Expert Views
ETMarkets Smart Talk: Capex, industrials, energy transition, and pharma among top bets till next Diwali: Rakesh Parekh
Markets had crossed all-time highs last month and despite the recent correction valuations are not cheap, trading at premiums to historic averages especially in the small & mid cap segments.
Fund Manager Talk | Bank stocks will deliver above average performance for next few years: Chandraprakash Padiyar
As market cycles change, winners keep changing. Given the key events lined up - RBI rate cut cycle (which will eventually begin in next few months), US presidential elections, etc - for the next one year, where do you think the puck is going to be in Samvat 2081?
We have been positive on largecaps & smallcaps for last 6-8 months; now see value in midcaps too: Varun Saboo
Varun Saboo from Anand Rathi Shares remains optimistic about market opportunities despite recent corrections. He favors largecap and smallcap stocks and sees potential in midcaps post-correction. Saboo is especially positive on ICICI Bank, HDFC Bank, and Federal Bank. He also highlights the promising future of defence PSUs and the overall positive outlook for PSUs due to stable government policies.
Bullish on pharma, especially CDMO; slightly negative on auto: Daljeet Kohli
Daljeet Kohli of Roha Asset Managers LLP is bullish on the pharma sector, anticipating strong performance over the next one-two years. He mentions the Biosecure Act of the US and the potential growth for companies involved in CDMO, CMO, and CRMO. Kohli expresses caution towards the auto sector, noting that its recent rally may be slowing down.
Where to invest in Samvat 2081? Franklin Templeton's Rajasa K bullish on 3 sectors
Rajasa K. of Franklin Templeton is positive on select financials, industrials, and consumption segments. She believes India is in the early phases of growth and expects respectable equity returns in the next three to five years. While gold is a good option for portfolio diversification, its uneven returns should be considered. For Samvat 2081, she expects modest returns and suggests picking good quality stocks for the next three years
Sandip Sabharwal on safe sparklers, high-risk rockets and value bombs for this Dhanteras
Sandip Sabharwal suggests IDFC First Bank for relatively safe investments due to its strong business model and asset quality. He recommends Ahluwalia Contracts for higher returns, citing its strong order book and low debt. InterGlobe Aviation is highlighted as a value investment due to its market position and growth prospects in India's aviation sector.
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Markets Videos
Earnings should be back to double-digit over next 2 years: Sailesh Raj Bhan
So, if you look at the PSU construct, PSU banks specifically the leaders are sensibly priced so there is no challenge there. The challenge is in thematic PSUs where there has been a huge rally in the last two years.
Is it a temporary cyclical slowdown or is something serious ailing Indian economy? Neelkanth Mishra answers
Neelkanth Mishra explains the current state of the Indian economy, suggesting that the worst phase may be over. However, a recovery requires increased fiscal spending and monetary easing. Mishra highlights slow government spending and weak credit as concerns, but notes potential improvements with real estate and power investments. Monetary easing might begin around April.
Why banking & real Estate are Rahul Shah’s top bets amid market correction
FMCG remains not to buy and the sector which has done well and which has been cheap and it has not done well in terms of the returns that is financials.
Why is India’s GDP growth so high but bank credit & consumption are slack, asks Swaminathan Aiyar
Swaminathan Aiyar, Consulting Editor at ET Now, highlights the puzzling scenario of high GDP growth in India alongside stagnant bank credit and consumer spending. The strong domestic investment in stock markets, inflation concerns, and potential adjustments by the RBI are discussed amid questions on the accuracy of GDP data or anticipation of a future consumption boost.
Whether Trump wins or Harris, India will face a number of tariff walls: Swaminathan Aiyar
Swaminathan Aiyar examines how a Trump victory might bring heavy tariffs and protectionism, impacting global trade and India. Regardless of who wins, the protectionist mood in the US could erect tariff walls against India. Despite this, the global and US economies have shown resilience, with both the dollar and rupee expected to perform well in 2025.
Where to invest in Samvat 2081? Motilal Oswal’s Siddhartha Khemka shares his playbook
Corporate earnings, after four consecutive years of healthy double-digit growth, are moderating due to pressures from commodities and fading tailwinds from BFSI asset quality improvements.
ETMarkets Smart Talk | FMCG and IT sectors look promising for next Diwali, PSU valuations stretched: Harjeet Singh Arora
Certainly, the investors are relating to the possibility as the IPO has been subscribed only 0.5 times in the retail category which is far less participation as compared with recent IPOs where the subscription was even more then 10-20x of the issue.
Money may be doubled in largecaps over 6 years; don’t expect higher returns from small & midcaps: Prashant Jain
Prashant Jain of 3P Investment Managers advises tempering return expectations in equities. He notes that while largecaps are fairly valued, small and midcaps pose risks with rich valuations and potential earnings disappointments. Jain recommends shifting investments from small and midcaps to largecaps and stresses the need for realistic return expectations amid market volatility.
Moderate expectations, markets to consolidate in H1 of Samvat 2081; invest in gold & silver too: Harsha Upadhyaya
Harsha Upadhyaya of Kotak AMC recommends prioritizing largecaps and long-term compounding investments over midcaps or smallcaps. With past performance unlikely to repeat, investors should moderate expectations. Earnings and valuations will be critical, and the financial sector, particularly banks, offers the most comfort. He suggests focusing on sectors like IT and staying patient with staggered investments.
Here's why Sudip Bandyopadhyay is bullish on L&T
Fundamentally, we do not see any problem. The only challenge here is the valuation and over a period of time, we believe the company will do so well that the valuation now will look absolutely reasonable in the future.
