Saturday, February 18, 2023

This smallcase manager highlights next 5 triggers for equity market

Gaurav Sharma After the results of quarter three by most of the companies, shares have not reacted with volatility to results, so one can say as for now the price digested the current concerns.

from Moneycontrol Market Outlook https://ift.tt/qS16l7K

Thursday, February 16, 2023

Daily Voice | This CIO feels slowdown in domestic economy, likely global recession remain key challenges

Ajit Banerjee Equity market cannot thrive long on K-shaped economic recovery. However, having said that, we are seeing improvement in mass consumption levels which is a positive sign, said Shriram Life Insurance Company#39;s CIO Ajit Banerjee

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/daily-voice-|-this-cio-feels-slowdowndomestic-economy-likely-global-recession-remain-key-challenges_16888521.html

Wednesday, February 15, 2023

MC Interview| Nifty can fall to 14,100, if it heads to 19,100 without breaking the Budget Day low: Anant Acharya 

MC Interview| Nifty can fall to 14,100, if it heads to 19,100 without breaking the Budget Day low: Anant Acharya  An ending diagonal pattern on the price chart signals the end of the bull market that began in 2020, he said.

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/mc-interview|-nifty-can-fall-to-14100-if-it-heads-to-19100-without-breakingbudget-day-low-anant-acharya _16884691.html

Daily Voice | Market enthusiasm will return only if recessionary fears abate, says this fund manager

Alok Singh Global markets are factoring in the probability of a recession in the near term, says Alok Singh, Chief Investment Officer at Bank of India Mutual Fund.

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/daily-voice-|-market-enthusiasm-will-return-only-if-recessionary-fears-abate-says-this-fund-manager_16884511.html

Daily Voice | Global markets may get back enthusiasm only if the recessionary fear gets abated, says this fund manager

Alok Singh The global markets are working with high probability of recession in near term. In case these recessionary fear get abated then market may witness enthusiasm coming back.

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/daily-voice-|-global-markets-may-get-back-enthusiasm-only-ifrecessionary-fear-gets-abated-says-this-fund-manager_16884511.html

Tuesday, February 14, 2023

Daily Voice | This CIO thinks it#39;s time to buy new-age tech stocks as they focus on profitability

Naveen Kulkarni New-age tech stocks have specific challenges which vary from one tech company to another. However, with the correction in prices over the last year, these stocks have become relatively attractive.

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/daily-voice-|-this-cio-thinks-it39s-time-to-buy-new-age-tech-stocks-as-they-focusprofitability_16881841.html

Monday, February 13, 2023

Daily Voice | What makes this finance veteran expect record SIP inflow in coming years?

Anil Rego In second half of FY23, on account of pent up demand and normalisation of margins we will see earnings growth kicking in which can act as a trigger for new leg of rally for the market.

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/daily-voice-|-what-makes-this-finance-veteran-expect-record-sip-inflowcoming-years_16874871.html

Daily Voice | This CIO predicts spurt in developmental work ahead of the general elections

Vineet Bagri The rate hike concerns keep coming and going over the last few quarters. It seems that the market has made up its mind that rates have peaked, whereas the Fed is particularly insistent that their mandate to control inflation is paramount.

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/daily-voice-|-this-cio-predicts-spurtdevelopmental-work-aheadthe-general-elections_16873831.html

Sunday, February 12, 2023

Daily Voice | Managements across core businesses of economy extremely optimistic backed by strong earnings, says this fund manager

Naveen Chandramohan Naveen Chandramohan has maintained that auto ancillaries (especially around B2B Manufacturing) is a theme that has a significant (3-year) runway ahead of growth and this certainly looks attractive to me with growth being sticky (B2B driven).

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/daily-voice-|-managements-across-core-businesseseconomy-extremely-optimistic-backed-by-strong-earnings-says-this-fund-manager_16870071.html

Friday, February 10, 2023

Daily Voice | Why this asset manager sees no threat of recession, predicts over 7% growth

Sushant Bhansali Q3FY23 earnings of Nifty-50 stocks reported till now have been broadly in line with estimates. Sector-wise, metals, oil gas and FMCG were the major losers, while banks, PSUs and IT services were the major gainers.

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/daily-voice-|-why-this-asset-manager-sees-no-threatrecession-predicts-over-7-growth_16867701.html

Daily Voice | Why this asset manager sees no threat of recession and pegs India#39;s growth rate at over 7%

Sushant Bhansali Q3FY23 earnings of Nifty-50 stocks reported till now have been broadly in line with estimates. Sector-wise, metals, oil gas and FMCG were the major losers, while banks, PSUs and IT services were the major gainers.

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/daily-voice-|-why-this-asset-manager-sees-no-threatrecessionpegs-india39s-growth-rate-at-over-7_16867701.html

Bitcoin stays near $64K, Ethereum underperforms as weak risk appetite keeps crypto markets under pressure

Bitcoin traded near $64,000 and Ethereum underperformed as risk appetite weakened. The global crypto market capitalization edged down 2% to ...