#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
#DailyVoice | Top themes for FY25 according to this fund manager: Power, infrastructure, and clean tech.
ππ Stay tuned for insights on these exciting sectors!β¬
https://www.moneycontrol.com/news/business/markets/daily-voice-power-infra-clean-tech-among-top-fy25-themes-for-this-fund-mangaer-12571251.html?utm_medium=social&utm_source=telegram&utm_campaign=regular-editorial
ππ Stay tuned for insights on these exciting sectors!β¬
https://www.moneycontrol.com/news/business/markets/daily-voice-power-infra-clean-tech-among-top-fy25-themes-for-this-fund-mangaer-12571251.html?utm_medium=social&utm_source=telegram&utm_campaign=regular-editorial
Moneycontrol
Daily Voice: Power, infra, clean tech among top FY25 themes for this fund manager
Ashwini Shami, executive vice-president P) and portfolio manager, OmniScience Capital, expects the RBI to take cues from the US Fed on interest rates. The US central bank may cut rates in May or June, he says
πποΈ #DailyVoice: This fund manager predicts a challenging Q4 for four key sectors.
Stay tuned to find out which industries might face hurdles as the quarter wraps up!β¬
https://www.moneycontrol.com/news/business/markets/daily-voice-this-fund-manager-foresees-a-weak-q4-for-these-4-sectors-12624281.html?utm_medium=social&utm_source=telegram&utm_campaign=regular-editorial
Stay tuned to find out which industries might face hurdles as the quarter wraps up!β¬
https://www.moneycontrol.com/news/business/markets/daily-voice-this-fund-manager-foresees-a-weak-q4-for-these-4-sectors-12624281.html?utm_medium=social&utm_source=telegram&utm_campaign=regular-editorial
Moneycontrol
Daily Voice: This fund manager foresees a weak Q4 for these 4 sectors
Chandraprakash Padiyar of Tata MF expects banks, capital goods, engineering, auto, telecom and pharmaceuticals to deliver positive performance as the earnings season gets underway
#MarketsWithMC | Vinit Sambre of DSP Mutual Fund said there might be a slowdown in the momentum of capital expenditure as polls near, hence the markets could undergo a period of consolidation.
Read his insights on #DailyVoice π
https://www.moneycontrol.com/news/business/markets/daily-voice-vinit-sambre-of-dsp-mf-flags-oil-inflation-concerns-expects-consolidation-ahead-12638081.html?telegram
Read his insights on #DailyVoice π
https://www.moneycontrol.com/news/business/markets/daily-voice-vinit-sambre-of-dsp-mf-flags-oil-inflation-concerns-expects-consolidation-ahead-12638081.html?telegram
Moneycontrol
Daily Voice: Vinit Sambre of DSP MF flags oil, inflation concerns, expects consolidation ahead
Despite surplus stock and some policy changes, the long-term outlook for sugar sector remains on the government's push for ethanol blending, says Vinit Sambre
#DailyVoice ποΈ The current market sentiment indicates an expectation of less than two rate cuts by US Federal Reserve," Arindam Mandal, the Portfolio Manager at Marcellus Investment Managers π
Here's what he said π
https://www.moneycontrol.com/news/business/markets/daily-voice-unless-significant-breakdown-in-us-economy-75-bps-fed-funds-rate-cut-seems-improbable-in-2024-12680251.html?telegram
Here's what he said π
https://www.moneycontrol.com/news/business/markets/daily-voice-unless-significant-breakdown-in-us-economy-75-bps-fed-funds-rate-cut-seems-improbable-in-2024-12680251.html?telegram
Moneycontrol
Daily Voice: 'Unless significant breakdown in US economy, 75 bps fed funds rate cut seems improbable in 2024'
While Marcellus Investment Managers broadly remains positive on the market, certain segments of the market, particularly in the small and mid-cap space, may face increasing scrutiny regarding valuations, says Arindam Mandal.
#DailyVoice ποΈ βKeep an eye on these 2 important sectors that lagged behind in current rally,β says Raghvendra Nath, Managing Director at Ladderup Wealth Management
Read onπ
https://www.moneycontrol.com/news/business/markets/daily-voice-keep-an-eye-on-these-2-important-sectors-that-lagged-behind-in-current-rally-12684501.html?telegram
Read onπ
https://www.moneycontrol.com/news/business/markets/daily-voice-keep-an-eye-on-these-2-important-sectors-that-lagged-behind-in-current-rally-12684501.html?telegram
Moneycontrol
Daily Voice: 'Keep an eye on these 2 important sectors that lagged behind in current rally'
Companies within FMCG sector offering attractive valuations may warrant consideration over making sector-wide decisions, says Raghvendra Nath.
