Daily Voice | Nifty can be at 20,000 by year-end, divestment and monetisation of PSUs should gain more traction now: Harshad Chetanwala of MyWealthGrowth

Harshad Chetanwala After gaining 24 percent in 2021, the markets are expected to remain strong in CY22, predominantly riding on robust growth and demand across sectors, says Harshad Chetanwala, co-founder of MyWealthGrowth.com. “The Nifty50 can be at around 20,000 by the end of the year if all goes well, but expecting the index to touch […]

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Daily Voice | Bet on sectors linked to infra ahead of Union Budget 2022: ITI Mutual Fund’s George Heber Joseph

Expect Union Budget 2022 to continue sops benefiting infra-related companies, says George Heber Joseph, CEO & Chief Investment Officer, at ITI Mutual Fund. Consequently, sectors linked to the infra theme are the ones to bet on ahead of the Budget, says Joseph, who has 20 years’ experience in equity markets, consulting and capital markets. In […]

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Daily Voice | Banks, Metals, IT among 6 sectors likely to report double-digit profit growth in Q3FY22, says Nimish Shah of Waterfield Advisors

Nimish Shah, Chief Investment Officer – listed investments at Waterfield Advisors Covid affected sectors such as the travel, housing and hospitality industries could see some support from the government in Union Budget 2022, scheduled to be presented on February 1, says Nimish Shah, Chief Investment Officer – Listed investments, Waterfield Advisors. “Sectors that will prime […]

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Daily Voice | Any change in FY22-FY23 earnings estimates will be minimal after Q3 numbers: Unmesh Sharma of HDFC Securities

Unmesh Sharma is the Head of Institutional Equities at HDFC Securities. Unmesh Sharma believes that multi-decadal deflationary trends will eventually overcome inflationary trends. In the interim, however, there is a risk of miscalculation. “A spike in yields would derail markets — in any case the US market is showing signs of fatigue,” said Sharma, Head of Institutional Equities […]

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Daily Voice | Don#39;t expect any broad tax cuts, but sops likely for farmers, EVs, and semiconductors, says Kanika Agarrwal of Upside AI

Kanika Agarrwal, Co-Founder of Upside AI The Union Budget is going to be presented by Finance Minister on February 1. Kanika Agarrwal, Co-founder at Upside AI says given government finances today, they don’t expect any broad tax cuts. However, “There could be pockets of sops for farmers given the tumultuous relationship the government has had […]

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Daily Voice | FY23 may see many large-value deals by government, says Mohit Nigam of Hem Securities

A booming primary market, upbeat equities, and a robust economic recovery have drawn all eyes on the government’s disinvestment and asset monetisation blueprint as the Union Budget comes closer. With 22 firms listed for strategic sellp0ff, the government has started the process for 17 that inluclude the Life Insurance Corporation of India, Bharat Petroleum Corporation, […]

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Daily Voice | Market can scale new highs if the Budget delivers on growth: Sonam Srivastava of Wright Research

Sonam Srivastava is the Founder of Wright Research Sonam Srivastava, Founder of Wright Research said all worries (Fed taper concerns, overheating valuations and Omicron impact etc.) are priced in, and India’s economic conditions are healthy and improving with more positive cues to come. Srivastava is a quantitative investment management and trading professional. Talking about the forthcoming Union […]

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Daily Voice | Expect budget to be pro-growth, government to keep fine balance between tax and growth, says Santosh Joseph of Germinate Investor Services

Santosh Joseph is the Founder and Managing Partner at Germinate Investor Service LLP. Companies will start releasing December quarter earnings next week. Santosh Joseph, founder of Bengaluru-based Germinate Investor Services, told Moneycontrol that the earnings should be good, given the strong festive demand, an almost normal quarter since the start of the pandemic and good vaccination coverage […]

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MC Interview | Over 20 companies, except LIC, expected to tap capital markets to raise Rs 45,000 crore in Q1CY22, says Yesha Shah of Samco Securities

Yesha Shah is the Head of equity research at Samco Securities.  After initial public offerings of more than Rs 1.3 lakh crore in 2021, the pipeline for 2022 looks solid. Companies are expected to come out with offers for about Rs 45,000 crore collectively, says Yesha Shah, head of equity research at Samco Securities. Additionally, […]

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Daily Voice | Largecap equity indices may deliver double-digit return in 2022, says Shyamsunder Bhat of Exide Life Insurance

Shyamsunder Bhat is the CIO of Exide Industries Shyamsunder Bhat, CIO at Exide Life Insurance feels the present market valuations are building in a strong earnings growth in the current as well as the next financial year. “Any disappointments on that front could pose a risk.” After 24 percent return on the Nifty50, “the possibility […]

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Daily Voice | Trinity of these 3-Gs will help India sustain premium valuation over peers, says Nilesh Shah of Kotak AMC

Last budget provided healing touch to the economy. The Union Budget FY23 has to capitalise on that for better growth and equitable distribution, and should encourage consumption through urban MNREGA, said Nilesh Shah, Group President & MD at Kotak Mahindra Asset Management Company in an interview to Moneycontrol. He further said that the Budget should raise revenue […]

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MC Interview | Government may increase infrastructure spending in Budget 2022 to revive economic growth, says Ajit Mishra of Religare Broking

Ajit Mishra If one is in the 25-30 age bracket, Ajit Mishra, VP Research at Religare Broking advises that equities should remain the large chunk of the investment and invest the rest in the other asset classes. On the Union Budget 2022, “given the tight fiscal space and delay in achieving disinvestment targets, we do […]

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Daily Voice | RBI may change policy stance and hike interest rates in mid 2022, says Unmesh Kulkarni of Julius Baer India

Unmesh Kulkarni, Managing Director-Senior Advisor, Julius Baer India. The RBI has already kick-started the withdrawal of liquidity from the money markets. Unmesh Kulkarni, Managing Director Senior Advisor at Julius Baer India says in the backdrop of rising global inflation (and interest rates) and persistently high core domestic inflation, the RBI is expected to hike interest […]

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