Money Control
For PSU names, the way ahead would be to cherry-pick stocks which show strong earnings growth at fair valuations, says Umeshkumar Mehta
While all eyes are on the general elections and a falling interest-rate cycle across the globe, all three elements of the capex cycle (housing, corpor
Given the anticipated strong earnings growth, economic expansion, and favourable government policies, the outlook for FY25 anticipates considerable ma
Furthermore, the AI (artificial intelligence) Revolution, led by companies like NVIDIA, presents significant growth potential, says Vikas Gupta.
"Conversely, the downside is protected by India’s strong medium term growth prospects which should keep valuations elevated, and a likely lower
There’s no hurry to buy, and new investors should rather use this time to study the company and understand the AI development space, said Vikas
There’s no hurry to buy, and new investors should rather use this time to study the company and understand the AI development space, said Vikas
The Ladderup Wealth Management managing director expects the market to continue doing well on the back of continued domestic and international flows
One of the reasons for the renewed interest has been India#39;s inclusion in the MSCI Index, along with the challenges being faced by China.
Between volatility and risk, Shah says that as an investor, one needs to be more worried about risk as one cannot avoid or prevent volatility but can
Previously, there were concerns regarding government intervention, capital allocation, and agility within PSU firms. However, these perceptions seem t
Despite higher returns, PSU stocks are still available at a lower valuation, says Shailesh Saraf, who is the managing director and fund manager at Dyn
Shailendra Kumar of Narnolia Financial Services expects strong earnings growth in the capital goods sector, primarily on the back of elevated governme
#39;There are alpha opportunities available to be exploited no matter what the market is doing,#39; says Patwardhan
#39;There are alpha opportunities available to be exploited no matter what the market is doing,#39; says Patwardhan
While the Indian markets concluded the week on a positive note, concerns persist about its underlying stability
PSU, as a universe, also offers good investment opportunities, as many of these companies are engaged in the core sectors of the economy, says Krishna
On the domestic front, if the markets start to believe that there is an increased possibility of a lack of policy continuity, then the markets could c
Amnish Agarwal of Prabhudas Lilladher continues to be overweight on banks, healthcare and capital goods, while being underweight on Consumer.
Over the decade, McVey says that government has made efforts in tackling these challenges. One of these measures was the introduction of value added-t
