CONSUMPTION
Market bottom not yet formed; betting on HDFC Bank to outperform: Nischal Maheshwari
Market expert Nischal Maheshwari believes HDFC Bank is poised to outperform after a period of underperformance. He notes the bank's strong recent performance and expects it to surpass ICICI Bank as a leader in the private banking sector. Maheshwari also shares his insights on various stocks and sectors, including Tata Motors, travel and tourism, and BPC companies.
Capex companies will face a longer winter than consumer companies: Ajay Srivastava
Ajay Srivastava, CEO of Dimensions Corporate, believes that while the Indian market has faced difficulties, a reversal is underway. He sees positive signs in retail sales, particularly in sectors like two-wheelers, appliances, hotels, and aviation. However, he cautions that capex companies may experience a slower recovery due to limited government spending.
Why Gautam Duggad is overweight in IT & private bank stocks; down to neutral in consumption
Gautam Duggad, Head of Research at Motilal Oswal, shares his insights on the shifting landscape of the Indian consumption sector. While reducing their exposure to consumer discretionary stocks, they are finding opportunities in specific areas like jewelry, hotels, and food delivery. Their current focus has shifted towards sectors like IT, private banks, real estate, and industrials.
Low-risk investors can eye FMCG sector for 12-15% return: Sandip Sabharwal
Insurance as a sector which has that fits and starts and a sector which was always seen as a rising sector but has disappointed in terms of the earnings delivery actually if you see overall over the last few years. So, as a sector, I do not see it as a very exciting sector in the near term, at least the life insurance sector.
IT, FMCG numbers should improve in Q3; be careful in metals: Sudip Bandyopadhyay
Indian technology companies are poised for growth with the new US administration, despite potential visa challenges. Improved earnings are expected from Q3 onwards. Construction and infrastructure sectors are also predicted to rise, while FMCG anticipates a comeback driven by urban demand. Caution is advised for metal investments in the short to medium term.
How will Trump victory impact ¡®tariff king¡¯ India¡¯s export-oriented companies? Jonathan Schiessl answers
As the US election concludes, uncertainty looms over the future of global trade, particularly for export-oriented companies. While some sectors in India experience a momentary surge, experts caution against premature optimism. The potential impact of US President Donald Trump's policies on tariffs, the US dollar, and manufacturing regulations remains unclear.
Financials and renewables are the next big bets, says Nilesh Shah
Nilesh Shah from Envision Capital believes consumer demand in India is growing thanks to aspirational spending, despite disruptions from new market entrants. He emphasizes the need for job creation, upskilling, and private capital expenditure, prominently investing in sectors like financials, renewables, and smaller IT firms with growth potential.
Why is India¡¯s GDP growth so high but bank credit & consumption are slack, asks Swaminathan Aiyar
Swaminathan Aiyar, Consulting Editor at ET Now, highlights the puzzling scenario of high GDP growth in India alongside stagnant bank credit and consumer spending. The strong domestic investment in stock markets, inflation concerns, and potential adjustments by the RBI are discussed amid questions on the accuracy of GDP data or anticipation of a future consumption boost.
ETMarkets Smart Talk: Banking and consumption sectors to outperform by next Diwali, says Naveen Kulkarni
The stock markets have been relatively stable over the last two months since the beginning of October. Although the market did reach new highs at times, overall returns have been modest.
We believe in India & the consumption story. We do not get impacted by share price: Anchit Nayar, Nykaa
Nykaa's top executives, Anchit and Adwaita Nayar, discuss their omni-channel expansion strategy in the Middle East, focusing on a high consumption market with underdeveloped e-commerce infrastructure. They emphasize profitability goals and notable market trends, including a strong online play and growth in men's lifestyle consumption. Despite stock price concerns, long-term value creation remains a priority.
Jonathan Schiessl on why he will sit on the sidelines on auto and realty stocks
Jonathan Schiessl from Westminster Asset Management discusses the Indian real estate and auto markets. He is cautious on realty stocks, selective in auto investments with an interest in Maruti, and skeptical about Tata Motors due to Jaguar Land Rover issues. Schiessl sees long-term opportunities in urban consumption despite current market volatility.
Banking sector set for a comeback? Ajay Bagga¡¯s analysis
In this interview, Ajay Bagga shares insights on the recent market volatility, the impact of FII outflows, and the performance of Indian markets relative to global peers. He highlights the influence of the China story, a stronger dollar, and the US presidential election on market trends. Bagga suggests that banks may outperform in the coming months, while private consumption lags. He advises a cautious approach towards the IT sector and emphasizes the resilience of Indian markets amid global uncertainties.
Things to start looking bright for IT cos after a month; pockets of rural consumption picking up: Sudip Bandyopadhyay
Sudip Bandyopadhyay notes varying trends across multiple sectors like IT and rural consumption. He mentions the potential benefits for IT companies linked to BFSI, positive signs for long-term investments in Hyundai, and sees recovery prospects in real estate and metals. He suggests monitoring sectors like automobiles and allied spaces for future opportunities.
Better to hide in cash for next few months as earnings are not going to help: Andrew Holland
Andrew Holland, CEO of Avendus Capital, highlights that margins will be the primary focus this earnings season. Earnings are weak and there are additional concerns like US elections, geopolitical issues, and potential Chinese stimulus. He advises increasing cash levels for the coming months, as earnings are not expected to improve.
Is it time to bet on IT and private bank stocks? Mihir Vora answers
So, headline numbers tend to kind of mask a bit of the underlying churn that is going on in the segment, that is one. And whether we like it or not, midcaps and smallcaps are now 40% of the market cap.
Edelweiss' Niranjan Avasthi on 3 themes to bet on in China
Niranjan Avasthi from Edelweiss MF notes positive inflows in their Greater China Offshore Fund. Investors are now showing confidence in China's consumption, technology, and carbon neutrality sectors. Both tactical and strategic investments are on the rise, as recent Chinese economic measures seem to be persuading sceptical investors to invest in China.
High valuations flash warning signs amid uncertain market outlook: Vijayaraghavan Swaminathan
?On top of it, if you look at the last three-four quarters, there is a weak job hiring when it comes to IT sector and weak salary growth. And adding to that, if you look at last three-four quarters, banks and NBFCs have been cautious when it comes to retail lending.
Why is it a good idea to buy bank stocks now? Ashish Gupta explains
Ashish Gupta, CIO of Axis MF, discusses the outlook for the banking sector, noting that earnings momentum may slow due to decreasing margins and rising credit costs. However, he believes banks can perform well given current valuations and improved deposit growth supported by RBI liquidity measures. He also sees opportunities across smallcap, midcap, and largecap stocks.
Looking for stocks with reasonable valuation and growth for next 2 -3 years? Consider these 3 themes: Ashish Gupta
Ashish Gupta, CIO of Axis MF, highlights three investment themes: consumption in discretionary sectors, the financial sector with a focus on private banks, and government-driven initiatives like Make in India and PLI. He notes that liquidity is driving market highs globally and emphasizes the importance of growth differentiation among companies.
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