BOTTOMS UP INVESTOR
Want stocks that can offer 20-30% CAGR? Look for these 2 factors: Rahul Rathi
Rahul Rathi, Chairman & Fund Manager at Purnartha PMS, discusses his bullish outlook on India's energy sector, capital goods, and industrials. He emphasizes the significance of operational efficiencies and internal demand for driving company's earnings growth, highlighting investment opportunities in companies like GAIL and Tech Mahindra, which exhibit strong margin expansion and operational improvements.
Chartbuster PSU mutual funds nearing rock bottom. Time for a portfolio rejig?
PSU mutual funds, which had previously shown strong returns, have recently experienced a performance dip, with a 4.34% return over the past three months. Financial experts advise investors with a 4-5 year horizon to consider these funds for better potential returns, highlighting the importance of a long-term perspective.
Best thing to do as an investor is to stay invested: Anand Tandon
So, you may still be able to get those kind of growth rates assuming that the market valuations do not contract. But I would imagine that it is possible that you will get a little less than the earnings growth as well to be able to correct for the kind of market growth.
Should investors book some profits, or just stay invested? Vinay Paharia explains
Vinay Paharia, CIO of PGIM India MF, highlighted a growing bubble in low-quality and low-growth market segments, urging investors to steer clear. He advocated for portfolios featuring high-growth, high-quality companies. PGIM’s multi-cap fund targets these companies in various market segments, with a keen eye on sectors like healthcare, consumer discretionary, and financials.
F&O Talk | Nifty can scale a new peak, go for bull spread: Sudeep Shah of SBI Securities
“Markets have demonstrated remarkable resilience, with each dip being met with buying interest. Geopolitical tensions and concerns about the Yen carry trade have eased somewhat, contributing to a global market rebound. The overall setup is bullish with Nifty forming a Higher-top Higher-bottom pattern for the past 3 weeks. If Nifty surpasses 24,940, it could potentially advance towards 25,150-25,200 levels in the short term.”
15 stocks which may gain in forthcoming festive season as consumers loosen their purse strings
In another two weeks, Ganesh Chaturthi will kick off the official festive season 2024. A season in which some companies look forward to for one simple reason, they tend to see the highest sales in this period as consumers loosen their purse strings. Now why look at these stocks ahead of the festive season. Look at what happened to stocks of white good markets like Voltas. The first indication of strong summer had just come in March, stock started gaining and in less than 6 months more than 50% gain from its low. Given the fact that there is too much liquidity which is prevailing in markets, a small hint that the performance of the company is going to be good, stock tends to gain very sharply. So, in bullish markets, before you see in headlines “ festive season sales”, it is time to look at them. If you want to see what difference the festive season makes, just have a look at how different two quarters, a festive quarter and non festive quarter sales.
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ETMarkets PMS Talk: How this fund manager gave over 60% return to HNI investors in 1 year using eQGP approach
Alchemy Smart Alpha 250 delivered a 61.8% return in its first year, surpassing the benchmark's 35%. Fund Manager Alok Agarwal attributed this success to the eQGP framework, which balances quality, growth, and price action based on market conditions. The fund focuses on large and mid-cap stocks, aiming for stable yet high growth potential.
Here's why media or exhibition stocks can be short-term tactical bets
So, we are really seeing a lot of these companies changing the business model and having a far faster path to profitability and low cash burn and hence as they are all sort of doing this, you are seeing the market starting to re-rate them.
Dhiraj Relli on long-term themes that can provide solid returns
I think real estate sector has also done well and we are seeing more and more green shoots there as well. So, building material is one space, industrial is another space, construction is another space where we are seeing some of the opportunities.
We're almost fully invested, can’t sell good performers as new ideas are tough to come by: Amit Jeswani
Amit Jeswani, CIO of Stallion Asset, discussed their strategy of staying fully invested, with a focus on high-growth, market-leading companies. Despite briefly holding cash last quarter, they prioritize finding new stock ideas. Jeswani highlighted fruitful investments in capital markets and the growing potential in sectors like power and cables. They continuously seek promising opportunities.
Strong liquidity, easing US recession concerns fueling market revival: Mahesh Patil
If you look at, really to play the rural, it is basically consumption is what we are looking at and broader consumption which has been kind of lagging behind, I mean that has lagged the recovery since COVID.
Want to invest for next 3-4 years the Samir Arora way? Which are the pockets?
Samir Arora, founder of Helios Capital, emphasized a diversified investment approach, stating that it is difficult to predict which companies will excel. He noted that momentum can quickly change market dynamics, and the performance of stocks like private banks and MFIs is subject to various influences. Arora also highlighted the importance of valuation and cautious stock selection.
ET Analysis: Project ramp-ups, deal flow to script IT show on D-Street
Top IT stocks such as TCS, Infosys, and Wipro lost 3-6% in August after initial excitement due to market volatility and US demand uncertainty. Despite solid June quarter results and new deals, slow project ramp-ups and cautious client budgets contributed to the decline. Improved profitability is expected due to falling employee attrition rates.
S&P 500 ends up, but near flat for week after Monday's steep selloff
The S&P 500 closed higher on Friday, recovering from a recession-fueled slump. Gains were driven by the technology sector. Investors now focus on upcoming economic data and the Federal Reserve meeting in September, where rate cuts are anticipated.
