Given the anticipated strong earnings growth, economic expansion, and favourable government policies, the outlook for FY25 anticipates considerable market volatility, including the potential for significant corrections, says Anirudh Garg.
Furthermore, the AI (artificial intelligence) Revolution, led by companies like NVIDIA, presents significant growth potential, says Vikas Gupta.
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 Gupta, CEO and Chief Investment Strategist, Omniscience Capital.
The Ladderup Wealth Management managing director expects the market to continue doing well on the back of continued domestic and international flows
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 work on mitigating risk.
Previously, there were concerns regarding government intervention, capital allocation, and agility within PSU firms. However, these perceptions seem to be getting cleared, paving the way for increased valuations and multiples.
Shailendra Kumar of Narnolia Financial Services expects strong earnings growth in the capital goods sector, primarily on the back of elevated government capex
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 Sanghavi
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 correct, says Nishit Master while pointing out towards the risk factor.
Traditional themes will continue. Power, PSU banks, and large infrastructure projects theme continued. In fact, the budget has lost its relevance due to continuous announcement of policies throughout the year, says Sandeep Tandon of Quant Group.
