Plant for making automotive parts for BMW to come up in Punjab; CM Mann to lay foundation stone

Plant for making automotive parts for BMW to come up in Punjab; CM Mann to lay foundation stone

Punjab Chief Minister Bhagwant Mann on Thursday assured full support to Modern Automotives for its plans to expand its project in the state and manufacture parts for luxury car maker BMW. A delegation of the Modern Automotives Ltd comprising its representatives — Aditya Goyal, Suhail Goyal and Manish Bagga called on the Chief Minister here. … Read more

Premiumization in India: Unlocking investment opportunities

Premiumization in India: Unlocking investment opportunities

Do you know what is common between India’s automotive, FMCG, real estate, electrical goods, travel, and even alcoholic beverage industries? That is of Premiumisation. Post one year of COVID-19, a secular trend of premiumisation has been driving profitability growth across a number of industries. As disposable incomes rise, more Indian families are transitioning into higher … Read more

markets: Anshul Saigal on sectors where investors can deploy fresh money

markets: Anshul Saigal on sectors where investors can deploy fresh money

“I have a feeling that at this moment, this is a market which is highly in favour of the individual investor because the individual investor does not have portfolio complications to manage and he can look at a bottom-up opportunities without having liquidity concerns because he is not managing as much money as a professional … Read more

Indian equities: Are fears and panic around PSUs overblown? Sandip Sabharwal answers

Indian equities: Are fears and panic around PSUs overblown? Sandip Sabharwal answers

“The situation was never as good in the Indian aviation market as it is today because there are effectively only two large players, Vistara Air India combined and InterGlobe Aviation,” says Sandip Sabharwal, asksandipsabharwal.com.Let us get stock specific then and get in your take on the entire chemical sector, brokerages are of the view that … Read more

FMCG sector: There can be both time wise and value wise correction in PSU stocks: Sandip Sabharwal

FMCG sector: There can be both time wise and value wise correction in PSU stocks: Sandip Sabharwal

“We do not have any of the wire and cable stocks, but I think Finolex I have tracked and recently prior to the results and subsequent to management commentary, obviously it has done very well. So, the entire space is doing well in terms of volume growth and it has actually been leading the entire … Read more

markets: India has a great story going for it; market levels very sustainable: Prateek Agrawal

markets: India has a great story going for it; market levels very sustainable: Prateek Agrawal

“Few percentage point here and there does not matter as much as certainty does. So, outcome after elections, a good budget, both would have a positive impact,” says Prateek Agrawal, MD & CEO, Motilal Oswal Asset Management Company. I am looking at the market positioning, what FIIs have done, what DIIs have done, what the … Read more

small-cap: The small-cap landscape, while being challenging, looks somewhat better: Chirag Setalvad

small-cap: The small-cap landscape, while being challenging, looks somewhat better: Chirag Setalvad

Chirag Setalvad, head (equities) at HDFC Asset Management, in an interview with Prashant Mahesh, spoke about Indian equity valuations, investment opportunities, and risks among other issues. Edited excerpts: India’s stock market valuations are considered rich after the near one-way move since Covid. What are your thoughts? Valuations have moved up but they have to be … Read more

investment opportunities: ETMarkets Fund Manager Talk: This fund manager sees investment opportunities in 6 sectors during a rate-cut cycle

investment opportunities: ETMarkets Fund Manager Talk: This fund manager sees investment opportunities in 6 sectors during a rate-cut cycle

As interest rates are expected to trend downwards later this year in India and in global developed economies, there are six sectors which could drive investment opportunities, according to Siddharth Vora, head of investment strategy and fund manager – PMS, Prabhudas Lilladher. Discretionary consumption, infrastructure, energy, healthcare, financial services, and tourism are the sectors identified … Read more