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  • Daily Voice | These financial entities qualify for a place in portfolio, says Devang Mehta of Centrum Wealth Jul 05, 2022 07:23 AM IST

    Daily Voice | These financial entities qualify for a place in portfolio, says Devang Mehta of Centrum Wealth

    Holding on to good companies in this market turmoil is the least one can do in one's wealth creation journey. In life & investing, we are trained to see action as a sign of progress.

  • Daily Voice | Focus on management commentary, FY24 outlook, suggests Aditya Sood of InCred PMS Jul 04, 2022 06:20 AM IST

    Daily Voice | Focus on management commentary, FY24 outlook, suggests Aditya Sood of InCred PMS

    We find ample opportunities to invest in the market in sectors and stocks which either have seen a sharp correction over the past year or have point-to-point negligible returns on a 3-5 years basis.

  • Nifty may drop towards 15,000 but auto may surpass record highs, says Gaurav Ratnaparkhi of Sharekhan Jul 03, 2022 01:30 PM IST

    Nifty may drop towards 15,000 but auto may surpass record highs, says Gaurav Ratnaparkhi of Sharekhan

    Auto & the IT are the sectors that are expected to outperform in the coming months. Autos have been showing strength & can continue to remain strong whereas IT is gearing up for a reversal.

  • Daily Voice | Sonam Srivastava of Wright Research sees slowdown in IT, infra, but bets on auto, FMCG Jul 03, 2022 07:45 AM IST

    Daily Voice | Sonam Srivastava of Wright Research sees slowdown in IT, infra, but bets on auto, FMCG

    The mood in the market has improved in the last couple of weeks, but this could be a short-term rebound. We did see a slight easing in European inflation. While the recession in the west is more of a reality, many expect the pain to be over sooner. Nevertheless, we cannot rule out another correction.

  • Daily Voice | Most FII money to be on sidelines till 2024 elections, says Suman Banerjee of Hedonova Jul 02, 2022 08:31 AM IST

    Daily Voice | Most FII money to be on sidelines till 2024 elections, says Suman Banerjee of Hedonova

    A bigger worry is a weak currency that is going to make imports expensive and add to inflation. We are nowhere near the bottom, a lot of liquidity of is yet to be sucked out of the markets once foreign investors exit.

  • Daily Voice | Stock pickers' market right now, Autos in top gear: Ashutosh Tiwari, Equirus Jul 01, 2022 12:44 PM IST

    Daily Voice | Stock pickers' market right now, Autos in top gear: Ashutosh Tiwari, Equirus

    It is time to bet on auto shares for over-sized returns, in the next 2-3 years. That's the view from Ashutosh Tiwari of Equirus, who said IT could now stay rangebound after the selloff so far, as US recession fears linger.

  • Daily Voice | Bay Capital continues to invest in these four broad themes, says founder Siddharth Mehta Jun 30, 2022 07:56 AM IST

    Daily Voice | Bay Capital continues to invest in these four broad themes, says founder Siddharth Mehta

    "We do think that the next three to six months might be challenging but for a long term investor who is able to take a five year plus view, this period presents a very good buying opportunity."

  • Daily Voice | I don't see imminent and inevitable recession in US, says Anshu Kapoor of Edelweiss Wealth Management Jun 29, 2022 07:39 AM IST

    Daily Voice | I don't see imminent and inevitable recession in US, says Anshu Kapoor of Edelweiss Wealth Management

    Most sectors have witnessed sharp downgrades and therefore contraction in valuation. We would avoid sectors which can relatively underperform. And therefore, we believe best of commodities and FMCG is behind us.

  • Daily Voice | Markets don't tend to bottom out at average valuations, cannot rule out further downside, says Chirag Setalvad of HDFC AMC Jun 28, 2022 10:25 AM IST

    Daily Voice | Markets don't tend to bottom out at average valuations, cannot rule out further downside, says Chirag Setalvad of HDFC AMC

    While Setalvad, who is Senior Fund Manager, Equities, at HDFC Asset Management Company, does not rule out a further slide. He says any meaningful downside from here would lead to attractive valuations.

  • Puneet Sharma of Whitespace Alpha expects Nifty50 stocks to fetch 12-15% return in long term Jun 28, 2022 08:11 AM IST

    Puneet Sharma of Whitespace Alpha expects Nifty50 stocks to fetch 12-15% return in long term

    Anyone investing in the equity markets should not be swayed by short-term gains or losses. The long-term market returns should make up for the fact that the market has had a poor run in 2022 till now.

  • Daily Voice | More correction likely as these four risk factors not priced in yet, says Dhananjay Sinha of JM Financial Jun 27, 2022 07:32 AM IST

    Daily Voice | More correction likely as these four risk factors not priced in yet, says Dhananjay Sinha of JM Financial

    We have not yet seen actual earnings downgrades; we expect that to begin with the Q1FY23 results.

  • Don't try to time the market, advises Siddharthaa Bhaiya of Aequitas Jun 26, 2022 08:03 AM IST

    Don't try to time the market, advises Siddharthaa Bhaiya of Aequitas

    Today the excessive money printing, the supply chain disruptions, the resurgent demand and resultant inflation are risks that have all been priced in with the benefit of hindsight.

