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Stocks to buy: Banking, metals, pharma & FMCG to show earning growth this year: Anand Tandon indiatimes.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from indiatimes.com Daily Mail and Mail on Sunday newspapers.
Explore Now “I expect to see the momentum continuing and it is largely a buy on the real estate sector,” says independent market analyst It seems metals are going to have a longer run than previously anticipated. What’s your view? I had said earlier that it is not a long haul and that near term, the performance will continue because people are underestimating the kind of price rise that can be sustained when a commodity turns around and starts to move up in price. When I mean long haul, I am talking about five years and when I am talking about short term, it is anywhere from six months to a year and a half. In that period, metals will continue to do reasonably well. ....
earnings: Is 30-35% earnings growth achievable in FY22? Anand Tandon answers indiatimes.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from indiatimes.com Daily Mail and Mail on Sunday newspapers.
Explore Now Banks, cyclicals are likely to do well over the next 12 months or so, assuming the interest rate scenario does not go out of control, says independent market analyst Do you believe that metals are good to go for long? Metals should not really be looked at from the point of valuations. They are a trading play. The question is in which part of the cycle you get in and which part of the cycle you get out. From that perspective, we still have some way to go before the cycle peaks. Essentially, we are working on the assumption that inflation will come back irrespective of what anybody may say, especially the regulators. It will not be possible to control it very easily by central bank or government action. As a result, most old economy plays which will be classified as value are the ones that are likely to do well. Among them, companies which are economy-facing and especially metals and other cyclicals are likely to benefit. Already, a large part of that has pl ....
Explore Now Stay in more liquid names as sector rotation is already evident and will continue for a longer time, says independent market analyst, What has stood out for you in terms of Q3 earnings? If Q3 had not been good, we would have been staring at an abyss. We are looking at a situation where there is a large reopening trade, coming from a base where almost nobody was selling anything because most companies were shut to a stage where we are almost fully open. You would expect to see a large amount of the business coming back and most companies are even today reporting that they are close to may be 90% give or take of what their business was pre-Covid. We have not really got to a stage where we are growing faster than in the past, except for the fact that the base has shrunk considerably. ....