FIRST GLOBAL
Indian exports show resilience amid global challenges in first quarter: CRISIL report
The report states that the deceleration in the growth momentum of exports in June compared to May was largely due to an 18.2 percent contraction in oil exports. The growth momentum slowed down in June, with merchandise exports increasing by only 2.6 percent year-on-year, down from 9.1 percent in May.
Buy-on-dips and sectoral rotation thesis in India to continue: Sandeep Tandon
Since we are a global research house and we look at the data very closely, the money flow towards equity as an asset class is actually inching up. Given this background, we are saying that implied volatilities of various asset classes can spike or move up, which can lead to a risk-off phase in certain pockets or certain markets.
India to host first global summit for media and entertainment sector in November
India hosts the World Audio Visual and Entertainment Summit (WAVES) in Goa from November 20-24, alongside the International Film Festival of India (Nov 20-28). Announced by I&B Minister Vaishnaw and CM Sawant, it aims to improve IP rights, industry collaboration, and networking in the USD 27.5 billion media sector.
Govt incentives can be very beneficial for Indian shipping industry: G Shivakumar, GE Shipping
In fact, other countries have had ship repair yards. The problem which happened was that they did not have the ecosystem around it, so you had to send the equipment off, traveling a day or so in just to do the equipment overhaul, so that makes it more difficult.
India providing enough secular themes for global investors for medium-term: Surendra Goyal
So, more medium term, that is how we think about it and it does provide some kind of a support, say for example, this year in the first four-five months we saw foreign outflows, but yet the market has continued to see a nice move up.
Milestone Moment: First commercial lithium production with new filtration tech begins in Utah
International Battery Metals (IBAT) achieves breakthrough lithium production in Utah with a water-efficient DLE method. Producing 5,000 tons annually, it targets varied deposits like China's and recycles over 98% of water from the Great Salt Lake.
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Expect market to consolidate; be a buyer on dips: Surendra Goyal
So, it is a lot domestic in nature and that is what in our view is driving the markets more. And even from a flow perspective, it has been all about domestic flows and not as much about foreign flows so far this year.
Enough steam left in market for next 2-3 years; Budget to be next big trigger: Manish Sonthalia
For FY25, we are working with 5.8%. I hope this glide path to lower down sharply to around 5.1% in the next one year. If that happens, plus you have impetus on balance sheet expenditure of the government to accelerate infra spending and at the same time be pragmatic on the pain that is there in the middle class and the rural folks to dole out something as consumption expenditure.
These 13 equity mutual funds lost the most in first six months of 2024
Around 13 equity mutual funds offered negative returns in the first six months of 2024. There were around 583 equity schemes in the market in the said time period, according to the data from ACE MF.
Which pockets will see profits decelerate, remain flattish, or go up in Q1? Pankaj Tibrewal answers
Stock market analyst discusses the outlook on defence stocks and suggests focusing on durables, value retailers, and staple companies for potential growth in consumption over the next 12-18 months. Pankaj Tibrewal says over longer periods, the basics of investing will help navigate any challenges in the market. In the long term, he is positive but will wait for better entry points, and from a bottom-up perspective many of the stocks are in the frothy expensive zone.
Swiggy launches 'Eatlists', a global-first feature in food delivery
The company said like creating and sharing music playlists, Swiggy's Eatlists feature will enable food enthusiasts to curate and share their favourite dishes directly within the Swiggy app.
Tough to sustain GDP growth above 7.5%; time-wise correction in market likely: Neelkanth Mishra
As mutual funds are sitting with Rs 1 lakh crore of cash, whenever there is a 4-5% drop from the peak, there is a spate of buying. So equities as an asset class are not seeing sharp drawdowns and in the short term make it safer to invest in and attract more funds. That is the cycle we are in, says Neelkanth Mishra.
India best emerging market story; haven't ever seen valuations and fundamentals so attractive: Mihir Vora
The US economy has been much better than expected. It has been stronger for longer and of course, then it also translates to higher interest rates for longer, probably, but the fact is that the US economy is doing quite well.
Tech boom leads global markets through first half of 2024
The first half of 2024 was marked by soaring mega caps, political uncertainties, and remarkable movements in commodities and emerging markets. From Nvidia's market value surge to Japan's weakening yen and the rise of cryptocurrencies, the period reflected a mix of challenges and opportunities shaping the global economy.
