Category: Market Outlook

JM Financial Asset Management believes India will benefit from good growth as China + 1 and PLI benefits start helping Indian companies scale up to the next level, Satish Ramanathan, CIO – Equity, says in an interview to Moneycontrol. He also believes the Indian earnings story is on a firm footing. “With focus on domestic […]

After a couple of months of turmoil, October brought cheer for investors in most major economies. There was heavy buying in the US and European stock markets along with those in India. In India, festive season support for stocks has been the dominant trend of the past 10 years. The Dow Jones Industrial Average was the best-performing […]

Sushant Bhansali is the CEO at Ambit Asset Management. Ambit Asset Management expects 2023 to be a strong year for Indian equities as private sector capex picks up, strong earnings momentum continues, with the time correction valuations becoming relatively more inexpensive and demand conditions remaining strong, Sushant Bhansali says in an interview to Moneycontrol. Markets […]

Sonam Srivastava is the Founder of Wright Research “If the economic situations turn favourable, which is a possibility, the target of 20,000 on the Nifty50 is not unachievable. But, of course, the unpredictable geo-political situation remains a concern and can play further spoilsport,” said Sonam Srivastava of Wright Research in an interview to Moneycontrol. The […]

Anand Varadarajan of Asit C Mehta Financial Services Anand Varadarajan, director, Asit C Mehta Financial Services, goes where most investors fear to tread. You won’t find many analysts batting for the much-derided public sector undertakings but for him, some of these enterprises are an attractive investment opportunity. The financial service professional with more than 20 […]

Naveen Kulkarni of Axis Securities “The investment themes are banking, domestic consumption (both discretionary and staples), commercial vehicle cycle, and strong balance sheet. These are broad themes for this Diwali season,” Naveen Kulkarni of Axis Securities PMS says in an interview to Moneycontrol. He feels the next year will be driven by various macro challenges, […]

LGT Group CEO Prinz Max von Liechtenstein. Copyright: Brigitt & Eddy Risch. LGT Group, the world’s largest family-owned private bank and asset manager, is open to more inorganic opportunities in India to expand its footprint. The Liechtenstein-based private banker, which has global assets under management of more than $ 300 billion, has forayed into India’s […]

Markets have been extremely volatile in the last few months thanks to weak global cues but they have managed to hold their own. Money managers believe this resilience will continue at least till the end of the year. The Market Sentiment Survey conducted by Moneycontrol shows 60 percent of money managers see Nifty ending the […]

Gopal Kavalireddi of FYERS Over the next 3-4 months, the discretionary segment could clock about 13-17 percent growth, with the staples segment offering a steady 7-9 percent growth, Gopal Kavalireddi of FYERS says in an interview to Moneycontrol. He says with a good monsoon (7 percent above long period average), a rise in manufacturing capacity […]

Rahul Singh of Tata Mutual Fund Equity markets are likely to remain volatile for the next three-six months as valuation adjustments in response to the higher-for-longer interest rate scenario is still in process, Rahul Singh of Tata Mutual Fund says in an interview to Moneycontrol. Singh feels corporate earnings so far have been neutral to […]

Andrade mentioned that investors will not get stocks at cheap prices in India, adding that they need to wait for some time and good news is not far away Kenneth Andrade The global economy will bounce back once a likely deflationary situation across countries is over, which will also lead to interest rates becoming more manageable, […]

Divam Sharma is the Founder of Green Portfolio Green Portfolio’s Divam Sharma, who has a positive view on the markets for the rest of the financial year, believes that India should attract a higher FPI allocation among the developing market peers considering its tailwinds and should outperform in this rally. Even after significant correction from […]

Srinivas Rao Ravuri of PGIM “We expect India to outperform in the longer term, given its relatively strong economic footing, healthy earnings growth and a strong and stable policy regime,” Srinivas Rao Ravuri of PGIM India Mutual Fund says in an interview to Moneycontrol. PGIM India is positive on banks as they are in a sweet spot […]

Andrade mentioned that investors will not get stocks at cheap prices in India, adding that they need to wait for some time and good news is not far away Kenneth Andrade The global economy will bounce back once a likely deflationary situation across countries is over, which will also lead to interest rates becoming more manageable, […]

Srinivas Rao Ravuri of PGIM “We expect India to outperform in the longer term, given its relatively strong economic footing, healthy earnings growth and a strong and stable policy regime,” Srinivas Rao Ravuri of PGIM India Mutual Fund says in an interview to Moneycontrol. PGIM India is positive on banks as they are in a sweet spot […]

Manish Goel of Research & Ranking Manish Goel, founder and director, Research & Ranking believes investors can create substantial wealth by taking a long-term approach as India’s structural growth story plays out. To achieve that, he has identified five major emerging themes for the next 5 to 10 years. One of those 5 themes is financialization of savings, and […]

Siddharth Bothra of Motilal Oswal AMC Motilal Oswal AMC feels domestic plays such as pharma, consumer sub segments, logistics and import substitute are relatively safer sectors, Siddharth Bothra says in an interview to Moneycontrol. On the banking, given the cautious approach to growth by most PSU banks over the last few years – the probability of any […]

Assessing the prospects of IT stocks from a medium to long-term perspective, Saurabh Mukherjea said that companies like TCS, Infosys and HCL Tech have been performing well. ‘); $ (‘#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(“greentxt”).addClass(“redtxt”); // $ (‘.arw_green’).removeClass(“arw_green”).addClass(“arw_red”); //} if(resData[stkKey][‘percentchange’] >= 0){ $ […]

Ramkumar K of Reliance General Insurance Company “It is indeed a buy on deep dips market as far as the equity goes. Many of the largecap companies are at the valuation which was prevailing pre-Covid whereas their revenues and earnings are much higher, thus providing opportunity,” Ramkumar K, Chief Investment Officer at Reliance General Insurance […]