Category: Market Outlook

Shares of lenders and insurers will shine in Q1FY23, as slippages moderate and asset quality improves further. That’s the view coming from Gautam Duggad, Motilal Oswal’s Head of Research at the Institutional Equities desk. Speaking to Moneycontrol, Gautam Duggad said that the twin headwinds of sticky inflation and modest demand could hurt earnings growth of […]

Santosh Joseph is the Founder and Managing Partner at Germinate Investor Service LLP. The Russia-Ukraine war, various other geopolitical tensions across places, and fresh Covid outbreaks in some countries have kept people on the edge. From an investor perspective, it’s better to stay put and stick to your investment goals and, maybe, not focus too […]

Ruchit Mehta of SBI Mutual Fund The bout of volatility in the markets could continue for the near term, but investors should look at corrections as an opportunity to build a portfolio for the longer term. That’s the sense coming from one of India’s top mutual fund SBI MF’s Head of Research Ruchit Mehta. In […]

Anitha Rangan of Equirus The central banks world over are expected to remain aggressive for the rest of the year. In such a scenario, with the geo-political crisis still far from over, volatility shows no signs of relent. In an interview with Moneycontrol, Anitha Rangan, Economist at Equirus, shares that there is still a lot of dust […]

Devang Mehta of Centrum Wealth Digital transformation, which gathered steam during the pandemic and sustained the momentum as the world embraced a new normal, is likely to grow further through the next several quarters as companies look to get maximum utilisation out of their capabilities built over the last few years. “Macroeconomic concerns are unlikely to create anything more […]

“IT sector has corrected from its recent high leading to valuations coming down. While there would be near term uncertainty on growth and margins, I think it makes sense to look at the sector from a medium-term perspective,” Darshan Engineer, Portfolio Manager at Karma Capital said in an interview to Moneycontrol. Apart from IT, the […]

The influence of psychology on investors’ decision-making still largely explains stock gyrations Howard Marks ©The Financial Times Limited 2020 May 27, 2022 / 12:43 PM IST All Rights Reserved. FT and Financial Times are trademarks of the Financial Times Limited Not to be redistributed, copied or modified in any way. I’ve lived through (and been […]

It’s important to understand the factors driving the FII selloff in order to try and form expectations around when we may expect it to reverse This month has already seen FII outflows of nearly Rs 50,000 crore – the worst in more than two years. For perspective, the selloff in May 2022 is second only […]

Rupen Rajguru, Head – Equity Investments and Strategy at Julius Baer India Trade is slowing down in major economies like the US, China and Europe. These are also biggest markets for Indian goods and services. The sluggish trade is going to impact emerging markets that are already grappling with high inflationary trends. “The markets will also […]

Sushant Bhansali is the CEO at Ambit Asset Management. The fourth quarter earnings have seem to have failed to enthuse the market and triggered a skew in the upgrade-downgrade ratio, according to Sushant Bhansali, CEO at Ambit Asset Management. In an interview with Moneycontrol, Bhansali shares that he believes that the pressure on earnings will last one more quarter […]

Sachin Shah of Emkay Investment “The worst seems to be discounted in the current valuations,” Sachin Shah, Fund Manager at Emkay Investment Managers, said in an interview with Moneycontrol. He thinks the current weakness is flowing from global headlines and global markets. “…when we see the domestic economy, most of the demand indicators suggest very […]

The markets still haven’t fully discounted rising US interest rates, inflation risks, outcomes of geopolitical tensions and commodity and crude oil prices, Radhika Ravishekar, chief investment officer at General Insurance Corporation of India, said in an interview to Moneycontrol. She ruled out the possibility of indices setting record highs soon, saying volatility is expected to […]

Varun Lohchab is the Head of Institutional Research at HDFC Securities. Commodity prices are yet to stabilize and their future course of movements will dictate future actions of global central banks, hence, we believe market is far from being in a stable territory, Varun Lohchab, Head of Institutional Research at HDFC Securities said in an […]

Anil Rego of Right Horizons “In the IT space, largecaps have corrected close to 20 percent and the midcaps close to 30 percent due to margin contractions in the last few quarters on high attrition, but demand continues to be robust while some slowdown is expected in the medium term,” Anil Rego, founder and fund […]

Sonam Srivastava is the Founder of Wright Research “eMudhra is India’s most significant licensed certifying authority. The company has issued over 50 million digital signature certificates through 88,457 channel partners. But it will list at a PE of 78.81x within a highly competitive industry. So, we advise investors to be cautious,” Sonam Srivastava, Founder at […]

Credit Suisse is structurally bullish on defence, chemical and the active pharmaceutical ingredient (API) stocks, and believes that investors with a medium to long term horizon should start looking at real estate companies as demand growth is expected to remain solid despite rate hikes by the RBI. During an interaction with Moneycontrol, India equity research head […]

Raghvendra Nath is the Managing Director of Ladderup Wealth Management “This time around, inflation has really spiked and is so broad and pervasive that it is looking very difficult that it could be harnessed only by raising interest rates,” Raghvendra Nath, Managing Director at Ladderup Wealth Management, said in an interview to Moneycontrol. He further […]

With more than 12 percent corrections just behind us, this is time to start investing in lumpsum and there are possibilities of good inflows at these levels, but it would be foolhardy to assume that the market sentiment would not impact the investors’ mood. Markets have quickly factored in most of the tightening, argues Aashish P Somaiyaa, CEO […]

Rahul Bhuskute is the Chief Investment Officer at Bharti AXA Life Insurance Global supply chain concerns, rising crude oil and other commodity prices, and accelerating consumer price inflation have taken a toll on the equity markets, but it is difficult to say whether their full impact has been priced in, Rahul Bhuskute, CIO at Bharti […]