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.
CIO Bhatia sees the breadth of participation in the market as a proof that the quality of the market is good. "A high quality market like this doesn#39;t get disrupted very easily,†he says.
Prima facie, oil prices crossing and sustaining above $100 a barrel does pose a risk and may have negative ramifications on India#39;s goldilocks macro, says Niraj Kumar.
Banking, FMCG and speciality chemicals are Ashika Global Family Office Services co-founder Amit Jain’s picks if the market takes a tumble.
Experts say that market breadth has taken a u-turn in the past few sessions amid geopolitical jitters and weak global cues. So, even though it#39;s a positive sign, it would be prudent to adopt a wait-and-watch approach and see if the trend persists throughout the month.
FIIs expect increased focus on infrastructure spending, continuation of #39;Make in India#39; and #39;Make for the World#39; initiatives, and support for sunrise sectors and the startup ecosystem from the government post general elections, says Vikas Gupta.
Despite surplus stock and some policy changes, the long-term outlook for sugar sector remains on the government#39;s push for ethanol blending, says Vinit Sambre
Smart meters offer exciting growth, but navigating implementation challenges and data security will be key, says Sonam Srivastava.
Overall, Q4FY24 earnings season is expected to be reasonably aided by healthy macroeconomic trends.While Marcellus Investment Managers broadly remains positive on the market, certain segments of the market, particularly in the small and m...
