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Showing posts with the label opportunities

Opportunities & risks: Rohit Seksaria shares what investors need to know

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[hfe_template id='11223'] [ad_1] Rohit Seksaria of Sundaram Mutual, known to find gems within the small and mid end of the market, shared his insights on the broader market trends in a recent interaction with ETNow, while discussing how the recent corrections have impacted these stocks and provided his perspective on where investors should focus their attention. Additionally, he elaborated on his views regarding the lending financials, consumer discretionary sectors, and the global cyclical industries, highlighting the opportunities and risks present in the current market scenario: Outlook for small and mid cap stocks Rohit Seksaria believes that opportunities will always exist in the market, particularly in the small-cap space, where investors can find promising stocks despite fluctuations. He acknowledged that while the broader market has witnessed a significant correction in the mid and small-cap segments, they still remain slightly more expensive compared to large-ca...

Analyst Views: Selloff may offer opportunities

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[hfe_template id='11223'] [ad_1] The panic selling that has gripped the stock market worldwide, including India, could throw up opportunities for investors in the near term, said investment advisors and analysts. While some think the readings are showing signs of the market being oversold, others are of the view that investors could get better value at even lower levels. SANDIP SABHARWAL, FOUNDER, ASKSANDIPSABHARWAL.COM What Next? Stock markets have been stretched for some time, primarily driven by domestic liquidity. Indian stocks are trading at a record premium compared to global emerging markets, and the overall earnings season has been average. In the near term, the unwinding of global carry trades and the shift of liquidity from risky assets to bonds could lead to valuation corrections across the board. What to Do? Large-cap stocks could see corrections of around 10%, while midcaps might correct 12-15% before the value starts to emerge. Investors should be patient...

Buffett says India has 'unexplored' opportunities

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[hfe_template id='11223'] [ad_1] Billionaire investor Warren Buffett said that the Indian market has "unexplored" opportunities which his conglomerate holding company, Berkshire Hathaway, would like to explore "in the future". Buffett's remarks came at Berkshire's annual meeting on Friday when Rajeev Agarwal of DoorDarshi Advisors, a US-based hedge fund that invests in Indian equities, asked him about the possibility of Berkshire exploring in India, the world's fifth-largest economy. "It is a very good question. I am sure there are loads of opportunities in countries like India," he said. "The question, however, is whether we have any advantage or insights into those businesses in India or any contacts that will make possible transactions that Berkshire would like to participate in. That is something a more energetic management at Berkshire could pursue," the co-founder, chairman and chief executive of Berkshire Hathawa...