Market assuming status quo on government; 10-15% correction possible if not: Long-short fund manager Rajesh Bhatia on election, portfolio positioning
Bhatia says investors should not lose sight of the bigger picture and stay invested in India while managing short-term fluctuations
Daily Voice: Wait for earnings growth to catch up before taking fresh positions in defence, says Ambit CEO
Sushant Bhansali believes FY25 will be a stockpicker's market, where active fund management will have significant impact.
Daily Voice | Devang Mehta of Spark remains bullish on this theme after March quarter earnings
Capex related themes like infrastructure, capital goods, cement, automation, energy efficiency, semi conductor, building materials etc will see good traction, says Devang Mehta, Director - Equity Advisory at Spark.
Chartist Talks: Sudeep Shah of SBI Securities sees strong bullish momentum in these 2 stocks
As long as Nifty 50 is trading above the support zone of 22,750-22,700, it is likely to test 23,150, followed by 23,350 in the short term, feels Shah.
Daily Voice: Focus on these 6 sectors in case of policy continuation post general elections, says this investment advisor
Shailendra Kumar maintains positive outlook on banking, automobiles, and the consumer internet sector. Notably, the chemicals sector appears to be regaining momentum based on March quarter results.
Daily Voice: This investment veteran explains why he is bullish on power, biased towards technology leaders in equipment space
In the mid and small cap categories, valuations are higher by 20-25 percent compared to their historical range and hence Nimesh Chandan sees some chances of correction here.
Daily Voice: This CIO sees earnings improvement in 3 sectors if monsoon sets in as projected
If predictions of an above-average monsoon this year pan out, it will help agricultural output and support rural income. The market is expecting a bounce back in rural demand from a good monsoon, Ajit Banerjee said.
Daily Voice: Puneet Sharma of Whitespace Alpha explains why he is bullish on FMCG, automobile
Unless there is a major economic shift in India post elections, Puneet Sharma expects double-digit earnings growth this FY25 which may be limited to 12-13 percent.
Sambit Patra apologises for Jaganath Devotee Gaffe; Lord will remove BJP from power, says Sanjay Singh
BJP candidate from Puri Lok Sabha seat, Sambit Patra apologised for his 'Mahaprabhu is devotee of PM Modi' remarks following backlash. AAP's Sanjay Singh says that Lord Jagannath will give a befitting reply to their arrogance by removing BJP from the Centre
Daily Voice: This fund manager sees strong earnings growth of 13-15% in FY25/FY26
Cyclicals are driving earnings growth, and Axis Securities continues to be positive on the capex cycle for the medium term, says fund manager Neeraj Gaurh.
Chartist Talks: Sudeep Shah of SBI Securities explains why Balkrishna Industries, Zydus Life hold bullish structure
As long as the NIfty 50 trades above this support zone, it is likely to continue its upward movement towards the 22,800-22,850 zone, which is the upper trendline of rising channel, Sudeep Shah of SBI Securities said.
Daily Voice: March quarter earnings of MNCs, manufacturing companies surprise this fund manager
Basically, the sectors on the radar are infrastructure, railway and interestingly some technological stocks with respect to e-governance, says Hemant Shah.
Daily Voice: This fund manager explains why he is overweight on BFSI
The Indian economy remains in healthy condition and most of the macro parameters are indicating stable to improving economic environment, says Amey Sathe, fund manager at Tata Asset Management.
Daily Voice: Ladderup's Raghvendra Nath explains why he prefers PV, 2-wheeler stocks over commercial vehicle makers
Credit rating agencies also expect to see high-single-digit demand in the passenger vehicle and two-wheeler segments in the short term, says Nath.
Daily Voice: Utilities, industrials, auto segments could be leaders into market rally in FY25, says this fund manager
Jitendra Sriram says there are enough on the canvas by way of stock picking to deliver alpha.
Daily Voice: This wealth manager sees double-digit growth in large-cap indices for FY25
Rohit Sarin believes that Banking, Insurance, NBFCs and Consumer Discretionary (consumer focused) sectors should do well in the next 1 year.
Chartist Talks: Milan Vaishnav believes these 2 largecaps are in a structural uptrend, should be in portfolio
Vaishnav said he would prefer stocks with improving relative strength and low beta and believes Lupin and Tata Consultancy Services fit the bill.
Daily Voice | Defence, railways, banking, fintech, power earnings growth should accelerate in FY25: Investment strategist
Vikas Gupta has taken a contrarian call on technology companies, which, he believes, are likely to see their earnings accelerate from the second half of this fiscal year.
Daily Voice: Pick up FMCG, pharma stocks in current market, says R Venkataraman of IIFL
Given the modest near-term outlook, valuations are rich in the IT space and are poised for time correction. We forecast sector revenues to grow at 6.4 percent/10 percent constant currency in FY25ii/26ii, says R Venkataraman
Chartist Talks: Jigar Patel sees possibility of Nifty falling to around 21,000 after Lok Sabha election results
In the case of Nifty, a decision to initiate a long position will only be considered if the index closes above the 22,150 level on a daily basis. This threshold represents a critical point of confirmation for a bullish momentum, says Jigar Patel.
Daily Voice: BFSI only sector trading cheaper than long term averages, says this fund manager
Results in Q4FY24 have been broadly inline. IT earnings were slightly weaker while businesses with rural exposures have seen bottoming out of trends, says Abhishek Singh of DSP Mutual Fund
India may be an 8-month market in FY25 due to polls, efforts to improve margins will continue: L&T CFO
Reacting to the stock market's negative response to the company's performance in Q4FY24, Raman said that investors should look at profitability in a holistic manner and not focus only on a particular parameter.
Chartist Talks: Avoid Paytm for next two weeks, upward move likely to sustain in Escorts, says Sudeep Shah of SBI Securities
Paytm's major trend remains bearish, as it is currently trading 68 percent below its crucial 200-day exponential moving average (EMA) level.
Daily Voice: Capital goods, auto sectors poised for continued growth after strong Q4FY24 earnings, says this investment expert
The auto industry is not just growing but thriving. With robust growth in SUVs, EVs, and 2-wheelers and the continued popularity of SUVs offering higher margins for automakers, the sector is poised for success, Vipul Bhowar said.
