While Infosys has increased the margin guidance for FY21 by 100 bps to 24-24.5 per cent, analysts believe there will pressure on near-term margins as discretionary cuts - promotions and travel, headcount addition, record utilisation, and wage hikes start to reflect on costs.
While small-caps have delivered higher returns than their large-cap peers, investors would do well to recognise the incremental risk of investing in these companies.
Investment in market leaders with a safety-first approach could yield reasonable returns across sectors.
Bajaj Auto and TVS Motor are the largest exporters in the listed space with export revenues of Rs 12,000 crore and Rs 5,000 crore.
After selling brands like Pulsar, Boxer, Platina and RE in over 70 countries, Bajaj Auto plans to enter Thailand this year followed by Brazil next year.
'Internet, healthcare and life insurance are a few sectors which offer solid long-term decadal potential.'
'Quality of management, corporate governance, allocation of capital, full disclosures should form the basis to decide investing in a particular stock.'
Among the key concerns of the Street is market share losses in growth segments, led by higher competitive pressures.
From its March 2020 low, Bitcoin has gained a massive 474 per cent and has surged 214 per cent year-to-date.
'Most Indian logistics firms do not have the facility to store and transport COVID-19 vaccine right now.'
While Covid-related sales may come down going ahead, analysts expect the company's domestic sales to outperform the market, led by the chronics portfolio, which accounts for 55 per cent of sales.
In terms of stock selection, India continues to benefit from two phenomena - the big getting bigger and availability of quality stocks in relative abundance compared with its Asian peers.
While analysts remains overweight on financials, property, discretionary, industrials and materials, they maintain a neutral stance on pharma, telecom and energy; and underweight on staples, utilities, and IT services.
Analysts attribute the surge to a host of factors, particularly the interest shown by the retail investors in these two market segments.
Rising commodity costs, coupled with other marketing-related expenses, could weigh on profitability in the coming quarters.
Portfolio returns, say analysts at Morgan Stanley, are more likely to be driven by bottom-up stock-picking rather than top-down macro forces.
Analysts attribute this withdrawal trend to the nervousness ahead of US presidential elections and the fact that the markets raced ahead even as the economic recovery remained fragile back home.
Any market correction, analysts say, would be an attractive entry point for risky assets, which should do well over the medium-to-long term.
The duo bought additional shares in pharmaceutical companies Lupin and Jubilant Life Sciences, along with Agro Tech Foods and NCC during Q2FY21
The total household wealth in India during this period rose 1.7 per cent to $246 billion.
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