JIgar Patel thinks that Bank Nifty might break the October low in the coming 1-2 months.
Anyone who is not interested in the AI disruptors is likely to see their portfolio companies getting disrupted and that won’t be pleasant for them, says Vikas Gupta of OmniScience Capital
The FMCG sector in India shows promising signs of a rally in the coming months, potentially starting as early as next month or at the onset of the next calendar year, says Sonam Srivastava of Wright Research.
The push for clean energy and renewable sources like solar and wind power is a vital theme in the context of sustainability and climate change, says Anshul Arzare of Yes Securities.
Nifty is currently trading at a rich valuation of 18.2XFY25E, which leaves little room for any valuation expansion, hence any upside, if at all, must come led by earning surprises, says Unmesh Sharma of HDFC Securities.
ICICI Prudential AMC’s CEO highlights the importance of profitability over revenue growth, a key metric that determines whether such firms appear in his portfolio
Saying prudence and the need for a cautious approach are paramount, Shah highlighted significant areas of concern and offered valuable advice for traders, particularly those engaged in futures and options (F&O) trading.
The outlook for the consumption space is weak, but some bounce could be seen ahead of the elections if the government announces policies to revive consumption, says Jitendra Gohil of Kotak Alternate Asset Managers.
Power Finance Corporation is overbought on both daily and weekly charts, says Milan Vaishnav of Gemstone.
Prithvi Raj Singh Oberoi, the doyen of Indian hospitality and Chairman Emeritus of the Oberoi Group, passed away on November 14 morning, leaving behind a legacy of impeccable hospitality. The former executive chairman of EIH Limited, The Oberoi Group flagship, is known as the man who changed the face of the hotels business in India. Take a look back at his 2010 interview when he spoke about how the iconic Rajvilas hotel in Jaipur came about!
The Samvat 2080 is expected to be a very stock specific year without agnostic to any size orientation, whether small, mid cap or large cap stocks, says Jimeet Modi of SAMCO Group.
If the dollar softens next year as is our expectation, and Chinese stocks remain off-limits to foreign investors due to geo-politics and the slow economy there, then foreign money should flow to Indian stocks, says Mark Matthews of Julius Baer.
Nifty in month of November can move between broad range of 19,700 – 19,100 levels, says Ashish Kyal.
Rohit Srivastava of Indiacharts feels if the Nifty picks up in the next few weeks, the momentum will go back to sectors like PSUs and Autos
Emkay's Manish Sonthalia sees a recession in the US in CY24.
Investors must visualise the growth of a company over the five- to 10-year term and understand the impact of market dynamics on companies before investing in them, says Veliyath
Samvat 2080 could mark a new era for Gold, says Shiv Sehgal of Nuvama.
In the given circumstance and current scenario, it is more or less likely that the present government will have a higher chance at winning peoples mandate to form the Government, says Santosh Joseph of Refolio.
Substantial increase in EBIDTA and PAT show core businesses of generation, transmission and distribution are doing very well, he says.
If the Fed can still succeed in a soft landing, that would be a dream outcome for everyone, says Srikanth Subramanian of Kotak Cherry.
Banking sector continued to witness robust loan growth and steady asset quality.
Within the defensive sectors like IT, FMCG, and pharma, the belief is that the pharmaceutical sector (pharma) might take the lead, followed by FMCG and IT, says Anirudh Garg of Invasset PMS.
Last week, CDSL has already registered fresh all-time high on weekly closing basis. "We don’t expect major correction in the stock in the near term," Vinay Rajani says.
Abhishek Banerjee is very bullish on sectors that have higher operating leverage and can increase their return on installed capacity quickly.
If an investor takes a slightly medium-term view over the next 2-3 years, Naveen Chandramohan believes, infrastructure and power will continue to surprise on the upside.