Investors need to carefully assess country-specific risks. 'This is especially true of a market that is less transparent than the US.'
Sahil Kapoor of Edelweiss Retail Capital Market Research says that setting up a monetary policy committee should have been the first step. And the central bank could have moved towards a formal inflation targeting mechanism after the processes and data sets are in place.
Shares of Motilal Oswal Financial Services, Edelweiss Financial Services and IIFL Holdings have all doubled in the past one year against the Sensex's 23 per cent gain.
But experts say downside limited, pockets of opportunities for investors
Balanced advantage funds have the potential to earn superior risk-adjusted returns for the investor and offer a smoother investment journey.
In the broader market, the BSE Midcap was down 0.2%, while BSE Smallcap fell 0.1%.
Sanjiv Mehta, chairman of the country's largest consumer goods company, HUL, believes that the second wave of the Covid-19 pandemic between April and June this year has been a mere pause in India's consumption story, and that it will not change the country's overall growth trajectory. India is poised for growth, especially in the fast-moving consumer goods (FMCG) sector, Mehta told shareholders at the company's annual general meeting on Tuesday. The signs of recovery are becoming evident with many states lifting lockdown restrictions in recent weeks.
'Stick to the known quality names, avoid short term thinking and don't be in a hurry to book profits on your winners.'
The markets will remain choppy ahead of RBI policy.
FIIs accumulated India's top-listed companies at an average valuation of around 16 times.
Experts say the stock market correction in recent times increases the risk-reward in favour of large-cap stocks.
Although large companies like Nestle, Dabur or HUL have been impacted by this slowdown in demand, it was the small, local players that have been hit harder.
Investor Rakesh Jhunjhunwala and his family's net worth in listed companies surges in the recent bull run.
Ajit Mishra, vice president, Research, Religare Broking, answers your queries.
The FPI holding in India's top 100 companies, which are part of the Nifty 100 index, declined to 24.23 per cent on average at the end of March this year, from a high of 27.5 per cent at the end of March 2021. This is the lowest FPI holdings in India's top listed companies in at least three years. A general sell-off by FPIs has weighed on stock prices and the benchmark S&P BSE Sensex is down 8.5 per cent, from its 52-week high made in October 2021. Most analysts expect FPI flows to remain weak in FY23 as well, given rising bond yields in the US and an expected earnings slowdown in India due to high inflation and commodity prices.
Reliance announced energy asset sales worth around $ 16 billion; end of the investment cycle in telecom; bringing net-debt to zero in 18 months; value-unlocking options for real estate and financial assets; listing of telecom and retail in five years; and focus on dividends.
While Unilever has been aggressive, both organically and inorganically in the country, P&G's approach has been about achieving 'balanced growth' in terms of top line and bottom line.
HFCs and banks expect a drop in demand for housing loans in the short-term.
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High retail inflation is exerting pressure on households to cut expenses wherever possible.
Experts say lending rates won't come down significantly,as banks are grappling with NPAs
If you are not happy with the price offered at buybacks, you could be in for a long haul.
More than 10% (40 of 498 companies) have lost at least half their market value.
After 11 years at the helm of Jubilant, Ajay Kaul, the 'nuts and bolts' executive, called it a day amid speculation that his expansionist strategy was not clicking, says Viveat Susan Pinto.
Patanjali, to a large extent, has penetrated the target group for its products. As a result, increasing the consumer base and revenue by 100 per cent in FY18 will be a stiff challenge.
Ajit Mishra, vice president, Research, Religare Broking, answers your queries.
Ajit Mishra, Vice President, Research, Religare Broking, answers readers' stock market queries. Ajit will offer his unbiased views on a weekly basis
Women have been leaving the investment decision to husbands.
Ajit Mishra, Vice President, Research, Religare Broking, answers readers's queries on stocks they own or want to buy.
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