Interview

Daily Voice | Full budget likely to be more energetic for economic development, says Union AMC CEO

There is a very clear indication that the government will continue to focus on infrastructure growth. There is a 11 percent growth in capex in this interim budget, says G Pradeepkumar of Union AMC.

Daily Voice | This market veteran rates budget 9 out of 10, is positive on PSU banks

India remains an attractive investment destination, in particular, due to rising geopolitical tensions, says Rajesh Bhatia of ITI Mutual Fund

MC Interview | Green Portfolio's Divam Sharma lists 3 sectors to bet on after Budget 2024

Divam Sharma does not have significant investments in the PSUs, despite its notable outperformance in the lacklustre market.

Nothing new in Interim Budget; see deep value in energy, power, PSUs, metal, cement: Quant's Sandeep Tandon

Traditional themes will continue. Power, PSU banks, and large infrastructure projects theme continued. In fact, the budget has lost its relevance due to continuous announcement of policies throughout the year, says Sandeep Tandon of Quant Group.

Daily Voice | Revised GDP estimates, fiscal deficit will be in focus today's Budget, says Whitespace Alpha CEO

The fiscal deficit will be a crucial indicator that will shed light on the government's policies and management, says Puneet Sharma

MC Interview | FM may focus on tax regime enhancement, says this smallcase manager

A cautious approach towards the banking and NBFC sectors seems prudent in the near term, says Karthick Jonagadla.

Daily Voice | Renewable energy, domestic tourism, travel are this investment professional's long-term plays

At the macro level, the earnings and the management commentaries are more or less looking good, says Santosh Joseph, founder and CEO, Refolio Investments and Germinate Investor Services LLP

Daily Voice | DBS Bank's CIO picks 4 Indian 'sectoral jewels' for 2024

In the absence of structural imbalances among households and companies, a US economic 'soft landing' remains base case scenario for DBS Bank, says Hou Wey Fook

MC Interview | Steel demand may see blip in election quarter in India but otherwise likely to remain strong: JSW Joint MD

The company continues to scout for acquisitions to secure raw materials, Joint MD and CEO Jayant Acharya said. 

Daily Voice | Devang Mehta picks 7 themes that will play out beyond Budget 2024

Volatility will prevail in the short term and long-term investors should embrace it. Reacting to daily events is injurious for long-term portfolio and also hampers wealth creation, says Devang Mehta

MC Interview | India demand will be strong, Netherlands will see recovery from the current quarter: Tata Steel MD

The company will miss its target to reduce debt by $1 billion in fiscal year 2023-24 by a mile, TV Narendran told Moneycontrol. 

Daily Voice | This investment professional expects no major surprises in budget; pegs on chemical space

Arun Chulani remains constructive of the prospects of corporate India.

Chartist Talks | These 2 stocks, with bullish setup, to generate healthy alpha before and after budget, says this analyst

Vinay Rajani of HDFC Securities ruled out possibility of Nifty breaking 20,500 mark.

Daily Voice | Market may complete 10% correction is likely scenario but post budget, says this CIO

The road map to increase power through RE (renewable energy) both solar and wind and green hydrogen should emerge as a mega trend for the next few years, says Umeshkumar Mehta.

Daily Voice | Private banks to face increased pressure, says Nishit Master of Axis Securities

The interim budget will be a non-event for the market as the finance minister is unlikely to announce significant reforms, which will be left for the full budget that will come after the Lok Sabha elections, says Master

Daily Voice | This market strategist says downside risk to HDFC Bank limited

In terms of sector preference, Gaurav Dua of Sharekhan says IT services, PSU banks and pharma sectors should outperform this year

Daily Voice | This market veteran sees bubble in 70% mid, smallcap stocks, suggests caution

In 2018, ZEE share was trading near Rs 600 and today after 6 years it is trading at Rs 160, so even long-term investors did not make money in this stock, which makes Amit Jain feel empathic for their pain.

Daily Voice | Green transition a strong investment theme for next 10 years, says Emkay's Seshadri Sen

Emkay's Seshadri Sen expects Nifty returns to be muted at around 10 percent in 2024, though the broader trend should remain the same as in the previous year

Chartist Talks | Rally's over, it's time for Nifty to correct itself, says Indiacharts' Rohit Srivastava

The Adani group of stocks are interesting because a year back they went down on negative news, says Rohit Srivastava.

Daily Voice | 2024 will be strong for equity markets if FED policy change happens, says Narnolia's Shailendra Kumar

While the fiscal deficit, changes in taxation, and capex will grab the headline, Shailendra Kumar will be tracking the initiatives towards reviving rural consumer demand very closely during the forthcoming interim budget.

Daily Voice: This fund manager explains why private banks is a great space for long term amid near-term concerns

Santosh Kumar Singh of Motilal Oswal AMC is not expecting any major announcement as the interim budgets are generally vote on accounts. However, he would like to see the intentions in the budget.

Daily Voice | Capex, populist measures and fiscal consolidation are on Ambit CEO's budget watchlist

Sushant Bhansali expects the interim budget to strike a balance between road, railways and other infra projects

Daily Voice | Nimesh Chandan of Bajaj Finserv AMC picks 6 'megatrends' for a solid portfolio

The Bajaj Finserv Asset Management CIO says railways might be the focus of capex announcements in the interim budget, which would likely be a muted affair

MC Interview | Infra co boards reluctant to invest, revamp of PPP model may help assuage concerns: Vinayak Chatterjee

To meet India's aspirations of building quality infrastructure, a minimum 8% gross capital formation in infrastructure as a percentage of GDP is needed, he says.