In a market like this, you will always find your cash short, says MD of Prime Securities.
“Alternative investment funds could be as big as equities in the next five years.”
“Liquidity crunch allowed to continue unabated may lead to solvency issues & that will be disastrous.”
Next week, some stability should be return to indices and the support of 10,200 should hold
“We are monitoring how NBFC sector copes with liquidity crunch in the system.”
“RBI steps to ease liquidity could see better participation by banks in NCDs.”
The stock corrections have mostly been sharp and sudden.
Wherever there is growth, the market is bound to pay a premium.
Analysts point out that banking and automobile sectors received severe battering last month.
Out of 416 open-ended, onshore equity funds, 401 have lost money this year.
Gold is likely to reclaim $1,330 an ounce mark on Commex and Rs 33,500 on MCX.
Shares of Tata Sponge and MM Forging plunged 20 per cent and 10 per cent so far in 2018.
The scrip has already surged 1,000 per cent in five years – mainly in last 18 months.
One of the important point is the need to invest at regular intervals.
General elections in India are due in April-May 2019 to constitute the 17th Lok Sabha.
“Expect more than value correction in consumption stocks in next 12 months.”
Growth concerns in markets are valid currently. Balance of payment deficit is a big overhang for Indian economy. Seeing a lot of positives for growth in India amidst the challenges, says Neelkanth Mishra of Credit Suisse
If you squeeze liquidity in a fast growing space like NBFC, you may create an IL&FS kind of situation, N Jayakumar, MD, Prime Securities, tells ET Now.
“We may find 10,200 difficult to break but one could find a panic bottom in 9,800-9,900 range.”
“Smaller HFCs get more affected by any tightness in the market.”
“For sovereign bonds, it is going to be life as usual, tracking crude prices and INR.”
“Even after correction, multiples are still not cheap enough to buy at the current level.”
"IL&FS default revealed a larger problem of asset-liability mismatch, prevalent across many NBFCs & HFCs."
“In the age of Netflix, margins are going to be very difficult to protect for likes of PVR.”
“Cherry picking in both debt and equirt categories make a lot of sense now.”