Infrastructure stocks are once again gaining traction.
Johnson Controls-Hitachi, Voltas, Blue Star, Whirlpool recently recorded new 52-week highs but still haven't lost their steam
Banks to get more aggressive and act like PE investors
With at least three IPOs in the offing this year, stock market investors have a lot to look forward to.
The P-75 index, a subset of BSE 500 stocks, has severely underperformed the broader market across time horizons
Quite a few large- and mid-cap stocks are yet to recover from the note ban, pharma, banking and rural demand-based industries among laggards.
Known for stable returns, near debt-free status and dividend track record, these 10 PSU stocks are worth buying now.
While gold returned 12 per cent annual gain in 10 years, Nifty didn't exceed 9 per cent.
Banks are clear that lending rates are not going to fall further, say Hamsini Karthik and Anup Roy.
Unless companies press the pedal on implementation, further stock price gains might be limited, says Hamsini Karthik.
Havells will acquire the entire consumer business infrastructure, people and distribution network. Plus all intellectual property of the Lloyd brand, logo, trademark and attendant rights.
'The big elephant in the room is our misguided view about the rupee.' 'India is scared that if our currency appreciates, who will buy from us. But a breakout is inevitable.'
'Despite uncertainties around demonetisation and the GST, we expect Indian equities to deliver positive returns.'
'I have very little faith in economists who tell me that demonetisation will reduce growth.' 'The greater effect of demonetisation is if it creates changes in the financial services system and gets people to shift from cash.' 'The economy is not a trained monkey that will jump around if you lower rates.'
Stocks such as ICICI Bank, Axis Bank, State Bank of India, Bank of Baroda and HDFC Bank are among the top banking picks of analysts for 2017. A decline in cost of funds and treasury gains are expected to help stabilise their net interest margins
'It is unlikely that foreign portfolio investors (FPIs) might increase their India allocation, given the overweight status for most FPIs.' 'Given the commentary from the Republican Party, an anti-imports approach means money will not flow out of the US.'
'The Street is divided on when we could recover from demonetisation.' 'The government believes it is a pain at best for two quarters.' 'Some analysts feel the impact could be felt for two-three quarters and some that it could last for 12 to 15 months.' 'Investors are stuck in a no-action zone.'
'Unless India Inc's earnings offer promise in March 2017 quarter, sentiment may not reverse in a hurry.'
Five stocks - Havells, NCC, Suzlon, Blue Star and Crompton Greaves look most attractive after the recent course correction.
'The true fruits of the attack on black money, what Raghuram Rajan did for the banking system, and what technology is doing for us will come in FY19, which, not surprisingly, is the year running up to the next Lok Sabha elections.'
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