Author: India

S Naren, chief investment officer at ICICI Prudential Asset Management Company believes equities could see a sharp rise in value, also described in market parlance as a “melt-up”, in 2024 but in the near-term such a scenario is unlikely. “We have can have a melt up in equities in 2024 which is the reason why […]

“Our FY23 year-end target for Nifty is 20,200, though we believe that the journey for the market will not be smooth and will be volatile,” Nishit Master, portfolio manager at Axis Securities, said in an interview to Moneycontrol. The Nifty50 is 4 percent away from its record high of 18,604 points. On corporate earnings, Master, […]

Cement stocks have been in focus after companies announced successive price hikes over the past few weeks The cement sector and its stocks are in a multi-year uptrend as capacities in the space are not coming up fast enough to match incremental demand, Harsha Upadhyaya, chief investment officer at Kotak Mutual Fund told CNBC-TV18 in […]

Santosh Kumar Singh The Reserve Bank of India should keep growth in mind at its Monetary Policy Committee meeting, although the money market has already priced in an interest rate hike, Santosh Singh, fund manager at Motilal Oswal Asset Management Company, said in an interview to Moneycontrol. The three-day Monetary Policy Committee meeting, the first […]

Veteran investor and market expert Ramesh Damani proclaimed that inflation has become public enemy number one. “My feeling is that markets will be grappling with inflation for the next few years,” Damani told CNBC-TV18 in an interview on April 5. Damani’s comment comes in the backdrop of multi-decade high inflation prints in the US and […]

Currently, Indian equities are available at more than 20 times one-year forward earnings. Going by earnings expectations for 2022-23, Indian equity markets look fairly priced if not expensive at current levels, James Sullivan, managing director and head of Asia-Pacific equity research, told CNBC-TV18 in an interview. Sullivan highlighted that if earnings expectations for energy and metal companies […]

Companies that produce commodities will enjoy strong profitability, while lending financials should not see very significant earnings downgrades, at least in FY23. Overall, Nifty earnings will be up by 1-2 percent, R Venkataraman, chairman of IIFL Securities, said in an interview to Moneycontrol. In the next 12 months, there are chances of 10 percent returns, but […]

The stock market has factored in all negative news and a resumption of the broader uptrend is expected in the coming financial year, Prakarsh Gagdani, CEO of 5paisa.com, said in an interview to Moneycontrol. He projected a target of 20,400 for the Nifty in this financial year, which would be a return of about 18-19 percent from the […]

Though FY2022 was a roller coaster year for the global equity markets, Indian stock markets were the top performers in generating returns for investors. The Nifty50 was the top-performing indices, compared to all major global markets. It generated returns of 19 percent during the financial year gone by, beating the global heavyweights like S&P 500, […]

Shiv Chanani is the Head of Research at Elara Securities India. “Given that much of the increase in commodity prices has taken place in the second half of the quarter, we do not expect a significant impact on margins in Q4 as companies will be running down inventories,” Shiv Chanani, head of research at Elara […]

“In Asia, I am cautious on countries with large current account deficits, where the future increase in imports will exaggerate the already strained government finances,” says Asheesh Chanda, Founder & CEO of Kristal.AI in an interview to Moneycontrol. On themes to invest, Asheesh with more than 15 years of experience in the financial industry says […]

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Quarter 4 result season is around the corner and, we believe there will be shrinkage in margins due to rising input cost caused by rising geopolitical tension between Russia and Ukraine. Sunil Shankar Matkar April 02, 2022 / 08:46 AM IST Mohit Nigam is the Head – PMS at Hem Securities ‘); $ (‘#lastUpdated_’+articleId).text(resData[stkKey][‘lastupdate’]); //if(resData[stkKey][‘percentchange’] […]

Disclaimer | Terms & Conditions | Privacy Policy | Cookie Policy | FAQs | Sitemap | Contact Us | Advertise with Us Network 18 Sites: News18 | Firstpost | CNBC TV18 | In.com | Cricketnext | Overdrive |Topper Learning Copyright © e-Eighteen.com Ltd All rights resderved. Reproduction of news articles, photos, videos or any other […]

Gaurav Dua is the Senior VP, Head – Capital Market Strategy & Investments, Sharekhan by BNP Paribas We expect Q4 earnings season to be quite tough for certain sectors as after an earning upgrade cycle of past 4-5 quarters, the Q4 earning season could see meaningful downgrades in estimates in select sectors like cement, FMCG, oil […]

“A good Rabi crop harvest is now critical for rural demand revival and, in turn, improvement in pricing power of different industries,”  Ashutosh Tiwari, Managing Director-Equities,  Equirus, said in an interview with Moneycontrol. After a significant rise in commodity prices, he feels margins are likely to remain under pressure due to commodity inflation as well […]

Hemang Kapasi is the Head of Equities at Sanctum Wealth Hemang Kapasi, Head of Equities at Sanctum Wealth feels banking and financials are well-placed right now with the improving credit costs and rising interest rate environment, which is better for NIM (net interest margin) expansion. We believe banking and financials should do well once the current geopolitical tensions […]