  • Chart patterns hint at more downsides, wait for panic bottom at 14,000 on Nifty, says Mazhar Mohammad of Chartviewindia Jun 26, 2022 07:56 AM IST

    Chart patterns hint at more downsides, wait for panic bottom at 14,000 on Nifty, says Mazhar Mohammad of Chartviewindia

    Underperformers of the last leg of bull market should be avoided including midcap private banks.

  • MC Pro Weekender | A new narrative Jun 25, 2022 12:28 PM IST

    MC Pro Weekender | A new narrative

    Stock markets are celebrating the turn in inflation, but the bond markets are looking at the coming slowdown

  • Daily Voice | Chances of a bear market higher than that of an economic recession: Vivek Sharma of Estee Advisors Jun 25, 2022 08:33 AM IST

    Daily Voice | Chances of a bear market higher than that of an economic recession: Vivek Sharma of Estee Advisors

    Commodity producers always do well in high inflation regimes. During recession, sectors catering to essential goods do well, said Vivek Sharma of Gulaq

  • Daily Voice | FII selling may now abate, banks ripe for up move over 12 months Jun 24, 2022 08:13 AM IST

    Daily Voice | FII selling may now abate, banks ripe for up move over 12 months

    Many new-age companies may delay their IPOs, and weaker companies may never become public. Axis Securities believes that they could get merged with stronger ones, if global liquidity taps dry up.

  • Daily Voice | Large cap space more attractively priced right now, expect migration from mid-small caps if volatility continues, says Abhay Agarwal of Piper Serica Jun 23, 2022 08:51 AM IST

    Daily Voice | Large cap space more attractively priced right now, expect migration from mid-small caps if volatility continues, says Abhay Agarwal of Piper Serica

    We expect FPI flows to become positive only after the global markets stabilize and crude price corrects to well under $100 a barrel.

  • Daily Voice | More capital drain on cards, expect 15% more correction, says R Venkataraman of IIFL Securities Jun 22, 2022 08:16 AM IST

    Daily Voice | More capital drain on cards, expect 15% more correction, says R Venkataraman of IIFL Securities

    Monetary policy looks likely to tighten more rapidly than the market can take, and this will be amplified by liquidity contraction through reserve ratio increases / central bank balance sheet run offs.

  • Daily Voice | Current correction suggests that market seems to have started pricing in expected earnings downgrades, says Harshad Patil of Tata AIA Life Insurance Jun 21, 2022 08:05 AM IST

    Daily Voice | Current correction suggests that market seems to have started pricing in expected earnings downgrades, says Harshad Patil of Tata AIA Life Insurance

    "Foreign institutional investors (FIIs) have been sellers in the Indian equity market for many months. We believe that FII flows have a direct linkage to the global sentiment, which currently looks a tad weak."

  • Daily Voice | It's time to raise equity allocations, bet on insurance, pharma, tech stocks, says Arun Malhotra of CapGrow Capital Jun 20, 2022 07:28 AM IST

    Daily Voice | It's time to raise equity allocations, bet on insurance, pharma, tech stocks, says Arun Malhotra of CapGrow Capital

    When comparing the current scenario to that in the past 4-5 years, the specialty sector is expensive now as stock prices have risen.

  • Daily Voice | These four stocks may double earnings over 3-4 years, says Anil Rego of Right Horizons Jun 19, 2022 08:59 AM IST

    Daily Voice | These four stocks may double earnings over 3-4 years, says Anil Rego of Right Horizons

    The renewable industry is expected to grow 4X in size by 2030 to 450-500 GW. We prefer solar on the renewables side and would like to wait for further valuation cool down in fossil fuel-based power companies.

  • Daily Voice | Exide Life CIO Shyamsunder Bhat sees substantial FII purchases next year with potential portfolio re-allocations Jun 18, 2022 08:57 AM IST

    Daily Voice | Exide Life CIO Shyamsunder Bhat sees substantial FII purchases next year with potential portfolio re-allocations

    The pharma sector and the FMCG (consumer staples) sector would fare better in a recessionary environment, to an extent. However valuations in most of the FMCG companies, and in some of the pharma companies, may not offer much upside from present levels.

  • Daily Voice | V Srivatsa of UTI AMC believes inflation impact would be temporary on these three sectors Jun 17, 2022 08:26 AM IST

    Daily Voice | V Srivatsa of UTI AMC believes inflation impact would be temporary on these three sectors

    "Impact of inflation for the next couple of quarters is discounted by the markets and any high inflation beyond that would affect earnings."

  • MC Interview| With 75 bps Fed rate hike and another one in near future, US growth will certainly be hit: Rajiv Shastri of NJ AMC Jun 16, 2022 04:06 PM IST

    MC Interview| With 75 bps Fed rate hike and another one in near future, US growth will certainly be hit: Rajiv Shastri of NJ AMC

    The Indian economy is in a long-term growth phase which makes the Indian equity markets a compelling long-term investment.

  • Daily Voice | High inflation likely to persist for another two quarters, says Rahul Bhuskute of Bharti AXA Life Jun 16, 2022 11:36 AM IST

    Daily Voice | High inflation likely to persist for another two quarters, says Rahul Bhuskute of Bharti AXA Life

    Some factors that give hope to investors are a normal monsoon and robust private sector capex in specific pockets, which may provide a fillip to the markets in the second half of 2022, according to Bhuskute

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