Category: Market Outlook

Vaibhav Sanghavi of Avendus Vaibhav Sanghavi of Avendus Capital Public Markets Alternate Strategies said India has and is likely to perform better than other countries. The market has factored in worries on recession, inflation, interest rate hikes and quantitative tightening to a large extent, the co-CEO with 17 years of experience and deep domain expertise […]

Anil Rego of Right Horizons Right Horizons PMS, with more than Rs 1,500 crore of assets under management, believes Indian market performance will continue to be influenced by inflation outlook, geopolitical conflicts, and foreign investment flows, says founder Anil Rego. The fund manager further says geopolitical conflicts and the slowdown in the global economy make India […]

The Indian stock markets need foreign investment inflows to break the record high of October 2021 and although August has got off to a good start, evidence is needed to show that this path is more structural than cyclical, Harendra Kumar, MD of Elara Securities India, told Moneycontrol in an interview. Headline company results in […]

Rahul Singh is the CIO-Equities at Tata Mutual Fund. Corporate earnings for the quarter ended June have been broadly in line with expectations, said Rahul Singh, chief investment officer-equities, Tata Mutual Fund. Banks have performed better in many respects and appear to be in a sweet spot after raising interest rates, Singh said in an […]

Santosh Joseph is the Founder and Managing Partner at Germinate Investor Service LLP. The market has surged 16 percent from its June lows. “Usually, this kind of rally can be prolonged and a 5-7 percent by Diwali cannot be ruled out,” says Santosh Joseph, Founder, Germinate Investor Services LLP. What is interesting is that selling […]

Harshad Borawake of Mirae Asset Mutual Fund While one can never be certain on what market has priced in, Mirae Asset Mutual Fund’s Harshad Borawake believes that market has factored in the peaking of inflation. In an interaction with Moneycontrol, Borawake, the Head of Research & Fund Manager, said “Given that the headline CPI inflation […]

As regards new-age stocks such as Zomato, Sharma termed them as “reverse compounders” who will keep halving one’s investment after every interval. ‘); $ (‘#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){ $ (‘#greentxt_’+articleId).removeClass(“redtxt”).addClass(“greentxt”); //$ (‘.arw_red’).removeClass(“arw_red”).addClass(“arw_green”); $ (‘#gainlosstxt_’+articleId).find(“.arw_red”).removeClass(“arw_red”).addClass(“arw_green”); […]

Analysts at ICICI Securities advise that dips should be used as incremental buying opportunities ‘); $ (‘#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){ $ (‘#greentxt_’+articleId).removeClass(“redtxt”).addClass(“greentxt”); //$ (‘.arw_red’).removeClass(“arw_red”).addClass(“arw_green”); $ (‘#gainlosstxt_’+articleId).find(“.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”); […]

CLSA’s Vikash Jain Vikash Kumar Jain, investment analyst, CLSA believes that froth in the Indian IT sector is gone and there is a strong probability of tactical upside due to strong numbers in the quarter ended June. In an interview with CNBC-TV18 on July 28, Jain shared his thoughts on FII ownership, IT sector space, […]

Prateek Agrawal is the Business Head & CIO at ASK Investment Managers ASK Investment Managers believes that as growth style of investing comes back into focus as a consequence of fall in commodity prices and topping out of inflation expectations, spaces with strong growth tailwinds should again do well. Talking to Moneycontrol, Prateek Agrawal, Business […]

IV Subramaniam of Quantum Advisors believes India looks good on multiple parameters and the potential to earn long-term returns from the equity market remains high despite the volatility and corrections. While talking to Moneycontrol, he, however, reserves his comments on the bottom or top of the market. “The potential for India is so high that all investors should […]

The risk to growth in India may come from a likely US recession, which could happen by the end of 2022 or early 2023, feels V K Vijayakumar, Chief Investment Strategist at Geojit Financial Services. “A US recession happening along with the ongoing slowdown in China and Europe can hit global trade and thereby India’s exports. But […]

Gaurav Dua is the Senior VP, Head – Capital Market Strategy & Investments, Sharekhan by BNP Paribas At this point in time, it is best for retail investors to stay invested, but in the right kind of stocks, suggests Gaurav Dua of Sharekhan by BNP Paribas in an interview to Moneycontrol. A correction of 15-20 percent in […]

Karan Bhagat, founder, managing director, and chief executive officer, IIFL Wealth & Asset Management, is cautious in the near term due to a hardening of interest rates and red-hot inflation. In a recent interview to CNBC-TV18, Bhagat shared his outlook on equity markets, asset allocation and global macros. Edited excerpts: Restrategising in the interest rate hardening […]