markets strategy

Midcaps, consumption and cement to lead market upside in H2: Pankaj Pandey

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Midcaps, consumption and cement to lead market upside in H2: Pankaj Pandey

“On the consumption side, there are multiple triggers in place. Whether it is FMCG or autos, we are pinning a lot of hopes on the second half for volume revival. So far, volumes have been muted, but we have enough triggers—from GST to the 8th Pay Commission, which may come into effect next year, along … Read more

Private sector banks set to generate Alpha in 2025: Radhika Gupta

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Private sector banks set to generate Alpha in 2025: Radhika Gupta

“Now the point, consumption stocks that are expensive. If you look at India in aggregate, India’s PE multiple over 10 years as a stock market is higher than its 10-year averages. So, India is re-rated upward,” says Radhika Gupta, Edelweiss MF. Everybody has been waiting for this consumption fund, I can tell you. Now that … Read more