Tag: MARKET OUTLOOK

Rakshit Ranjan, co-founder of Marcellus Investment Managers, is bullish on businesses in South India and women investors. He attributes South India's economic dominance to the availability of better quality skilled labor and companies offering products and services that cater to the rising affluence of the region. He believes that women are a major force driving investment in India, and that their literacy rates are higher than those of men. He expects this trend to accelerate in the coming decade, and sees Nykaa and Trent (Westside and Zudio) as two companies that are well-positioned to benefit.

Ramanathan seems to be bullish on the Indian economy and the stock market in the medium to long term. He is particularly bullish on the textile sector and the EV chain. However, he is also cautious of the risks of a recession in the US and the impact of rising interest rates.

Nimesh Chandan, CIO of Bajaj AMC, believes that the Indian market is not in a bubble, but caution is warranted, especially in the context of the global environment. He said that the largecap valuations are slightly higher than average, but some pockets in the smallcap and midcap space are trading at significantly elevated valuations. He advised investors to be cautious and selective in their investment choices.

Prashant Khemka, Managing Director and Founder of WhiteOak Capital Management, has warned that some cyclical and domestic-oriented stocks in the manufacturing, power, and defense sectors are overstretched. He advised investors to be careful when investing in smallcap and midcap stocks and to focus on companies with strong fundamentals and good management.

Indian markets rose for the second week, with Sensex and Nifty gaining 1.85% and 1.98%, respectively. The rally was broad-based, with all sectoral indices ending in the green. Here are some of the key points: The positive sentiment was supported by strong corporate earnings, positive global cues, and continued buying by domestic investors. Some of the stocks that are likely to outperform in the coming weeks include private sector banks, life insurance companies, real estate companies, and technology companies. The outlook for the Indian markets is positive in the near term, but investors should be mindful of the risks posed by rising inflation and geopolitical tensions.

Ashish Kyal, CMT, Founder & CEO of Waves Strategy Advisors, expects the Nifty50 to touch 20,100 and the Bank Nifty to 45,700 in September. He also sees double-digit returns from Godrej Properties and Affle India.

The pharma and healthcare sector is a good investment as the present valuation is below their historical highs. The sector is supported by strong fundamentals and growth potential, such as the growing prevalence of chronic diseases and the increasing demand for innovative drugs and treatments. Midcaps and small caps are also good investment options. Here are some investment tips: Do your research and choose companies that have strong fundamentals and growth potential. Consider investing in midcaps and small caps. Be patient and invest for the long term.