FINANCIALS

Krishna Sanghavi, CIO Equity, Mahindra Manulife MF, suggests that the Indian markets might experience a consolidation phase over the next year, with returns driven more by individual stock performance than overall market movement. He highlights fina...

?So, we feel there is a strong case for a pullback, for a bounce back from these levels. Whether the bounce back translates into a reversal or not, only time will tell but we feel that 23,200, the risk reward is fairly favourable for fresh investmen...

The earnings print in the recently reported quarter were not exciting. Input cost moderation led to strong earnings growth in FY24. Considering the high base, a meaningful improvement in volume is required to sustain the earnings momentum.

And if we do not go beyond that and do start falling again, yes, we can create a case that this will become a further extended decline. But right now, at current levels, there are some oversold readings that allow us to look for some kind of a bounc...

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. ...

I strongly believe that earnings misses have largely bottomed out in Q2. If we look at corporate India's performance, two sectors have disappointed slightly. First is the banking sector, where we’ve seen a rise in NPAs from unsecured loans

Metals is one space where we are finding stories with margin expansion and volume growth at the same time. Fmcg is again one area for us which is turning out to be very interesting.

The regulatory environment for the past four years has not been incredibly favourable for mergers and acquisitions, it has not been favourable for consolidation of certain industries and so I think that is a big part of what was playing out today.

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 o...

Under the Harris and Biden White House, there has been a lot of scrutiny on a lot of these mega cap tech companies here at home and moving away from that would probably ease some pressure on those largecap names

?But the US uncertainty-related selling because money is going back into the US and the Japan, that is not India-centric. So, domestic fund managers are sensing an opportunity and from now on even there is further FII selling, domestic fund managers...

With the US elections underway, early ballots indicate a tight race between Kamala Harris and Donald Trump. Markets had been betting on a Trump victory, but recent shifts in traditionally Republican states suggest growing support for Harris. Financi...

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, promi...

Indian stock market outlook for the next year depends on earnings growth, new and repeat orders. Key sectors expected to perform well are Private Financials, Metals, Capital Goods, Specialty Chemicals, Healthcare, and Large cap IT. Domestic demand i...

Gurmeet Chadha from Complete Circle Consultants highlights long-term investment opportunities in the energy sector, particularly with NTPC, Tata Power, and Power Grid. He also points out the potential of new-age tech businesses like Zomato and Polic...

Regarding the enhanced performance, we haven't made very significant changes. We have followed the standard template: buy head-winded or value businesses, and then over a period of time wait for tailwinds to reappear. We supplement this by maintaini...

As market cycles change, winners keep changing. Given the key events lined up - RBI rate cut cycle (which will eventually begin in next few months), US presidential elections, etc - for the next one year, where do you think the puck is going to be i...

Rajasa K. of Franklin Templeton is positive on select financials, industrials, and consumption segments. She believes India is in the early phases of growth and expects respectable equity returns in the next three to five years. While gold is a good...

Hitesh Doshi, Chairman of Waaree Energies, highlights how ALMM is boosting Indian module manufacturing. He discusses the company's global and domestic expansion strategies. Waaree plans to increase manufacturing capacities and backward integration. ...