Category: Market Outlook

Tridib Pathak, Co-head of Equity, Ocean Dial Asset Management India and Fund Manager at Avendus Olivo believes in fundamental investing driven by bottom-up stock selection. He says their goal is to achieve a fine balance between quality of the business and the valuations. Pathak has an overall experience spanning more than three decades. The FII flows into India […]

Mitul Shah, Head of Research at Reliance Securities believes the market will remain firm based on various fundamental triggers, while some profit booking led correction is likely. With the market near record high levels backed by stellar returns, he said, “one should focus more on valuation story rather than growth story as majority of the […]

September 2021 quarter earnings season will begin next month. Ashutosh Tiwari, Managing Director-Research at Equirus Securities feels rural demand remains impacted vis-à-vis urban and therefore demand in rural dependent sectors might be weaker year-on-year (YoY). The September quarter is likely to see margins compression across many sectors due to commodity inflation, said Tiwari in an […]

Jitendra Arora, Executive Vice President & Senior Equity Fund Manager at ICICI Prudential Life Insurance Company, advises investors to follow an approach of ‘time in the market’ and not ‘timing the market’. “The market is expensive in terms of valuations, with respect to its past.  Thus, one may avoid lump sum amounts with a horizon […]

Jitendra Arora, Executive Vice President & Senior Equity Fund Manager at ICICI Prudential Life Insurance Company, advises investors to follow an approach of ‘time in the market’ and not ‘timing the market’. “The market is expensive in terms of valuations, with respect to its past.  Thus, one may avoid lump sum amounts with a horizon […]

September 2021 quarter earnings season will begin next month. Ashutosh Tiwari, Managing Director-Research at Equirus Securities feels rural demand remains impacted vis-à-vis urban and therefore demand in rural dependent sectors might be weaker year-on-year (YoY). The September quarter is likely to see margins compression across many sectors due to commodity inflation, said Tiwari in an […]

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Dhananjay Sinha, Managing Director & Chief Strategist, JM Financial Institutional Securities expects India’s growth cycle to be led by consumption sectors on the back of improved employment as operations normalise across segments. Sinha, who has more than 20 years of market experience, says investment strategy should align with the emerging business cycles as well as […]

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A short-term 5-15 percent correction is around the corner as the market is overstretched after a vertical move, but this will be a great buying opportunity, Santosh Meena, Head of Research, Swastika Investmart says. He said global factors may trigger correction, and rising US bond yields after the Fed declares the timeline of tapering may […]

Abhiram Eleswarapu, Head of India Equities at BNP Paribas feels on one year forward P/E basis, most sectors are trading at a premium compared to their average valuations of the past decade. “When seen in conjunction with abundant global liquidity and low yields, Indian equities are neither cheap nor expensive relative to bonds.” The Indian […]

Prem Prakash, CEO, CapitalVia Global Research, expects a healthy correction before markets resume their climb to record highs. Investors can book profits as of now, look for value-buying opportunities or opt for a buy-on-dips strategy, he says. An MBA from FMS, Prakash is a seasoned investment adviser and is tasked with putting his company on […]

Atish Matlawala, Senior Analyst at SSJ Finance & Securities believes the market will remain bullish over the longer time frame due to various policy measures taken by the government. “But we need not rule out correction of 5-10 percent in the shorter term,” he said in an interview to Moneycontrol’s Sunil Shankar Matkar. In the […]