While, one can never be certain on what market has priced in, but we believe market has factored in the peaking of inflation.
As regards new-age stocks such as Zomato, Sharma termed them as “reverse compounders†who will keep halving one#39;s investment after every interval.
I think going forward, Federal Reserve#39;s focus has to be on oil prices. If they also soften, policy stance could incrementally be less hawkish. I think going forward, Federal Reserve#39;s focus has to be on oil prices. If they also soften, policy stance could incrementally be less hawkish. I think going forward, Federal Reserve#39;s focus has to be on oil prices. If they also soften, policy stance could incrementally be less hawkish.
In an interview with CNBC-TV18, Jain shared his thoughts on FII ownership, IT sector stocks, and what lies ahead for the Indian equity market.
Analysts at ICICI Securities advise that dips should be used as incremental buying opportunities
Year-to-date the market run-up is led by Power and Auto stocks and then FMCG stocks. FMCG stocks performed after a poor performance in the calendar year 2021. Given the long-term opportunities for the business in this sector, there is still plenty of reasons to invest in FMCG space.
It is the time spent in the market that makes money and not timing the market, the Oaktree Capital Management co-founder says
Once you invest in fundamentally great companies and follow the two principles of discipline patience, success is a matter of when not whether….
Thursday happens to be the monthly derivative settlement for July contracts. This makes the upcoming Fed decision and the likely reaction in our market on Thursday morning even more pertinent for the derivative traders in India
"In the longer run, the rupee can climb to 85 against the US dollar given the natural course of depreciation. However, in the short term, a 5-6 percent movement is unlikely due to five reasons."
Karan Bhagat, founder, managing director, and CEO, IIFL Wealth Asset Management, says the firm is "very constructive" over the medium to long term from India perspective
In terms of sectors, Sharekhan continues to prefer banks, engineering companies, real estate allied sectors and select consumer companies.
If the Fed succeeds in engineering a soft landing of the US economy, the Indian IT segment will stage a smart bounce back. This will happen when the signals of a soft landing are visible.
