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.
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
