Indian Stock Market: A Glimpse into the Future
2 months ago

Indian Stock Market: A Glimpse into the Future

Live Mint  

The Indian stock market is expected to witness double-digit earnings growth over the next four to five years, with small-cap earnings expected to grow even faster. However, short-term market volatility remains a concern due to factors such as increased fluctuations, foreign institutional investor (FII) selling, and geopolitical events. Despite these challenges, the strong corporate fundamentals and robust external balances provide a positive outlook for the market. Investors should focus on traditional sectors with underpriced valuations, such as IT services, lending financials, and chemical stocks, while being cautious of emerging investment themes that have delivered significant losses in recent quarters.

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History of this topic

Expert view: Tone down return expectations from Indian stock market, says Premchandani of UTI AMC
1 day, 6 hours ago

Expert view: Tone down return expectations from Indian stock market, says Premchandani of UTI AMC

Live Mint  

Expert view: Amit Premchandani, Senior Vice President and Fund Manager – Equity at UTI AMC, believes valuation remains in above-average zone for large caps while mid and small cap are expensive. This year's key trends have been a sharp improvement in the earning profile of capital market players, driven by broader participation leading to significant volume growth for exchanges, pick …

Earnings growth slowdown appears temporary, says Franklin Templeton's Hari Shyamsunder
1 day, 19 hours ago

Earnings growth slowdown appears temporary, says Franklin Templeton's Hari Shyamsunder

Live Mint  

Government capex would align with nominal GDP growth in times to come while private capex is expected to gather pace over the next three to five years, driven by higher capacity utilisation and an uptick in investments in emerging sectors such as renewables and electric vehicles, according to Hari Shyamsunder of Franklin Templeton. Looking ahead, the government capex is expected …

Stock Market Outlook 2025: Nifty At 27K Or 28K By Year-End? Insights From Market Experts
Trending News
4 days, 7 hours ago

Stock Market Outlook 2025: Nifty At 27K Or 28K By Year-End? Insights From Market Experts

ABP News  

The Indian equity markets have shown resilience throughout most of 2024, overcoming various challenges such as persistent inflation, the weaker-than-expected second quarter of financial year 2025 earnings, the outcomes of the general elections, FII outflows, and geopolitical uncertainty. Sharing his take, Sarvjeet Singh Virk, Co-founder and MD of Shoonya by Finvasia, told ABP Live, “Despite facing selling pressure towards the …

Expert view: Manufacturing, capital goods to remain high-growth sectors in 2025, says Motilal Oswal Fund Manager
6 days, 7 hours ago

Expert view: Manufacturing, capital goods to remain high-growth sectors in 2025, says Motilal Oswal Fund Manager

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. With the stock prices moving up at a faster pace than EPS growth in the last four years, we would expect the calendar year 2025 to be slightly muted compared …

2024 market recap: Domestic Investors’ optimism drives D-Street higher; mid and small-caps lead
Trending News
1 week, 1 day ago

2024 market recap: Domestic Investors’ optimism drives D-Street higher; mid and small-caps lead

Live Mint  

As 2024 draws to a close, the broad market has delivered a respectable 20% return. India's corporate earnings growth was 25% YoY in December 2023, and this trend continued into March 2024, albeit at a slower QoQ pace, but sufficient to sustain the market rally. However, the trend shifted by the end of September as corporate earnings, which had begun …

Watchlist 2025: Three mid-cap stocks that scored five out of five in 2024
1 week, 4 days ago

Watchlist 2025: Three mid-cap stocks that scored five out of five in 2024

Live Mint  

As 2024 comes to an end and most of us get ready to put on our warm clothes and party hats, it’s time to look back at the year that was. Over the last three years, the company’s sales have also grown at a compounded rate of 103%, from ₹25 crore in 2020-21 to ₹128 crore in 2023-24. View Full …

Expert Speak: Expect earnings growth at 16%-18% in FY26, stay invested, suggests Gopinath Natarajan of Geojit
2 weeks, 5 days ago

Expert Speak: Expect earnings growth at 16%-18% in FY26, stay invested, suggests Gopinath Natarajan of Geojit

Live Mint  

Expert Speak: In a recent conversation with Mint, Gopinath Natarajan, CEO Asset Management at Geojit Financial Services, discussed the challenges of predicting when foreign portfolio investors will resume buying. He noted that with India's increasing share in emerging market indices and the recent correction making Indian markets more attractive, he believes India will continue to be a key focus for …

Indian stocks to stay flattish for 3 months as earnings, valuations weigh, says Goldman
1 month ago

Indian stocks to stay flattish for 3 months as earnings, valuations weigh, says Goldman

Live Mint  

Nov 21 - Indian equities are likely to remain rangebound over the next three months, following their recent slide into correction territory after the worst earnings season in four years and nursing still-high valuations, Goldman Sachs said. The Wall Street brokerage, which remains tactically "marketweight" on Indian equities, expects the benchmark Nifty 50 to hit 24,000 points in the next …

Q2 Results: Jefferies’ Chris Wood flags steepest earnings downgrades for India Inc since 2020
Trending News
1 month, 1 week ago

Q2 Results: Jefferies’ Chris Wood flags steepest earnings downgrades for India Inc since 2020

Live Mint  

In a recent GREED & fear note, Christopher Wood of Jefferies reported that disappointing results from India Inc. in the July-September quarter prompted the steepest earnings downgrades since early 2020. Earnings Downgrades Amid Economic Challenges Jefferies slashed FY25 earnings per share estimates for 63 per cent of the 121 companies that reported September quarter results. Jefferies now projects that Nifty …

Can the Indian stock market bounce back in November or is the downward trend here to stay?
1 month, 2 weeks ago

Can the Indian stock market bounce back in November or is the downward trend here to stay?

