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AGRI THEME
Pankaj Pandey identifies defence, pharma and consumption as core stock picking themesIndian equities face a mixed outlook due to potential monsoon deficit and uneven corporate earnings. While rural-linked sectors may see pre...- More than 120 deeptech startups head to France for Bharat InnovatesOver 120 Indian deeptech startups will showcase their innovations at the Bharat Innovates event in Nice, France, from June 14-16. This init...
- Rising oil prices, gold imports to widen trade deficit, CAD may touch 1.5-2% of GDP: ICICI SecuritiesWith the West Asia conflict persisting and global oil prices likely to average around USD 100/bbl, India's current account deficit could ri...
- Rural India, agro chemicals, and value retail: Where Aniruddha Naha is putting money to workAniruddha Naha of PGIM India sees opportunity in rural India's revival. He advises investors to build portfolios now for a stronger FY28. N...
- India to host 4th India-Africa Forum Summit after a decade, focus on strategic partnership, investment and innovation across AfricaIndia is hosting its fourth Africa summit this month. The event will focus on India's partnership with Africa. High-level meetings and busi...
- El Nino impact: Which stocks will burn & which will fire up as market braces for heat waveIndia faces a strong El Niño, threatening below-normal rainfall and impacting agriculture. While rural-linked sectors like two-wheelers and...
- Want to play the agri theme? Bet on these 4 stocks: Chakri Lokapriya“Hotel companies will continue to do well. If they are put in two brackets – one is the mid income and above mid income which is where Mahi...
- EM theme to play out this decade; India should be a decisive winner: Sandeep Tandon“A lot of commodities currencies are giving early signs, which is the first reflection that something is much better in the emerging market...
- Case for a market correction stronger as dollar rally continues: Sandip Sabharwal“Historically, we have seen almost 95% between US dollar rallies and emerging market underperformance and outflows from emerging markets.”
- Siddhartha Khemka on midcaps to focus on in the next few weeks‘Nifty valuation is at a premium to its long term average. The focus now should be on midcaps.’
- Why you should invest in firms banking on the rural economyThis year, analysts expect the rural economy to be on an overdrive as a strong monsoon returns backed by government policies that can help ...
- Betting on private banks, agri theme: Parag Thakkar, HDFC Securities“I like Rallis, PI Industries among agri themes or Swaraj Engine, a supplier to Mahindra & Mahindra like.”
- Seed companies struggle as monsoon weakens; recommend no stock from entire agri pack: Mayuresh JoshiPossibility of lower seed sales cannot be ruled out; one really needs to understand how growth dynamics are panning out, says Joshi.
- M&M a sound and decent bet at current levels: Pankaj Pandey, ICICIdirect.com'On the agri side, stocks like M&M would make sense at current levels because already we have seen a good amount of decline in their tracto...
- Monsanto a good play, but not for the near term because of monsoon: Manish Sonthalia"Monsanto is a good play. But maybe not for the near term because monsoons obviously are dampener."
- Caution required on agri stocks: Dipan MehtaWhenever the monsoon is sub par, a lot of these agro chemical companies tend to take a dip in performance.
- Would play agri stocks through FMCG route right now: Sonam UdasiIf monsoons are good and there is a second half election spending, then some of the FMCG names may bounce back with some volume growth.
- Positive on consumption theme, agri sector: Prateek Agarwal"We are more positive on the consumption theme and our sense is that consumption oriented towards rural India will probably tend to do bett...
- Buy Kaveri Seeds with a long-term view: Prashastha SethAgri companies you have to buy with a 2-3 year view. There are a lot of agri companies, something like a Kaveri Seeds, which are at reasona...
- Positive on agri commodity stocks: Ashu Madan, Religare SecuritiesThis is one sector which one must have it in portfolio with a real long-term vision.
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