Tag: et

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.

Investing.com– US stock index futures rose in evening deals on Sunday, recovering slightly from steep losses last week as fears of an Iran-Israel conflict battered risk sentiment, while the first quarter earnings season kicked off on a dour note.

ChrysCapital, the largest homegrown PE fund, is looking to sell GeBBS Healthcare Solutions, about six years after acquiring the Los Angelesbased healthcare business process outsourcing (BPO) company, said multiple people aware of the development. A potential deal is likely to value GeBBS at $800 million to $1 billion, the people said.

How about leaving a tip in rupees at a beach bar in Pattaya or a spa in Bangkok? Well, that could be a reality if India can pull off a currency deal with Thailand, which has emerged as one of the preferred destinations for holidays, conferences and corporate offsites, especially since the visa relaxation last year.

“The investment in metals has not kept pace with the implied demand and typically for any mining capacity to come onstream it takes 10 to 15 years.”

TCS anticipates growth in India with a recent BSNL deal. CEO Krithivasan focuses on new markets and expresses optimism about future IT industry demand. The company\’s strategic deal approach and high margins drive continued success amid market challenges.

“The investment in metals has not kept pace with the implied demand and typically for any mining capacity to come onstream it takes 10 to 15 years.”

“Till Nifty is holding about 22,500, 22,400, trend is likely to remain on the bullish side and buy on dip should be your strategy. On the higher side, once again, Nifty spot manages to cross above 22,650, 22,700, then this rally can extend further and a possible target we could see towards the 22,800 to 23,000 level.”

Investing.com — The Dow plunged Friday, as major Wall Street banks kicked off the earnings season with disappointing results, stoking worries about the strength of the upcoming earnings season at a time when inflation jitters remain front and center.