Tue, Apr 05, 2022
Tarun Birani, Founder CEO at TBNG Capital Advisors said that India's IT sector has a healthy order book and growth levers are in place which puts many companies on the cusp of a multi-year growth trajectory.
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Mon, Apr 04, 2022
Pradeep Gupta, Co-Founder & Vice Chairman, Anand Rathi Group thinks that the fundamentals of financials and pharma sectors would positively surprise the market in FY23 and there is relative value in these segments
Thu, Mar 31, 2022
Abhay Agarwal, Founder, and Fund Manager, Piper Serica said that with an expected growth of 15% in corporate earnings, and assuming no geopolitical event, we can expect the Indian market to provide a 15-20% return in FY23
Mon, Jan 31, 2022
In an interview with Zeebiz's Kshitij Anand, Bhargava said that clean energy companies like Adani Green, Inox Wind, and Orient Green power are trading at steep valuations and will be susceptible to steep corrections.
Fri, Jan 28, 2022
Sachin Shah, Fund Manager, Emkay Investment Managers, said that investors will be happy if the direction on infrastructure capex, boost to consumption, and incentives to drive savings into financial assets is driven by the budget announcements.
Thu, Jan 27, 2022
S. Naren, ED & CIO, ICICI Prudential AMC said that at a time when equity markets have been steadily moving higher over the past two years, it has been generally observed that investors tend to forget the basics and make mistakes, which could prove to be detrimental to their financial health.
Wed, Jan 26, 2022
Jyotivardhan Jaipuria, Founder & Managing Director of Valentis Advisors Pvt. Ltd said that India generally trades at a premium to emerging markets with the average PE premium being around 40%.
Mon, Jan 24, 2022
Anuj Jain, Co-founder and Senior research head at Green Portfolio said that companies in this PMS scheme are fundamentally strong that either has turnaround potential or high growth potential or are available at an attractive level of valuations.
Hemang Jani, Head Equity Strategy, Broking and Distribution, Motilal Oswal Financial Services Ltd said that the Union Budget is expected to continue with its pro-growth policy initiatives of last year and is thus lending support to the market momentum.
Fri, Jan 21, 2022
Mahesh Patil, Chief Investment Officer, Aditya Birla Sun Life AMC lists some interesting themes for investors to look at. Low ticket consumer discretionary as well as retail sectors benefit from demand recovery and from the shift from unorganised to organised.
Wed, Jan 19, 2022
Nitin Shanbhag, Head- Investment products of MOPW said that for incremental equity investments, we suggest investing 50% in lumpsum and 50% staggered over the next 3 months.
Tue, Jan 18, 2022
Somnath Mukherjee - Managing Partner & CIO, ASK Wealth Advisors said that IT and Pharma are immunised from lockdowns, and the biggest impact of extended lockdowns is on non-tradable, there aren’t too many of them in the index.
Thu, Jan 06, 2022
In Budget 2022, we expect the government to focus on increased spending on priority sectors such as Agriculture, Infrastructure & Reality, Healthcare, Manufacturing and Defence, Mayank Kaushik of Trustline Securities – said in an interview with Zeebiz’s Kshitij Anand.
Mon, Jan 03, 2022
R Venkataraman, Chairman, IIFL Securities Ltd is of the view that equities are likely to correct in the near-term mainly due to pressure from tightening from central banks as inflation surges.
Fri, Dec 31, 2021
Mitul Shah Head of Research – Institutional Desk, Reliance Securities Ltd believes that India is better placed compared to major global economies in terms of handling Covid and its spread, while the revival of CAPEX and higher growth potential over the next 1-2 years would boost the expansion of Indian economy ahead of many other nations.
Thu, Dec 30, 2021
We believe that Capital Goods, Industrials, Defence, Real Estate and Building materials will be other sectors in focus based on our belief of pick-up investments over the next few years in India, says Tiwari.
Wed, Dec 29, 2021
Vinit Sambre is Head – Equities at DSP Investment Managers said that the most important factor to note is while FIIs have pulled out USD 5.2bn CYTD21 net from the secondary market but they have invested USD 10.4bn in the primary market (IPOs) in the same period, which shows that India still remains a country of choice for FIIs.
Fri, Dec 24, 2021
We have seen interest in precious metals and real estate from HNIs. Many HNIs are taking exposure to real estate through Real Estate Investment Trusts (REITs) and real estate-linked debentures, Rahul Jain, President and Head - Personal Wealth, Edelweiss Wealth Management said.
Thu, Dec 23, 2021
India’s Equity MF AUM is 5 per cent of GDP compared to world average of 35 per cent, but with rising awareness, ease of transacting and reaping of benefits, these are strong signs of a structural increase in MF penetration in India, Alok Agarwal, Senior Fund Manager-Equity PGIM India Mutual Fund said.
Wed, Dec 22, 2021
Electric Vehicles (EV) as a segment in the auto sector is expected to see an additional boost in the forthcoming budget. Especially in the EV charging infrastructure segment we could see specific sops from the government, Sampath Reddy, Chief Investment Officer, Bajaj Allianz Life Insurance said.
Tue, Dec 21, 2021
Relative to other emerging markets India is seemingly expensive and hence it is natural for some money to be reallocated, Alok Jain, founder of Weekend Investing said.
Mon, Dec 20, 2021
Investors are looking at rationalisation of LTCG tax slabs. Currently, equity shares are taxed at LTCG rates if held for 1-year, real estate for 2 years and debt funds at 3 years, Abhay Agarwal, Founder & Fund Manager, Piper Serica said.
Fri, Dec 17, 2021
The accent on infrastructure will continue to be high, and there could be some major announcements in this regard. The disinvestment plan is likely to become clear in the near future and the glide path to fiscal consolidation also is eagerly awaited, Dr. Joseph Thomas, Head of Research at Emkay Wealth Management said.
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