Page 34 - Lucknow News Today

Rajiv Rattan, Founder & Chairman of RattanIndia, discusses the companys potential expansion into renewables fueled by cash flow from the power business. Addressing past leverage issues, the company shows promise as a turnaround candidate.

Trideep Bhattacharya highlights India Incs earnings resilience, capex cycle indicators, and real estate sector trends for market insights. Bhattacharya further says that earnings for India Inc are likely to be robust going ahead and within that pool, stock picking is what will be doing the talking for the fund managers.

Ramesh Mantri, CIO of WhiteOak Capital AMC, discusses the strong fundamentals and high valuations in various sectors, highlighting the attractiveness of financials. He mentions the impact of market rally, government spending, and the potential growth in the insurance and IT sectors. He also says private banks is the ignored part of the market and valuations are below long-term averages, fundamentals are very strong. Here a lot of alpha can be created.

Nimesh Chandan discusses FII selling, Nifty earnings estimates stability, and the potential for continued growth in the Real Estate sector post-election results. Chandan further says that largecap stocks currently offer a better risk-to-reward ratio compared to midcaps and smallcaps. He says: " On the business side, we expect chemicals and CRAMS(Contract research and manufacturing services) sectors, which has been an underperformer for the past few years, to get re-rated as business improv...

Anshul Saigal, Founder of Saigal Capital, discusses the potential impact of the continuation of the current dispensation on the Indian market and the preference for individual investors over diversified portfolio managers. He mentions insights from a CIO poll regarding sector preferences, highlighting the lack of interest in FMCG and auto sectors.

Check latest petrol, and diesel prices in Chennai, Kolkata, Bengaluru, Lucknow, Noida, and Gurugram on May 28, 2023

Gold Rate Today: Check gold prices in different cities on May 28, 2024 in Rs/10 grams

Sanjiv Bhasin from IIFL Securities provides insights on market trends, highlighting the performance of key banks like HDFC, Kotak, ICICI, and Axis. He recommends focusing on IDFC First, Dhanlaxmi Bank, SBI Life, Grasim, LIC, GIC, and New India Assurance for potential growth. Bhasin also says that in pharma, Divis is one of the best contract pharming companies and it is regaining its position but he would put his money on Lupin.

Prasad Sawant from IIFL Securities mentions high returns from Mirae Asset and other US tech-focused mutual funds. Nvidias success led to a 170% return. Indian mutual funds have exposure to US tech stocks like Microsoft, Apple, Google, and Nvidia.

Muslim hate has been used to mobilise crowds