In 10 years, India no longer a charity case, it's the driving force of world economy: Sanjeev Sanyal
There are no such things as poor people. They are poor places. Say two brothers grew up in Moradabad. One of them stays back in Moradabad and another went off to Dubai. After five years, one person will be earning a lot more than the other. Why does this happen? It is because places matter, says Sanjeev Sanyal
"We should expand our horizon": Bangladesh PM's adviser on economic cooperation with India
Bangladesh Prime Minister Sheikh Hasina's Private Industry and Investment Adviser, Salman F Rehman, emphasized expanding economic cooperation with India to strengthen bilateral ties. During Hasina's two-day state visit to India, Rehman highlighted interest in various sectors including energy, healthcare, FMCG, IT, and agriculture. He also noted the Confederation of Indian Industry's proposal for Bangladeshi businesses to explore opportunities beyond northeastern India. Both nations aim to enhance their economic collaboration, reinforcing the strong bond under Prime Ministers Modi's "Neighbourhood First" policy and Hasina's regional focus.
25 and stepping into the market for the first time? Hybrid funds are just for you, says V Srivatsa
The strategies for the UTI Aggressive Hybrid is quite different from the UTI Large Cap or UTI Flexi Cap. I run more of a relative value strategy. I focus a lot on value. So, for example, you would not find many high PE stocks in my portfolio or very high level quality stocks in my portfolio. It will be a more decent quality, says V Srivatsa.
What to do with Paytm, HUL, Adani Green and 3 other stocks? Aamar Deo of Angel One decodes
Markets are inherently intelligent by nature and structure, and given the kind of election mandate, markets had factored in the anti-incumbency & challenges that the government would face in the elections.
Global rates will come down, India certainly to be a top beneficiary: Jose Vinals, Standard Chartered
The Indian elections resulted in a surprise, denying an outright majority to the BJP. Despite this, prospects of strong growth through Narendra Modi's third premiership offer comfort to international businesses, as highlighted by Jose Vinals, chairman of Standard Chartered.
Job creation and social spending to be key focus areas for NDA 3.0: DK Joshi
Now, the other issues like external vulnerability, those markers also look good. Your current account deficit is in the safe zone. You have ample forex reserves. So, in this global environment where there are too many risks lurking around, we do not know when these risks will play out, but we know that they are, whether it is global debt or it is the Middle Eastern conflict or it is Russia-Ukraine war, all of these can become bigger problems, so you need to have buffers.
FMCG and consumer durables poised for growth : Trideep Bhattacharya
I think the market has taken comfort over the last few days since the election result has come out, until yesterday that the ministries have been announced that broadly speaking the policy directive is likely to remain the same.
What to expect from the upcoming Fed meeting? Mark Matthews answers
Well, there was another election on the other side of the world almost at the same time, which was in Mexico. And there, there was a left wing, that government was elected and their stock market has tanked since then.
See policy continuity even with coalition government: Gokul Laroia, CEO, Morgan Stanley Asia
Morgan Stanley's Asia CEO Gokul Laroia discussed Indian elections, markets, and risks with Nishanth Vasudevan before an investor conference.
Will RBI start cutting interest rates from October? Dr Samiran Chakraborty answers
In Citi's house view, we think that the Fed rate cut will start early, so we have put our first RBI rate cut in October, to some extent also factoring that in that if Fed moves earlier, then RBI gets the scope to move as well.
Rural demand as healthy as urban demand for SUVs: Tarun Garg, Hyundai Motor India
I have been in the industry for 30 years and we had always imagined that the rural customers would prefer smaller cars but there also aspirations are taking over. And also the second thing is that because the infrastructure has really improved and also the dissemination of information has really improved, the aspirations of the rural customers are also shifting them towards SUVs.
Govt to focus on capex & infra to propel next phase of growth: Indranil Sengupta
I would say that valuations that are concerned and whoever is getting into the market right now should also clearly take that into account. Because once you start losing the support of valuations, then obviously you are taking that much more of a risk. But then that said, I mean, a lot depends on where equity markets grow in the US because that clearly has a big impact globally.
Thematic focus on infra, renewables and real estate likely to continue: Harsh Gupta Madhusudan
Chinese valuations are roughly half of India's, but Chinese earnings growth is also significantly lower. The China trade is more tactical and opportunistic.
Cutting exposure to capital goods, industrial; waiting for IT to bottom out: Devina Mehra
Devina Mehra of First Global reflects on the market's consensus shift towards capital goods, emphasizing the need to monitor potential sector peaks. She also discusses stock market volatility, election impact, and risk management strategies for smallcap stocks. Mehra says: "We have added a few commodity stocks in our last rebalance -- some amount of metal, steel, etc, and even some cement."
Time for Nifty and Bank Nifty to hit new highs; be neutral to bullish on IDFC First Bank: Aditya Arora
Aditya Arora predicts a global-led rally with high targets for Nifty and Bank Nifty. Broad market recovery seen, with specific stock recommendations in the PSU and commodity sectors. Momentum stocks are performing well. Arora also says: "Although it has disappointed a lot of analysts, from here, it is a very good value buy and IDFC First could be bought from here at Rs 76.35; stop loss must be at Rs 74.80 and target would be Rs 79-83."
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