SANDEEP RAINA OF NUVAMA PROFESSIONAL CLIENTS GROUP
ETMarkets Smart Talk: Allocation towards Atmnanirbhar Bharat, infra and digitisation likely in final Budget 2024: Sandeep Raina
The markets are reacting positively in anticipation of a good budget with a focus on infrastructure spending and the reappointment of key ministers has been perceived positively.
‘Make in India’ under a cloud takes shine off manufacturing
Investors sold manufacturing and infrastructure shares amid concerns over the BJP-led coalition government's performance in the elections, impacting stock indices and specific companies. Analysts suggest a cautious approach towards investments in these sectors.
Rupee closes mildly weaker, forward premiums slip
The Indian rupee closed slightly down on Monday, unable to build on recent gains as local dollar demand pressured the currency even as most of its Asian peers rose.
Rupee strengthens to highest in a fortnight, logs weekly rise
The Indian rupee closed higher on Friday after rising to its highest in two weeks, aided by likely intervention from the Reserve Bank of India (RBI) and broad-based interbank dollar sales in the latter half of the session.
ETMarkets Smart Talk: Nifty hitting 24K is subject to Indian elections results and Middle East tensions: Sandeep Raina
Sandeep Raina of Nuvama projects Nifty50 levels at 24,000 to 25,000 based on expected EPS, influenced by Indian Elections and Middle East tensions. Market trends may align with US Fed’s policies, impacting inflation and equity performance. Raina further says that Indian markets will largely respond to the corporate earnings reports.
Rupee ends flat as foreign banks' dollar buys eat into uptick
The rupee ended at 83.5075 against the U.S. dollar, barely changed from its previous close at 83.5175. The currency had risen to a high of 83.4475 early in the session, before shedding some of the gains.
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Crash was expected; stay calm and invested as market will revive soon: Sandeep Raina
Sandeep Raina is not worried about the market crash. Further small cuts are possible, but it's not a bloodbath. Stay invested, the market will revive. Quality midcaps, smallcaps, and largecaps with 20% growth, good ROCE, and cash flows are worth investing. Pharma stocks like Beta Drugs, Kilpest, and Sun Pharma are interesting.
Fundamental Radar: Why is Beta Drugs a good play in the oncology space? Sandeep Raina explains
Beta Drugs is well placed to capitalise on the growth opportunities in the oncology drugs segment, aided by its comprehensive product portfolio, focus on product development, and improving export prospects with the receipt of accreditations and approvals, says Sandeep Raina, executive vice president - research, Nuvama Professional Clients Group.
Fundamental Radar: Why Vijaya Diagnostic is poised to outperform peers? Sandeep Raina explains
The company finds its niche in its radiology play, which contributes 36% to the overall revenue, and high B2C share and investments in latest technologies. After establishing a strong foothold in Telangana and Andhra regions, the company is set to expand its presence in other cities like Kolkata.
Rupee falls to lifetime low, notches weekly decline
The rupee hit its record low of 83.42 during the session after breaching its previous alltime low of 83.2950 which was hit on Nov. 1.
Fundamental Radar: Why is Federal Bank poised for a re-rating? Sandeep Raina explains
Federal Bank has seen a notable increase in sales of its products in both organic and fintech channels, indicating a growing interest in these products.In the last few years, accelerated focus for retail advances has taken the share of retail loans to 55% from 50% in FY21. The focus on retail loans is expected to continue as these are high yielding book.
Fundamental Radar: 6 factors seen driving 41% PAT CAGR for CARYSIL
CARYSIL is well-placed to deliver strong growth, aided by industry tailwinds, greater spending on home improvement, and demand for aesthetically appealing products globally, says Sandeep Raina, executive vice president - research, Nuvama Professional Clients Group.
Fundamental Radar: Why Metropolis Health is a good contra play? Sandeep Raina explains
However, Sandeep Raina, executive vice president - research, Nuvama Professional Clients Group, believes that much of the concerns are abating and that the stock can be good contra play for long-term investors.
Fundamental Radar | Brigade Enterprises may see 21% upside on strong tailwinds: Nuvama
Currently, the Brigade Enterprises has 7.4 million sq ft of leasable office space and 1.31 million sq ft of leasable retail space. Apart from the office and retail, the company has a land bank of 36 million sq ft, and most of the land bank is located in Bengaluru.Business wise, real estate, leasing and hospitality segments contribute 67%, 22%, and 11%, respectively to the total revenue of the company.
Fundamental Radar: Paper stocks set for major upside in next 2 years, Sandeep Raina explains why
The paper industry’s fortunes are linked to a number of economic indicators, such as literacy rates, spending on education, and sales of fast-moving consumer goods. Most of such indicators show positive momentum and have boosted paper stocks.
Fundamental Radar: KPR Mill deserves premium valuation despite 46% rally, says Sandeep Raina
The company withstood an unfavorable cotton-yarn cycle more efficiently across the value chain compared to its peers as vertical integration helped maintain a stronghold over quality.
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