This means that investors need to stay invested in the near term and we are likely to see significant market appreciation over the next few years. However, given the volatility in the market, it is possible that the market will have bouts of ups and downs and we advise investors to buy into every correction in the market as we believe that the resurgent structural story is yet to begin
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Top Sectors & Stocks In NAMO’s India 2.0 By Dolat Capital
FY16 earnings upgrade could be the next driver for a big move Our current estimates project mid teens earnings growth for FY15 and FY16. We see limited potential for an upgrade for FY15, however FY16 seems more likely. And that will be driven by the quality of groundwork that
is done over the remaining fiscal. Notably, even as the markets have rallied by a good 20% over the last 12 weeks, we believe that India has not turned recklessly expensive on an absolute levels. Hence our stance to add on dips remains the underlying theme, and build upon the portfolio for the 18-24 months
Daljeet Kohli’s Best Stocks & Sectors For Namo’s India 2.0
From market behavior in the past we can safely draw an inference that markets have probably discounted all the positives & perhaps lot of expected positive action till FY15. Hence what will be critical for markets to move further from current levels will be visibility on growth prospects/ economic revival in FY16. Sustainable growth emanating from pick up in investments, resolving issues of infrastructure & implementation on ground
READ MORE »20 Top-Quality NAMO Stocks From Sharekhan
A thundering majority mandate to the National Democratic Alliance (NDA)-led formation under the leadership of Narendra Modi gives a fair amount of conviction that ‘Acche din aa gaye hain’ (good days are here again). Notwithstanding the near-term concerns such as a slowdown in consumption, muted industrial activity and an uncertain monsoon season amid inflationary pressures, […]
READ MORE »Top-Quality NAMO India 2.0 Powerhouse Stocks To Buy
The dark days of gloom, indecision, judicial activism are over. Get ready to welcome a recharged, transformed, aggressive India. Get Ready for India 2.0. HDFC Sec has handpicked 4 large cap stocks and 5 small cap stocks which look attractive at this point of time. [download id=”103″]
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