earnings momentum

markets: ETMarkets Smart Talk: Union Budget 2024 likely to focus on fiscal discipline, tax rationalization & driving capex cycle: Jiten Doshi

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markets: ETMarkets Smart Talk: Union Budget 2024 likely to focus on fiscal discipline, tax rationalization & driving capex cycle: Jiten Doshi

“The Union budget 2024-25 is significant, being the first from the new regime. The focus will be on taking the unfinished agenda and fast tracking some of the pending reforms,” says Jiten Doshi, Co-founder & CIO, Enam AMC. In an interview with ETMarkets, Doshi said: “One can expect special focus to boost the income opportunities … Read more

Asset Allocation: ETMarkets Smart Talk: Have Rs 10 lakh to invest in FY25? Cyclicals, commodities & capex themes are looking promising: Somnath Mukherjee

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Asset Allocation: ETMarkets Smart Talk: Have Rs 10 lakh to invest in FY25? Cyclicals, commodities & capex themes are looking promising: Somnath Mukherjee

“Cyclicals, commodities, capex are the most promising segments in the market,” says Somnath Mukherjee, CIO & Senior Managing Partner – Product & Research, ASK Private Wealth. In an interview with ETMarkets, Mukherjee said: “India’s a structural growth story, so expect FII flows to remain quite good. The real breakout will be the start of US … Read more