π’ #DailyVoice: No recession in sight!
Marcellus' Krishnan remains optimistic, forecasting 8% real GDP growth.
Read hereβ¬ππ
https://www.moneycontrol.com/news/business/markets/daily-voice-no-threat-of-recession-marcellus-krishnan-stays-bullish-on-8-real-gdp-growth-12473711.html?utm_medium=social&utm_source=telegram&utm_campaign=regular-editorial
Marcellus' Krishnan remains optimistic, forecasting 8% real GDP growth.
Read hereβ¬ππ
https://www.moneycontrol.com/news/business/markets/daily-voice-no-threat-of-recession-marcellus-krishnan-stays-bullish-on-8-real-gdp-growth-12473711.html?utm_medium=social&utm_source=telegram&utm_campaign=regular-editorial
Moneycontrol
Daily Voice: No threat of recession, Marcellus' Krishnan stays bullish on 8% real GDP growth
Ability of individual companies to deliver earnings growth and sustain the outlook implied by their current valuations, would be a bigger driver of re-rating in coming quarters.
#DailyVoice ποΈ This veteran believes any market correction would surprise investors, considering the favorable conditions influencing the market. π¦
Here's what he said π
https://www.moneycontrol.com/news/business/markets/daily-voice-why-this-veteran-says-any-correction-will-stun-the-street-given-the-tailwinds-at-play-12477151.html?utm_medium=social&utm_source=telegram&utm_campaign=regular-editorial
Here's what he said π
https://www.moneycontrol.com/news/business/markets/daily-voice-why-this-veteran-says-any-correction-will-stun-the-street-given-the-tailwinds-at-play-12477151.html?utm_medium=social&utm_source=telegram&utm_campaign=regular-editorial
Moneycontrol
Daily Voice: Why this veteran says any significant correction will stun the Street, given the tailwinds at play
Sanjay Chawla of Baroda BNP Paribas Mutual Fund remains constructive on OMCs as they are trading at reasonable valuations.
#DailyVoice ποΈ Torus Oro PMS CEO, Nitin Agrawal, expresses bullish sentiment on five sectors for FY25. π¦
Here's what he said π
https://www.moneycontrol.com/news/business/markets/daily-voice-torus-oro-pms-ceo-bullish-on-these-5-sectors-for-fy25-12497781.html?utm_medium=social&utm_source=telegram&utm_campaign=regular-editorial
Here's what he said π
https://www.moneycontrol.com/news/business/markets/daily-voice-torus-oro-pms-ceo-bullish-on-these-5-sectors-for-fy25-12497781.html?utm_medium=social&utm_source=telegram&utm_campaign=regular-editorial
Moneycontrol
Daily Voice: Torus Oro PMS CEO bullish on these 5 sectors for FY25
With a thrust on renewals, gas distribution companies have a huge role to play to make it available to households, says Nitin Agrawal who is bullish on this segment.
#DailyVoice ποΈ Fund Manager shows confidence in largecaps ahead of elections π¦
Here's what he said π
https://www.moneycontrol.com/news/business/markets/daily-voice-this-fund-manager-is-betting-big-on-largecaps-in-the-run-up-to-polls-12505401.html?utm_medium=social&utm_source=whatsapp&utm_campaign=regular-editorial
Here's what he said π
https://www.moneycontrol.com/news/business/markets/daily-voice-this-fund-manager-is-betting-big-on-largecaps-in-the-run-up-to-polls-12505401.html?utm_medium=social&utm_source=whatsapp&utm_campaign=regular-editorial
Moneycontrol
Daily Voice: This fund manager is betting big on largecaps In the run-up to polls
Largecaps can rise by up to 10 percent or fall by a similar margin, while mid and smallcaps can see fluctuations of 20 percent, indicating higher volatility and risk, says Anirudh Garg of Invasset.
#DailyVoice ποΈ This fund manager suggests caution before polls, sees better value in large-cap stocksπ
Here's what he said π
https://www.moneycontrol.com/news/business/markets/daily-voice-this-fund-manager-suggests-caution-before-polls-sees-better-value-in-large-cap-stocks-12511801.html?telegram
Here's what he said π
https://www.moneycontrol.com/news/business/markets/daily-voice-this-fund-manager-suggests-caution-before-polls-sees-better-value-in-large-cap-stocks-12511801.html?telegram
Moneycontrol
Daily Voice: This fund manager suggests caution before polls, sees better value in large-cap stocks
2024 is the election year in which about half of the global population will be voting across Russia, India, Indonesia, Iran, the EU, the UK, the US, etc, says Neeraj Gaurh.
