Expert Views
Why small and midcaps yet again managed to beat largecaps in 2024? Anand Radhakrishnan answers
Anand Radhakrishnan, MD of Sundaram Mutual, highlights market trends and economic growth, pointing out a cyclical slowdown and discusses stock market outloook for 2025. He explains how mid and smallcap stocks outperformed largecaps and discusses the performance of private banks. Radhakrishnan emphasizes cautious policy measures and potential investment opportunities, noting the importance of global and domestic liquidity in the future.
Trent's long-term prospects remain robust despite recent corrections: Neeraj Dewan
The PSU banks they have also seen couple of quarters where the NPA inched up again and then last quarter was a little better for some of the PSU banks, the large ones like State Bank, or even the other banks like Union Bank, J&K Bank, they showed decent numbers last quarter.
Real Estate, Financials and Defence to lead market recovery: Neeraj Dewan
So, whether it is infrastructure which I feel is one space where the government spending is also picking up and should pick up faster now when you are reaching close to the end of the third quarter. So, infrastructure is one space that I am very positive.
PSU stocks, capex theme unlikely to top charts in 2025: Jimeet Modi
Having said that geopolitical issues will continue to dominate the performance of the stock market across the globe. Despite the continuation of the war between Russia-Ukraine, our markets have delivered double digit return year-till date (YTD). Going forward, regime change in the US and the policy pronouncements of the new dispensation will weigh heavily on the capital market discourse.
ETMarkets Smart Talk: Prayesh Jain on trends shaping India’s capital markets; equity AUM poised to hit Rs 100 trillion by 2030
Strengthening of ecosystem through necessary regulatory changes will enhance customer safety and transparency, which in turn will increase customer confidence and trust. Also, continuous product innovation can provide a plethora of investment opportunities and attract new investors.
NRI Talk: Beyond Equities! How HNIs and UHNIs are diversifying wealth portfolios
One of the key focus areas in our strategy is the premiumization of our client portfolio. We continue to make investments in growing our affluent business through the Burgundy Private & Burgundy segments to increase our market share.
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Markets Videos
Prefer proxy plays in metal, tech or AI to do better than traditional IT: Devang Mehta
Devang Mehta, Director of Spark Private Wealth, highlights a shift from conventional to non-conventional businesses in India's benchmark indices. He suggests focusing on innovative companies in sectors like manufacturing, engineering, and capex, particularly power automation and renewables. He also notes the potential of recent IPOs like Swiggy and companies crucial for India's growth, such as JSW Infra and Inox India.
Valuation, earning deceleration to make for a subdued market; two investment themes to bet on in 2025: Sampath Reddy
Sampath Reddy, Founder of Azurean Investment Managers, anticipates market subduedness due to high valuations and decelerating earnings. Looking at investment themes, he is betting on capital market-exposed companies and beaten-down FMCG stocks, but expresses caution about certain industrial and consumer durable manufacturers. He notes the auto sector's reasonable valuations despite a slowdown and the dichotomy between a strong real estate market and weak cement sector performance.
Started nibbling on financials; pharma looks good to buy: Jyotivardhan Jaipuria
Market expert Jyotivardhan Jaipuria predicts market consolidation and improved valuations. Government spending and good monsoons will boost the economy. The recent CRR cut will inject funds, improving earnings. Jaipuria recommends focusing on financial and pharmaceutical stocks. Global markets are watching for policy changes under the new US president. Steel faces challenges from China's slowdown.
Trading picks: These 2 stocks will be pockets of value from here: Aamar Singh
Market expert Aamar Singh analyzes the current market situation. Nifty's pullback is expected, but further selling pressure is possible. Singh suggests Laurus Labs and Bajaj Finserv as potential value buys. He advises caution due to market volatility. Steel stocks like SAIL, Tata Steel, and JSW Steel offer trading opportunities. Nifty Bank shows relative strength compared to Nifty.
Gautam Duggad sees PE re-rating potential in 2 sectors; likes largecaps & may raise weight in Reliance
Gautam Duggal, Head of Research at Motilal Oswal, sees limited PE re-rating potential, primarily in large-cap financials and capital market stocks. He favors earnings visibility and large-caps, suggesting increased weight on Reliance and HDFC Bank. With earnings growth scarce, portfolio construction for 2025 emphasizes sectors like IT, industrials, and select consumer discretionary areas.
Expect 12% Nifty return on a 12-month basis; IT may outperform in CY25: Gautam Duggad
Gautam Duggad, Head of Research at Motilal Oswal, shared his insights on market performance and sectoral outlook. He expressed satisfaction with the Nifty's 12% return given global turbulence. Motilal Oswal remains overweight on IT, particularly midcaps, due to their strong growth potential, while downgrading autos and remaining underweight on metals. Duggad expects IT to continue outperforming in 2025.
Reliance Industries positioned for recovery despite debt concerns: Sandip Sabharwal
Obviously, there are other companies who are purely into EVs like Ola Electric, etc, where I would not be so bullish, I think they will continue to lose market share.
Banks to lead market recovery in 2025; ICICI, Axis and HDFC among top picks: Sandip Sabharwal
In the Indian context, we have had a growth slowdown due to various reasons, tight liquidity followed by various restrictions by the RBI on credit flow which obviously restricts economic growth, then the elections, heatwave, delayed monsoon, so I think there were a lot of factors at play and lower wage growth relative to inflation has also impacted consumer sentiments. Now, some of these things are likely to moderate in 2025.
Trump rally hopes spark optimism as investors eye growth in 2025: Santosh Rao
India ultimately will get its money. We will get the FII flow back into India. But in the near term, US is still better. The yields are much better here. So, we want to see what Trump does. He has spoken a lot. He wants to do a lot of stuff. It is America first.
Ashvin Parekh on GST decisions impacting insurance sector
I mean that was awaited for a while now, so that has really come about. So, the penal part has been removed which is a very positive thing to my mind. The only disappointment if you ask me was the GST on the health insurance.