Live Mint  

Indian stocks are currently experiencing one of the bleakest days in recent history, as a convergence of global and domestic factors continues to weigh heavily on investor sentiment, pushing the frontline indices to fresh monthly lows. In its interim review of the Q2 FY25 earnings season, Motilal Oswal reported that earnings growth among the 166 companies it monitors declined by …

Indian Midcap and Smallcap Stocks: A Tale of Two Worlds
Trending News
1 month, 3 weeks ago

Indian Midcap and Smallcap Stocks: A Tale of Two Worlds

Live Mint  

The Indian stock market is closing Samvat 2080 on a high note, with the Sensex surging 22 per cent and the BSE Midcap and Smallcap indices soaring nearly 40 per cent since last Diwali. Despite recent turbulence, the Indian market is closing Samvat 2080 on a high note, with the Sensex surging 22 per cent and the BSE Midcap and …

Indian Stock Market on the Brink of a Selloff: Experts Weigh in
Trending News
1 month, 3 weeks ago

Indian Stock Market on the Brink of a Selloff: Experts Weigh in

Live Mint  

Indian stock market falls as FII sell equities worth ₹81,000 crore in October. Experts believe muted returns due to ongoing Middle East crisis, slowdown in the Indian economy, rising borrowing costs, and persistent inflationary pressures will impact market performance. The RBI's MPC meeting in the first week of December and US elections in November will also influence market movements. While …

Stock market outlook: Expect no deep and prolonged correction; Nifty may see low-teen upside by March 2025: UBS
7 months, 1 week ago

Stock market outlook: Expect no deep and prolonged correction; Nifty may see low-teen upside by March 2025: UBS

Live Mint  

The Indian stock market is witnessing a sharp correction and the benchmark Nifty 50 index has dropped more than 4% from its record high level. Indian equities are likely to trade with a downward bias ahead of general elections results, but analysts do not expect a prolonged correction with the market expected to offer buy-on-dip opportunities. Premal Kamdar, Analyst at …

Samvat 2080: ‘Indian economy poised for investment in equity, bonds and gold’
1 year, 1 month ago

Samvat 2080: ‘Indian economy poised for investment in equity, bonds and gold’

Live Mint  

Diwali 2023: Samvat 2079 belonged to mid and smallcap stocks. Firstly, because the valuation scenario for India has become mixed, where midcaps exhibit higher valuations, small caps comparatively moderate but at the mid high-range, and large caps trading aligned with the long-term average and the trend suggests a positive trajectory. For 2080 Samvat, we feel that India is in a …

Will Indian stock markets continue to deliver strong returns in next Samvat? Key risks to watch out for
3 years, 1 month ago

Will Indian stock markets continue to deliver strong returns in next Samvat? Key risks to watch out for

Live Mint  

Samvat 2077 started off with a robust bull run led by outperformance in the broader market. Analysts further said that it will be unfair to assume that the benchmark indices will deliver similar returns in the short term given indices have rallied significantly in the last year. A carefully constructed portfolio which harnesses the tailwinds, which the Indian economy is …

Changes in interest rates, liquidity to drive mkt: Nippon India MF's Bhan
3 years, 3 months ago

Changes in interest rates, liquidity to drive mkt: Nippon India MF's Bhan

Business Standard  

Changes in interest rates, liquidity to drive mkt: Nippon India MF's Bhan Sailesh Raj Bhan says earnings in Q1 have been better than market expectations in sectors that have been supported by the recovery of global growth like IT services and metals Premium Sailesh Raj Bhan, deputy chief investment officer – equity investments, Nippon India Mutual Fund Ashley Coutinho Mumbai …

The fear of flying at Mount 50K
3 years, 11 months ago

The fear of flying at Mount 50K

Live Mint  

For the past few days, the Sensex has been flirting with the landmark figure of 50,000. At 22 times FY22 earnings, valuations are well above the long-term average," said Sanjeev Prasad, chief executive officer, and co-head, Kotak Institutional Equities. The elevated valuations scenario is likely to continue till the time inflation starts rising in the US leading to the Fed …

Small-cap stocks in India may continue to beat Large-caps next year
4 years ago

Small-cap stocks in India may continue to beat Large-caps next year

Live Mint  

India’s smaller stocks are beating their larger peers for the first time in three years, and some strategists say that outperformance will likely continue at least through next year. The Nifty Midcap 100 Index has climbed 20% this year, and the Nifty Smallcap 100 Index has advanced 17%, outpacing the 11% gain in the large-cap NSE Nifty 50 Index. And …

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