Daily Voice | Bay Capital continues to invest in these four broad themes, says founder Siddharth Mehta

“We continue to invest in four broad themes: Digitisation, financialisation, specialised outsourcing, and consumption,” Siddharth Mehta, founder and investment chief at Bay Capital, said in an interview to Moneycontrol. He added that Bay Capital continues to be excited by the long-term structural opportunity in India, notwithstanding the near-term challenges. The investment firm does think that the […]

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MC Learn Fundamental Investing | Trading vs Investing: Which is a Better Way to Enter the Stock Market?

Module 1, chapter 2: Trading and investing are two common routes of entering the stock market. When talking about making money in the stock markets, trading and investing are the two terms that come to the mind of every beginner. Most people use these terms interchangeably or without realising the differences between them. Trading and investing […]

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Daily Voice | More correction likely as these four risk factors not priced in yet, says Dhananjay Sinha of JM Financial

“It will be early to assume that the full impact of headwinds (that confront the global and Indian economy currently) are priced in,” says Dhananjay Sinha, Managing Director and Head Strategist and Economist – Equity Research at JM Financial Institutional Securities. Gauging the markets using this monitor, JM Financial sees that 30-35 percent of the […]

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Don#39;t try to time the market, advises Siddharthaa Bhaiya of Aequitas

Siddharthaa Bhaiya, Managing Director and Fund Manager of Aequitas, said their investment philosophy is guided by a multibagger approach that identifies long-term potential through extensive in-house research. They invest in Indian listed equities in small and mid cap space and identify companies that are leaders by way of margin or sales in their respective sectors. Siddharthaa Bhaiya […]

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Daily Voice | Chances of a bear market higher than that of an economic recession: Vivek Sharma of Estee Advisors

Vivek Sharma of Gulaq Inflation has definitely not peaked out. We might remain in a high inflation regime for much longer, feels Vivek Sharma, Director (Strategy) and Head of Investments at Gulaq, a part of Estee Advisors. Sharma said the point of concern is the possibility of a hard landing of US economy because of the rising interest […]

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Daily Voice | Large cap space more attractively priced right now, expect migration from mid-small caps if volatility continues, says Abhay Agarwal of Piper Serica

“In the most recent bout of correction we are finally seeing even long-term investors cutting their allocation to mid and small caps and moving to large caps. Right now the large cap space is more attractively priced and we expect this migration (from midcap and smallcaps) to continue if the markets stay volatile,” Abhay Agarwal, […]

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Daily Voice | Large cap space more attractively priced right now, expect migration from mid-small caps if volatility continues, says Abhay Agarwal of Piper Serica

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Daily Voice | More capital drain on cards, expect 15% more correction, says R Venkataraman of IIFL Securities

The markets are yet to find their trough, and real interest rates in the US (down 700bps from pre-pandemic levels) are likely to outgrow the hike in India (down only 300bps from pre-pandemic levels). This is likely to accelerate capital outflows and form a vicious cycle impacting the currency, inflation, real yields and causing further capital […]

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Daily Voice | Current correction suggests that market seems to have started pricing in expected earnings downgrades, says Harshad Patil of Tata AIA Life Insurance

“There is a possibility of some earnings downgrades in select sectors due to rising raw material prices, demand compression due to rising interest rates, and weakness in some export-oriented sectors due to lingering fears of a US recession,” Harshad Patil, chief investment officer at Tata AIA Life Insurance, said in an interview to Moneycontrol. Patil […]

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Daily Voice | Exide Life CIO Shyamsunder Bhat sees substantial FII purchases next year with potential portfolio re-allocations

Shyamsunder Bhat is the CIO of Exide Life Insurance The Indian equity market has gone into a tailspin in the last few sessions amid mounting inflationary pressure and intensifying fears of recession in the US economy. But the Indian economy looks seated to witness an increasing weightage in emerging market portfolios over the next few years, since […]

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Daily Voice | It#39;s time to raise equity allocations, bet on insurance, pharma, tech stocks, says Arun Malhotra of CapGrow Capital

Arun Malhotra, who co-founded CapGrow Capital Advisors and serving as the portfolio manager, believes the current risk factors will continue till October-November. The next year will see some stability and towards the end of 2023, the equity markets will show some up swing. “There is also massive shorts created in the interim that could also fuel […]

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Daily Voice | These four stocks may double earnings over 3-4 years, says Anil Rego of Right Horizons

Anil Rego of Right Horizons Whenever the Nifty price-to-earnings (P/E) ratio has gone below 20, it yielded higher returns in the following three years. The probability is higher this time around, thanks to sound policies nurturing economic growth, according to Anil Rego, Founder and Fund Manager at Right Horizons PMS. After major correction, he believes, quality […]

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Daily Voice | High inflation likely to persist for another two quarters, says Rahul Bhuskute of Bharti AXA Life

Rahul Bhuskute is the Chief Investment Officer at Bharti AXA Life Insurance High inflation may persevere for another two quarters and the move towards sub-6 percent retail inflation will be very gradual as favourable base effects and the probable easing of non-crude commodity prices and softening of vegetable prices could begin to take effect, Rahul […]

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