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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 commodity prices are starting to build pressure. Companies may raise prices, affecting demand and profits. Valuations are not yet attractive for aggressive buying. Largecaps are preferred amid uncertainty. Financials, telecom, and healthcare sectors show promise.
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economictimes.indiatimes.com
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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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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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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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…