The industrial sector is the only one to have seen an influx of FII money every month since May 2022
In this edition of Market Minutes, N Mahalakshmi talks about how to play capital goods stocks ahead of the Budget. Market Minutes is a morning podcast that tracks the risk-reward in stock markets by putting the spotlight on keys data points and developing trends
Capital goods stocks have not witnessed any material pick-up in orders, and could see bottoming out of margins in the next 2-3 quarters.
Nandan Chakraborty of Axis Capital says, I am looking at a real bull run immediately after elections. This year it is difficult to forecast a bull market but I cannot forecast a bear market either.
Ritu Arora, Director Investments (Chief Investment Officer), Canara HSBC OBC Life Insurance Company is positive on capital goods stocks.
SP Tulsian of sptulsian.com answers queries on CNBC-TV18’s investor-interactive show, Your Call. Check out his comments to see how to trade Crompton Greaves and Alok Industries.
Investment Advisor, SP Tulsian view on capital goods stocks earnings
Capital goods stocks may see some bounce back, says Deven Choksey, MD, KR Choksey Shares and Securities.
Rajan Malik of MF Global view on capital goods stocks.
Buy capital goods stocks on dips, says Devang Mehta, Vice President and Head - Equity Sales, Anand Rathi Financial Services.