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May 28, 2023 10:18 AM IST Suresh Soni believes the capital goods sector would continue to report good earnings based on above parameters.
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May 27, 2023 08:47 AM IST Green Portfolio PMS founder Divam Sharma, however, keeps a distance from the gas space. He says gas stocks are highly dependent on government policies as well as the price of crude and is a very volatile space to be in
- May 27, 2023 07:24 AM IST
Wood has also increased his overweight position in Indian, Korean and Taiwanese stocks by 100 bps in his Asia-Pacific ex-Japan portfolio
- May 26, 2023 07:01 AM IST
Q4FY23 earnings season has broadly been in line with expectations but sector specific divergences were observed.
- May 25, 2023 06:42 AM IST
March quarter earnings until now have been broadly in line with expectations.
- May 24, 2023 06:29 AM IST
Nishit Master believes that in the near term, consumer spending will continue to be depressed due to still elevated inflation and the possibility of below-normal monsoon due to developing El Nino conditions.
- May 23, 2023 06:22 AM IST
"Auto sector is cyclical in nature and is expected to be a mixed bag in terms of earnings."
- May 22, 2023 07:20 AM IST
Based on the current momentum, technical chartist Rajesh Satpute anticipates increased buying activity in Larsen & Toubro, Persistent Systems, Reliance Industries, and Axis Bank in the upcoming days.
- May 22, 2023 06:56 AM IST
India’s growth trajectory stands out in the global context, and Nifty is trading around long-term average valuations, thereby giving a unique opportunity to investors.
- May 21, 2023 08:32 AM IST
After March quarter earnings, management commentaries have been largely optimistic about local demand especially on the rural side as well on manufactured product exports, says Asit Bhandarkar of JM Financial Asset Management
- May 21, 2023 08:47 PM IST
Given the optimism of no further rate hikes on the back of tempering inflation, the likelihood is that the economy will step on the pedal in the second half of the year, says Alok Jain
- May 19, 2023 09:34 AM IST
The spread of 125 bps between Indian and US policy rates is at a multi-decadal low, says Ahmad. He says the demand for a wide range of consumer durable goods is growing as disposable incomes and technological innovation are increasing in India.
- May 18, 2023 07:25 AM IST
On a broader level, domestic focussed companies would fare better than external focussed companies in view of their comparative less volatility, says Ajit Banerjee, Chief Investment Officer, Shriram Life Insurance Company.
- May 17, 2023 07:30 AM IST
IT companies might see further pressure holding on to the growth rates as well the margins.
- May 17, 2023 07:12 AM IST
PSU banks, capital goods, utilities and power stocks – these are the core economic related stocks that are likely to do much better going ahead
- May 17, 2023 06:35 AM IST
Talking about the top sectors to look out for, Suri mentioned that electrical equipment space, defence, hotel and auto stocks are the sectors that are leading things ahead and are all at life-time highs
- May 16, 2023 06:59 AM IST
HDFC Securities remains underweight on consumer (staples and discretionary), energy and small banks.
- May 15, 2023 07:35 AM IST
Given the ageing population and the rising demand for healthcare services, hospitals, clinics, and pharma companies should perform well.
- May 15, 2023 07:19 AM IST
Looking at the ongoing momentum, "we will not be surprised to see Bank Nifty surpassing 44,000 to hit fresh record high in coming weeks." Sameet Chavan of Angel One said.
- May 14, 2023 08:34 AM IST
Ajay Modi, vice president, research, Piper Serica, sees value in textile exporters, wood-panel companies, small banks, NBFCs and hospitality
- May 13, 2023 12:33 PM IST
Given the past issues and new rules from the RBI on ECL, (expected credit loss) the street is quite cautious on the PSU banks.
- May 12, 2023 07:48 AM IST
Small caps have become attractive on a broad basis as valuation has corrected below the long-term level, but calls should be based on stock analysis basis.
- May 12, 2023 07:31 AM IST
A round-up of top newspaper stories to keep you ahead of others.
- May 11, 2023 07:16 AM IST
The current earnings season has certainly been better than previous expectations.
- May 10, 2023 06:59 AM IST
It has been observed that the ancillary player’s businesses are less cyclical as opposed to the real estate players and they have exhibited decent growth in free cash flows
