Tag: returns

Karthick Jonagadla foresees challenges for private banks and FMCG sectors. FY25 market returns may moderate with high performers in specific sectors. Earnings growth alignment for midcap and smallcap stocks, capital inflows shift, and sector opportunities in lower interest rates are key considerations. Jinagadka also says: \”PSUs, defence manufacturing, and rural consumption themes not only highlight the diverse avenues available for investors but also reflects the multifaceted nature of India’s growth trajectory.\”

Naveen KR expects robust stock market performance in FY25 if election outcome aligns with public opinion. He is bullish on gold and PSU stocks, skeptical about market return moderation despite high valuations and strong earnings growth. He believes that the business fundamentals for mid and small cap companies are pretty strong.

Krishnan VR emphasizes the importance of order execution and actual earnings growth in the PSU sector. He discusses the moderation of market returns for FY25, predicting double-digit returns over the medium to long term. He further say that in the smallcap and midcap space, it is better to look at individual companies instead of generalizing from aggregate index valuations.

Sequence of return risk is the danger that the timing of withdrawals from an investment portfolio, particularly during retirement, coincides with a period of poor investment returns.