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
Daily Voice: Industrials space can’t be ignored, invest with a bottom-up approach, says this CIO
Markets are extrapolating the current run rate in auto numbers and hence from safety point of view, autos can be avoided for the time being, Umeshkumar Mehta advised.
Daily Voice: Here's why Neeraj Chadawar of Axis Securities says FY25 will be an interesting year for markets
No significant change is expected in the RBI's policy outcome today. The RBI will likely begin the rate-cut cycle in the latter part of H1FY25, says Chadawar
MC Interview: India will continue to outperform in FY25, see many large IPOs post polls — Neha Agarwal, JM Financial
With strong GDP growth and improving market cap-to-GDP ratio, Agarwal expects that India’s market cap will hit the $5 trillion mark soon.
Daily Voice: Power, infra, clean tech among top FY25 themes for this fund manager
Ashwini Shami, executive vice-president P) and portfolio manager, OmniScience Capital, expects the RBI to take cues from the US Fed on interest rates. The US central bank may cut rates in May or June, he says
MC Interview | Rs 1 lakh cr hydrocarbon order book gives revenue visibility, not worried about Saudi project deferment: L&T energy head
In a wide-ranging interview with Moneycontrol, Subramanian Sarma, spoke about opportunities emerging out of decarbonisation and energy transition, L&T’s hiring strategy in the Middle East, and how the company is managing high attrition.
Daily Voice: No rate cut before second half of FY25, says Anil Rego
The Right Horizons founder says Indian companies saw more upgrades than downgrades in the previous two quarters despite challenges and the earnings momentum is likely to continue in FY25
Daily Voice: Here are Rajesh Bhatia's 2 portfolio picks for FY25
The ITI Mutual Fund chief investment officer is also positive on NBFCs. Some of the non-banking firms have evolved through the years to make a niche for themselves with in terms of growth as well as asset quality, he says
Daily Voice: Won’t be surprised if smallcaps see another wave of correction, says Varun Lohchab of HDFC Securities
The Q4 quarter will again be a weak one for IT companies in the absence of a clear roadmap towards demand growth, however, the market this has already priced it in, says Lohchab
Chartist Talks | Save your profits until Nifty climbs 22,550-22,600 zone with conviction, says Milan Vaishnav
Milan Vaishnav said one can go for a short strangle for Nifty (selling CE 22,600 and selling PE 22,000). This is likely to see a yield of approximately 3 percent per lot on the capital deployed.
Daily Voice: This CIO expects RBI to wait till August policy before changing its current pause stance
Sectors related to government capital expenditure will continue to do well in FY25. Companies involved in infrastructure work, defence production, electronics manufacturing will report strong earnings growth in FY25, says Shailendra Kumar.
Daily Voice: These 4 sectors may witness turnaround in FY25, says Union AMC's Hardick Bora
Bora sees large-caps outperforming their smaller counterparts in FY25, as he expects information technology, retail/QSRs, chemicals, and private banks to post a turnaround.