Ashwini Agarwal sitting with more cash in hand now, looking for bottom-up picks
Ashwini Agarwal of Demeter Advisors discussed risk management strategies for investors, emphasizing a balanced approach to equity exposure. He commended the RBI's clear focus on containing inflation while highlighting the need for caution with unsecured loans. Agarwal expressed bullishness in the pharma sector and indicated a cautious investment stance, holding high levels of cash due to market uncertainty.
More positive from FPIs’ perspective for next 10-20 years; retail investors bringing down volatility: Navneet Munot
One of the other reasons for improving valuation for India is a structural decline in volatility, says Bharat Shah. Foreign money was talking much more than it deserved to in terms of the impact and therefore the structural decline in volatility itself is a source of greater confidence for the future and therefore greater valuation today.
Stock Radar: Multibagger in a year! This metal and mining stock has broken out from its falling trendline; time to buy?
Hindustan Copper Ltd's stock has shown impressive growth, doubling investors' money in the last year. Experts suggest a bullish trend with targets of Rs 390-410. After a consolidation phase, the stock is showing signs of a potential rally. Traders advised to consider buying near Rs 340-330 levels.
Trying to catch the bottom of a falling stock market is tempting for mutual fund investors, but it is often a fool’s errand
Equity-based mutual funds are an asset class meant for years and decades. On that scale, the movement of one day will not matter much. Even if you convince yourself that it does, you can hardly have enough cash to invest in a day to make an actual difference in your life. The urge to catch the bottom or top tick of the market is understandable, but often proves futile in practice.
Expect 13-15% earnings growth in FY-25 driven by topline growth, margin expansion: Venugopal Garre
Remember, we have not even yet seen a rate cycle decline as well, so those are the levers which come through late in the year from a support point of view for macro.
Stock Radar: Down 20% from highs! Bata India showing signs of bottoming out, offers better entry points
The footwear stock hit a 52-week high of Rs 1,770 on August 7, 2023, but failed to hold on to the momentum. The stock witnessed a steep decline that took it below the crucial short- and long-term moving averages. Short to medium-term traders with high-risk profiles can look to buy the stock for a target of Rs 1,550 in the next 1-2 months, suggest experts.
ETMarkets AIF Talk: Fund Manager of Rs 1200 cr AUM reveals 4 key factors for wealth creation in small & midcaps
Aditya Sood, Fund Manager at InCred Asset Management, discusses small companies' growth potential in an interview with ETMarkets. Sood says that the cost of capital in India will structurally decline over the next 5-7 years, benefiting small and mid-cap companies. Many of the investee companies, though small in size, are already market leaders or challengers in niche industries with substantial growth potential
Consolidation breakout can take Nifty to 23,400: Analysts
Nifty has recorded a breakout from three months of consolidation backed by faster retracement as it entirely retraced the past nine weeks of consolidation (22,800-21,700) in just two, exhibiting a robust price structure that bodes well for an extension of the ongoing up-move towards our target of 23,400.
Warren Buffett play: 6 things to consider before investing in Special Opportunities Fund
Special Opportunities Fund (SOF) is an investment fund capitalizing on unique opportunities below intrinsic value, inspired by Warren Buffett. WhiteOak Capital Mutual Fund and Samco Mutual Fund have launched similar funds. Alekh Yadav, Head of Investment Products at Sanctum Wealth, highlights the fund's strategy. Investors should consider the differentiated offerings and track record, with high-risk appetite recommended for SOFs.
Franklin Templeton Mutual Fund files draft document with Sebi for a multicap fund
Franklin Templeton plans to launch Franklin India Multicap Fund, an open-ended scheme investing in largecap, midcap, and smallcap stocks. It aims for long-term capital appreciation, managed by R. Janakiraman and Sandeep Manam.
WhiteOak Capital Mutual Fund launches special opportunities fund
WhiteOak Capital Mutual Fund has announced the launch of WhiteOak Capital Special Opportunities Fund. The fund is an open-ended equity scheme that will be following a special situations theme.
India will remain a rewarding market on a bottom-up basis: Ashwini Agarwal
I think there was a lot of disruption in the rural disposable income on account of the disruption in jobs in the urban area on a post COVID basis. But I think with manufacturing picking up several of those jobs are coming back and those transfers from urban to rural India might be getting back.
Deepak Nitrite surges 4.8% after double upgrade from Morgan Stanley
The brokerage said Deepak Nitrite is in the midst of its largest investment cycle, transitioning into India's largest, integrated phenolics producer.
Kotak Mutual Fund files draft document with Sebi for special opportunities fund
The minimum application amount for lumpsum, SIP, and additional purchase investments will be Rs 100, and any amount thereafter. The minimum redemption amount for all plans will be Rs 1,000 or 100 units or account balance, whichever is lower.
In last 10-15 years, it has paid to buy the dips and invest for the long term: Gautam Duggad
Gautam Duggad says: "In any bull market, we will always find some things are getting too expensive and frothy and some things are always available where you can still justify, for example, that the domestic cyclicals like hotels, real estate, some of the consumer discretionary names where the earning support is very strong, are the spaces where money can be made."
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