Tag: expert

Daljeet Singh Kohli advises caution in the IT sector, preferring telecom, EV, and two-wheeler sectors for investments. Kohli says: \”We do not believe IT companies are at the end of the tunnel. It will take some more time, especially the BFSI segment which is the mainstay for most of our IT companies. Unless that picks up, I do not think they will have too much to talk about in terms of numbers.\”

Anand Tandon advises focusing on tactical plays in private sector banks amidst market sector value concerns. He highlights the power sector\’s growth potential but suggests waiting for better entry points for investment in various sectors.

Sanjiv Bhasin says the \”Nifty now looks poised to regain 22,500, 22600. So, largecaps should be the biggest beneficiaries as we plough back and metals and commodities are leading. But Elon Musk\’s visit is not just symbolic, it is a showcase of the potential of what our economy holds for investing after China plus one will be even bigger icing on the cake.\”

Sanjiv Bhasin recommends strategic investments in HUL, LTI, and Indiabulls Real Estate. He advises reallocation from heavyweight stocks to capitalize on growth prospects. Opportunities also lie in ICICI Bank, Bharti Hexacom, Voda-Idea, and IDFC Bank. Bhasin further says: \”We are looking at one pullback rally because all negatives are slowly getting priced in. \”

Sudip Bandyopadhyay shares insights on various sectors. Recommends quality stocks like Larsen & Toubro and highlights optimism for TCS, concerns in FMCG & chemicals, and potential in commercial real estate and metal sectors. He further says Monday\’s correction and maybe a few more days’ corrections which we will see, provides a good opportunity to buy some of the quality stocks which have corrected.

Rupesh D Sankhe discusses the strong fundamentals in the power sector, with some companies facing stretched valuations. Opportunities exist in renewable energy sectors and ancillary companies like smart meter manufacturers and HVDC companies. Sankhe says: \”With the kind of investment that is happening on the solar, wind side, companies like Suzon Energy, Inox Wind will benefit from the RTC tenders as well as the wind auction which is happening.\”

Vidya Bala advises cautious optimism in market investments, with focus on specific sectors for potential growth. Monitoring commodity prices, market corrections, and sector shifts for strategic investment decisions amidst evolving market conditions. Bala further says: \”Moving into FY25, we are not sure if the earlier growth momentum can be maintained.\”

Vipul Bhowar\’s insights suggest continued market growth driven by government spending and private investment. Factors like inflation, oil prices, and equity market reactions play crucial roles in shaping India\’s economic landscape. Bhowar also says: \”The rise in SIPs shows a strong focus on retail investor growth, more so a shift towards small cities that contribute to the industry growth and showcase a broader financialisation of savings in smaller towns.\”

Emkay Capital Builder achieved impressive 16.75% CAGR returns, growing an initial Rs 1 crore investment to Rs 5.5 crore over 11 years. Sachin Shah provided insights on India\’s per capita income and outlined strategies for a prosperous future. He also says he anticipates accelerated growth in five key themes in the coming years, presenting exceptional opportunities for bottom-up stock selection and the creation of winning portfolios.

Rajesh Cheruvu\’s insights point to a positive market momentum in FY25 driven by central bank rate cuts, primary industries capex, and potential earnings recovery, particularly in small & midcaps. Cheruvu says sustained domestic participation in equities coinciding with the formalization of businesses post-pandemic has helped attract interest in mid & small-sized firms. Investors should be considering sectoral allocation and gold hedging strategies for the year.

Sahil Kapoor from DSP Mutual Fund discusses market recalibration due to slowing top-line growth, peak profit margins, and the need to reassess high earnings multiples in small and midcap stocks over the next 12 to 24 months. Kapoor says: \”The market is building up a very large earnings growth trajectory over the next one or two years or three years and some of those numbers appear to be a little shaky. \”

Geopolitical tensions, India-Mauritius tax treaty, key companies\’ results, and global events shape market movements. Analyst insights on strategies for TCS, Infosys, and REC offer valuable guidance for investors in navigating the complex market landscape. Deo Singh says: \”Investors are advised to stay cautious in the week ahead, given the plethora of domestic and global triggers.\”