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OVERVALUED POCKETS
Smallcap valuations turn favourable as correction creates fresh opportunities: Bajaj Finserv AMCSmallcap stocks present a favorable entry point following a market correction, driven by improving fundamentals, healthier balance sheets, ...
Cautious on valuations, bullish on insurance and IT: How Nilesh Shetty is positioning for the next 12 monthsA cautious Nilesh Shetty of Quantum Advisors warns of a possible earnings disappointment in the next three to six months, citing El Niño ri...
Aditya Birla Group bets big on IPL boom, says media rights frenzy is far from overAditya Birla Group sees strong future growth for Indian sports. The group believes IPL media rights will keep increasing in value. This is ...
When 'I' meets AI: Tech elite's wealth adviser turns multibillion-dollar force in AI frenzyIconiq, a private wealth manager for global elites, is now a major force in venture capital. The firm is making substantial bets on AI star...
Iconiq, go-to wealth adviser for tech’s elite, is putting billions into AIIconiq is expanding aggressively into venture capital, investing billions in AI startups like Anthropic. Leveraging elite global networks, ...
Global markets at an inflexion point: Q2 could reward patience over predictionGlobal markets are shifting from a low-volatility regime due to geopolitical tensions and persistent inflation. As Q2 begins, investors fac...
Manishi Raychaudhuri on factors that will dictate the market in next few monthsIf one looks at the undervalued pockets, at least the sectors which are fundamentally good over the long term, but have underperformed in t...
Bank stocks may prove to be dark horse; will contribute a lot to the next rally: Rohit SrivastavaRohit Srivastava, Founder of Strike Money Analytics, discussed the current market trends, noting fund managers' cautious approach with addi...
2 top stock recommendations from Aditya AroraLargecaps look constructive in this backdrop and dollar index could also correct. If Fed cuts interest rate, then dollar index could correc...
ETMarkets Smart Talk: Largecaps are better placed to attract FII flows than small & midcap stocks: Ashutosh TiwariAshutosh Tiwari says that with market valuations towards the upper end of historical range and rate cut uncertainty, FY25 is likely to be a...
Market telling us there will be earnings rally in India for next many years: Mehul Bhatt"Although the market is expecting an earnings rally in India for the next few years, purchasing at these valuations offers lower expected r...
Which are the most overvalued and undervalued pockets in the market? Shibani Sircar Kurian explains"On a relative basis, we are not as expensive as one would have imagined simply because the entire emerging market pack has also gone up. T...
Stay invested but be selective as market pricing in full-blown recovery: Pawan ParakhInvestors should be selective while participating in the market as some sectors are overvalued. However, many sectors and stocks are showin...
PSU banking space is going to surprise the market: Vinit BolinjkarI believe that the overvaluation is going to be in the IT stocks. The IT stocks are not performing as expected and with the fear dollars da...
Bullish on IT, pharma and consumption stocks: Rajat SharmaNifty extremely overvalued and people are extremely bullish. I find that worrying.
Market still overvalued, but there's value in these 3 pockets: Saurabh Mukherjea, Marcellus Investment Managers"Fair value for the Indian market is at least 10%, perhaps 15% away."
15% more correction in Nifty! D-Street veteran, brokerages see more pain aheadThe benchmark indices are already down 13-14 per cent in the ongoing correction.
Market entering bubble zone, time to book profits: Mahantesh Sabarad, SBI Cap SecuritiesThe index may move sideways with positive bias. Brace for a time correction rather than a value correction
Year-end special: Don’t abandon your investments in midcap schemesMidcap space has been haunted by valuation concerns for a while now. Several pundits have been predicting a meltdown in the space and askin...
Asian Paints, Berger Paints top pick among paint companies: Sudip BandyopadhyayYou are absolutely right, with crude prices being where they are and the kind forecast we are seeing for crude, good times for these compan...