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Abhay Laijawala is positive on IT stocks with small overweight.
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For the current fiscal, DB analysts expect Sensex FY18 earnings to increase 23 percent Y-o-Y, says Abhay Laijawala of Deutsche Bank.
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There are more headwinds rather than tailwinds for the financial sector and we remain underweight, says Deutsche Equities.
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Among some of the landmark reforms beyond the GST, Abhay Laijawala sees a high probability of FDI in multi-brand retail, agricultural marketing reforms and amendments to the Prevention of Corruption Act.
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Abhay Laijawala of Deutsche Bank says while he remains excited about the roll-out of the GST (Goods & Services Tax) in July, he sees this impacting consensus earnings in second half of FY18 following the rollout.
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Abhay Laijawala of Deutsche Bank says midcaps should attract a disproportionate amount of funds from domestic & institutional investors and should continue to outperform large cap indices.
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On his Budget takeaways, Abhay Laijawala, Head of India Research at Deutsche Equities says the stand out has been the Finance Minister‘s ability to balance all compulsions and sticking to path of fiscal consolidation for the third consecutive time. International investors as well as global rating agencies will view this credibly, he says.
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Announcements on roadmap for rationalising the corporate tax architecture by lowering the tax rate and phasing out exemptions are expected, Abhay Laijawala of Deutsche Bank says.
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Abhay Laijawala of Deutsche Bank says based on a bottom-up aggregate of estimates, the Sensex is likely to post earnings growth of 15.4 percent YoY in the December 2016 quarter.
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Speaking to CNBC-TV18, Abhay Laijawala said the there will be a transition from monetary policy to fiscal policy for which the market is not prepared and expects the market to remain volatile with a downward bias for the near term.
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We reiterate our overweight stance on domestic/defensive sectors, i.e. consumers, utilities, energy, and healthcare, says Abhay Laijawala of Deutsche Bank.
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Abhay Laijawala of Deutsche Bank says with record Kharif output likely to give significant boost to rural consumption sentiment and other factors such as 7th Central Pay Commission also supporting aggregate demand in the economy, it will likely result in consensus upgrades to earnings of consumer and rural interfacing sectors and stocks.
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After meeting 30 investors across key financial centres in EU and UK last week, Abhay Laijawala of Deutsche Bank says investors appear to be unanimously positive on India and believe that India offers the best risk-reward within emerging markets (EMs).
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Abhay Laijawala, Head - India Research at Deutsche Equities is of the view that IT sector biggest underweight and the risks still remain with it.
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Abhay Laijawala, Head - India Research at Deutsche Equities likes the consumption oriented stocks including tractor, 2-wheelers and oil marketing companies.
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There is an expectation of a small correction in markets, says Abhay Laijawala, Managing Director and Head of Research, Deutsche Equities, but if we see a global market contagion, there could be bigger sell-offs in the Indian markets.
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In the near term, the commentary/actions of Federal Open Market Committee (FOMC) in the upcoming meeting on September 21 will likely set the tone for global capital flows, Abhay Laijawala of Deutsche Bank feels.
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Be prepared. India is likely to see positive confidence shock with consumer discretionary and retail financiers to be benefitting the most. According to Abhay Laijawala of Deutsche Bank Multiple 7th Pay Commission, good monsoon, low interest rates and easing liquidity should provide a significant boost to aggregate demand in second half of FY17.
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Potential stock beneficiaries include Bajaj Finserv, GSK Consumer, Hero Motocorp, LIC Housing Finance, Titan Company and Whirlpool India, Abhay Laijawala of Deutsche Bank feels.
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Abhay Laijawala of Deutsche Bank's top picks include Hero MotoCorp, Mahindra & Mahindra, Whirlpool, Zee Entertainment, Godrej Consumer Products, BPCL, Shriram Transport, Sun Pharma, SKF, IRB Infra, UPL, Shree Cement and NTPC.
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Small savings rate cut is a significant policy reform, which will pave the way for a market-linked interest rate structure and enable faster monetary transmission, Abhay Laijawala of Deutsche Bank feels.
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Abhay Laijawala's top large cap picks are BPCL, Godrej Consumer, Hero Motocorp, M&M, NTPC, Shree Cement, SBI, Sun Pharma, Titan Company and Zee Entertainment.
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Abhay Laijawala, Deutsche Bank believes that corporate earnings are likely to turnaround in 2016, benefitting from an urban consumption recovery, a positive multiplier impact of government's push on public investments, a possible reflation in WPI and favourable base effect.
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He believes corporate earnings are likely to turnaround in 2016 and the worst is over.
