PHARMA SECTOR
Paints stocks are a trading bet; be very stock-specific in pharma: Chakri Lokapriya
Chakri Lokapriya of RSB LLP discusses competition affecting paint stocks, HPCL, and BPCL facing deregulation challenges, and IT sector issues. Reliance's Jio listing may unlock value. Yes Bank is risky despite Moody's upgrade. Dr. Reddy’s OTC acquisition boosts earnings. Textiles, major earnings upgrades are uncertain. Glenmark and life sciences interest noted with OFS.
Buy stocks in every dip: A cheat sheet to find right stocks from the right sectors
CA Rudramurthy BV shares insights on the market, highlighting opportunities in IT, pharma, and FMCG sectors. He recommends caution with PSUs and emphasizes stock-specific investments. Bajaj Finance and Manappuram show potential for gains with tight stop losses. Rudramurthy says "we are in the mother-of-all-bull market and this market, both magnitude-wise and time-wise, will surprise on the upside and it is a buy-on-every-dip market."
Breakout above Rs 25 can spark crazy rally in Vodafone Idea shares: Rupak De
Bank Nifty ended with a marginal gain at the end of a volatile week. The volatility was led by movements in HDFC Bank, which has a dinosaur weightage in the Bank Nifty. The index managed to close above the critical short-term moving average and above the short-term breakout point, indicating a positive setup.
Should investors bet on large-cap pharma stocks? Alok Agarwal answers
So, I remain upbeat and positive about the changes. Yes, at the same time, there are increasingly green shoots visible in the lower end of most consumer products, and this change is coming at the right time, possibly indicating better growth ahead of us.
Here's why Abhay Agarwal is bullish on the manufacturing sector
We are very bullish on manufacturing as a theme. I think it’s a decade-long story from here. It will continue to play out. Different segments within manufacturing will obviously be favored at different times. Defence and PSU manufacturing are currently very popular in the market, which is why some of these stocks are already pricing in future returns. I am not sure how much return potential is left for investors entering now.
Navigating bull run: Rajesh Palviya's insights on Bank Nifty and sectoral moves
Rajesh Palviya of Axis Securities provides insights into the current trends and expectations for Bank Nifty, highlighting key support and resistance levels. He discusses the impact of recent performances by private and PSU banks and shares his views on sustaining the market's bull run driven by bullish sentiment and liquidity flows.
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Ajay Bagga on Trump's influence and sectoral performance in Indian markets
The Chairman of Elyments Platforms highlights the slowdown in the US economy, noting softer labor markets and slowing wage growth. Despite market expectations of rate cuts in September and December, Fed officials remain cautious, waiting for more data. Bagga also discusses the potential impact of a likely Trump victory in the upcoming elections on global markets, emphasizing increased borrowing costs, lower taxes, and tighter immigration policies.
Here's why CA Rudramurthy BV is bullish on IRCTC
Definitely, yesterday there were very-very clear signs of pharma just shooting up and that is a clear indication that yes, most of the stocks in pharma can do good. In fact, if you see stocks like Lupin, Sun Pharma, all these are breaking out of their last six-seven years kind of a consolidation and people who have bought them six-seven years back, they are still not even finding their price.
Pankaj Pandey on 3 stocks to bet on from pharma sector
We have been very selective in terms of chasing stocks because our sense is that you need to see stocks for a considerable period of time before we recommend. IREDA is what we have sort of recommended because our sense is that this one PSU AAA rated can deliver 30% kind of AUM growth while valuations are on a higher side, but we like the opportunity size.
We continue to remain fully invested; bullish on pharma and IT sector: Vikas Khemani
So, nothing changes from our original hypothesis perspective and we do not churn portfolio very often, so our holding continues to remain more or less same.
What should investors do with HDFC Bank stocks? Rahul Shah answers
So, a good IPO and the way they have priced it also, as you rightly said, that very reasonably priced and some money to be made on the table for the investors and in a pharma pack when we are seeing that most of the pharma packs are doing quite well and the way the segment which has been into Emcure is into, so all the front they have been firing at this point of time.
India best emerging market story; haven't ever seen valuations and fundamentals so attractive: Mihir Vora
The US economy has been much better than expected. It has been stronger for longer and of course, then it also translates to higher interest rates for longer, probably, but the fact is that the US economy is doing quite well.
Expect a rally in PSU bank stocks in next few days: Vinit Bolinjkar
While IT remains a trading pick, I am cautious due to potential downside risks in the US market affecting IT jobs. Pharma and FMCG are top picks due to the expected resurgence in consumption, likely to drive strong performances over the next quarters.
