Tag: view

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.\”

TCS leaders discuss integrating with top academic institutions, AI evolution, margin improvement, productivity focus, back to office transition, campus hiring, diversified portfolio growth, and expectations for FY25. Samir Seksaria says: \”The pricing is stable, so it is a more disciplined execution and focus on operational rigour which has delivered this margin.\”

Amit Sachdeva from HSBC Securities discusses market strategies, positive outlook on Indian market, manufacturing growth, and sectoral preferences. Despite challenges, anticipates market growth with a focus on robust sectors and balanced investments for long-term returns. Sachdeva says: \”The structural momentum for India is here to stay and that is the reason we maintain a little bit of positive bias on India, which remains an overweight market for us .\”

Sabharwal advises caution in volatile markets, suggesting opportunities in capex stocks like NCC and Ahluwalia Contracts. He highlights the importance of minimal debt and strategic stock selection for long-term investment success. In IT, downside is limited, but valuations are not cheap and that is why the upside also is restricted. So, it is a no-go sector in Sabharwal\’s view.

Aditya Arora provides insights on stock recommendations, including ONGC and Thermax. He also advises on Senco Gold\’s strong performance, the bullish outlook on the metals pack, trading opportunities in Vodafone, and key levels for Nifty and Bank Nifty. Arora says: \”The metal index is trading at 9002 odd levels. I still think it is a buy; the upside which I see is 9500 to 9600.\”

Swaminathan Aiyar critiques the BJP manifesto for lacking major structural reforms in critical areas like education and employment. Modi\’s focus on continuity and scaling up existing programmes is highlighted, with no significant tax cuts expected. Aiyar sayse the BJP is so confident that it does not think it has to compete in freebies. This is a very positive thing from the point of view of investors.

Nifty 50 is in the process of retracing the rise it has witnessed from 22,710 to 22,776. The next crucial support level is 22,370. On the upside, 22,620–22,650 shall act as an immediate hurdle from a short-term perspective, said Jatin Gedia of Sharekhan.

Sanjiv Bhasin says I \”there is a lot of froth on the markets including the domestic market.\” He discusses market trends, advising caution and specific investments. He further highlights the impact of China on metals, Zomato\’s market performance, as well as InterGlobe\’s dominance despite competitor challenges, recommending strategic investment approaches.