Not the right time to invest in IPOs, says Krishnan VR of Marcellus | Stock Market News

Not the right time to invest in IPOs, says Krishnan VR of Marcellus | Stock Market News

Source: Live Mint With Samvat 2081 knocking on the door, Krishnan VR, Chief of Quantitative Research team at Marcellus advised investors to look for high-quality companies with clean accounts, returns on capital greater than the cost of capital, strong balance sheets, consistent profitability and reasonable valuations. He also suggested sticking to a long-term asset allocation…

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Expert view: Low rate regime unlikely in next few years; small-cap segment a stock-picker’s paradise, says TRUST MF CIO | Stock Market News

Expert view: Low rate regime unlikely in next few years; small-cap segment a stock-picker’s paradise, says TRUST MF CIO | Stock Market News

Source: Live Mint Expert view: Mihir Vora, CIO of TRUST Mutual Fund, believes a low-rate regime in the next few years is unlikely as inflation in India and globally is likely to be sticky. Discussing why small-caps have caught investors’ attention, Vora says investors have consistently made money in the past four to five years,…

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No valuation dip expected in mid and smallcap stocks if they deliver on expected earnings growth, says Krishnan VR | Stock Market News

No valuation dip expected in mid and smallcap stocks if they deliver on expected earnings growth, says Krishnan VR | Stock Market News

Source: Live Mint Krishnan VR, Chief of Quantitative Research team at Marcellus, believes that valuations of Indian markets are clearly quite extended both compared to history and across various sectors and stocks. However, he opined that as long as mid- and small-cap stocks deliver on expected earnings growth, there won’t be any valuation derating. He…

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We are most bullish on cement stocks, favour consumption sectors as autos, FMCG, Retail, CD- Pradeep Gupta, Anand Rathi | Stock Market News

We are most bullish on cement stocks, favour consumption sectors as autos, FMCG, Retail, CD- Pradeep Gupta, Anand Rathi | Stock Market News

Source: Live Mint Expert Views: Short-term market triggers are likely to be driven by macroeconomic data, said Pradeep Gupta, Co-founder & Vice-chairman, Anand Rathi Group, talking to Mint. He expects 25bps rate cut by the US Federal Reserve and says these expectations seem to be largely priced in by global financial market. He currently favour…

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