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Earnings are strong, but margin pain is coming; Dharmesh Kant on 3 sectors worth owning now
Indian corporate profits are currently strong. However, rising input costs present a significant challenge ahead. Investors should remain patient and selective. Sectors like defence, affordable housing finance, and healthcare offer relative stability. Telecom's Bharti Airtel is a key pick. Real estate faces headwinds, except for the affordable segment. The road ahead involves margin pressure and divergence.
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economictimes.indiatimes.com
Market under pressure: IT stocks face long-term headwinds as oil crisis and AI shift weigh on sentiment: Vinit Bolinjkar
Vinit Bolinjkar of Ventura Securities advises selling IT stocks. He highlights market risks from the Hormuz Strait crisis, foreign investor selling, as well as the global AI…
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Geopolitical tensions keep markets nervous despite strong earnings: Dipan Mehta
Geopolitical tensions, particularly the Iran crisis, are overshadowing strong corporate earnings, according to Dipan Mehta. While India Inc. shows resilience with encouraging…
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Earnings are strong, but margin pain is coming; Dharmesh Kant on 3 sectors worth owning now
Indian corporate profits are currently strong. However, rising input costs present a significant challenge ahead. Investors should remain patient and selective. Sectors like…
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Rohit Singhania bets on financials, telecom and healthcare for alpha generation
Indian stock markets are becoming cautious. Geopolitical tensions and rising crude prices are impacting earnings outlook. Investors are in a 'wait and watch' mode. Higher…
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m.economictimes.com
“Reallocate, Diversify, Reposition”: Ajay Srivastava flags rising macro risks for investors
Indian markets face rising macro risks from global shocks, currency pressure, and energy prices, impacting domestic consumption and corporate earnings. Ajay Srivastava advises…