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.
Daily Voice: This investment expert expects policy continuity & market stability with likely NDA win
After exit polls, Nikhil, who is a Chartered Accountant and LLB, specialising in Investment banking activities, feels the market reaction can be significant if final results differ wildly from these numbers.
Chartist Talks: Use hedging strategies instead of naked options positions ahead of poll results — Sudeep Shah, SBI Securities
Shah also suggests that market participants stay away from over-leveraged trades, and feels that the automobile, capital goods, and pharma sectors are likely to outperform in the next couple of trading sessions
Daily Voice: Do not see significant market correction after election results, says Ashwini Shami of OmniScience
If a significant price action throws up new investment opportunities, Omniscience will be open to rebalance the portfolios, says Ashwini Shami.
Daily Voice: Not the time to invest in new-age companies at sky high valuations, says Divam Sharma of Green Portfolio
Divam Sharma is still underweight in the IT space. Given the recession and slowdown expectations in the west, IT companies in India have given feeble guidance.
Daily Voice: TRUST MF sees pickup in FII inflows post Lok Sabha election results
FIIs have had a positive experience investing in India and there's no reason to believe inflows will not continue following the election results on June 4th, say TRUST Mutual Fund's Sandeep Bagla and Aakash Manghani.
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.
