Kotak’s Sanjeev Prasad: How much should investors pay for future growth?
As the market stands, valuation remains a niggling worry for many. Sanjeev Prasad, MD, Kotak Institutional Equities, tells you how to mute the noise and where to step in to make money
Chartist Talks: Technical factors indicate bullish sentiment in Nifty, bullish on these 2 stocks for next week, says Sudeep Shah of SBI Securities
Any sustainable move above the level of 24,700 will lead to a sharp upside rally in the Nifty 50 upto the level of 25,000, followed by 25,200 in the short term.
MC Interview | Tata Power targeting 50% of revenues from consumer-focussed businesses by 2030: MD
Praveer Sinha, the company’s MD and CEO, feels that the steep rise in its share price is just an early indication of the headroom for further growth as investors re-rate it for its consumer-centric businesses.
Biocon plans to expand margins to 25%, led by new products and markets: Group CEO Peter Bains
Bains described FY25 as a year of consolidation for the biosimilars business. And with the expansion of Biocon's vertically integrated model into new geographies, he also anticipates the drugmaker's portfolio growth to gain momentum.
Chartist Talks: This analyst sees more correction if Nifty breaks 24,500; advises 2 stocks ideas
Going ahead, the 50-day EMA zone of 51,050-51,000 will act as immediate support for the Bank Nifty. If the index slips below the level of 51,000, then the next support is placed at 50,450-50,400 zone.
Chartist Talks: Deploy bull call spread strategy in Nifty; 2 stocks look strong, says Sudeep Shah of SBI Securities
Shah says the Bank Nifty is likely to witness a pullback rally in the short term. The 50,500-50,400 zone will be a crucial support for the index.
Budget 2024 shines with 9/10: MOFSL's Duggad applauds infrastructure boost, flags missed consumption growth
The government eschewed populism, once again and instead continued on the path of fiscal consolidation and capex push, says Gautam Duggad.
MC Interview: Rural consumption unlikely to grow in a hurry, although budget increased allocation to rural schemes, says Sandeep Bagla
The Budget is tough for investors in the sense that they will now have to fork out a greater portion of their capital gains as tax, as compared to before, says Sandeep Bagla of TRUST Mutual Fund.
MC Interview: Divam Sharma of Green Portfolio rates Union Budget 4/5, says LTCG and STCG tax increases in line with expectations
Sharma sees the continuation of the Buy the Dip strategy and bets on agriculture and renewable energy post Budget.
MC Interview: Nifty may find it hard to cross 25,000, but rally likely to continue in IT, FMCG indices, says Milan Vaishnav
While some consolidation cannot be ruled out, the rally in Nifty FMCG index can definitely extend itself as the primary uptrend stays very much intact, says Milan Vaishnav.
Chartist Talks: Sudeep Shah of SBI Securities advises caution in mid, smallcap segments ahead of budget
Technical formations clearly indicate limited upside in the Nifty 50 for the short-term.
Right time to be investing in factor funds, says Edelweiss MF’s Bharat Lahoti
Investors should look for funds that are data-driven, evidence-based, and offer controlled risk management, Bharat Lahoti, Co-head, Factor Investing, Edelweiss MF said.
Chartist Talks: IT & FMCG stocks to bolster Nifty, spotlight on top blue chips
Sudeep Shah believes that largecap and midcap IT stocks are likely to continue their outperformance in the next couple of trading sessions.
Chartist Talks: Sector rotation supports Nifty at higher levels; IT, pharma, railways, and defense to be in focus, says Sudeep Shah of SBI Securities
On the downside, if the Nifty 50 slips below the level of 24,000, then the next support is placed in the zone of 23,800-23,750 levels.
Chartist Talks: Mid, Smallcap indices may throw a surprise party, but consolidation likely in Nifty, says Sudeep Shah of SBI Securities
Nifty 50 index is likely to slide into a period of consolidation after a sharp upside rally, says Shah
Daily Voice: Joanne Goh of DBS Bank prefers small, midcaps given high growth potential
In India, favourable demographics supports broad consumption growth, with sectors like appliances and consumer electronics expected to nearly double in value by 2025, says Joanne Goh of DBS Bank.
Daily Voice: Amit Jain of Ashika Global sees correction in India on high chances of sharp dip in US markets before election
Amit Jain of Ashika Global Family Office Services still sees Nifty at 25,000 by December 2024.
Daily Voice: Unmesh Sharma of HDFC Securities expects government to stay on fiscal consolidation path in Union Budget
Unmesh Sharma believes India remains an attractive market and would continue to attract structural FPI/ FDI flows.
Daily Voice: Risk reward not favourable for banks but significantly overweight in domestic cyclicals, says Alok Agarwal of Alchemy
With per-capita income around $2500 and expected to double in 7-8 years, the consumer discretionary space is expected to see structural growth in coming years, says Alok Agarwal.
Chartist Talks: Go long on the Nifty, bet big on the railways — Sudeep Shah, SBI Securities
Shah believes that the Nifty mid and smallcap indices are likely to continue their outperformance in the next few trading sessions.
Chartist Talks: Apply Bull Call Spread strategy for Nifty, but avoid FOMO feeling amid broad-based rally, says Sudeep Shah of SBI Securities
Technically, as the Nifty 50 index is trading at all-time high levels, all the moving averages and momentum-based indicators are suggesting bullish momentum, says Sudeep Shah.
Daily Voice: Time to look for new gems that emerged in panic selling, says this investment strategist
FIIs will wait to see a stable government sworn in and also the specific ministers to get a hint on the policy tilt before doing large inflows,says Vikas Gupta.
Daily Voice: Anirudh Garg of Invasset PMS believes Nifty could cross 50,000 mark in next five years
Anirudh Garg believes the level of growth that India is set to experience will make this (Nifty at 50,000) achievable.
Daily Voice: Bet on these 5 themes for next five years, says Raghvendra Nath of Ladderup
Raghvendra Nath believes it is now prudent for investors to exit some of positions in the PSUs, and reinvest in high-quality, high-growth opportunities.