#DailyVoiceποΈ Why this investment veteran sees better risk-reward in largecaps, stays bullish on industrials?
Read to find outπ
https://www.moneycontrol.com/news/business/markets/daily-voice-why-this-investment-veteran-sees-better-risk-reward-in-largecaps-stays-bullish-on-industrials-12514311.html?telegram
Read to find outπ
https://www.moneycontrol.com/news/business/markets/daily-voice-why-this-investment-veteran-sees-better-risk-reward-in-largecaps-stays-bullish-on-industrials-12514311.html?telegram
Moneycontrol
Daily Voice: Why this investment veteran sees better risk-reward in largecaps, stays bullish on industrials
General elections are mostly discounted in the stock prices. A negative surprise may cause a sharp reaction, says Nimesh Chandan of Bajaj Finserv AMC.
#DailyVoiceποΈ Investment strategist highlights four key factors expected to steer markets in the upcoming financial year. ππ
Read to find outπ
https://www.moneycontrol.com/news/business/markets/daily-voice-investment-strategist-lists-four-factors-likely-to-drive-markets-in-next-financial-year-12517331.html?utm_medium=social&utm_source=telegram&utm_campaign=regular-editorial
Read to find outπ
https://www.moneycontrol.com/news/business/markets/daily-voice-investment-strategist-lists-four-factors-likely-to-drive-markets-in-next-financial-year-12517331.html?utm_medium=social&utm_source=telegram&utm_campaign=regular-editorial
Moneycontrol
Daily Voice: Investment strategist lists four factors likely to drive markets in next financial year
Both DII and FII flows are expected to increase significantly, with the potential for FII flows to be substantial, similar to historical flows to China, says Vikas V Gupta of Omniscience Capital.
#DailyVoice ποΈ Investment veterans' FY25 portfolio: Emphasis on largecaps, alongside a mix of mid and smallcaps π¦
Here's what he said π
https://www.moneycontrol.com/news/business/markets/daily-voice-investment-veterans-fy25-portfolio-more-largecaps-with-a-smattering-of-mid-smallcaps-12526941.html?utm_medium=social&utm_source=telegram&utm_campaign=regular-editorial
Here's what he said π
https://www.moneycontrol.com/news/business/markets/daily-voice-investment-veterans-fy25-portfolio-more-largecaps-with-a-smattering-of-mid-smallcaps-12526941.html?utm_medium=social&utm_source=telegram&utm_campaign=regular-editorial
Moneycontrol
Daily Voice: Investment veteran's FY25 portfolio: More largecaps, with a smattering of mid, smallcaps
Equirus Wealth managing director and CEO Abhijit Bhave expects the flow of IPOs to improve in FY25 compared to FY24, both in terms of the number of IPOs and total fund size
#DailyVoice π "We expect RBI to wait till August policy before changing its current pause stance," Shailendra Kumar, CIO & co-founder of Narnolia Financial Services said in an interview with Moneycontrol.
Read the interview π
https://www.moneycontrol.com/news/business/markets/daily-voice-this-cio-expects-rbi-to-wait-till-august-policy-before-changing-its-current-pause-stance-12547621.html?telegram
Read the interview π
https://www.moneycontrol.com/news/business/markets/daily-voice-this-cio-expects-rbi-to-wait-till-august-policy-before-changing-its-current-pause-stance-12547621.html?telegram
Moneycontrol
Daily Voice: This CIO expects RBI to wait till August policy before changing its current pause stance
Sectors related to government capital expenditure will continue to do well in FY25. Companies involved in infrastructure work, defence production, electronics manufacturing will report strong earnings growth in FY25, says Shailendra Kumar.
#DailyVoice ποΈ Varun Lohchab from HDFC Securities anticipates a possible correction in smallcaps, stating it wouldn't be surprising if another downturn occurs π¦
Here's what he said π
https://www.moneycontrol.com/news/business/markets/daily-voice-wont-be-surprised-if-smallcap-sees-another-wave-of-correction-says-varun-lohchab-of-hdfc-securities-12551281.html?utm_medium=social&utm_source=telegram&utm_campaign=regular-editorial
Here's what he said π
https://www.moneycontrol.com/news/business/markets/daily-voice-wont-be-surprised-if-smallcap-sees-another-wave-of-correction-says-varun-lohchab-of-hdfc-securities-12551281.html?utm_medium=social&utm_source=telegram&utm_campaign=regular-editorial
Moneycontrol
Daily Voice: Wonβt be surprised if smallcaps see another wave of correction, says Varun Lohchab of HDFC Securities
The Q4 quarter will again be a weak one for IT companies in the absence of a clear roadmap towards demand growth, however, the market this has already priced it in, says Lohchab