“I think investors are beginning to understand that there are cheaper alternatives which give them similar growth profile, similar earnings growth profile in the medium term but available at far lower valuations,” says Manishi Raychaudhuri, Veteran Investor In Asian Equities. They say that if you are a long-term bull, ETF is the best and the … Read more
“So, certainly that pressure is on as far as the market is concerned. The larger part of the delivery volume gets reflected when we see the data, but the F&O volume is not showing the data where we believe that large FPIs are basically shorting the counters on that side of the market and gradually … Read more
“The growth should continue as far as Zomato is concerned. And after the consolidation, the stock can be accumulated and for a longer-term investor it is still a good investment,” says Neeraj Dewan, Market Expert.Just wanted to begin by discussing the latest news flow coming in on Zomato. There is a bit of a bull … Read more
“And if you look at the expectation and the probabilities of further rate cuts in the US, there is only an expectation of another 25 basis points cut in the next six months,” says Punita Kumar Sinha, Pacific Paradigm Advisors.A very interesting point that you made there that a couple of these MNCs now are … Read more
“If you see our largecap at index level has given around 15% returns on a five-year CAGR, while smallcap and midcaps have given almost double the returns,” says Sumit Bhatnagar, Fund Manager, LIC MF.Tell us your own assessment of how 2025 is likely to be. Do you think it is going to be much different … Read more
“So, spending is down 35% year-on-year or compared to what was budgeted and I think that is causing a little bit of a slowdown in the economy, apart from other reasons,” says Hiren Ved, CEO, Director & CIO, Alchemy Capital. Ayesha Faridi: I remember the last time you were in the studios, you were talking … Read more
“I think that way there is a slight set of headwinds. But I feel given the criteria that RBI seems to be talking about from MFIs and from NBFCs that are lending to retail whether cutting down on usurious loans being made through say digital channels or something like that, there is a potential that … Read more
“I think the broader call one will have to take only post getting the clarity on the earnings picture. But my overall view is that the Nifty or the largecap companies by and large should hold out. I do not see a reason for a significant downward correction as far as the Nifty and the … Read more
“Even if you invest in five and only one or two succeed, they could still pay off under a risk-reward framework. So, it’s a combination of excess liquidity and the clearer path to profitability you mentioned,” says Sunil Subramaniam, Market Expert.The list of stocks is getting quite extensive. Do you think one of the reasons … Read more
“The Nifty IT sector has faced downward pressure for the past few days. However, stalwarts like TCS and HCL Tech exhibit resilience on longer-term charts, suggesting potential buying opportunities amid corrections. We remain watchful of Nifty IT’s ability to hold the 100-day moving average; sustaining above it could signal further buying interest,” says Rajesh Palviya … Read more