Gautam Duggad sees PE re-rating potential in 2 sectors; likes largecaps & may raise weight in Reliance
Gautam Duggal, Head of Research at Motilal Oswal, sees limited PE re-rating potential, primarily in large-cap financials and capital market stocks. He favors earnings visibility and large-caps, suggesting increased weight on Reliance and HDFC Bank. With earnings growth scarce, portfolio construction for 2025 emphasizes sectors like IT, industrials, and select consumer discretionary areas.
Sebi halts trading in Bharat Global Developers shares amid suspicious price surge
Bharat Global Developers’ shares fell 5% after SEBI suspended trading and banned promoters due to concerns over financial disclosures. The company’s stock surged 2,304% in a year, with suspicious financial changes and management actions.
Banks to lead market recovery in 2025; ICICI, Axis and HDFC among top picks: Sandip Sabharwal
In the Indian context, we have had a growth slowdown due to various reasons, tight liquidity followed by various restrictions by the RBI on credit flow which obviously restricts economic growth, then the elections, heatwave, delayed monsoon, so I think there were a lot of factors at play and lower wage growth relative to inflation […]
Reliance Industries positioned for recovery despite debt concerns: Sandip Sabharwal
Obviously, there are other companies who are purely into EVs like Ola Electric, etc, where I would not be so bullish, I think they will continue to lose market share.
Piramal Enterprises shares jump 3% on plans to raise Rs 2,000 crore via NCDs
Piramal Enterprises’ shares rose nearly 3% after the company’s board approved raising up to Rs 2,000 crore via NCDs. The fundraising will occur in one or more tranches, with each NCD having a face value of Rs 1,000. The company’s stock has outperformed the Nifty index over the past year and year-to-date. Despite the day’s […]
ETMarkets Smart Talk: Sectors to avoid in 2025: Overvalued plays and low growth visibility stocks
The market has digested the continuing geo-political concerns and with the new US president taking an anti-war stance, there are high chances that various regional wars shall eventually stabilise in the near future.
FMCG and overvalued defence stocks could face near-term challenges: Gurmeet Chadha
There have been news of gold-based lending going up, which is probably indicative of some stress and lot of that is now getting probably reflected in the price. So, some of the quality banks may do well.
Ashvin Parekh on GST decisions impacting insurance sector
I mean that was awaited for a while now, so that has really come about. So, the penal part has been removed which is a very positive thing to my mind. The only disappointment if you ask me was the GST on the health insurance.
Death Crossovers: These 4 stocks signal bearishness on Dec 23
In the Nifty 500, four stocks were witnessing Death Crossovers, according to stockedge.com’s technical scan data. The death cross is a technical indicator of bearishness. The death cross appears on a chart when a stock’s short-term simple moving average (SMA) crosses below its long-term moving average on the downside. These stocks’ 50-day SMA crossed below […]
Stocks to buy today: Angel One, HPCL and Anant Raj on investors’ radar
The Nifty index saw a sharp drop on Friday, with stocks like Angel One and HPCL declining. Analyst Pravesh Gour suggests Angel One could find support at 2800, while HPCL needs a breakout above 420. Anant Raj, near its all-time high, shows strength and may target 1000.