One should not accord undue importance to the Budget exercise. We hope that the government maintains a consistent tax regime and continues to follow through on the infrastructure and manufacturing push.
In the current scenario, investors should maintain the "bottom-up" approach and start accumulating quality stocks in a staggered manner.
The Union Budget 2022-23 is likely to be a continuation of the ongoing drive of the Government to revive industry as well as all-round growth of the economy, post the couple of pandemic years that the country has had to live with.
Vinod Nair of Geojit advised to have exposure in future themes like green energy, new generation business, tech-based, Sugar and online based companies, in the year 2022. Vinod Nair of Geojit advised to have exposure in future themes like green energy, new generation business, tech-based, Sugar and online based companies, in the year 2022.
Current correction has brought the valuation of blue chips as well as high-quality mid and small cap stocks to a reasonable levels thereby improving their long-term returns.
Besides the outcome of assembly elections particularly in Uttar Pradesh, the markets would be interested in fiscal development, Union Budget and the implementation of already announced reforms in the near term
Budget 2022 | Even after the recent rebound in GDP growth to 9 percent in FY22, India’s GDP trajectory remains fairly muted, says Dhananjay Sinha, Managing Director and Chief Strategist, JM Financial Institutional Securities.
PGIM India MF has avoided participating in the majority of the companies that went public recently as they find either valuations are expensive or business fundamentals are inferior.
#39;The pace of earnings upgrade is likely to slow down in 2022 after a strong show on this front over the last 12 months#39; #39;The pace of earnings upgrade is likely to slow down in 2022 after a strong show on this front over the last 12 months#39;
Duggal noted that the government has been announcing several economic initiatives through the year, and to that extent, the relevance of the budget for big-bang announcements is limited.
India’s premium to global equities has come off a decadal high in September, but is still not at an attractive level, says Mishra
CY2022 will continue to see more and more companies get listed and can expect similar multi-baggers, but investors should be carefull about the IPO Euphoria and understand that not all IPOs will give significant returns. CY2022 will continue to see more and more companies get listed and can expect similar multi-baggers, but investors should be carefull about the IPO Euphoria and understand that not all IPOs will give significant returns.
Investors need to be watchful as it will be interesting to see how the Covid and Omicron situation pans out. Markets will be focused on the spread of the new variant for the next few weeks. Investors need to be watchful as it will be interesting to see how the Covid and Omicron situation pans out. Markets will be focused on the spread of the new variant for the next few weeks.
There are two big path breaking long term trends that markets have witnessed in 2021. First is, rapid progress of technology driven companies and second, global focus on climate and related progress.
Now from here onwards markets would perform but returns could be lower than current year due to high base. Having said that, equities as a class would continue to outperform, says Narendra Solanki of Anand Rathi.
According to the sixth edition of the money managers#39; survey, Omicron is the biggest risk to the market rally, however, equities will generate the best return among various asset classes over the next year
In the last 10 years, markets have given a CAGR return of 10-12 percent, depending upon which indices you are monitoring. In recent times the markets have given above average returns in anticipation of strong recovery in economy driving earnings growth
#39;The growth among the mid-cap and small-cap companies got strengthened during the year and we believe there are good companies with long-term opportunities in the mid-cap space#39;
Factors that could hinder growth are inflation and interest rates. Any sharp upward movement in interest rates in the US and the EU would push up rates in most other economies including India
Aditya Birla Fashion Retail on December 14 announced that it will take over Reebok’s operations in India.
The AGEL-SECI agreement to supply 4,667 MW is part of a manufacturing-linked solar tender of 8,000 MW awarded to AGEL by SECI in June 2020, which set a record for being the world#39;s largest solar development tender ever awarded The AGEL-SECI agreement to supply 4,667 MW is part of a manufacturing-linked solar tender of 8,000 MW awarded to AGEL by SECI in June 2020, which set a record for being the world#39;s largest solar development tender ever awarded
#39;RBI is doing a smart balancing act of keeping the rates low while reducing the system liquidity at the short end. Also, the debt market in terms of its term structure appears to be stabilising#39;
A round-up of the biggest articles from newspapers
#39;Somewhat rich valuations across sectors make it a little difficult for the broad market to sustain the rally seen over the last 18 months or so#39; A round-up of the biggest articles from newspapers A round-up of the biggest articles from newspapers
TM Roh, President of Samsung Mobile, addressed the issue during a meeting with senior executives and executives from over 30 of its major smartphone component suppliers.
There could be short-term pressure on the markets with the Omnicron scare, rising inflation, dollar appreciation, rising interest rates. However, it will be interesting to see how the companies are able to show growth in numbers without much impact on the margins. TM Roh, President of Samsung Mobile, addressed the issue during a meeting with senior executives and executives from over 30 of its major smartphone component suppliers.
"Tega Industries IPO is expected to list at a premium. Meanwhile, we have a neutral view on Anand Rathi Wealth and RateGain Travel Technologies," says the executive director at the brokerage firm.
The passenger vehicle (PV) dispatches last month stood at 2,15,626 units, down 19 per cent from 2,64,898 units in November 2020. The passenger vehicle (PV) dispatches last month stood at 2,15,626 units, down 19 per cent from 2,64,898 units in November 2020.
 After reports of Omicron emerged, the regulator was quick to suspend international services till January. New guidelines have resulted in bottlenecks at immigration and customs at Delhi and Mumbai airports – the two gateways to India for international travellers
The revamped bill payments platform will provide both IPPB and non-IPPB customers with a convenient doorstep payment solution The revamped bill payments platform will provide both IPPB and non-IPPB customers with a convenient doorstep payment solution
The bank has said the services would be shut as it undertakes upgrades technology for better customer experience
In this role, Rachna Bahadur will lead the overall planning, strategy, and roadmap for Byju’s expansion in new and existing markets, a statement said. In this role, Rachna Bahadur will lead the overall planning, strategy, and roadmap for Byju’s expansion in new and existing markets, a statement said.
Zerodha co-founder and CEO Nithin Kamath also linked his blog post titled #39;The rise of Algo trading platforms and everything you need to know#39;, which has been updated on December 9 and the SEBI consultation paper for those interested,
The draft bill for cryptocurrencies has been finalised by the finance ministry but certain sections of the government felt more detailed discussions might be required, according to the report citing two persons familiar with the development. The draft bill for cryptocurrencies has been finalised by the finance ministry but certain sections of the government felt more detailed discussions might be required, according to the report citing two persons familiar with the development.
According to a World Gold Council report, bullion banking is one of the key pillars to address multiple challenges faced by India’s gold market, such as a lack of quality assurance, the unorganised state of the market and a lack of trust in international markets According to a World Gold Council report, bullion banking is one of the key pillars to address multiple challenges faced by India’s gold market, such as a lack of quality assurance, the unorganised state of the market and a lack of trust in international markets 
Elon Musk also exercised stock options to buy 2.17 million Tesla shares, it also showed
MSCI#39;s broadest index of Asia-Pacific shares outside Japan lost 0.4 percent and Japan#39;s Nikkei shed 0.5 percent. Further, The Hong Kong benchmark lost 0.24 percent due to China Evergrande’s first bond default
