Daily Voice: For mid, smallcaps, time corrections could be very painful, says Jitendra Gohil of Kotak

Jitendra Gohil of Kotak Alternate Asset Managers recommends a 75 percent weights in largecaps and 25 percent in mid and smallcaps

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Daily Voice: Equity markets to be rangebound until election results, says this investment consultant

Kunal Jain, Senior Consultant and Partner at Alpha Capital, feels significant movements are anticipated only post election results, with market sentiment heavily influenced by factors such as the outcome, the final Union Budget, actions by the US Federal Reserve, and corporate earnings

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Daily Voice: Industrials space can’t be ignored, invest with a bottom-up approach, says this CIO

Markets are extrapolating the current run rate in auto numbers and hence from safety point of view, autos can be avoided for the time being, Umeshkumar Mehta advised.

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/daily-voice-industrials-space-can’t-be-ignored-investa-bottom-up-approach-says-this-cio_17517321.html

Daily Voice: Industrials space can’t be ignored, invest with a bottom-up approach, says this CIO

Markets are extrapolating the current run rate in auto numbers and hence from safety point of view, autos can be avoided for the time being, Umeshkumar Mehta advised.

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/daily-voice-industrials-space-can’t-be-ignored-investa-bottom-up-approach-says-this-cio_17517311.html

There is a case for rate cut, market will react to fine-print: DSP MF’s Souvik Saha

Less negative will be a very good positive for the market, which is why a lot of people will look at the fine print, said DSP#39;s Investment Strategist Souvik Saha. That will give a very clear indication of what the RBI is actually thinking and what are the probable steps it is planning, he added

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/there-iscase-for-rate-cut-market-will-react-to-fine-print-dsp-mf’s souvik saha_17516011.html

Five things equity investors should look out for in the RBI Monetary Policy today

Being the first meet in the new financial year and the last before the general elections, tomorrow’s  MPC will be keenly watched, although experts do not expect any change in rates or the monetary policy stance

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Market awaiting RBI policy fine print for negative hints on future rate action: DSP interview

Less negative will be a very good positive for the market, which is why a lot of people will look at the fine print, said DSP#39;s Investment Strategist Souvik Saha. That will give a very clear indication of what the RBI is actually thinking and what are the probable steps it is planning, he added

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Five things equity investors should look out for in the upcoming MPC

Being the first meet in the new financial year and the last before the general elections, tomorrow’s  MPC will be keenly watched, although experts do not expect any change in rates or the monetary policy stance

from Moneycontrol Market Outlook https://ift.tt/P9JYcru

Daily Voice: Power, infra, clean tech among top FY25 themes for this fund manager

Ashwini Shami, executive vice-president P) and portfolio manager, OmniScience Capital, expects the RBI to take cues from the US Fed on interest rates. The US central bank may cut rates in May or June, he says

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Daily Voice: No rate cut before second half of FY25, says Anil Rego

The Right Horizons founder says Indian companies saw more upgrades than downgrades in the previous two quarters despite challenges and the earnings momentum is likely to continue in FY25

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Daily Voice: Here are Rajesh Bhatia#39;s 2 portfolio picks for FY25

The ITI Mutual Fund chief investment officer is also positive on NBFCs. Some of the non-banking firms have evolved through the years to make a niche for themselves with in terms of growth as well as asset quality, he says

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