Posts in category Economic Times
Moderate expectations, markets to consolidate in H1 of Samvat 2081; invest in gold & silver too: Harsha Upadhyaya (29-10-2024)
Harsha Upadhyaya of Kotak AMC recommends prioritizing largecaps and long-term compounding investments over midcaps or smallcaps. With past performance unlikely to repeat, investors should moderate expectations. Earnings and valuations will be critical, and the financial sector, particularly banks, offers the most comfort. He suggests focusing on sectors like IT and staying patient with staggered investments.
Here’s why Sudip Bandyopadhyay is bullish on L&T (29-10-2024)
Fundamentally, we do not see any problem. The only challenge here is the valuation and over a period of time, we believe the company will do so well that the valuation now will look absolutely reasonable in the future.
From this Diwali to next: Sector picks in focus for all types of investors (29-10-2024)
Expectations were moderate, but many anticipated stronger earnings. However, the reality was more downgrades than upgrades. There have been multiple downgrades after results were announced due to several factors: global supply chain slowdowns, rising costs, and shrinking margins, particularly in the IT sector.