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  • Daily Voice | Pain in new-age tech sector especially in private space yet to be over, says Unmesh Sharma of HDFC Securities

    HDFC Securities remains underweight on consumer (staples and discretionary), energy and small banks.

  • Daily Voice | Emerging risk factor to Indian equity market would be quality of upcoming monsoon season, says Unmesh Sharma of HDFC Securities

    The major challenge for equities in FY24 remains interest rate path volatility. Implied Fed funds rate and hike probabilities have been swinging almost every day at an unprecedented quantum. Stocks tend to underperform during such an uncertain environment

  • Daily Voice Budget Edition | What market mavericks want from Budget 2023?

    D-Street is keenly awaiting significant announcements on infrastructure spending, tax sops, disinvestment and more

  • Daily Voice | This equities expert predicts a balanced Budget with focus on higher capex, PLI schemes

    The big headwind for the market in 2023 will be elevated volatility. This is on account of multiple factors most notably the central banks.

  • DAILY VOICE | It will remain a stock pickers' market in FY22 with bottom-up ideas still available: Unmesh Sharma of HDFC Securities

    The economy-facing ones like select banks, cement, infrastructure, real estate, utilities, PSUs, and gas stocks still have room for rerating, says Sharma.

  • DAILY VOICE | 2021 will be a stock-pickers market, says Unmesh Sharma of HDFC Securities

    Our preferred sectors continue to be IT, Chemicals, Pharma, Telecom, Insurance, large Banks, Cement, Durables and Gas while we remain underweight on Consumption (Staples, Discretionary and Autos).

  • DAILY VOICE | Market has not priced in possibility of second wave of coronavirus cases: Unmesh Sharma of HDFC Securities

    The market is in consolidation mode with 'low conviction coinciding with strong liquidity'. This makes the market narrow and the index level meaningless.

  • Realty sector: Macquarie Cap positive on 5 stocks

    In an interview with CNBC-TV18, Unmesh Sharma of Macquarie Capital Securities says he has an ‘outperform‘ rating on Prestige Estate and DLF. He is also positive on Oberoi Realty, HDIL and Sobha Developer.

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