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May 05, 2021 07:43 AM ISTWe believe investors have become wiser from last year’s experience and are not panic selling. In the short run, markets are driven by liquidity and sentiment, said Ravuri.
May 04, 2021 10:38 AM IST The medium-to-long-term prospects of economic recovery and earnings growth remain intact, subject to the country getting a handle on the COVID wave in a reasonable time, said Kulkarni.
May 03, 2021 07:34 AM IST If the COVID issue gets resolved by say mid-May, then we can still make up for the shortfall in the economic output. However, if this extends beyond May-end, there could be renewed fears on the economy and asset quality front, said Jasani.
Apr 30, 2021 07:29 AM IST Mid and small-caps have started outperforming and we can expect this trend to continue. So, buying growth at a reasonable price that combines both growth and value themes will perform very well in FY22, said Kulkarni.
Apr 29, 2021 08:31 AM IST We feel that sectors like IT, Banking, Healthcare, Chemicals have strong structural tailwinds and should post mid to high double-digit earnings growth in the future, says Malhotra.
Apr 28, 2021 07:50 AM IST Segments of the market such as IT, pharmaceutical, textiles which are net exporters and are dependent on global recovery are likely to remain robust, said Shah.
Apr 27, 2021 07:24 AM IST As we are expecting an economic recovery, we like financials and domestic cyclicals as an economic leverage play over the next 1-2 years.
Apr 26, 2021 07:22 AM IST FMCG sector like that of Pharma is likely to perform well in the short to medium term. The Pathology Labs are also likely to perform well in the short to medium term, says Thakkar.
Apr 23, 2021 07:49 AM IST Corporate India has been better prepared to face COVID phase 2 than before. However, demand could again regress as the pent-up demand that we saw after the first phase of COVID may not materialize. In fact, there might be some cutbacks, says Ramanathan.
Apr 22, 2021 07:16 AM IST Investors can use SIP approach to tide through some of the current volatility they see in the market, especially when investing in the mid and small-cap segments, says Agarwal.
Apr 20, 2021 08:15 AM IST After two consecutive quarters of solid earnings beats and upgrades, we expect another strong quarter, aided by a deflated base of Q4 FY20 and healthy demand recovery for the large part of Q4 FY21, said Jani.
Apr 19, 2021 09:37 AM IST IT & Pharma are long-term portfolio plays. IT space has shown resilience across time frames and is a clear beneficiary of increasing corporate spending on digitalisation and cloud infrastructure. India is well-equipped to be the pharma hub of the world, says Pandey.
Apr 15, 2021 08:42 AM IST India’s IPO market is witnessing a dream run. In FY21, almost 30 companies raised around Rs 31,000 crore. For FY22, the IPO pipeline is looking stronger, says Nagda.
Apr 14, 2021 12:24 PM IST While volatility will remain in FY22, there are sufficient tailwinds for equities to continue to do well, says Agarrwal.
Apr 09, 2021 08:07 AM IST Commodities should continue to perform even though there are near-term challenges. The cycle has turned after a long time and seems more likely to sustain, says Kulkarni.
Apr 08, 2021 08:01 AM IST There would be concerns on the rising yields in the bond market, with ample liquidity and growth rebound equity as an asset class would outperform for the next fiscal i.e 2022, says Pai.
Apr 07, 2021 08:15 AM IST The primary risk of COVID has re-surfaced again which will prompt the RBI to keep an accommodative stance in the April meet and ensure any premature withdrawal of liquidity doesn’t send a wrong message to the market, says Maheshwari.
Apr 06, 2021 08:05 AM IST We also expect that the market movement is likely to continue to become more broad based as compared to the polarisation seen over the past few years, said Shibani Kurian of Kotak Mahindra Asset Management Company.
Apr 05, 2021 08:19 AM IST Selected mid and small-cap counters have room to grow disproportionately. We keep looking for companies with lesser debt and growth plans, says Sharma.
Apr 01, 2021 08:36 AM IST India is on the cusp of a virtuous economic growth cycle, which will culminate into stronger momentum of earnings recovery and help markets perform reasonably well, says Kumar.
Mar 31, 2021 07:18 AM IST Despite the possibility of better earnings in the next fiscal, a sharp and unexpected up move in US interest rates can suck liquidity out from Indian markets and cause valuations to crash, says Banerjee.
Mar 30, 2021 07:37 AM IST FY21 has set the floor for extended growth for the next 4-5 years. FY22 too should be producing a similar kind of returns. We expect we are entering an all-around optimism phase in the Indian economy, says Kumar.
Mar 25, 2021 07:33 AM IST We strongly believe that international diversification is here to stay. We’re still at day zero in terms of Indian investors diversifying their investments beyond our local market, says Shah.
Mar 24, 2021 07:19 AM IST India is currently witnessing a V-shaped recovery so companies in Auto & Auto Ancillary, Chemicals and Technology, especially in the mid and small-cap segment, are expected to grow faster than large-cap companies, says Sachdev.
Mar 22, 2021 08:25 AM IST The 20s decade itself will be very exciting, as the pandemic has only accelerated trends that would have taken years for adopting. The decade will be known for the adoption of new technologies, says Irani.
