FMCG in a sweet spot after GST cuts and monsoon boost: Rajat Sharma
"For disclosure, HUL and Asian Paints have been my top picks since the beginning of this year, and I have mentioned this on your channel before. The slowdown in consumption…
Auto sector still pricey despite rural sentiment tailwinds: Ashish Gupta
"On the banking side you are seeing a major reduction in funding cost and that should benefit both the NBFCs and the mid-sized banks as well. Till now really the…
Muted Q1 earnings expected, but hopes pinned on second-half recovery led by oil, cement and consumer demand: Mahesh Patil
"For now, we expect the market to remain in a narrow range. It has become more stock-specific. Clearly, companies that report better-than-expected earnings are being rewarded, while those that disappoint…
Market movement to be limited in coming quarter; be neutral on pharma: Amit Khurana
Amit Khurana, Head of Institutional Equities, Dolat Capital, says market movement is expected to be limited in the coming quarter. Headwinds will create a cooling period before buying resumes. Upside…
Valuations looking reasonable, but earnings growth remains a concern: Dipan Mehta
"Specifically, we do not have a stock list ready, like a shopping list per se. We are still observing what has happened in the quarter which has gone by," says…
3 top stock recommendations from Rajesh Palviya for next week
"For this September series, we expect the range for September series for Nifty is 24,800 on the downside and on the higher side 25,600, this is going to be the…
Dabur India, PI Industries could rally 19-26% return on above normal monsoon: Siddhartha Khemka
The India Meteorological Department (IMD) announced its stage-2 long-range forecast for southwest monsoon 2024. It has retained its outlook of an above-normal monsoon this year.It expects rainfall in the upcoming…
Can Vodafone Idea stock trade above Rs 20 in next one year? Hemang Jani answers
"I think there is a growth in terms of volume, given the kind of appetite that people have for jewellery and also, we feel that you will see stable margins…
We would keep 12-15% cash and wait for stocks that would outperform over next 12 months: Sandip Sabharwal
Sandip Sabharwal, asksandipsabharwal.com, says “the markets have corrected and people are correlating it to what might happen in the election. I do not think that is the right way to…
PSU banks will continue re-rating; SBI, ICICI Bank & Axis Bank poised for a breakout: Laurence Balanco
"You can see from foreign flows perspective that that rebound in China is detracting from some of the investment in India. I do not think it changes the longer-term trends,…