MARKET APPROACH
Look for stocks with less downward volatility and stable earnings prospects: Anand Tandon
A good content pipeline increases the likelihood of hits, and with people coming to the cinema, local F&B sales will also rise. From a tactical perspective, PVR's business outlook should improve significantly over the next 12 months. However, each month must be evaluated separately based on incoming content and audience reactions.
Fund Manager Talk | Higher interest rates for longer periods can upset bull market: Mihir Vora
Over the short to medium term ie: next 1-2 years, the markets would focus on earnings delivery as there is limited upside from valuations. Retail investors continue to invest regularly providing long-term support to the markets. We believe that his combination of fundamentals and liquidity will anchor a bull-market in stocks.
Dhiraj Agarwal on the next big trigger for equity markets
At least for a couple of months, China pulled in a large amount of inflows by the global investors. I have not seen the most recent data, but Feb-March they pulled in about $40 million. Something like that happens, it obviously impacts the amount of flow, which could happen in India. So, on the FPI flow, it is just a toss-up. I mean, it is very difficult to predict, honestly.
3 themes to bet on now for pre-Budget plays: Gurmeet Chadha
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 paying very unreasonable valuations in those pockets.
ETMarkets Smart Talk: Never thought retail investors will become the new Glenn Maxwell of markets on Election Result Day: Nilesh Shah
Undoubtedly, markets will have their ups and downs. There will be bull market. There will be a bear market. But overall, being an investor, you will make money in India.
Market Moves: Ashi Anand’s take on Indian IT and auto sectors
Ashi Anand, Founder and CEO of IME Capital, provides an in-depth analysis of the Indian IT and auto sectors. Anand highlighted the persistent strength in deal wins across IT companies despite weaker-than-expected revenue growth, attributing this to reduced discretionary spending.
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Market to be volatile and move in a fairly tight range till Budget: Dinshaw Irani
Dinshaw Irani says that Helios has been so bullish on the financial sector that they brought out a first sector dedicated fund from the house of Helios which closed on June 14; it was a financial services fund. Anyway, Helios id loading up on that particular portion as such in the and fortunately most of the stocks are in the largecap space.
Buy companies with strong fundamentals, reasonable valuations in this stock-pickers market: Anshul Saigal
Many of these stocks have rallied multi-fold. In capital goods, I know of companies that I hold, which are up like five-six times in the last one odd year. Now, to say that they still have a lot of steam left and most of the upsides are ahead of us, I do not think that would be a prudent way to approach this space.
25 and stepping into the market for the first time? Hybrid funds are just for you, says V Srivatsa
The strategies for the UTI Aggressive Hybrid is quite different from the UTI Large Cap or UTI Flexi Cap. I run more of a relative value strategy. I focus a lot on value. So, for example, you would not find many high PE stocks in my portfolio or very high level quality stocks in my portfolio. It will be a more decent quality, says V Srivatsa.
Had you invested in Nifty in 1994-95, you would have done better than Warren Buffett in dollar terms: Ashishkumar Chauhan
Ashishkumar Chauhan says that in the last 12 years, since the SME market started, 970 companies raised around Rs 15,000 crore and today their market capitalisation is close to Rs 2.75 lakh crore. So, effectively, the small little guys are going to create great wealth because some of them will literally take off and if they remain disciplined from beginning because the market brings that discipline of transparency, they will actually grow faster.
Opposition can learn from Naveen Patnaik’s bipartisan ways
Despite facing electoral defeat, Winston Churchill, Atal Bihari Vajpayee, and now Patnaik have emerged as national heroes with enduring legacies because they chose to put national interest before political advantage
What Ghazal Alagh learned from Jeff Bezos? Mamaearth co-founder reveals her decision-making strategy
Ghazal Alagh, co-founder of Mamaearth, has adopted a strategic technique inspired by Jeff Bezos, aiming to enhance decision-making at Honasa Consumer Ltd. Her method involves visualizing consumers in strategic meetings, reflecting a customer-centric approach akin to Amazon's strategies. This innovation has garnered rapid engagement on LinkedIn, prompting discussions on the inclusion of employees in decision-making processes.
What does the market anticipate from this year's Budget? Gurmeet Chadha answers
The entire space, some of them have gone to 5x, so never write it off. And I think valuations are reasonable in some of the large names like HCL Tech, even a bit of Tech Mahindra with new leadership coming in. But I think the focus has to shift from services to more products, software and platforms.
What does the earnings growth outlook look like for next year? Sahil Kapoor answers
Very few countries have been able to do it and our data tells us that no more than two to three countries have been able to deliver 5% to 6% real returns even for investors who have been the most disciplined.
How should one approach investing in a market dominated by liquidity? S Naren answers
I think basically we were the first bulls in PSU along with a few other domestic investors. And, at that point of time PSU valuations were mouthwatering. And I could not understand why other than a few of us in the industry, others did not find them mouthwatering.
