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PRO CYCLICAL SECTORS
Beyond Jio IPO: 5 triggers Mukesh Ambani has lined up to revive Reliance shares for 44 lakh investorsReliance Industries is charting a new course to boost its stock for 44 lakh investors, moving beyond a potential Jio IPO. Billionaire Mukes...- The Next Frontier: LG's future is not just the TV and fridge in your homeLG Electronics is accelerating its transformation: LG Electronics is transforming from a home appliance maker to a technology powerhouse. T...
- Nimesh Chandan backs private banks, cyclicals as valuations turn attractiveIndian markets are experiencing a temporary disruption, not a fundamental shift. Bajaj Finserv AMC's Nimesh Chandan sees this as a chance t...
- U.S stocks may rise by 10% in 2025, but this is one area investors should avoid, says Well FargoThe U.S. stock market is poised for a 10% rise in 2025, with the S&P 500 expected to hit 6,600 by year-end, driven by economic resilience a...
- How is the 2022 portfolio different from 2021? Pankaj Murarka explains“We remain very constructive on the outlook for the economy. We are already seeing very strong signs of consumer demand resurgence that is ...
- 2022 to be a transition year with earning growth gaining momentum: Mahesh Patil"I am very positive in terms of the way the recovery will pan out, not this calendar year alone, but also over the next three to five years...
- Which pockets of market may flourish & which ones may get hit by rising inflationMedium level of inflation tends to be great for commodity companies as well as financial companies, as they benefit both on growth and marg...
- Long & Short of Markets: Investing mantras from Raamdeo Agrawal and Nilesh ShahDalal Street veteran Raamdeo Agrawal opines that investing with 3-year ideas is typically cyclical investing. You buy at the bottom and exi...
- If 2020 made equity investing look easy, here’s how you navigate volatility, business cycle nowBusiness cycles affect different sectors in different ways. Every industry has its own business cycle. For example, the auto sector has a d...
- ICICI Pru MF dumps Tata Power, IOC, BHEL in Jan; makes a killing on SBIData on portfolio changes that took place during the month showed the fund house dumped 3.12 crore shares of Tata Power, 3 crore shares of ...
- Fiscal policy must be counter-cyclical: Krishnamurthy Subramanian, CEAIt’s quite likely that fiscal deficit will be lower than what’s mentioned. When you under-promise and over-deliver, it generates enormous c...
- Stepping stones in place to invest in cyclical sectorsWith the Indian economy looking to recover from a global pandemic, Finance Minister Nirmala Sitharaman has delivered an unparalleled budget...
- Step up in government expenditure likely over next 2 yrs: DeutscheThe final two years of every national government since the Narasimha Rao administration in 1991, have thrown up some very distinct trends f...
- See earnings improving over 2016-17 across corporate India: Philipp Lotter, Moody's"It is going to be different with different sector. In some of the pro-cyclical sectors today, we are already seeing a turnaround."
- Credit conditions to strengthen with growth, reforms: Moody'sIn a report, the global agency said that over the next 12 to 18 months, credit conditions are likely to improve for rated Indian corporates.
- FII flows going largely into IT, pharma, FMCG, financials sectors: Prabodh Agrawal"The thing is that over the last five-six years, we have seen the FII flows going largely into four sectors which is IT, pharma, FMCG and f...
- Budget 2014 may focus on tax reforms, lower subsidies: BarclaysNarendra Modi government is expected to propose a pro-growth budget focused on tax reforms, lower subsidies and asset sales, global financi...
- Market valuations looking slightly stretched: Robert Parker, Credit Suisse"One of the priorities of the new government is going to be encouraging domestic and foreign investments into the capital goods sector."
- Markets could rally 5-10% from current levels on supportive global factors: Girish Pai, Claritas Research"Money is moving away from other EMs and into India and India has been a clear outperformer among some of the BRIC markets over the last fe...
- Run-up to 2014 elections: Infra, banks, capital goods look best betsThe sentiment on markets is euphoric on BJP victory in state polls. It is time for investors to start churning portfolios by moving out of ...
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