very well and have beaten expectations on many counts.”
We always look at Diwali Muhurat trading day to bring in luck: Sonam Srivastava
"We have our bets in consumer-led sectors and in banks. Our momentum smallcase is heavily tilted towards consumer stocks - autos, FMCG, cement, hotels and banking and financials at this point. These sectors are high performing but still low beta. Talking about stock picks, we like SBI, Federal Bank, Angel One and CAMS in the financial space. ITC, Jubilant Foods in consumer and for special festive cheer we like Titan and Kalyan Jewellers."
Ashish Maheshwari is betting on TVS Motors and IDFC First Bank this Diwali
“TVS Motors is the sixth largest market cap company now, even ahead of Hero MotoCorp. The reason: Whatever the new launches they are doing, are able to grab market share from both Hero and Bajaj. In scooters, their share has gone from 15 to 21% in the last few years and in 125 cc motorcycles, from 11% odd to 18% odd.”
Smallcase manager Divam Sharma shares 3 stock ideas for Diwali Muhurat trading day
"Currently, we see lots of opportunities in the small and midcap space, particularly ethanol, 5G, and auto sectors. We believe that this Samvat to next Samvat should be positive for Indian markets considering the positive long term outlook of large foreign institutions towards India, and high growth opportunities and business conviction."
Rakesh Jhunjhunwala explains why everyone should invest in stocks
The Big Bull chats with Bollywood Diva on life, passion and art of making money. Every should invest in stocks as equities also give tax advantages, says Jhunjhunwala.
Radhika Gupta’s advice for Gen Z investors in Samvat 2078
“We have gone from being an FII to DII to an individual driven market”
Is Bharti Airtel a buy & Vodafone the dark horse of Samvat 2078? Deven Choksey answers
“The game changer is probably being announced by Reliance in the low cost phone models which are being given to the masses at an EMI and on a monthly plan basis which is combining the data along with it.”
Top stock ideas to prosper in Samvat 2078
Samvat 2077 has been a record-breaking one as benchmark indices had a near vertical rally during this period, with the Sensex and Nifty crossing several milestones on the back of a liquidity-driven rally. The reopening of the economy and fast-paced vaccination drive against Covid-19 also helped the markets surge.
Diwali Stock Picks: 9 midcap ideas for blockbuster returns in new Samvat
Shortlisting stocks to buy this Diwali can be a tricky exercise as the benchmark indices are trading at lifetime high levels, leaving analysts worried over expensive valuations. On a Diwali to Diwali basis, Diwali 2021 will register the highest per cent returns since the 2008-09 period, says HDFC Securities. The brokerage has a list of nine midcap stocks where it thinks that the Street is yet to give full value to the future potential.
Samvat 2077: 10 stocks that HDFC Securities recommends buying during Diwali
Analysts at HDFC Securities have listed a mix of largecap and midcap stocks from across sectors as their Diwali picks. They said i vestors need to look at asset class diversification, sector diversification, spreading investments over time (by way of SIP or staggered investments) in the new Samvat. Over the last one year, we can look forward to a relatively sedate but selectively rewarding year, they added. Here are 10 recommendations:
ETMarkets Diwali Survey: D-Street’s sectoral choices for Samvat 2077 have a cyclical bias
About a dozen brokerages, who took part in the Diwali survey of ETMarkets.com, said while the ongoing themes such as digitisation may continue to play out next Samvat too, cyclicals such as consumer durables and economy-related stocks could make a strong comeback and would be worth a look.
8 stocks that brokerages say can deliver solid gains in Samvat 2077
“From extreme pessimism in March, the current stock market recovery is incredible, and is now inching closer to the previous lifetime high. Notwithstanding the uncertainty on many economic fronts, the worst is over for the capital market. A Covid resurgence, as some fear, may very well trigger fresh panic, but inaction on the investment front, simply fearing the worst, is never justified,” YES Securities said.
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