Vijay Kedia on what to buy and avoid in Samvat 2081
For 15 years they have not done anything. You just imagine even Hong Kong index was some 32,000 or 34,000 in 2008. It is still hovering around 22,000 or 20,000 or something and 14 years and we are I do not know eight times plus or nine times plus we do not know
Financials and renewables are the next big bets, says Nilesh Shah
Nilesh Shah from Envision Capital believes consumer demand in India is growing thanks to aspirational spending, despite disruptions from new market entrants. He emphasizes the need for job creation, upskilling, and private capital expenditure, prominently investing in sectors like financials, renewables, and smaller IT firms with growth potential.
Nilesh Shah on India’s next big growth plays and why market corrections are just short-lived blips
Nilesh Shah of Envision Capital explains that despite individual stocks experiencing significant declines, the overall stock market remains resilient with periodic corrections. He highlights strong earnings growth, especially among smaller companies, and discusses the potential for significant market growth driven by increased female workforce participation and digitalization, particularly in the beauty and personal care sector.
Corrections offer fresh opportunities for re-entry in stocks: Aamar Deo Singh, Angel One
Corrections in the stock market present new opportunities for re-entry. Investors will closely monitor earnings growth amid concerns. Although domestic demand has slowed, the festive season may boost it. Factors such as the US elections, Federal Reserve policies, RBI’s actions, and geopolitical tensions will impact markets. PSU stocks and capex plays show potential despite recent corrections.
Large part of correction in PSU stocks over: Dimplekumar Shah, JM Financial
Indian stock market outlook for the next year depends on earnings growth, new and repeat orders. Key sectors expected to perform well are Private Financials, Metals, Capital Goods, Specialty Chemicals, Healthcare, and Large cap IT. Domestic demand is showing signs of slowing but may recover due to festive season, weddings, and potential RBI rate cuts.
ETMarkets Smart Talk: $9 bn selloff in October by FIIs; smart money moving to China: Hemant Kanawala
Foreign Institutional Investors (FII) sold over $9 billion in equities in October, increasing exposure to China after policy changes. The market is expected to consolidate due to high valuations and reduced economic momentum in India. Economic and geopolitical factors are crucial in shaping market trends.
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Fund Manager Talk | Aditya Khemka picks 4 sectors that are likely to outperform in Samvat 2081
“Over the next 12 months, we expect Nifty to report low double-digit earnings growth YoY, however, we do not expect PE multiple for Nifty to expand in that time frame. Nifty is still trading at a 10% premium to historical trailing PE multiple average post recent correction. Whereas Nifty companies are still not reporting earnings growth in line with a historical average of 15%,” says Aditya Khemka.
Buy IT stocks on dips; not big on pharma but like specific stocks: Chakri Lokapriya
Chakri Lokapriya highlights a selective approach toward pharma, favoring Cipla and Piramal for potential gains due to specific catalysts like FDA approvals. He recommends buying IT stocks like HCL Tech and Mphasis amid market dips, driven by robust cloud computing growth predictions. Trent and Titan continue to show strong urban consumption trends.
This Diwali to next, DLF is a safe bet for Neeraj Dewan, Siyaram Silk Mills a value buy
Neeraj Dewan recommends DLF for long-term investment with a target of Rs 975 for one year. BCL, with a target of Rs 80, is considered a high-risk stock with potential growth. Siyaram Silk Mills Limited, valued reasonably, is expected to perform well, with a target of Rs 525 for the next year.
India best wealth creating market for next 10-15 years? Vikas Khemani on how to allocate portfolio
Vikas Khemani, founder of Carnelian Asset Management, asserts India’s potential as a wealth-generating market over the next 10-15 years, amidst a possible US economic slowdown. Emphasizing the importance of management quality and investment in sectors like manufacturing and healthcare, he highlights India’s advantages and opportunities for wealth creation despite global market fluctuations.
Private sector banks, fixed income could outshine in a volatile market: Rajeev Thakkar
So, if we really look at our portfolios and the stocks that are there, all the themes that are running, how many triple digit earnings multiple stocks are there and these are not smallcap companies, so that is the challenge
Higher interest rates won’t slow MSME lending: Rajesh Sharma, Capri Global Capital
If we talk about our company, while we got the robust credit line about 5,000 crore in the first half, so we see adequately we should be able to meet our target.
Largecaps in these 5 sectors are good places to invest in Samvat 2081: Rajesh Bhatia
CIO Rajesh Bhatia of ITI MF sees largecap valuations as reasonable, favoring private banks for their solid business models and predictability. He anticipates growth in financial year 2027, with telecom, insurance, capital goods, and domestic pharma also being attractive in largecaps. Despite market corrections, Bhatia remains bullish on India’s GDP growth and capex-driven opportunities.
Anshul Saigal on whether investors should bet on auto stocks
Tractors and then if you look at CVs, I think that in that segment there will be stock-specific opportunity, not a broad-based trend that one will see in that segment. So, you will have to look at autos as different segments and take calls accordingly. This will be much more of a stock-specific space to be investing in rather than a broad trend that you can see in the segment as a whole. I think that that is the way to approach this space.
Indian retail investors will continue to hold up market; time to buy FMCG & bank stocks on dips: Ajay Bagga
Ajay Bagga highlights the confidence of Indian retail and institutional investors in the country’s growth story, showing strong buying trends despite foreign institutional sell-offs. He suggests investments in FMCG, quality MNCs, private and public sector banks due to their current attractive pricing. The economic outlook hinges on government spending, improved earnings, and potential fiscal policy changes.
Is it time to buy FMCG stocks? Anshul Saigal answers
This space for absolute returns. Just to give you some context and then one can build on a thesis on whether to be invested in these names or not, if you look at the Indian markets and the kind of outflows of FIIs from the Indian markets we have seen in the last few months about $10 to $12 billion of outflows from the Indian markets, that corresponds to about 0.2% of the total market cap of the country.
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