Sunday, May 8, 2022

Daily Voice | Downside for LIC from here seems limited as the IPO is attractively priced: Yesha Shah of Samco Securities

Yesha Shah Instead of always focussing on getting the timing right, a staggered or SIP approach can work really well for women.

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/daily-voice-|-downside-for-lichere-seems-limited-asipo-is-attractively-priced-yesha-shahsamco-securities_16352041.html

Friday, May 6, 2022

Daily Voice | Shibani Kurian of Kotak AMC shares investment mantras for women

Shibani Kurian In the near term, it is likely that global uncertainty would continue resulting in some degree of market volatility.

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/daily-voice-|-shibani-kuriankotak-amc-shares-investment-mantras-for-women_16350761.html

Thursday, May 5, 2022

Daily Voice | Rajesh Bhatia of ITI Long Short Equity Fund explains why the power sector is a strong medium term investment theme

Rajesh Bhatia Given the recent actions of the RBI, inflation control is now a clear priority for the central bank, and that could impact liquidity and optimism in the domestic market, says the MD CIO of ITI Long Short Equity Fund.

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/daily-voice-|-rajesh-bhatiaiti-long-short-equity-fund-explains-whypower-sector-isstrong-medium-term-investment-theme_16347341.html

Equities look good in medium to long-term; bullish on banks and energy: HDFC’s Prashant Jain

Equities look good in medium to long-term; bullish on banks and energy: HDFC’s Prashant Jain With balance sheets of banks, companies in good shape and profits of companies recovering strongly, Jain sees the beginning of a new cycle

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/equities-look-goodmedium-to-long-term-bullishbanksenergy-hdfc’s-prashant-jain_16344321.html

Equities look good in medium to long-term; bullish on banks and energy: HDFC’s Prashant Jain

Equities look good in medium to long-term; bullish on banks and energy: HDFC’s Prashant Jain With balance sheets of banks, companies in good shape and profits of companies recovering strongly, Jain sees the beginning of a new cycle

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/equities-look-goodmedium-to-long-term-bullishbanksenergy-hdfc’s-prashant-jain_16344281.html

Equities look good in medium to long-term; bullish on banks and energy: HDFC’s Prashant Jain

Equities look good in medium to long-term; bullish on banks and energy: HDFC’s Prashant Jain With balance sheets of banks, companies in good shape and profits of companies recovering strongly, Jain sees the beginning of a new cycle

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/equities-look-goodmedium-to-long-term-bullishbanksenergy-hdfc’s-prashant-jain_16344301.html

Daily Voice | Likely 25 bps rate hike in June, but series of rate hikes can slow credit growth recovery, says Mayur Patel of IIFL AMC

Mayur Patel The RBI doesn’t want to stay behind the curve and let the Indian rupee weaken as the US Federal Reserve raises rates, according to Patel.

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/daily-voice-|-likely-25-bps-rate-hikejuneseriesrate-hikes-can-slow-credit-growth-recovery-says-mayur-pateliifl-amc_16341941.html

Tuesday, May 3, 2022

Pick stocks for long-term investments from Macquarie's 10 mega themes

Cutting through the daily noise of news flow, global brokerage firm Macquarie has come out with a list of 10 mega themes shaping India. Macquarie’s 'India Big Book of Trends' is its multi-part thematic research series bringing together cross-sector insights to provide perspective on megatrends across digitization, consumption, financial inclusion, financialization, Make in India, services trade, building India and energy transition. Stocks with exposure to above themes include HDFC Bank, Infosys, ICICI Bank, Bajaj Finance, Titan, Havells, etc.

from Economic Times https://ift.tt/CVzGUgh

Time for investors to change market position as per new emerging global order

Time for investors to change market position as per new emerging global order The global order is perhaps undergoing a major reset and the picture of emerging global order is incomplete. Consequently, the present global economic, geopolitical and financial conditions are quite uncertain and challenging

from Moneycontrol Market Outlook https://ift.tt/Go3xN6r

US Fed traders seek an answer to the 75-basis-point question

US Fed traders seek an answer to the 75-basis-point question The US central bank is expected to raise rates by 50 basis points at this meeting, something it hasn’t done since May 2000. But there might still be room for even more hawkishness, depending on how Powell navigates his upcoming press conference

from Moneycontrol Market Outlook https://ift.tt/04eu9zs

Daily Voice | Overweight on banking and financial space, but valuations for auto not very attractive, says Chandraprakash Padiyar of Tata Mutual Fund

Chandraprakash Padiyar The business outlook for the IT sector continues to be reasonably positive over the next few years. All companies in the sector are looking to grow at double-digit rates for FY23.

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/daily-voice-|-overweightbankingfinancial-spacevaluations-for-auto-not-very-attractive-says-chandraprakash-padiyartata-mutual-fund_16334961.html

HDFC Bank submits two candidates to RBI for next CEO

India's ​largest ​private lender HDFC Bank has ‌submitted ⁠the ⁠names ​of two candidates ​to the ​Reserve Bank ⁠of India ‌for ​the ​posi...