ETMarkets Smart Talk: Growth vs Value – Sonam Srivastava on navigating the next leg of the market rally

ETMarkets Smart Talk: Growth vs Value – Sonam Srivastava on navigating the next leg of the market rally

“Value stocks are poised to lead the next leg of the rally. Their undervalued valuations, potential economic rebound, and favorable interest rate environment make them attractive investments,” says Sonam Srivastava, Founder and Fund Manager at Wright Research. In an interview with ETMarkets, Srivastava said: “While growth stocks may also experience a resurgence, the current market … Read more

Morgan Stanley: Morgan Stanley sees 7-35% upside for new-age stocks

Morgan Stanley: Morgan Stanley sees 7-35% upside for new-age stocks

Brokerage Morgan Stanley remains bullish on new-age businesses like Zomato, Policy Bazaar, Nykaa, Paytm and Delhivery, despite the recent jump in the stock prices. The firm sees up-move of 7% to 35% in these stocks. “We see macro factors aligning (multiple re-rating for growth stocks in India and other regions, tight PE/VC money keeping the … Read more