Sandip Sabharwal, asksandipsabharwal.com, says not looking for a big crash in the markets, but current valuations are high almost across the board. So, we should keep some cash on the sidelines and wait for the appropriate opportunities. What will generate those opportunities is tough to say, maybe it will be disappointment in what the Fed … Read more
Vikash Kumar Jain, Investment Analyst, says CLSA has a proprietary India bull-bear index which is at an extremely bullish level, getting close to 90% bullish, typically around the levels where a corrective pullback is feared. When something like this happens without any big worry or a red flag can at times mean shallow corrections or … Read more
Kenneth Andrade, CIO, Old Bridge Mutual Fund, says the current market environment is not offering any value opportunities. “As an active manager, we need to move our lens to 2030, then we could look at some probable opportunities that would be a part of the portfolio. Edited excerpts from a chat: Investors who have made … Read more
Raamdeo Agrawal, Founder & Chairman, Motilal Oswal Group, says he wants to buy well-established businesses with strong management teams, which may be facing some headwinds recently. Agrawal says the shift of deposits from banks to the capital market is a significant trend. The banking sector must adapt to this change and ensure sufficient credit and … Read more
Hemang Jani, Independent Market Expert, says both in India and the US, the markets have run up quite sharply. There is an incremental upside because these developments may be not very significant and we have to be slightly more careful because the market is pricing in the best-case scenarios and incremental news flow in terms … Read more
The pressing question on the top of investors’ minds: Will the recent turmoil in small and midcaps, caused by increasing Sebi oversight and regulatory overhang, morph into a manic price correction in the broader space? Or will it be another transient stumble that will subside soon? First, a bit of context on the recent correction, … Read more
Nirav Sheth, CEO-Institutional Equities, Emkay Global Financial Services, says: “We are in a very fortunate situation in terms of the earnings trajectory. My earnings have almost doubled in the last three years and I am talking about the largecap sector. The macros are solid in terms of the outlook on the current account deficit, rupee, … Read more
Technical analysts continue to maintain a cautious outlook on Nifty for the truncated trading week ahead. According to analysts, profit-taking may resume until the index decisively reclaims 22,200. Some of the stocks recommended by analysts for short-term trades include Apollo Hospitals, Eicher Motors, Hero Motocorp, Maruti, Bajaj Auto, Sun Pharma, Tata Motors, ABB, Cummins India, … Read more
Nifty ended with weekly gains of 0.75% with leadership taken by banks, auto and metals. When markets resume trading on Monday, a host of important domestic and global events lined up during the holiday-shortened week are likely to impact them. Commenting on the day’s trade, Rupak De, Senior Technical Analyst at LKP Securities said that … Read more
In India, general elections hold high significance for Dalal Street investors as early trends, opinion polls, and exit polls ahead of the final outcome provide cues on which party is likely to win the game. This time around, the election has gained prominence in light of India’s rising importance in geopolitics, its leading position in … Read more
