Author: India

Vinod Nair, Head of Research at Geojit Financial Services advises investors to keep a balanced portfolio with equity exposure in the range of 50 percent to 75 percent. “I suggest a focus on largecaps in sectors like IT, Pharma, FMCG and Telecom,” he said. In the Union Budget, which is likely to be presented on […]

New-age investors have supported the market in last 1-2 years. Abhay Agarwal, Founder and Fund Manager at Piper Serica, advises such young investors to ‘follow their wallet’ and invest in companies of which they are also customers. Agarwal has nearly three decades of experience in the equity stock market. On the Union Budget 2022, which […]

The market registered 22 percent returns in 2021. Amar Ambani, Senior President & Head of Institutional Equities at YES Securities says similar kind of returns are very likely in 2022. “I reckon Nifty will achieve a higher high than what we saw in 2021.” Among the sectors, Yes Securities is betting on infrastructure where anything […]

Dhananjay Sinha, JM Financial Institutional Securities Budget 2022 should focus on providing more support to the demand rather than the supply side. Reviving the damaged informal sector and small businesses, which create jobs, will be crucial, says the MD and Chief Strategist of JM Financial Institutional Securities. He believes there are several factors that could […]

Srinivas Rao Ravuri, Chief Investment Officer at PGIM India MF says one should reduce expectations from Budget announcements. “The government has been announcing several measures to lift economic growth, and we expect this trend to continue. They don’t need to wait for the Budget.” The primary market has been buoyant in the year 2021 with […]

The quarterly earnings season for the October-December period will begin in January 2022. Nitin Sharma, Director, Research, and India Site Head at Fidelity International, believes names in banks, diversified financials, materials and pharmaceuticals will see earnings upgrades in the coming months. India has been enjoying premium to most of emerging markets for several quarters now […]

After witnessing around 20 percent returns on the benchmark indices so far in 2021, Gautam Duggad, Head of Research – Institutional Equities, at Motilal Oswal Financial Services, told Moneycontrol that it may be difficult to see similar market returns in 2022 as earnings catch up with valuations. Further, he believes that largecaps now offer relatively […]

The US Federal Reserve started tightening its easy money policy earlier than expected two months ago, responding to high inflation. It has decided to end bond purchases in March 2022 and hinted at three rate increases next year. According to Neelkanth Mishra, co-head of equity strategy, Asia Pacific, and India equity strategist, securities research, at […]

After more than 8 percent correction in the market from its record high levels, the market has been range-bound. The consolidation is expected to continue over the next 3-6 months after a steep run in prices, said Yuvraj Thakker, Managing Director at BP Wealth in an interview to Moneycontrol. As far as events are concerned, […]

As per World Health Organisation, Omicron is detected in 89 countries now. Hence, Mohit Nigam, Head – PMS, Hem Securities says the next few weeks could see higher volatility in the markets as Omicron is slowly spreading in India, though the absolute case count continues to be low. As far as the 2022 is concerned […]

After more than 8 percent correction in the market from its record high levels, the market has been range-bound. The consolidation is expected to continue over the next 3-6 months after a steep run in prices, said Yuvraj Thakker, Managing Director at BP Wealth in an interview to Moneycontrol. As far as events are concerned, […]

Vaibhav Sanghavi, Co-CEO at Avendus Capital Public Markets Alternate Strategies LLP It has been a very eventful 2021, with equity markets performing well across the globe, well supported by ample liquidity coupled with low interest rates. As we see economies recovering from the roils of Covid (once in a century pandemic) and subsequent variants, the […]

In Budget 2021, the government had promised divestment in LIC via IPO and experts expect that to take place in Q4FY22. Narendra Solanki, Head-Equity Research (Fundamental) at Anand Rathi Shares & Stock Brokers told Moneycontrol that the government would continue to focus on divestment and monetisation in Union Budget 2022 as well. “The pending big […]

It seems to be a busy year ahead for Sanjay Chawla, Chief Investment Officer and Fund Manager at Baroda Mutual Fund, with the events calendar for 2022 being dotted with a host of things to watch out for while drawing up the investment blueprint. The Omicron Coronavirus and its impact on the economy top the […]

Unless the Omicron gets more ominous to trigger a third wave of pandemic, 2022 will be the year of returning to normalcy, believes Harshad Chetanwala, who co-founded MyWealthGrowth.com. While sharing his views with Moneycontrol for the year ahead, Chetanwala harped on sectors like real estate, IT, banking, metals and auto. “Growth in sectors like real […]

Nimish Shah, Chief Investment Officer – listed investments at Waterfield Advisors Nimish Shah, chief investment officer – listed investments, at Waterfield Advisors, says that at current valuations, concerns over the equity markets could derail expected growth. Factors that could hinder growth are inflation and interest rates, he told Moneycontrol in an interview. Shah, who has […]

After scaling record highs in October, the Indian equity market has moved into a correction phase that may last for a couple of more months until the next leg of rally kicks off, says Shailendra Kumar, Chief Investment Officer at Narnolia Financial Advisors. Known in the financial services sector for his deep insight earned in […]

Sonam Srivastava, founder of Wright Research, says looking at the unadjusted PE (price-to-earnings) ratios fundamentally, the Nifty has come back to 23 after a peak of 30 in October. In an extreme worst-case scenario, the Nifty will find support at 20 PE, at about 15,000, but this is extremely unlikely, she said in an interview […]

The fundamentals of the Indian markets look strong, and the domestic flows into the market seem to be making a steady rise, fostering a positive growth environment. “We believe that as we advance, a well-articulated, albeit aggressive, tapering by the US Federal Reserve would not be very disruptive for the Indian markets,” says Harshad Patil, […]