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.
Daily Voice: Purnartha's Devendra Phadke believes private banks can deliver alpha over the next year
If the IMD is proven correct in its monsoon forecast then the ‘rural demand recovery’ as a theme will play out very well, says Devendra Phadke.
We are on track to grow very quickly next year and in subsequent years: Tata Power CEO
The company plans to invest nearly Rs 20,000 crore in FY25, of which half will be on renewable energy, with the rest divided between generation and pump hydro.
Chartist Talks: Bearish signal to turn strong if Nifty breaks down April lows, says Jatin Gedia
FMCG and IT sector stocks are bouncing from long term support of their respective 200-day moving averages.
Manufacturing entry to help de-risk against supply chain disruptions; The aim is to scale up to 20 GW: JSW Energy CEO
The power utility will invest Rs 15,000 crore in FY25 to scale up capacity through the organic route. Additionally, it is on the lookout for acquisition opportunities.
Chartist Talks: Shivangi Sarda believes ABB India, Siemens can still generate 8-10% upmove from current levels
With consumption stocks in action and momentum, focus is on ITC which is steadily making a base for a fresh leg of rally, says Shivangi Sarda.
Daily Voice: This fund manager bullish on financials and IT, sees potential wealth generation
Santosh Kumar Singh remains extremely bullish on the non-lending financials space specifically insurance.
Daily Voice: These 2 sectors could potentially see a turnaround in earnings in FY25, says Tejas Gutka of Tata AMC
The earnings season has so far largely progressed in line with expectations, says Tejas Gutka
Chartist Talks: Amol Athawale of Kotak bullish on these 3 stocks, but bearish on Nifty 50
Amol Athawale believes to stick with good quality frontline IT companies would be the ideal strategy for the positional traders.
Daily Voice: Don't expect a big surprise in general election results, be a buyer on dip, says this portfolio manager
Ashwini Shami sees general elections as a low probability but high-impact event on the negative side in the short run.
Chartist Talks: Milan Vaishnav worried about market mood as Nifty and VIX rising simultaneously look absolutely unhealthy
The Nifty Realty index is not yet overbought on the charts. It has hit a fresh 52-week high following classical consolidation, said Milan Vaishnav.
Daily Voice: This fund manager is upbeat on capital goods, financials; capex, rate cut the next big play
The markets are forward-looking and seem to have already factored in potential rate cuts, which explains the buoyancy in sectors like metals, real estate, and automobiles, says Anirudh Garg.
Chartist talks: REC, PFC look overbought, but no sign of trend reversal for Zomato, says Ashish Kyal
For the coming week, one can use a pullback on the Nifty to sell weekly Call options for a strike of 23,050, as it will not be easy for the index to break above 23,000 unless strong momentum is witnessed across the sector, says Ashish Kyal.
Chartist Talks: Sudeep Shah advises Bull Call Spread strategy for Nifty next week, picks these 2 largecaps
With the global markets on a rebound mode post the US Fed Policy announcement, Shah, of SBI Securities, feels Nifty could continue consolidating between 22,280 on the downside and 22,800 levels on the upside in the coming week.
Daily Voice | Manufacturing, deep tech, exports should be key themes for the post-election government: Utkarsh Sinha
The Managing Director of Bexley Advisors also points out that rural India is 'very much the untapped base of the iceberg.'
Daily Voice: These top three themes to make India's economic outlook brighter, DBS Bank's ED
A slower pace of disinflation, rebound in commodity prices, the geopolitical situation, and credit accidents are potential risks for global central banks, says Radhika Rao.
