Daily Voice | Have 20-25% exposure to BFSI stocks in portfolio but be cautious about investing in power sector, says Nimish Shah of Waterfield Advisors

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Daily Voice | Have 20-25% exposure to BFSI stocks in portfolio but be cautious about investing in power sector, says Nimish Shah of Waterfield Advisors

Nimish Shah, Chief Investment Officer – listed investments at Waterfield Advisors “Electric vehicles and renewable energy solutions are here to stay, but may yet have a long way to go before reaching the inflection point in India. We would be cautious about investing in the power sector for the reason of larger demand from electric […]

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Daily Voice | It#39;s time to gradually exit commodity-linked stocks, says Abhay Agarwal of Piper Serica

A slowdown in lending business cannot be ruled out if the interest rates move up sharply, dealing a lasting impact on credit demand, believes Abhay Agarwal, Founder, and Fund Manager of Piper Serica. HIs company keeps a muted expectation on returns from traditional large banks and NBFCs. During an interaction with Moneycontrol, he shares that more nimble and innovative […]

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Daily Voice | Won#39;t be surprised to see rate hike in June policy meet if inflation trajectory worsens severely: Poonam Tandon of IndiaFirst Life

“We expect the RBI may want to first absorb the surplus liquidity from the system before it starts the rate hike cycle for better rate transmission,” Poonam Tandon, Chief Investment Officer at IndiaFirst Life Insurance Company said in an interview to Moneycontrol. “We will not be surprised if we see a rate hike in the […]

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Daily Voice | Mid-caps, small-caps may find it hard to outrun large-caps as valuations favour, says Aniruddha Naha of PGIM India MF

With the inflation hovering on 7 percent, the impact on margins and profitability of businesses is likely to be tracked closely. Valuations might be a concern in some pockets but they are more in line with the long-term averages. These are certain thoughts Aniruddha Naha, Head of Equities at PGIM India Mutual Fund, shares with Moneycontrol during an interaction. Large-cap stocks […]

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Commodity prices to hit margins and demand, says Edelweiss Securities Aditya Narain

Investors have remained confident that the overall earnings of Nifty 50 companies will continue to grow in double-digits in 2022-23. ‘); $ (‘#lastUpdated_’+articleId).text(resData[stkKey][‘lastupdate’]); //if(resData[stkKey][‘percentchange’] > 0){ // $ (‘#greentxt_’+articleId).removeClass(“redtxt”).addClass(“greentxt”); // $ (‘.arw_red’).removeClass(“arw_red”).addClass(“arw_green”); //}else if(resData[stkKey][‘percentchange’] = 0){ $ (‘#greentxt_’+articleId).removeClass(“redtxt”).addClass(“greentxt”); //$ (‘.arw_red’).removeClass(“arw_red”).addClass(“arw_green”); $ (‘#gainlosstxt_’+articleId).find(“.arw_red”).removeClass(“arw_red”).addClass(“arw_green”); }else if(resData[stkKey][‘percentchange’] 0) { var resStr=”; var url = ‘//www.moneycontrol.com/mccode/common/saveWatchlist.php’; $ .get( “//www.moneycontrol.com/mccode/common/rhsdata.html”, […]

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Aditya Narain of Edelweiss Securities suggests caution about earnings in FY23

Investors have remained confident that the overall earnings of Nifty 50 companies will continue to grow in double-digits in 2022-23. ‘); $ (‘#lastUpdated_’+articleId).text(resData[stkKey][‘lastupdate’]); //if(resData[stkKey][‘percentchange’] > 0){ // $ (‘#greentxt_’+articleId).removeClass(“redtxt”).addClass(“greentxt”); // $ (‘.arw_red’).removeClass(“arw_red”).addClass(“arw_green”); //}else if(resData[stkKey][‘percentchange’] = 0){ $ (‘#greentxt_’+articleId).removeClass(“redtxt”).addClass(“greentxt”); //$ (‘.arw_red’).removeClass(“arw_red”).addClass(“arw_green”); $ (‘#gainlosstxt_’+articleId).find(“.arw_red”).removeClass(“arw_red”).addClass(“arw_green”); }else if(resData[stkKey][‘percentchange’] 0) { var resStr=”; var url = ‘//www.moneycontrol.com/mccode/common/saveWatchlist.php’; $ .get( “//www.moneycontrol.com/mccode/common/rhsdata.html”, […]

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Daily Voice | Realty may shine brighter, but power sector valuations look dim, says Gaurav Misra of Mirae Asset

Gaurav Misra of Mirae Asset Investment Managers Realty is on a swing with a robust outlook especially for the residential segment ever since a structural reset took place with the introduction of the Real Estate Regulatory Authority (RERA). As a major contributor to the economy’s growth and employment, the real estate sector will perform better in the […]

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India best place to be in long-term, says Sandeep Bhatia of Macquarie Securities

Bhatia believes that the Indian markets will continue to raise their profile within the emerging markets basket going ahead. Representative image ‘); $ (‘#lastUpdated_’+articleId).text(resData[stkKey][‘lastupdate’]); //if(resData[stkKey][‘percentchange’] > 0){ // $ (‘#greentxt_’+articleId).removeClass(“redtxt”).addClass(“greentxt”); // $ (‘.arw_red’).removeClass(“arw_red”).addClass(“arw_green”); //}else if(resData[stkKey][‘percentchange’] = 0){ $ (‘#greentxt_’+articleId).removeClass(“redtxt”).addClass(“greentxt”); //$ (‘.arw_red’).removeClass(“arw_red”).addClass(“arw_green”); $ (‘#gainlosstxt_’+articleId).find(“.arw_red”).removeClass(“arw_red”).addClass(“arw_green”); }else if(resData[stkKey][‘percentchange’] 0) { var resStr=”; var url = ‘//www.moneycontrol.com/mccode/common/saveWatchlist.php’; $ .get( […]

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Daily Voice | Equity, real estate, gold good asset classes to own in this inflationary environment, says George Heber Joseph of ITI Mutual Fund

Growth prospects for the IT sector are vibrant for the next two years but the valuation of the sector captures most of its positives, feels George Heber Joseph, CEO and CIO at ITI Mutual Fund. Heber predicts consolidation in the IT sector in the near to medium term and expects the sectoral index to underperform the Nifty. […]

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Daily Voice | Forecast 4 rate hikes by RBI in FY23, India less attractive compared to other Asia markets, says Hou Wey Fook of DBS Bank

Hou Wey Fook of DBS Bank “We forecast 4 rate hikes in FY23,” Hou Wey Fook, Chief Investment Officer at DBS Bank, said in an interview to Moneycontrol. “Nonetheless risks of an overshoot in the FY23 CPI projection, persistence of imported price pressures, higher agricultural input prices, producers’ price increases and global shift towards policy […]

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MC Interview | RBI may raise repo rate by 50 bps in second half, says Unmesh Kulkarni of Julius Baer India

Unmesh Kulkarni, Managing Director-Senior Advisor, Julius Baer India. The RBI will have to weigh the risk of further inflationary upside, fuelled by the Ukraine crisis, against domestic growth from sanctions or potential slackening of demand, according to Unmesh Kulkarni, Managing Director and Senior Advisor at Julius Baer India. He feels the Monetary Policy Committee (MPC) is […]

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