Market News

Premiumisation, Indigenisation and Infrastructure — ITI AMC lists three themes to watch out for

CIO Bhatia sees the breadth of participation in the market as a proof that the quality of the market is good. "A high quality market like this doesn#39;t get disrupted very easily,” he says.

Thu, 18 Apr 2024 16:34:27 +0530

Daily Voice | This investment veteran sees banking and financials trade below median value, despite strong growth

Prima facie, oil prices crossing and sustaining above $100 a barrel does pose a risk and may have negative ramifications on India#39;s goldilocks macro, says Niraj Kumar.

Thu, 18 Apr 2024 10:09:47 +0530

Daily Voice | This investment manager has 3 sectors on his radar if there is a sharp correction

Banking, FMCG and speciality chemicals are Ashika Global Family Office Services co-founder Amit Jain’s picks if the market takes a tumble.

Wed, 17 Apr 2024 08:44:22 +0530

Record advance-decline ratio for April but experts see no reason to rejoice, just yet! Here’s why

Experts say that market breadth has taken a u-turn in the past few sessions amid geopolitical jitters and weak global cues. So, even though it#39;s a positive sign, it would be prudent to adopt a wait-and-watch approach and see if the trend persists throughout the month.

Tue, 16 Apr 2024 14:36:36 +0530

Daily Voice: Iran-Israel conflict may drive Brent crude above $100 a barrel, but sustainability uncertain, says this investment strategist

FIIs expect increased focus on infrastructure spending, continuation of #39;Make in India#39; and #39;Make for the World#39; initiatives, and support for sunrise sectors and the startup ecosystem from the government post general elections, says Vikas Gupta.

Tue, 16 Apr 2024 07:10:26 +0530

Daily Voice: Vinit Sambre of DSP MF flags oil, inflation concerns, expects consolidation ahead

Despite surplus stock and some policy changes, the long-term outlook for sugar sector remains on the government#39;s push for ethanol blending, says Vinit Sambre

Mon, 15 Apr 2024 08:18:34 +0530

Israel-Iran war to trigger correction in equities? Check Nifty, Bank Nifty levels to watch

The profit-taking in the US markets was already weighing on the sentiment and now escalation of tension in the Middle East may further damper the mood, said Ajit Mishra of Religare Broking.

Sun, 14 Apr 2024 15:29:36 +0530

Israel-Iran escalating tension to trigger correction in equities? Check Nifty, Bank Nifty levels to watch

The profit-taking in the US markets was already weighing on the sentiment and now escalation of tension in the Middle East may further damper the mood, said Ajit Mishra of Religare Broking.

Sun, 14 Apr 2024 15:29:36 +0530

Daily Voice: Smart meters is a hot theme in power sector but with some caution, says this fund manager

Smart meters offer exciting growth, but navigating implementation challenges and data security will be key, says Sonam Srivastava.

Sun, 14 Apr 2024 07:00:07 +0530

Daily Voice: Premium valuations of equity largely justified as India is in strong market cycles, says Axis Securities PMS CIO

Overall, Q4FY24 earnings season is expected to be reasonably aided by healthy macroeconomic trends.

Sat, 13 Apr 2024 07:15:15 +0530

Five segments which display micro-bubbles and three segments that look attractive

Paharia anticipates a gradual market shift towards high-quality, high-growth companies over the next one to three years, away from weaker quality, low-growth names.

Wed, 10 Apr 2024 15:28:56 +0530

MC Exclusive: Prashant Jain says 3P Fund’s outperformance like cricketer scoring a century on debut; Nifty should compound at 12%

Though it is counterintuitive, in an environment where real economic growth is likely to accelerate, profit growth should slow down, Jain has said In his latest quarterly newsletter

Wed, 10 Apr 2024 12:15:13 +0530

Daily Voice: Vikas Khemani bullish on FY25. Here are his 2 must-haves

Earnings growth is broad based, there are no macro headwinds and there will likely be a greater fund of flows after the elections, says the founder of Carnelian Asset Management Advisors

Wed, 10 Apr 2024 08:31:40 +0530

Midcaps may lag largecaps, beware of ‘buzzword’ themes: Aashish Somaiyaa of WhiteOak AMC

It has become fashionable to say elections and the upcoming Budget are priced in, says the CEO of WhiteOak Capital AMC. There is substantial upside potential in the coming months, which shouldn#39;t be overlooked or underestimated, he says.

Tue, 09 Apr 2024 12:20:04 +0530

Daily Voice: This chief investment officer explains why he is bullish on gold prices that hit a new high

India’s economy has demonstrated remarkable resilience thus far and is poised to sustain its strong performance this year, says Hou Wey Fook of DBS Bank.

Tue, 09 Apr 2024 06:36:56 +0530

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