Posts in category Economic Times
4 sectors that can be beta plays with more premiumisation opportunities: Harsh Gupta Madhusudan, NSE Gift City (15-05-2024)
Harsh Gupta Madhusudan analyzes the influence of FIIs on the Indian market and the evolving narrative regarding BJP's election chances. He also delves into the significance of voting patterns and the direct correlation with FOMC's rates and the federal funds rate.
Hot Stocks: Brokerage view on Siemens, Bharti Airtel, Apollo Tyres and Shree Cement (15-05-2024)
Brokerage firm Macquarie retained a neutral rating on Shree Cement, while JPMorgan maintained a neutral rating on Apollo Tyres. UBS also upheld a neutral rating on Bharti Airtel, and Jefferies recommended a buy rating on Siemens.
Mahesh Nandurkar on 5 best sectors to own from 3-year perspective (15-05-2024)
Mahesh Nandurkar, MD at Jefferies, discusses investment opportunities in sectors like real estate and the auto sector. He emphasizes the potential for earnings growth and the impact of global economic factors on India's market prospects. Nadurkar says: "I would not necessarily link the FMCG stocks going up to the big improvement in the rural demand recovery as such."
F&O stocks to buy today: Biocon, TVS Motor among top 9 trading ideas for 15 May 2024 (15-05-2024)
In the weekly options segment, the highest Call Open Interest (OI) is positioned at 22500, followed by 22300 strikes. Conversely, the highest Put Open Interest (OI) is situated at 22000, with additional concentration towards 21900 strikes.
ETMarkets Fund Manager Talk: Valuation of PSU stocks aren’t as attractive, says Franklin Templeton’s Akhil Kalluri (15-05-2024)
Akhil Kalluri, VP at Franklin Templeton, discusses PSU stocks, retail liquidity impact, and broader market valuation risks. He also comments on tech stocks, consumption names, and industrial sectors' performance in the March quarter. Kalluri points out that the aggregate topline & EBITDA growth for Nifty 50 names in 4QFY24 so far are relatively muted, in high single digits.
ETMarkets Smart Talk: Focus on green energy to lead to multi-billion dollar enterprises over next decade: Jyoti Vaswani (15-05-2024)
Jyoti Vaswani discusses the potential of multi-billion dollar enterprises in the green energy space and its impact on equity markets. She provides insights on the US Fed moves, RBI, inflation, Q4 earnings, management commentary, Nifty performance as well as May trends. Vaswani says that since FY24 has seen a broad-based rally, FY 25 can be expected to be driven by sustained corporate earnings growth and policy continuity.
India’s weight in key MSCI equity index hits another high, to boost inflows (15-05-2024)
India's weight in MSCI's Global Standard index hits a record high, narrowing the gap with China. The rise boosts prospects for more inflows into equity markets. Consistent flows from domestic institutional investors could see India surpass 20% weightage by 2024. May review to bring about $2 billion inflows; Analyst Abhilash Pagaria comments on the potential growth.