#DailyVoice ποΈππΌ Discover why this investment expert is bullish on the premiumisation theme.π‘π π¦
Here's what he said π
https://www.moneycontrol.com/news/business/markets/daily-voice-this-investment-expert-explains-why-he-is-bullish-on-premiumisation-theme-12709706.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-this-investment-expert-explains-why-he-is-bullish-on-premiumisation-theme-12709706.html?utm_medium=social&utm_source=telegram&utm_campaign=regular-editorial
Moneycontrol
Daily Voice: This investment expert explains why he is bullish on premiumisation theme
Abhishek Banerjee thinks markets are not pricing in any black sawn in election - which could be results at the extremes
#DailyVoice ποΈπUnmesh Sharma from HDFC Securities highlights 4 pharma stocks set to gain from two emerging trendsππ‘
Here's what he said π
https://www.moneycontrol.com/news/business/markets/daily-voice-these-4-pharma-stocks-to-benefit-from-change-in-2-trends-hdfc-securities-unmesh-sharma-12712529.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-these-4-pharma-stocks-to-benefit-from-change-in-2-trends-hdfc-securities-unmesh-sharma-12712529.html?utm_medium=social&utm_source=telegram&utm_campaign=regular-editorial
Moneycontrol
Daily Voice | These 4 pharma stocks to benefit from change in 2 trends: HDFC Securities' Unmesh Sharma
The Head of Institutional Equities at HDFC Securities expects consumption demand to witness a slight pickup in FY25 and suggests adding exposure to the FMCG sector on a selective basis.
#DailyVoice ποΈπ Utilities, industrials, and auto segments could lead the market rally in FY25, says this fund manager! πβ‘
Here's what he said π
https://www.moneycontrol.com/news/business/markets/daily-voice-utilities-industrials-auto-segments-could-be-leaders-into-market-rally-in-fy25-says-this-fund-manager-12723196.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-utilities-industrials-auto-segments-could-be-leaders-into-market-rally-in-fy25-says-this-fund-manager-12723196.html?utm_medium=social&utm_source=telegram&utm_campaign=regular-editorial
Moneycontrol
Daily Voice: Utilities, industrials, auto segments could be leaders into market rally in FY25, says this fund manager
Jitendra Sriram says there are enough on the canvas by way of stock picking to deliver alpha.
#DailyVoice ποΈ Ajit Banerjee, Chief Investment Officer of Shriram Life Insurance Company sees earnings improvement in 3 sectors if monsoon sets in as projected.
Read more insights from his interview π
https://www.moneycontrol.com/news/business/markets/daily-voice-this-cio-sees-earnings-improvement-in-these-3-sectors-if-monsoon-sets-in-as-projected-12729985.html?telegram
Read more insights from his interview π
https://www.moneycontrol.com/news/business/markets/daily-voice-this-cio-sees-earnings-improvement-in-these-3-sectors-if-monsoon-sets-in-as-projected-12729985.html?telegram
Moneycontrol
Daily Voice: This CIO sees earnings improvement in 3 sectors if monsoon sets in as projected
If predictions of an above-average monsoon this year pan out, it will help agricultural output and support rural income. The market is expecting a bounce back in rural demand from a good monsoon, Ajit Banerjee said.
#DailyVoice ποΈ Nimesh Chandan, chief investment officer of Bajaj Finserv Asset Management is bullish on power, biased towards technology leaders in equipment space.
Read more insights from his interview π
https://moneycontrol.com/news/business/markets/daily-voice-this-cio-sees-earnings-improvement-in-these-3-sectors-if-monsoon-sets-in-as-projected-12729985.html?telegram
Read more insights from his interview π
https://moneycontrol.com/news/business/markets/daily-voice-this-cio-sees-earnings-improvement-in-these-3-sectors-if-monsoon-sets-in-as-projected-12729985.html?telegram
Moneycontrol
Daily Voice: This CIO sees earnings improvement in 3 sectors if monsoon sets in as projected
If predictions of an above-average monsoon this year pan out, it will help agricultural output and support rural income. The market is expecting a bounce back in rural demand from a good monsoon, Ajit Banerjee said.
#DailyVoice ποΈ π βTime to look for new gems that emerged in panic selling,β says Vikas V Gupta, CEO & Chief Investment Strategist at OmniScience Capital
Here's what he said π
https://www.moneycontrol.com/news/business/markets/daily-voice-time-to-look-for-new-gems-that-emerged-in-panic-selling-says-this-investment-strategist-12740996.html?telegram
Here's what he said π
https://www.moneycontrol.com/news/business/markets/daily-voice-time-to-look-for-new-gems-that-emerged-in-panic-selling-says-this-investment-strategist-12740996.html?telegram
Moneycontrol
Daily Voice: Time to look for new gems that emerged in panic selling, says this investment strategist
FIIs will wait to see a stable government sworn in and also the specific ministers to get a hint on the policy tilt before doing large inflows,says Vikas Gupta.