SIP strategy best for current market conditions: Ajay Tyagi
The negative obviously is what the media has been discussing and debating, which is that it is never too easy to run a coalition government. There will be pulls and pressures from different parties. We will see how it plays out. The nucleus, which is the BJP, is certainly stronger than what many of the previous coalition governments have witnessed prior to 2014, so that is also incrementally positive.
Flexible approach in managing liquidity to help money market rates
RBI Governor Shaktikanta Das announced the central bank's commitment to maintaining money market rates and borrowing costs through flexible liquidity management. The RBI will use various operations to manage liquidity, responding to foreign investment flows impacting Indian bond markets. Analysts predict significant foreign flows following inclusion in JPMorgan's bond index, potentially affecting rupee liquidity. Das highlighted the RBI's ability to handle liquidity impact and swiftly respond to banking system liquidity fluctuations.
Expect market to consolidate for some time: Vikas Khemani
So, I guess the frothy valuation stocks will come down, corrections will happen. Markets might consolidate for some time and to some extent it is healthy. Also, probably we will have a strong opposition so we will have to see what kind of reforms government is able to carry out in further.
Emkay sees Nifty at 24,500 by year-end
Manish Sonthalia, chief investment officer at Emkay Investment Managers, suggested investors to follow a multi-cap approach with equal proposition in large-caps and mid-caps to take advantage of a broad-based growth in Indian equity markets.
Nifty to hit 26,500 in next 18 months, predicts Emkay Investment Managers
The domestic brokerage expects Nifty earnings growth of 15%. It has suggested investors adopting a multi-cap approach, with equal proposition in largecaps and midcaps, to take advantage of a broad-based growth in Indian equity markets. Here are 5 themes to watch out for as suggested by Emaky.
RBI's record dividend invites mixed reactions from economists
The Reserve Bank of India's (RBI) decision to declare its highest-ever dividend of Rs 2.11 lakh crore has sparked mixed reactions from economists. Noted economist Suman Mukherjee views it as a sign of economic strength, attributing the windfall to various factors such as a surge in foreign exchange reserves and proactive government management. Mukherjee believes that maintaining low interest rates will counter potential recessionary effects.
Mahindra & Mahindra Finance secures IRDAI license to offer tailored insurance plans
The corporate agency license would help in broadening Mahindra Finance’s product portfolio by incorporating insurance solutions. It would help customers with their financial and insurance needs being met by a single entity. The process would augment the company’s existing sources of revenue and profits as it deploys its common infrastructure of branch network and feet on street.
New study challenges benefits of healthcare privatisation
A study published in The Lancet Public Health journal highlights the negative effects of healthcare privatisation, particularly in high-income countries like the US, Germany, Canada, and South Korea. The research, led by the University of Oxford, suggests that privatisation seldom improves the quality of care but is associated with higher profits. It challenges the notion that market competition and flexibility in privately-owned healthcare systems lead to better outcomes.
Mind Over Money: 50,000 steps per week, yoga and meditation keep this CEO mentally & physically fit
Abhijit Bhave, MD & CEO of Equirus Wealth, exemplifies the fusion of leadership and holistic health practices, emphasizing the importance of a comprehensive approach in achieving professional success and personal well-being.
Jiten Parmar explains why he trimmed positions in capital goods stocks?
Jiten Parmar advises caution in the market due to high valuations and upcoming capacity, favoring large private banks over capital goods stocks. He sees potential in the chemical sector for revival based on normalized margins and cost optimization.
Keep things simple, don't deviate from your disciplined approach for decent returns: Sunil Singhania
If you increase it to 18%, the markets will double in four years. I think we are in a stage where, yes, everything is fine, but valuations are, I would say, fair. They are not cheap. They are not overly expensive. I think we are at roughly around 17, 17.2 times FY26 which is maybe 5-6% higher than the 10-year average.
Is it time to be cautious or has the rally more legs to go? Deven Choksey answers
Deven Choksey emphasizes individual stock investments over market view, focusing on sectors like IT, specialty chemicals, and pharma. He remains cautious on market exuberance and suggests strategic investments during corrections for long-term gains. Choksey says: "The market is scaling up too quickly and too early, maybe that is where one is not fully comfortable."
ETMarkets Smart Talk: Market could decline 20-25% from current levels by end of FY25: Amit Goel
Amit Goel predicts a global bear market, advises a multi-asset approach. He also warns of overvaluation in defensive sectors and discusses post-election sector performance. Goel further anticipates minimal crude oil impact on equity markets amid global rate cuts. Goel says: "We would advise our investors to be extremely underweight in mod and smallcap segments and have a multi-asset approach in their portfolio
Keeping some cash; taking a barbell approach to portfolio: Ganeshram Jayaraman
Ganeshram Jayaraman of Avendus Spark discusses the portfolio construct with a focus on defensives and industrials. He is cautious on the macro outlook, expects volume growth to be the key driver, and highlights the evolving consumption patterns in the rural economy. PSU banks and sectors dependent on government capex may face challenges.
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