Daily Voice: This CEO expects double-digit returns in FY25, is bullish on these 3 sectors
Whitespace Alpha CEO Puneet Sharma advise a diversified portfolio to avoid sector-specific shocks due to election uncertainty and tensions in West Asia and Europe
Daily Voice: Here's why this portfolio manager thinks time is right to invest in IT space
Ashwini Shami of OmniScience Capital also expects the RBI to cut interest rates at least once this year to balance the currency impact of a similar action by the US Federal Reserve
Daily Voice: Sanctum Wealth's Hemang Kapasi picks 5 themes as he bets on India being $10-trillion economy
Valuations in the largecap IT space remain expensive against their pre-COVID levels and the big names are still a few quarters away from turning a corner, says Hemang Kapasi.
Daily Voice: Here is why this investment manager is bullish on real estate space
Monsoon is an important factor to watch for the recovery of rural consumption, Sachin Bajaj of Max Life Insurance Company has said, adding the Iran-Israel tensions, too, will be closely tracked
Chartist Talks | Ashish Kyal suggests short strangle strategy for Nifty in monthly F&O expiry week
From long term perspective, one can continue to accumulate Infosys on dips if time horizon is 2 years or more, says Ashish Kyal.
Daily Voice: 'Keep an eye on these 2 important sectors that lagged behind in current rally'
Companies within FMCG sector offering attractive valuations may warrant consideration over making sector-wide decisions, says Raghvendra Nath.
Daily Voice: 'Unless significant breakdown in US economy, 75 bps fed funds rate cut seems improbable in 2024'
While Marcellus Investment Managers broadly remains positive on the market, certain segments of the market, particularly in the small and mid-cap space, may face increasing scrutiny regarding valuations, says Arindam Mandal.
Daily Voice: This fund manager sees value emerging in IT but is bearish on FMCG
IT stocks are not anticipated to be the leaders in the forthcoming market rally but value is emerging in largecaps, says Anirudh Garg
Chartist Talks | Nifty 50 to stay under pressure, it's time to gather IT blue chips, says Milan Vaishnav
Milan Vaishnav sees Nifty Bank improving its relative performance against Nifty.
Daily Voice | This investment veteran sees banking and financials trade below median value, despite strong growth
Prima facie, oil prices crossing and sustaining above $100 a barrel does pose a risk and may have negative ramifications on India's goldilocks macro, says Niraj Kumar.
Daily Voice | This investment manager has 3 sectors on his radar if there is a sharp correction
Banking, FMCG and speciality chemicals are Ashika Global Family Office Services co-founder Amit Jain’s picks if the market takes a tumble.
Daily Voice: Iran-Israel conflict may drive Brent crude above $100 a barrel, but sustainability uncertain, says this investment strategist
FIIs expect increased focus on infrastructure spending, continuation of 'Make in India' and 'Make for the World' initiatives, and support for sunrise sectors and the startup ecosystem from the government post general elections, says Vikas Gupta.
SMEs far from bubble territory, FY25 IPOs will exceed FY24: SKG Investments' Kush Gupta
Companies in the SME space can be a little more tricky to evaluate as opposed to largecaps or mature midcaps, says the director of SKG Investments & Advisory.
Daily Voice: Vinit Sambre of DSP MF flags oil, inflation concerns, expects consolidation ahead
Despite surplus stock and some policy changes, the long-term outlook for sugar sector remains on the government's push for ethanol blending, says Vinit Sambre
Chartist Talks | Bears may get more strength if Nifty breaks 22,200 support, says Sudeep Shah of SBI Securities
Any sustainable move below the level of 22,200 lead to extension of profit-booking in Nifty 50 upto the level of 21,950-21,900 in short-term, says Sudeep Shah.
Daily Voice: Smart meters is a hot theme in power sector but with some caution, says this fund manager
Smart meters offer exciting growth, but navigating implementation challenges and data security will be key, says Sonam Srivastava.
Daily Voice: Premium valuations of equity largely justified as India is in strong market cycles, says Axis Securities PMS CIO
Overall, Q4FY24 earnings season is expected to be reasonably aided by healthy macroeconomic trends.
JSW Energy plans to be more aggressive in solar, wind power bids: CEO and CFO
The management said that the highly anticipated unlocking of value in JSW Neo Energy, the group’s green energy arm, may not happen soon as its Rs 5,000 crore QIP has provided enough capital for the next two years. JSW Energy is confident of reaching 20 gigawatt capacity ahead of its FY30 target, riding on organic and inorganic growth.
Daily Voice: This fund manager foresees a weak Q4 for these 4 sectors
Chandraprakash Padiyar of Tata MF expects banks, capital goods, engineering, auto, telecom and pharmaceuticals to deliver positive performance as the earnings season gets underway
Daily Voice: Capital goods, infra, pharma likely to see 15% earnings growth in FY25, says this investment manager
Divam Sharma of Green Portfolio likes aspirational consumption space, says India's growing middle class will fuel growth across segments such as luxury automobiles and travel
Daily Voice: Vikas Khemani bullish on FY25. Here are his 2 must-haves
Earnings growth is broad based, there are no macro headwinds and there will likely be a greater flow of funds after the elections, says the founder of Carnelian Asset Management & Advisors
Daily Voice: This chief investment officer explains why he is bullish on gold prices that hit a new high
India’s economy has demonstrated remarkable resilience thus far and is poised to sustain its strong performance this year, says Hou Wey Fook of DBS Bank.
Daily Voice: For mid, smallcaps, time corrections could be very painful, says Jitendra Gohil of Kotak
Jitendra Gohil of Kotak Alternate Asset Managers recommends a 75 percent weights in largecaps and 25 percent in mid and smallcaps
Daily Voice: Equity markets to be rangebound until election results, says this investment consultant
Kunal Jain, Senior Consultant and Partner at Alpha Capital, feels significant movements are anticipated only post election results, with market sentiment heavily influenced by factors such as the outcome, the final Union Budget, actions by the US Federal Reserve, and corporate earnings
