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Very few of the names in the broader markets traded at very exorbitant valuations, skewing the perception of the midcap and smallcap indices, said Emkay Investment Managers' CIO Manish Sonthalia.
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Sonthalia expects the Nifty 50 to see earnings growth of nearly 15 percent in FY25 and FY26.
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Looking at high-frequency indicators, "all-in-all there are no serious red flags for India", says Sonthalia
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Inflation is not a material risk at least for the next 6 months. Beyond
that we need to see how things play out. Reasonable inflation (4-5 percent) is fine with markets, said Sonthalia.
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Manish Sonthalia, Head - Equities, PMS at Motilal Oswal AMCis of the view that the time is good to accumulate Eicher Motors, Bajaj Auto and Maruti Suzuki.
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Manish Sonthalia, Head - Equities, PMS at Motilal Oswal AMC expects more upside in Larsen & Toubro from the current level and sees a CAGR growth in profit of 15 percent in 3-4 years.
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Deep-dive into the free-cash-flow generation capability of a company over at least the following 5-10 years is a must for Manish Sonthalia, CIO & Director at Motilal Oswal PMS to consider investing in it. "Ultimately, numbers don‘t lie," he says.
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Given the scenario, the biggest threat to Indian markets going ahead would be if Britain's 'separation contagion' spreads to other member countries of the EU going forward, says Manish Sonthalia, Senior Vice President at Motilal Oswal Asset Management.
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Speaking to CNBC-TV18, Gautam Sinha Roy of Motilal Oswal said that the value in the midcap space is still intact and the earnings growth cycle is yet to play out and hence it is a very good time to stay invested.
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Manish Sonthalia of Motilal Oswal Asset Management is bullish on oil marketing companies and rates BPCL and HPCL among his top picks. He says he is not bullish on upstream companies like ONGC as he feels crude prices will remain in a band between USD 40-70 for a considerable period of time.
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The next major trigger for the market will be the US Federal Reserve's decision on interest rates, Sonthalia says, adding he does not expect the turbulence in China to settle in the short term
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Despite the run and stretched valuation, one can find value in super expensive stocks. The trick is to look beyond FY17, the year market is fixated with, earnings growth and longevity of earnings growth.
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What stood out for Raamdeo Agrawal this earnings season is the margin expansion on the back of commodity price collapse.
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Manish Sonthalia, Motilal Oswal AMC says, “Markets are all about rate of change.†In an interview with CNBC-TV18, he says midcaps will outperform for a year and a half. Thereafter, it will be an earnings-led growth that has not been discounted by the market yet.
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Manish Sonthalia, Motilal Oswal AMC is bullish on the market going forward. He thinks Nifty could scale to 7000 by March 2014.
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Manish Sonthalia of Motilal Oswal has a positive view on United Spirits. "There is going to be significant improvement in the business conditions," he added.
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Manish Sonthalia of Motilal Oswal prefers Maruti Suzuki India and Hero Motocorp within the passenger car as well as two-wheeler space.
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Manish Sonthalia of Motilal Oswal AMC prefers Tata Consultancy Services, Infosys and Tech Mahindra within the IT space.
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Sanju Verma, Group CEO, Violet Arch Capital, says Order book to sales for most capital goods companies has always been pretty healthy, anywhere between 2.5-3 times revenues. But the working capital cycle is still under tremendous strain
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Manish Sonthalia of Motilal Oswal AMC prefers Bosch, Hero Motocorp and Maruti Suzuki India within the automobile space.
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Manish Sonthalia of Motilal Oswal AMC is of the view that one may stay away from capital goods space.
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Manish Sonthalia of Motilal Oswal AMC recommends buying Eicher Motors at current level. "One may also buy Voltas as the stock may move higher," he adds.
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Manish Sonthalia of Motilal Oswal AMC prefers private sector banks over public sector undertaking banks.
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According to Manish Sonthalia of Motilal Oswal AMC, one may prefer IT stocks with a view of one year as they will provide good returns.
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Manish Sonthalia of Motilal Oswal AMC advises to avoid ITC and Asian Paints at current level.
