Posts

Showing posts with the label sectors

No revival in lean season: Ajay Srivastava on market recovery outlook

Image
[hfe_template id='11223'] [ad_1] Amid ongoing economic uncertainties, the recovery of the Indian markets seem to be dependent on the upcoming earnings, Ajay Srivastava, CEO of Dimensions Corporate Finance offered a measured outlook on earnings revival. Speaking with ETNow, he noted that a swift recovery is unlikely as the economy moves into a lean season. “It is not going to have a revival in the lean season at all, that is not going to be possible. You will have to wait for six-nine months,” he explained, suggesting that investors need patience before witnessing a meaningful turnaround. However, Srivastava pointed out that some sectors continue to display remarkable resilience, despite the broader slowdown. “The hospitality sector, it is just incredible what is happening in this sector. The rates are through the roof, availability is down to the dumps, and so if you are invested in the hospitality sector, you are in good hands in spite of the slowdown that is happening,...

Year-ender 2024: FII selling crosses Rs 1 lakh crore in 2 sectors. Will 2025 see a U-turn?

Image
[hfe_template id='11223'] [ad_1] Even as foreign investments in Indian equities remained patchy in 2024, Foreign Portfolio Investors (FPIs) were quite severe on two sectors viz. financials and oil & gas where they sold shares worth over Rs 1 lakh crore. They have been net sellers in a month on five occasions while remaining net buyers seven times. As on December 20, 2024, they had bought domestic shares worth Rs 6,770 crore. January, April, May, October and November months witnessed FPI outflows with October witnessing maximum sell-off of Rs 94,017 crore. Meanwhile in January and May, outflows of more than Rs 25,000 crore were seen. Meanwhile, highest inflows of Rs 57,724 crore were seen in September followed by March and July when FIIs purchased shares worth Rs 35,098 crore and Rs 32,365 crore, respectively. FPI sector data Sectorally, FIIs punished financials the most, selling shares worth Rs 53,942 crore in 2024 so far. In January and October, the highest selling ...

Citi India Strategy: Maintains a 20% overweight allocation on India

Image
[hfe_template id='11223'] [ad_1] Citi's latest India strategy highlights mixed trends during the recent festive season, alongside strategic shifts in global allocations. While festive demand across sectors varied, Citi remains confident in India’s positioning, maintaining a 20% overweight allocation on the country. Festive Demand: A Mixed Bag The commentary from companies regarding the festive season has been varied, with some reporting expectations being met while others fell short. Urban demand trends have been relatively muted, while rural markets have performed better, showcasing resilience.Within specific sectors, jewellery, two-wheelers (2Ws), and e-commerce have emerged as bright spots, recording decent growth during the festive period. Also Read: India Inc clocks muted sales in September quarter. More trouble coming? However, other consumer-discretionary segments, such as fashion and apparel, have exhibited weaker performance, reflecting a subdued urban consu...

15 stocks which may gain in forthcoming festive season as consumers loosen their purse strings.

Image
[hfe_template id='11223'] [ad_1] Synopsis 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 ...

How central banks can help in reducing market volatility

Image
[hfe_template id='11223'] [ad_1] We have seen that the actions of a single central bank can swiftly influence market sentiment, capital flows, and economic stability across multiple countries. Central banks wield immense power to influence the stock market, with their policy decisions acting as inflection points for financial markets. The interplay between a Central Bank’s actions and the stock market’s response is complex and dynamic; even a minor policy adjustment can set off a chain reaction across various sectors, leading to substantial market movements and volatility. The recent decision by the Bank of Japan (BoJ) to raise interest rates to 0.25% serves as a stark reminder of how central banks’ moves can send ripples across global markets. The Nikkei 225 Index dropped 20% within three trading days of the announcement. Although the index rebounded by over 10% following the BoJ's clarification, investors expect clear and consistent policy communication initially t...

More PE firms gearing up for India debut

Image
[hfe_template id='11223'] [ad_1] HDFC Bank. Share Price 1517.20 03:59 PM | 24 May 2024 24.61(1.65%) Larsen & Toubro. Share Price 3625.90 03:59 PM | 24 May 2024 40.50(1.13%) Bharti Airtel. Share Price 1388.50 03:59 PM | 24 May 2024 14.46(1.06%) Bharat Petroleum Corporation. Share Price 654.10 03:59 PM | 24 May 2024 6.65(1.03%) Axis Bank. Share Price 1174.00 03:59 PM | 24 May 2024 8.75(0.76%) Coal India. Share Price 501.00 03:59 PM | 24 May 2024 3.70(0.75%) NTPC. Share Price 374.95 03:59 PM | 24 May 2024 2.65(0.72%) UltraTech Cement. Share Price 10231.10 03:58 PM | 24 May 2024 60.56(0.60%) Eicher Motors. Share Price 4880.95 03:59 PM | 24 May 2024 28.10(0.58%) Maruti Suzuki India. Share Price 13000.45 03:59 PM | 24 May 2024 65.56(0.51%) Divi's Laboratories. Share Price 4122.40 03:59 PM | 24 May 2024 9.40(0.23%) LTIMindtree. Share Price 4839.75 03:58 PM | 24 May 2024 8.45(0.18%) Bajaj Finance. Share Price 6836.90 03:59 PM | 24 May 2024 10.25(0.16%) IndusInd Bank. Sha...