SECTORS TO BET ON

The Indian equity market witnessed a positive week as both the Nifty 50 and Bank Nifty indices ended in the green. The Nifty 50 gained 1.3% to close at 24,323, while the Bank Nifty rallied 0.61% to settle at 52,660.

We have been very selective in terms of chasing stocks because our sense is that you need to see stocks for a considerable period of time before we recommend. IREDA is what we have sort of recommended because our sense is that this one PSU AAA rated...

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...

Basically, because it is such a large part of the Bank Nifty, it is pulling the Bank Nifty up and all the others are kind of following in sympathy. But I am glad it is finally happening.

India's infrastructure sector is hiring millions in unskilled, semi-skilled, and skilled labor segments, with expectations that the new government will continue investing in infrastructure development, including highways, roads, and airports. An est...

The US economy has been much better than expected. It has been stronger for longer and of course, then it also translates to higher interest rates for longer, probably, but the fact is that the US economy is doing quite well.

Post their numbers and the management guidance of single-digit growth in the current year, we have seen a decent fall in Sun Pharma. Overall the stock continues to remain strong in the specialty and the overall businesses. The risk versus reward and...

Mukul Kochhar says growth will be structurally higher by a percent, percent-and-a-half and one factor is the current account surplus which should get us into a more stable economic growth cycle. I feel that the private capex cycle is going to be ver...

Ronald Siyoni, says there is an intention within the sector to go ahead with the cement price hike. We have seen about 1.5% odd price hikes during June on an average on a pan-India basis, but still, pan-India prices remain lower sequentially for qua...

Gurmeet Chadha says that the market is trying to position on the pre-Budget period. But there are very few pockets which give a lot of valuation comfort. So, we have to be very selective in terms of what we buy and ensure that we do not end up payin...

Nifty has been favouring non-directional trades for the last few days. But the FII long-short ratio suggests that the FII short percentage in index futures has come down from 87% at the start of the series to 43% in the previous session. This trend ...

​Next three years that gap is not going to be big. In fact, the private sector banks actually can do better than public sector banks in terms of the overall earnings growth because the bulk of that benefit of credit cost is already behind us.

I think it is more of a traders market where stock specific bets do well. Today, we are seeing very good movement happening in metals and mining. Yesterday, it was banks. So, selectively sector rotation is happening within the market and we feel tha...

Jyotivardhan Jaipuria says both the largecap and the smallcap segments look attractive. In areas where the capacities are in place, where they are running at low utilisation, if demand recovers, then huge operating leverage can be made, those are th...

​The larger ones, the large banks, the large IT companies, the large pharma companies, they are still in that ballpark figure of 15 times to 30-35 times trailing 12-month price to earning multiple.

I think the mood is very positive. Obviously, as you rightly said, a lot of people missed out last Tuesday when we saw the sell-off in the markets and obviously, so I think luckily most of them are still holding on to their positions and not sold it...

​I think now the attrition rates are under control. Margin should expand because margin is a direct factor of where your attrition is, utilisation is. So, I think the revenue growth I do not see will pick up very substantially immediately, because i...

From highest conviction perspective, the chemical and agrochemical sector that I mentioned, then infrastructure is another sector where we will see many investments coming in.

But nonetheless, I think even when it has not performed so much, I think if somebody has to put fresh money, I think it surely makes a lot of sense given the performance, valuation comfort, I do not see much of a challenge over there. And recently, ...