Why Sameer Narayan finds value in midcap power utilities
10-year govt bond yield signalling that there is risk aversion in the private bonds.
Banks aren’t out of the woods yet, but closer to the tail: Pralay Mondal, Axis Bank
These cycles will differentiate the men from the boys lot more than it has ever done before.
Wait for results, don’t stick your neck out in midcaps just now: Vivek Mavani
Infosys may see bigger upside in next few quarters while TCS may remain range-bound.
We may not get good monsoon in coming years also: GP Sharma, Skymet
Due to good rain in the first half of July, rainfall deficit has dropped to 12%
Lower cost of capital to reverse slowdown soon: Saion Mukherjee
We are looking at pockets where companies or lenders are able to borrow at a lower rate.
PSU banks, infra and consumption sectors may turn around first: Neeraj Dewan, Quantum Securities
Once you the market rhythm comes back, experiment with more midcaps and see where there is more value.
BULL'S EYE
A $677 billion manager spots buy opportunity amid sell-off
Foreign stock investors are on track to make their biggest monthly withdrawal of 2019.
Mutual funds’ exposure to this space at all-time high; should you buy?
In the Nifty50 pack, mutual funds were net buyers of around 62 per cent of stocks.
View: Rupee may hit 67 level by end of August
Rupee to strengthen further after recovering by nearly 2 per cent in January-July.
Five ominous signs that show market at risk of a major selloff
BSE Smallcap, Midcap indices are down up to 16%, while the benchmark Sensex is up 6%.
Premji envisions Wipro’s future bets in his letter to shareholders
Premji said Wipro would focus on Digital, Cloud, Engineering Services & Cyber Security.
Eyeing midcaps or smallcaps? Wait, it is still not the time to go for them
A few felt there was value emerging in select stocks, and bottom up approach was the way out.
Low inflation in India may be a sign of something far worse
An economy with moderately high inflation “signals growing consumption and spurs investment”.
Full-blown currency war can no longer be ruled out, says Pimco
Pimco describes conditions as a “cold currency war, round three” that is at risk of escalating.
'Few largecaps turned midcaps, on way to becoming smallcaps'
At this point, we are looking at a revival in capital expenditure, capital goods: Deepak Shenoy
Market Movers
Markets Videos
Mphasis and Hexaware are our top midcap IT picks: Apurva Prasad, HDFC Securities
We are expecting flattish quarter-on-quarter performance from Wipro.
We are bottoming out in terms of growth: S Krishna Kumar, Sundaram AMC
I do not think we are looking to move into defensives to hedge ourselves, says the CIO-Equity.
We believe in building brands when growth is down: Sumit Malhotra, Bajaj Consumer
Raw and packing material prices are fairly benign and we have upstocked till Oct.
I would go for midcaps & smallcaps rather than largecaps in India: Krishna Memani, Invesco
"Flows in India will come about if the growth outlook for India improves meaningfully."
Niche midcap IT companies could perform better than largecaps: Deven Choksey
Corporate banks show relative strength as far as their earnings outlook is concerned.
Hemang Jani on 4 spaces to hide in a slowing market
IT stocks are looking okay and valuation wise there is a larger comfort over there.
It would not be surprising if India takes a little breather: Bill Maldonado, HSBC Global AMC
In India, you need to differentiate and you need to analyse rather than just allocating top down.
Some largecaps have become midcaps on way to becoming smallcaps: Deepak Shenoy
At this point, we are looking at a revival in capital expenditure, capital goods: Deepak Shenoy
Sudip Bandyopadhyay on what to buy in financials & pharma space
There is definitely lack of interest in the midcap and smallcap stocks.
Liquidity will improve gradually as we enter August: Rajesh Kothari, AlfAccurate Advisors
Here’s a look at sectors Rajesh Kothari has added to AlfAccurate Advisors PMS.
Copyright © 2019 Bennett, Coleman & Co. Ltd. All rights reserved. For reprint rights: Times Syndication Service
