Tag: expert

Pawan Bharaddia\’s Equitree fund focuses on high-growth businesses with strong moats. Despite the market corrections, the fund consistently outperformed, delivering 55.33% TWRR. Expecting a bullish market in FY25 with sector rotations and wealth creation through stock picking. Baraddia says \”we believe that FY25 will be a year of ground-up stock picking for wealth creation and not a broad-based rally in the markets.\”

Amit Goel says Indian stocks are one of the greatest bubbles ever in the history of global capital markets. He anticipates that over the next 3-4 years, huge downsides are going to open up in Indian equities. Goel advises diversifying from Indian equities to other asset classes amid market volatility. He recommends a macro top-down strategy for better protection and returns.

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.

Markets anticipate election impact. May series will be volatile, says Rahul Ghose of Hedged.in. He says a stock-specific approach is advisable now and that he prefers Hindustan Unilever, Elecon and Just Dial and recommends exiting Exide. Nifty\’s crucial levels are at 21,700-21,800, 22,000. PSU banks are favored while Nifty Pharma index is pivotal at 18,700. IPCA labs strong.

Sanjiv Bhasin from IIFL Securities offers insights on various stocks and sectors. He recommends Idea, Vedanta, Maruti, Indiabulls Real Estate, and Vodafone Idea. Bhasin says: \”For me, today belongs to Vodafone Idea. This FPO is the only opportunity to get the stock at Rs 11. This is going to be the stock of the year.\” His analysis covers HDFC Bank, Reliance Industries, GAIL, Wipro, and HCL Tech among others.

Kenneth Andrade anticipates significant growth in the power market, emphasizing massive investments in energy capex equivalent to India\’s GDP over the next 15 years. He discusses the impact on various sectors and the rationale behind his pharma holdings, focusing on profitability potential. Andrade says he is avoiding banks because he chooses to be on the asset side and not on the liability side.

Aditya Arora of Adlytick recommends defensive stock picks like Lupin and Voltas. With the market rebounding from key levels, he says the focus should be on theme-specific smallcaps/midcaps. It is time to be cautious as we are seeing adecline in global tech stocks. Arora says it time to be bullish on sugar and metals.

Sandip Agarwal asks: \”Despite a strong TCV, why is the growth guidance so low? We are not able to connect the dots of what is pulling down growth so much and why they are projecting this kind of growth. In my view, this guidance and these numbers are on the lower side of what anyone would have been anticipating.\”

Rakesh Parekh talks about the key drivers for the market — a combination of ample liquidity, pro-growth government policy direction, investments and capex entering an upcycle as well as corporate balance sheets that remain conducive for investments. He says: \”We are encouraging clients to add to their equity positions with a long-term perspective in mind to take advantage of this opportunity.\”

Sandip Sabharwal discusses the challenges and opportunities in various sectors, emphasizing the importance of waiting for corrections to invest in high-growth potential stocks. He provides insights on telecom, exchanges, IT, consumer stocks, and global trends.

Hemang Jani remains cautious on the IT sector. He says \”the only positive takeaway is that the market is already sensing that there would be a significant negative growth of about 1% to 1.8% in terms of quarterly revenue growth for Infosys. The next year guidance was anywhere from 3% to 5%, which is mediocre. So, it would be best to stay away from IT till we get more colour on growth.\”

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.