December 28, 2023 08:00 AM ISTCapex seen at Rs 300 crore-400 crore over next three years starting FY25, Sharan Bansal says.
December 28, 2023 07:14 AM IST Anirudh Garg of Invasset PMS is decidedly bullish on the outlook of the gas sector, especially concerning the expansion of gas pipeline infrastructure in India.
December 27, 2023 12:41 PM IST Srivats Ram says that Indian companies have benefitted a lot from the China-plus-one opportunity. The de-risking momentum, he says, is just starting to pick up steam and there is more excitement ahead
December 27, 2023 07:31 AM IST Varun Lohchab of HDFC Securities believes DII and retail flows are expected to remain buoyant in the coming year too.
December 26, 2023 07:48 AM IST The banking, consumer discretionary, and rural-oriented sectors are expected to perform well in the upcoming year, says Sushant Bhansali of Ambit.
December 25, 2023 08:18 AM IST Formalization of the economy and the manufacturing upcycle will help corporate earnings to be stronger for the next 5 years, says Madanagopal Ramu.
December 24, 2023 08:28 PM IST Favourable government policies, higher government capital expenditure, Indigenisation, Import Substitution and China Plus One Trend continues to be at play in sectors like Capital Goods, Defence, Electronics and Textiles in particular, says Arvind Kothari.
December 23, 2023 09:42 AM IST Unexpected election results will have a major impact on markets. The budget announcement in February will be the next major event, says Divam Sharma.
December 22, 2023 06:04 PM IST On the second episode of The Wealth Formula with Mahalakshmi, we have an accomplished value investor who wears multiple hats – an investor, a teach and an entrepreneur. With more than three decades of experience in public markets, he was earlier a partner at Sage One Capital and now runs his own investment firm called Oaklane Capital. He teaches at the Flame University Pune. And his entrepreneurial endeavor involves developing an AI assisted tool called the needle.ai which helps you filter out the unnecessary information and cut out the noise which is of course very important for all investors. Listen in to Kuntal Shah!
December 22, 2023 07:34 AM IST Yogesh Kalwani of InCred Wealth expects the earnings momentum to remain strong not only in the current quarter but also through FY24 and FY25
December 21, 2023 08:17 AM IST New opportunities are emerging in Gen-AI, new energy businesses, digital space which need to be tapped, says Ajay Argal of Franklin Templeton.
December 20, 2023 07:13 AM IST In banking and financial services, power utilities, metals and mining etc, companies from the private sector could provide better growth and profitability outcomes versus the PSU sector over the medium to long term, says Ajay Tyagi of UTI AMC.
December 19, 2023 06:49 AM IST The FII net inflows are expected to remain strong in the coming year where the default allocation is first larger caps followed by mid and smallcaps, says Ashwini Shami of OmniScience Capital.
December 18, 2023 09:08 AM IST In short term, markets may enter a phase of consolidation but in the longer run if the Indian economy continues to show resilience and corporate profitability stays strong, the market will definitely see newer highs, says Raghvendra Nath.
December 18, 2023 06:51 AM IST Short term midcap indices are more overbought since they moved first and therefore yes, they can pullback more but eventually they will perform better during a bull market, says Rohit Srivastava.
December 17, 2023 08:03 AM IST New allocation by FIIs for emerging markets and India seems a certainty in the calendar year 2024, says Amit Jain.
December 16, 2023 07:39 AM IST The overall outlook for the technology sector appears optimistic in the long term. Despite the underperformance of large-cap tech stocks thus far, there is potential for recovery, especially as significant deal wins begin to reflect in revenue growth, says Anup Maheshwari.
December 15, 2023 07:40 AM IST With over 65 IPO filings already with SEBI, and many approved, the upcoming year promises to be active for the Indian IPO market, says Sonam Srivastava.
December 14, 2023 08:06 AM IST Nitin Agrawal of Torus Oro PMS is very positive on the Industrial space as India transforms into the Factories of the world and policies like PLI will provide a significant boost to that vision.
December 14, 2023 06:22 PM IST AI will force tech companies to spend on tech and cut down hiring of software engineers, according to Ved.
December 12, 2023 08:08 AM IST Good themes to bet in 2024 would be large cap category which has not given as good return compared to Mid/small cap category, says Akhil Bhardwaj of Alpha Capital.
December 12, 2023 06:39 AM IST If this happens, the Sensex will deliver 43 percent returns in about two years, compounding at about 20 percent a year from current levels
December 11, 2023 08:13 AM IST The primary concern for equity markets entering 2024 centers around the potential impact of rising crude oil prices, says Samir Bahl.
December 11, 2023 07:55 AM IST Examination of Relative Strength reveals that the largecaps will start performing relatively better than the broader markets, says Milan Vaishnav.
December 10, 2023 06:50 AM IST While earnings growth visibility in power space is high in FY25 and FY26, a large part of the growth is discounted, says Harini Dedhia.
