Chartist Talks: Mehul Kothari advises going long on these 2 stocks for the coming week
Kothari, DVP, who has around 15 years of work experience in technical research, is bullish on Balrampur Chini Mills and DCM Shriram for the coming week.
Daily Voice | Consumer discretionary segment to benefit most from expected rise in consumer spending: Right Horizons' Anil Rego
Rego remains positive on BFSI given its healthy growth outlook and earnings trajectory, with return ratios expected to remain healthy.
Chartist Talks: Nifty Pharma likely scaling towards 20,000 mark in May, no overbought conditions in BHEL, says Jatin Gedia
The consolidation in Nifty Pharma index is likely to breakout on the upside, says Jatin Gedia, who is a technical research analyst at Sharekhan by BNP Paribas.
Daily Voice | These 4 pharma stocks to benefit from change in 2 trends: HDFC Securities' Unmesh Sharma
The Head of Institutional Equities at HDFC Securities expects consumption demand to witness a slight pickup in FY25 and suggests adding exposure to the FMCG sector on a selective basis.
Charist Talks: Osho Krishan believes Nifty Auto to remain in uncharted territory, bullish on Balkrishna Industries
NHPC has seen strong traction in the last couple of trading sessions as it resurged from its 21 DEMA to witness an ‘Inverted Head & Shoulder’ pattern breakout on the daily chart, says Osho Krishan.
Daily Voice | These 3 sectors can offer bumper returns from current levels: Green Portfolio's Divam Sharma
An above-average monsoon will benefit cement players, who derive a significant portion of their revenues from rural housing, says the founder and fund manager of Green Portfolio.
Chartist Talks: Jigar Patel sees Bank Nifty at 51,000-52,000 by mid-May
The recent price action of Yes Bank indicates a significant development in its long-term trend, says Jigar Patel
Daily Voice: Probability of a black swan event higher for equity markets, says Kotak AMC's Nilesh Shah
The rural economy should do well with the IMD forecasts of a normal monsoon. This should support consumer stocks derated in the absence of volume growth, says Nilesh Shah.
PM Modi Exclusive Interview To News18 | Focus On Congress Manifesto, ED, CBI Raids & LS Elections 2024
In an exclusive interview to News18, Prime Minister Narendra Modi spoke about Lok Sabha elections 2024, Congress manifesto, ED, CBI raids, inheritance tax, wealth distribution tax & much more. Watch PM Modi's Interview here
Daily Voice: Nitin Bhasin of Ambit sees FY25 to be a year of normalisation of earnings estimates trajectory
Earnings growth of domestic cyclicals (largest contributor to earnings) is forecast to decelerate in FY25, says Nitin Bhasin.
Chartist Talks | Jatin Gedia recommends short iron butterfly strategy for Nifty 50, Bank Nifty this week
For Nifty, 23000 appears more probable while 23,500 would be over optimistic in May series, says Jatin Gedia.
Abhinav Bindra in conversation on the importance of mental health in sports with Nalin Mehta | Moneycontrol Exclusive
In an exclusive interview with Moneycontrol’s Managing Editor Nalin Mehta, the former Olympic athlete Abhinav Bindra talked about the importance of mental health in sports, Paris Olympics, his struggle with anxiety and his organisation’s contribution towards sensitising sports coaches & sports persons about mental health. Watch the full interview to know more!
Daily Voice: This investment expert explains why he is bullish on premiumisation theme
Abhishek Banerjee thinks markets are not pricing in any black sawn in election - which could be results at the extremes
Daily Voice: This CIO advises picking midcap ideas from these 7 high growth segments
Identifying companies with highly attractive valuation multiples in a bull market is always challenging. Right now, largecap stocks are better priced, says Shailendra Kumar.
Daily Voice: No harm adding telecom stocks but stay away from defence, for now, says Germinate's Santosh Joseph
If the Lok Sabha results are in line with market expectations, double-digit returns can’t be ruled out in the current financial year, says Santosh Joseph. From a valuation perspective, banking, IT and pharma are looking good
MC Interview: 'US bond yields might see upward trend if inflation remains a concern, Fed maintains hawkish stance'
The rise in US Treasury yields presents a complex scenario for global equity markets, with India being no exception, says Wright Research's Sonam Srivastava.
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
