Daily Voice: This smallcase manager believes these 4 sectors are compelling contra plays for 2025
While global risks persist, valuations have become more attractive, making IT a compelling buy for long-term investors, said Robin Arya.
Fed likely to deliver 2-3 rate cuts in 2025, but with pauses: Invasset's Anirudh Garg
Garg believes that even though US inflation is currently under control, the Fed Chair's comments on being data dependent implies that they cannot afford to let it spiral out of control.
Daily Voice: Despite correction, FMCG valuations remain higher, says Srinivas Rao Ravuri of Bajaj Allianz
FMCG companies have been facing challenges with weak growth recently. While rural markets continue to grow at a modest pace, the slowdown is more pronounced in urban markets, said Srinivas Rao Ravuri.
Daily Voice: Narnolia's Shailendra Kumar explains why HDFC Bank remains a top contrarian investment opportunity
Shailendra Kumar anticipates low double-digit market returns for 2025. However, he expects these returns to materialise towards the end of the year as valuations at the beginning of the year are not favourable.
Daily Voice: This fund manager believes govt likely to meet FY25 capex target given its strong focus on infra, capital intensive sectors
An increase in government capex in the upcoming Budget is likely, as it aligns with the government’s goal of stimulating economic growth and creating jobs, said Anirudh Garg.
Chartist Talks: SBI Securities' Sudeep Shah picks 2 Nifty stocks for next week but advises avoiding this FMCG major
Sudeep Shah believes the Nifty IT is likely to give strong bullish momentum in CY 2025. In July 2024, the index has given a stage-2 Cup pattern breakout on a monthly scale. As per the measure rule of Cup pattern, the upside target is placed at 52,700 level, which is likely to test in the coming calendar year.
Daily Voice: This fund manager believes these 4 sectors are likely to gain prominence in 2025
The primary concerns for markets for 2025 include geopolitical tensions impacting global supply chains, policy uncertainty, slow earnings growth due to elevated interest rates, persistent inflationary pressures, says Sonam Srivastava.
Daily Voice: OmniScience's Ashwini Shami expects double-digit earnings growth in 2025, Union Budget to fuel market rally
Ashwini Shami strongly believes that Indian economy is on a multi-year high-growth trajectory, supported by strong infrastructure-building initiatives, growth investments and favourable geo-strategic developments.
Daily Voice: Wallfort's Vijay Bharadia bets on these 5 themes that positioned for significant growth in 2025
In 2024, both the Sensex and Nifty posted strong returns of around 13%, a remarkable performance. However, Vijay Bharadia believes replicating or exceeding this in 2025 will be challenging.
Daily Voice: Stay away from NBFC sector as rough tide not yet over, says Motilal Oswal's Ankit Mandholia
Indian markets are likely to face significant influence from a combination of domestic and global economic events, in 2025, said Ankit Mandholia.
Daily Voice: New age business models likely to drive IPO boom again in 2025, says Pankaj Pandey of ICICI Direct
Banking stocks are looking attractive, said Pankaj Pandey. ICICI Direct is bullish on auto sector.
Daily Voice: Ladderup's Raghvendra Nath believes travel, premiumization themes to continue to perform well in 2025
Raghvendra Nath of Ladderup Wealth Management believes that the RBI will initiate a rate cut cycle starting in February 2025.
Chartist Talks: These 3 stocks will likely head north in the coming week — Sudeep Shah, SBI Securities
The momentum indicators and oscillators are suggesting strong bullish momentum in Paytm, according to Shah.
Daily Voice: This fund manager believes IPO market to remain vibrant and buoyant in 2025 as well
It is likely that India would achieve the revised growth number of 6.6 percent, Mohit Khanna said.
Daily Voice: Lower your expectations, says UTI AMC's Karthikraj on market returns ahead
UTI AMC is overweight on IT sector where there are some hopes of growth acceleration though valuations are no more as attractive, said Karthikraj Lakshmanan.
Daily Voice: IT not a strong buy, consumer discretionary outshines staples, says HDFC Securities' Unmesh Sharma
Nifty IT index is fully valued leaving minimal room for any re-rating and hence returns would be in line with the delivered earnings, said Unmesh Sharma of HDFC Securities.
Daily Voice: Marcellus' Krishnan expects RBI to revise full-year growth forecast downwards on December 6
Marcellus' Krishnan V R thinks the monetary policy committee will have complex set of choices to work through in the upcoming meeting, given the elevated food inflation and rising US bond yields.
Daily Voice: RBI to maintain hawkish stance, over 50 bps interest rate cut unlikely in 2025, says Green Portfolio's Divam Sharma
Divam Sharma of Green Portfolio believes that FIIs could take few more quarters before they come back to Indian equities.
Daily Voice: Centrum's Manish Jain believes despite strong run, this sector remains an attractive opportunity
The power transmission space will continue to witness strong growth in the near to medium term, says Jain
Daily Voice: Markets priced in most of bad news, now look for bargains at these levels, advises Yes Securities' Amar Ambani
Given the food price fluctuation and high inflation, a rate cut looks highly unlikely at this point, said Amar Ambani.
Chartist Talks: Sudeep Shah of SBI Securities explains why he is bullish on these 5 stocks
Once Nifty sustains above 24,400, Sudeep Shah expects Nifty to move towards 25,000 during the December series, but not in the first week of December.
Daily Voice: GDP growth at 7% for FY25 ambitious considering global headwinds, moderating domestic demand says this fund manager
A rate-cut cycle in February seems unlikely as the RBI is cautious about inflation dynamics, Anirudh Garg of Invasset PMS said.
Daily Voice: Star Health's Aneesh Srivastava expects FY25 GDP growth at 6.5%, private capex to remain subdued in H2FY25
Considering both domestic growth dynamics and the challenging global economic environment, it is likely that one will continue to see either price or time correction in the equity markets in the near future, said Aneesh Srivastava.
Daily Voice: Don't see major triggers for midcap & smallcap correction, says this investment strategist
Many midcap stocks were significantly overvalued earlier. With recent corrections, approximately 30 percent of these stocks are now trading at more reasonable valuations. The situation is similar for smallcaps, said Vikas Gupta.
