Expert Views
Bank Nifty expected to grow, many private banks have witnessed breakout: Rajesh Palviya, Axis Securities
Rajesh Palviya of Axis Securities predicts a strong performance for Bank Nifty and Nifty in the coming week, with potential gains in private banks and midcap stocks. He suggests buying DLF, Voltas, and L&T Finance based on recent trends and technical analysis.
Fed rate cuts likely to be gradual, starting with 25 bps in September: Ajay Bagga
Market expert Ajay Bagga discusses the potential for a 25 basis point rate cut by the US Federal Reserve, with further cuts expected in November and December. He highlights the impact on emerging markets, particularly India, and suggests sectors like financials, FMCG, and pharma as promising investments amid global economic easing.
Indian Hotels always delivers a bit more than promised; that's the story of last 5-6 years: Puneet Chhatwal
Puneet Chhatwal, MD & CEO of IHCL, discusses the company's balanced approach since 2017-2018. With strategies like Aspiration 2022 and Ahvaan 2025, IHCL has diversified its portfolio, doubling in size over six years. The company now opens more than one hotel a month, with a significant focus on capital-light models.
Is quick commerce a threat to traditional kirana stores? Karan Taurani explains
But quick commerce is the one which is growing at 50%, 60%, 70% on that low base. And if these things continue to catch up, if this really scales up beyond the metro cities, quick commerce could spell severe threat for the kirana stores.
ICE, CNG, EV & ethanol will co-exist; Bajaj Auto wants to maintain agility to toggle between fuel systems: Rakesh Sharma
Rakesh Sharma, ED of Bajaj Auto, discusses the company's approach to balancing various fuel systems like gasoline, CNG, EV, and ethanol. He highlights the success of their CNG bike and emphasizes the importance of maintaining agility in fuel options. The article also touches on the impact of economic recovery on two-wheeler demand.
Next upside target for Nifty to be around 25,800-25,850: Nagaraj Shetti
FMCG has moved up quite a bit at least at the higher levels. I am expecting some more consolidation from the higher levels in FMCG index, especially leading FMCG stocks. But if you look at the IT, that still has got a momentum. Recently, we have seen some consolidation moment, minor downward correction. After that, it moved up again and placed at the higher levels. More upside is likely in the IT sector ahead.
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Market Movers
Markets Videos
Time to get stock-specific in PSU counters: Vetri Subramaniam
There are some PSUs which are dominant, which are leaders, which are best in class in the industries in which they operate, but there are many which are not and I do not think those are the kinds of businesses we would want to be exposed to.
What should one do in the crude-related counters? Sandip Sabharwal answers
Sandip Sabharwal discusses the subdued outlook for crude and oil prices due to excess capacity and upcoming LNG projects. He highlights the potential outperformance of defensive sectors like FMCG and pharma, while also noting the challenges faced by Zee Entertainment and private sector banks. Key beneficiaries of lower crude prices include aviation and auto companies.
Stay focused on asset allocation and risk management: Vetri Subramaniam
There are multiple reasons why small caps face pressures. One is because they are more susceptible to economic cycles, access to capital tends to be more limited, breadth and depth of management tends to be limited, and finally, their ability to manage changes in regulations, changes in cycles is again limited.
Don’t have the confidence to deploy huge additional money at these valuations: Sandip Sabharwal
Sandip Sabharwal discusses the current high valuations in the market and advises keeping cash on hand for future opportunities. He notes that while the IT sector has seen significant gains, further growth may be limited. Real estate stocks have performed well but face challenges ahead. FII flows into India have turned positive recently.
How Fed's easing plans could shape global markets? Anurag Singh answers
So, US central bank has the best position to start the rate cut cycle vis-a-vis other economies, especially European Union, so that limits the extent to which dollar can fall. But, all said and done, we have interacted when dollar was what, 107, 108, even those days, imagine, now it is closer to 100, 101, 102, I mean that is a much better number.
Demand reversal possible but no sign of Europe or US heading toward recession: Geoffrey Dennis
Geoffrey Dennis, an independent EM commentator, discusses the European Central Bank's recent interest rate cut and its impact on economic growth. Despite sluggish growth in Europe and a slowdown in the US, Dennis does not foresee a recession. The ECB's minor forecast adjustments for 2024 and 2025 reflect cautious optimism.
Keep 15% in cash and wait for Fed rate cut before investing now: Sandip Sabharwal
Sandip Sabharwal advises caution in the markets due to potential US Fed rate cuts, suggesting keeping 12-15% of investments on the sidelines. He also prefers NBFCs over banks and sees opportunities in electronics manufacturing, pharma, as well as auto sectors. Sabharwal also highlights the IPO frenzy and Bharti Airtel's strong fundamentals.
Harshvardhan Dole on impact of crude prices on LPG and OMCs
If one believes that for a reasonable period in time oil will remain below 60, then basis that call there is a room to cut the petrol and diesel prices. However, I prefer to be conservative. I am still working with an oil price for the year which will be in northwards of $70 and therefore scope to cut product prices remains reasonably low if not very high.
Cherry-pick stocks with favorable risk-reward: Pawan Parakh
There are several stocks which are not really in your comfort zone and hence we need to pick up stocks on a bottom-up basis and need to cherry-pick ideas wherein the risk-reward is favourable. Otherwise, it is a tough market as far as stock selection is concerned.
Wear a trader’s hat now, and start booking profits at 25,600-26,000: Jai Bala
But I think that until that point you want to retain your patience. But from this point onwards sectorally you might want to know which sector you want to avoid. From that point, I would say definitely Nifty Realty is an avoid.
