Posts tagged All News
Leaders of past cycles hardly ever lead in the next cycle but financials’ spot in the sun will come: Hiren Ved (22-07-2024)
Hiren Ved of Alchemy Capital discusses sector rotation, skeptical about large-cap private banks' leadership in the bull market. He advises against market timing, suggests balanced portfolios, and highlights FII potential. Ved sees opportunities in pharma, consumption, chemicals, and defensive sectors, addressing historical performance, valuation concerns, consumer lending growth, cyclical sectors' appeal, and high-quality companies.
Nifty to decline over 250 points at opening; Budget and earnings to drive market (22-07-2024)
Emkay Global Financial Services anticipates a 5-10% correction in headline indices, particularly impacting SMID stocks due to stretched valuations and a tepid Q1 FY25 earnings season.
Biggest India fund sees Budget arming central bank with liquidity tool (22-07-2024)
India's largest asset manager suggests issuing short-term government securities to handle potential bond inflows. Majority of respondents do not expect an announcement on MSS bonds in the upcoming budget.
Stocks to Watch, July 22: RIL, HDFC Bank, Wipro, YES Bank, IDBI Bank, PVR (22-07-2024)
Stocks to Watch today, Monday, July 22: Mukesh Ambani-owned Reliance Industries Limited, last Friday, reported a 5.5% Y-o-Y decline in consolidated profit to Rs 15,138 crore in Q1FY25
Jitendra Sriram on sectors where investors can deploy fresh money in near term (22-07-2024)
See, the budget is not only about the taxation part, but for NDA 3.0 it is also a policy statement highlighting what their focus areas are going to be.
Bet on underperformers like FMCG, IT, and financials or stay with momentum plays? Abhay Agarwal answers (22-07-2024)
Abhay Agarwal says a lot of money has been made over the last six months, especially after the poll results came out on June 4. The market has seen a one-way rally. So, Agarwal is not surprised that people are booking profits and taking some money off the table. The general view is to wait for the Budget and take sectoral positions accordingly.