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RURAL THEME BETS
Forget chatbots, Ambani's Reliance wants to own India's entire AI economyReliance Industries is charting a unique AI strategy, aiming to democratise artificial intelligence in India by focusing on affordability a...- IT needs selectivity, not blind bargain hunting; Energy, defence and healthcare offer better opportunities: Gurmeet ChadhaMarket expert Gurmeet Chadha advises investors to be selective in the IT sector, despite attractive valuations, focusing on stock-specific ...
- JP Morgan warns of FY27 earnings risk, says Nifty can fall to 20,500 in bear caseJP Morgan has cautioned that India’s FY27 earnings face significant risks from an extended energy and logistics shock linked to the Middle ...
- Buy capital goods on dips, stay cautious on IT and consumption: Sudip BandyopadhyayMarket expert Sudip Bandyopadhyay outlines investment strategies across key sectors. He sees opportunities in State Bank of India and a gen...
- ET Prime Special Series: Multibagger or Bankrupt – Part 55: This old-economy giant helped power India’s past. Its big test lies aheadSome companies face disruption at the level of products. Others face it at the level of technology. That is what makes this story more comp...
- Stick to defensive and quality themes amid volatile global setup: Mayuresh JoshiIndian stock markets are showing a strong rebound. Investors are now carefully selecting companies with good earnings and strong finances. ...
- Stay calm, stay invested, says Dipan Mehta; prefers PSU banks & NBFCs among financialsAmidst global market jitters, Elixir Equities' Dipan Mehta advises investors to exercise patience, resisting drastic portfolio changes. He ...
- Budget 2024: Expecting incremental shift towards RevEx & continued thrust on capex: Ravi DharamshiRavi Dharamshi expects the Budget to stress revenue expenditure, capex, rural distress, PM Awas Yojana, energy transition, and private sect...
- Investors can look to bet on rural consumption and housing theme: Sunil SubramaniamWe may think that even NREGA subsidies could go up a little bit. So, I think the budget will give a clearer direction. But we do know that ...
- With normal monsoon in sight, these 4 sectors can shower gains on D-St investorsThe Indian monsoon is closely watched by investors as it holds significance for the government and the economy. The Indian Meteorological D...
- Betting on festive demand? Go for these 2 NBFCsPost HDFC commentary, the entire financial pack, the entire banking set looks interesting.
- Resurgence of rural economy striking theme after Covid: Saurabh Mukherjea‘We have bought Maruti in some of our portfolios after a long time’
- Buy agrochemical & chemical stocks to play the rural theme better: Valentis Advisors‘We tend to avoid stocks wherever there is a lot of government intervention’
- Bet on agrarian theme as rural economic recovery will stand out: Mukul Kochhar‘We have had a very good winter harvest this time’
- New trading plays are coming, but take calculated bets: Amit KhuranaThe Dolat Capital head of research sees emerging opportunities in e-comm and financials.
- Vivek Mavani on 3 ways to play the rural theme"Expect volatility at about 10700-10800. The upside is probably limited with focus on stock specifics."
- How to pick stocks when the market is on a highStock picking with correct valuation is very important for theme-based portfolios.
- Time to bet on rural, not urban theme: Chakri Lokapriya, TCG AMCConsumers are realising that interest rates are not going low any further
- Betting on three themes to make money: Manish Sonthalia, Motilal Oswal AMCOnce the earnings growth in largecaps start, there will be a massive rerating and midcaps and smallcaps will see some correction, says Sont...
- Smallcase, backed by Zerodha launches thematic investing for concentrated betsA thematic basket consists of stocks in different proportions, which can gain most if the bet on the theme plays out.
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