UNMESH SHARMA
High watermark: Why is India building its biggest port ever?
Vadhavan Port in Palghar district, operational by 2030, will cost Rs 76,220 crore and connect via the DFC. Supporting IMEC, it will handle 23.2 million TEUs by 2040. Challenges include proximity to Tarapur nuclear plant and relocating fishing activities. This 2019 initiative, highlighted by Amitabh Kant, boosts India’s trade.
OMCs in the last leg of the rally; like gas utilities among PSUs: Unmesh Sharma
Exuberance is observed in mid and smallcaps, with a focus on buying laggards. The influx of domestic investors has changed the nature of the market. Selective investments in PSUs, particularly gas utilities, are favored. The large banks may have gone a little bit too far but at the same point in time that is what is impacting them in the short term
Rs 10,000 crore-erosion! FPI sell-off continues in October. What's in store for rest of the month
Sustained rise in US bond yields in anticipation of further rates and uncertain geopolitical environment have been the main contributing factors for FII offloading Indian shares. The selling was seen in financials, power, and IT, but they continued to buy capital goods and automobiles. Analysts said the Indian market continues to exhibit resilience even amid many challenges and that investors may turn optimistic in the near future.
Time to start nibbling into largecap banks as people start to look at FY26 and beyond: Unmesh Sharma
“The way we are positioned is a little bit more long-term than just playing the context, but to a large extent, we believe that there are three sub-sectors which we like a lot. Our big overweight positions are the domestic economy, hard assets like capital goods, cement, real estate and sub-sector within IT, the market infrastructure.”
ETMarkets Smart Talk- India is a beneficiary of FII flows; pace of recovery slows in China: Unmesh Sharma
India stands out amongst other EMs due to lower external vulnerabilities, strong corporate balance sheet strength and an expected 2 year earnings CAGR of 16% for the headline index.
Wondering when to sell stocks? 11 rules from top fund managers can help you decide
CLSA recently said the 14,500 level on Nifty could be a level that may be a viable bottom given the historical trend of declines. Many other analysts have also said Nifty in the range of 14,500-15,000 can be the bottom of the ongoing sell-off.
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ETMarkets Smart Talk: Invest in small & midcaps only in a staggered manner for next 3-5 years: Unmesh Sharma
"One should play the small & midcap space prudently by sticking to a bottom-up strategy. Given the diversity in this space, top-down or index allocation strategies result in over-diversification and don't deliver desired returns. Ongoing correction in this space should be utilized to pick stocks of companies with long-term earning growth prospects and high return on equity at moderate valuation."
11 smart money moves investors can make to improve finances, make more money in 2022
As we enter the new year , equity markets are looking precarious and debt markets are expecting rate hikes. We reached out to experts to know what investors should do in such a scenario.
How to pick the right stocks? Unmesh Sharma explains
“We continue to believe that in the very long term, for the IT sector, the largecaps on a relative basis continue to offer a little bit of relative value as compared to the midcaps. ”
Why is there divergence in market on ITC? Unmesh Sharma explains
“In India, there are 10 or 12 ESG funds now. Globally this has been a huge trend. What happens sometimes is that while it does not affect the business as such, at the same time, it is top of mind for a lot of the investors. As a result, we are starting to see that playing out for the last few years in ITC. ”
Equity valuations are high: 6 things to keep in mind while rebalancing your investment portfolio
It is a good practice to review and rebalance your portfolio. This year has already provided two event-based rebalancing opportunities. Deciding to review and rebalance is only the first part, the more important part is the implementation. Given below is a guide on how you should go about it.
HDFC Bank aims expand investment banking, taps talents
In the past few months, the bank has hired at least 10 top rainmakers from global banks such as HSBC, Standard Chartered Bank, and Macquarie, and the home-grown ICICI Bank.
Keeping vigil with Manjunath
How the IIM-Lucknow batchmates of murdered whistleblower Manjunath Shanmugham came together to raise Rs 27 lakh to promote his biopic
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