Jan 22, 2021 08:22 AM IST
There is always a pre-budget rally in fertilizer, agri, and railway-related sectors which invariably fizzles out after budget. Instead, investors will be better advised to focus on longer-term trends.
- Jan 21, 2021 03:47 PM IST
While junior employees will get their increments effective April 1, senior employees’ salary increases will be rolled out in July.
- Jan 21, 2021 07:52 AM IST
Some of the pre-budget trading picks are: Ultratech Cements, L&T, SBI, Bharat Electronics, BPCL, Mahanagar Gas, and Century Plyboards, recommends Dua.
- Jan 20, 2021 07:47 AM IST
Good companies on the principle of ‘never waste any crisis to bring desired changes’ have reduced costs, strengthen the balance sheet, and are likely to thrive by gaining market share, says Kulkarni.
- Jan 19, 2021 02:47 PM IST
FDI inflows for FY21 are likely to be about $43 billion which is an all-time high but these also include certain bulky tech-related stake sales.
- Jan 19, 2021 07:48 AM IST
In the current environment, it would be best to take a 3-year view as the economy and earnings would have normalized by then. From current levels, we can expect a 10-12 percent CAGR return for the Nifty, says Patil.
- Jan 18, 2021 10:55 AM IST
Medium-term investment opportunities are still available in pockets like metals, commodities, and cyclical, though they have turned risky, says Mehta.
- Jan 17, 2021 01:29 PM IST
If markets manage to surpass the highs of the week gone by, then the bullish bias will resume. In such a case, we could see Nifty hitting 15000 and Sensex 51500 by the Union Budget, says Chinchalkar.
- Jan 16, 2021 01:13 PM IST
We expect high beta stock like most small and midcaps to witness correction as the liquidity is likely to shift towards the blue-chip/large-cap and other defensive segments before the event, says Biswa.
- Jan 15, 2021 08:05 AM IST
Ample liquidity helps lubricate the economy which can have multiple levels of positive growth. So, in a way markets and economy feed off each other when there is ample liquidity, says Ramanathan.
- Jan 13, 2021 08:33 AM IST
The real concern for markets in 2021 to my mind is actually the market factoring too much and too fast from the current levels too. In that case, the risk of having bigger drawdowns obviously increases later on, says Bhole.
- Jan 12, 2021 08:06 AM IST
Liquidity is one of the key reasons behind the rally in markets. If we see any breaks over there it would be a cause for worry in the year 2021, says Tiwari of Equirus Securities.
- Jan 11, 2021 12:22 PM IST
In an interview with Moneycontrol, Sameer Mehta, CEO of boAt Lifestyle- the headphones and audio brand talks about the importance of local manufacturing, what makes boAt different, and provides insight into one of India's hottest new consumer brands
- Jan 11, 2021 10:54 AM IST
The momentum for the market has been strong enough to drive Nifty to new all-time high levels. With this feat, the market seems to be stretched on the valuation front at the higher end, says Mehta.
- Jan 11, 2021 08:24 AM IST
We believe cyclical like Consumer Discretionary & Real estate etc. are already benefitting from lower interest rates. Any further announcements to stimulate consumption demand will help these sectors, says Gupta.
- Jan 10, 2021 11:06 AM IST
Small and midcap stocks have fared better than the blue-chip stocks, broader market indices seem to be supported by the Auto & ancillary, Banking stocks, and Pharmaceutical sectors, says Garg.
- Jan 10, 2021 10:36 AM IST
We expect Nifty earnings to grow by 39 percent and 20 percent in FY22E and FY23E, respectively. The NIFTY50 is trading at 20x FY22E earnings, which is ~13 percent premium to its historical valuation.
- Jan 09, 2021 10:55 AM IST
Buy on dips has been rewarding for a record nine months and we still don’t have an inflection point to decide to sell on rallies, says Joseph.
- Jan 08, 2021 08:11 AM IST
Broad market revival is expected and sectors sensitive to the economy such as banks, commodities, and industrials. These have underperformed for many quarters and the trend may reverse, says the Director at Elixir Equities Pvt Ltd
- Jan 07, 2021 08:20 AM IST
Most of the FIIs/ HNIs that we interact with are bullish on the prospects of emerging markets, especially India from a 2-3 year perspective, says Pathak.
- Jan 05, 2021 08:37 AM IST
Max Life Insurance CIO says stock market valuations are stretched as most asset classes have been performing. Returns next year may be in the low double-digits or high-single digits for the overall market, but there is money to be made by astute sector and stock picking
- Jan 04, 2021 04:25 PM IST
Big 4 firm PwC which provides audit, tax and advisory services has a new man at the helm of affairs in India. And the chosen one is a soft-spoken, ever-smiling dealmaker. Sanjeev Krishan, who has risen from the ranks, takes charge of the firm, as the corporate world looks to rise from the scars of the pandemic and trudge towards a revival.
- Jan 04, 2021 09:07 AM IST
The Year 2021 may not have a constant trend but it would certainly have opportunities arising on both sides due to the overbought nature of the market, says Uttekar.
- Jan 04, 2021 07:56 AM IST
From an investor perspective, in a boom phase, investing requires absolute care. Given that equity as an asset class has rallied continuously, one has to be cautious, says S Naren of ICICI Prudential Mutual Fund.
- Jan 03, 2021 07:21 AM IST
The stock market may not show the same kind of buoyancy in 2021 given that the market has already run ahead of its fundamentals, says Umesh Mehta of Samco Group.