Not AI, IT hiring not picking up because of global slowdown in IT spend: Ramani Dathi, Teamlease Services
Ramani Dathi says there is no major uptick as far as demand for IT pros is concerned. There are a few set of clients, especially the GCCs and to some extent, who are able to maintain the current run rate of revenues and headcounts for Teamlease, but to show a massive growth or a double-digit growth, the IT services hiring has to be back on track.
3 top stock recommendations from CA Rudramurthy BV
Let us see how even budget comes out and then take aggressive position. So, for sure, this is not the time to take aggressive position, not to be in high beta and one has to have reduced leverage and risk management will hold the key if you are a very short-term trader.
Outperformance of private sector banks may continue for next one year: Sandip Sabharwal
The smaller pharma companies I find it tough to evaluate, so many of them can potentially do well but I do not have the bandwidth to go molecule by molecule and evaluate those companies. But I think Sun Pharma is a decent business model, so we are just holding it for the long term.
2 top stock recommendations from CA Rudramurthy BV
So, you have to be in the right sector and yes, there are lot of good stocks in these sectors which I can give as input and I am very clear this market is a buy on every dip, no shorting whatsoever but however I will also tell you managing leverage, managing your quantity and being in the right stock and sectors is very-very important because the trigger should not wash you out of the market. Being in the game is very important to win the game.
Is it a good time to buy travel related stocks? Daljeet Singh Kohli answers
But to assume or extrapolate that this similar kind of execution and similar kind of order book will stay for next three-five years which the stock prices are saying, I think that will be too much of expectation.
Market poised for uptrend with phases of consolidation: Sudip Bandyopadhyay
So, once the tractor volume starts picking up, we will see further upside in M&M. The company has done fantastic early well as far as the SUV business is concerned. They have done well in other smaller segments as well, including farm equipments. But performance in tractors was promising and that will be icing on the cake as and when it happens.
Pankaj Pandey on 4 sectors that may outperform in near term
But our overall sense is that one needs to sort of watch out for Budget plus the element of optimism. Although they have some head room in terms of higher RBI dividend plus, obviously there can be structural savings on the subsidy side especially related to fertilisers, so it remains to be seen how they sort of utilise.
2 bank stocks Hemant Shah is bullish on for near term
Specifically in largecap sectors, we are focused on the telecom space per se and in the midcaps, we believe in visibility, validation and valuation. So, where valuation comfort is there, we have invested; where there is visibility, we have invested. And if you ask me, we have also invested in few PSUs, though the valuations are not at all cheap nowadays, but still we have been holding it since we have entered at a good price and a good time.
Sanjiv Bhasin picks 3 sectors that may outperform in near term
The overall benign environment remains that you have to be a little neutral over here. I think technology, pharma and FMCG -- those are the favoured sector on seasonality, on US cues, and on local demographics.
Anshul Saigal on sectors where investors can deploy fresh money
You could find opportunities in banking space in the 5 to 10 times price to earnings rate. I would not call that expensive by any measure. So, there are reasonable opportunities in the market to take advantage of.
Are fears and panic around PSUs overblown? Sandip Sabharwal answers
Ideally, they should not be able to because like you rightly said, it is more commoditised. In fact, you look at the reason why did HDFC merge into HDFC Bank, because they realised that the margins are going to get squeezed and if they do not have a low-cost deposit franchise which supports the margin squeeze, that will become tougher.So, many of these housing finance companies sustain higher margins to develop financing, loan against property, etc, which are higher margin, but then also carry higher risk.
There can be both time wise and value wise correction in PSU stocks: Sandip Sabharwal
Consumer stocks are under-owned at this point of time. They have not given any returns for the last four-five years, leave aside something like a Godrej Consumer or a Tata Consumer which have been outliers and some stocks like Titan and all which have their own dynamics.
Investors should start looking at value stocks with long-term perspective: Porinju Veliyath
We all were knowing, discussing in the last many-many months, we can just feel now it has come, whatever is the reason, so that correction is happening and I think it will be a healthy correction.
3 sectors Varun Saboo is bullish on for near term
In a scenario where we witness continuity in the government, it's likely that FIIs will return. They've been selling and feeling the impact of it, thus being major underperformers compared to domestic mutual funds or overall domestic funds during this rally.
Bank Nifty better poised to head higher right now: Rohit Srivastava
A lot of the recent action is due to what we are seeing in global markets as well. So, I am not sure how much of it is solely related to the upcoming elections. However, there is some short-term risk if we close below, say, 22,550, where we are right now.
What to expect from RIL stock going ahead? Deven Choksey answers
To a greater extent likes of Reliance, likes of Bajaj Finance, likes of Kotak Bank are some of the companies where probably you find that the business condition remains absolutely upbeat and robust and at the same time the stock prices have not moved anywhere despite of the rally going on in this market.
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