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Source: Live Mint Expert view: Unless a revival in corporate earnings, the new year could be muted for the Indian stock market, says Santosh Kumar Singh, Fund Manager at Motilal Oswal Mutual Fund. In an interview with LiveMint, Singh discusses key triggers for the market for 2025 and which sectors can generate alpha. Edited excerpts:…
Source: Live Mint Expert view: Santosh Pandey, President and Head of Nuvama Professional Clients Group, believes the Indian stock market may see a Santa Claus rally, but it seems unlikely that the benchmark index Nifty 50 will reclaim the 26,000 mark by the end of the year. Talking to Mint, Pandey also shared his views…
Source: Live Mint Expert view: Harish Bihani, a fund manager at Kotak Mahindra AMC, finds the overall market sentiment positive. However, he advises moving forward but with caution. He highlights the recent market correction, which has removed froth from many parts of the market. In an interview with Mint, Bihani discussed his investment strategy for…
Source: Live Mint The recent correction in the Indian stock market has provided some valuation comfort, unlocking potential value opportunities across segments. Interestingly, many experts currently favour small-cap stocks over large-caps at this stage. While experts anticipate continued short-term volatility due to heightened geopolitical tensions, a strengthening dollar, uncertainty surrounding President-elect Donald Trump’s policies, and…
Source: Live Mint Expert View: Dr. Ravi Singh, SVP- Retail Research, Religare Broking believes the current market outlook appears unpromising for the next few months, with potential positive momentum likely only after January 15, 2025. He advised initiating fresh long positions only if the Nifty decisively breaches the 24,500 level, as this could indicate the…
Source: Live Mint Expert view: Sonam Srivastava, the founder of Wright Research, believes the Nifty 50 could see a modest recovery towards the end of the year. She believes a proper recovery will come when FIIs (foreign institutional investors) return to India, which looks a bit far off. A realistic year-end target for the Nifty…
Source: Live Mint Expert view: India is relatively better placed, but valuation is a concern, says Surjitt Singh Arora, Portfolio Manager, Portfolio Management Services, PGIM India Asset Management Pvt. Ltd. In an interview with LiveMint, Arora says he is cautious about the mid-and small-cap segments in the near term. The broader market may see some…
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…
Source: Live Mint Expert view: Sahil Shah, Managing Director (MD) and Chief Investment Officer (CIO), Equirus, believes one or two quarters of earnings misses or external events could disrupt the Indian stock market in the short term. However, corporate earnings in the broader market can double over the next four to five years, with small-cap…
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,…
