Live Breaking News & Updates on Etmarkets new year

Stay informed with the latest breaking news from Etmarkets new year on our comprehensive webpage. Get up-to-the-minute updates on local events, politics, business, entertainment, and more. Our dedicated team of journalists delivers timely and reliable news, ensuring you're always in the know. Discover firsthand accounts, expert analysis, and exclusive interviews, all in one convenient destination. Don't miss a beat — visit our webpage for real-time breaking news in Etmarkets new year and stay connected to the pulse of your community

PSU stocks to buy: ETMarkets Survey: Laggard PSUs could emerge value bets for 2021

Synopsis
While dividend yield is a key parameter that aids returns of PSU stocks, the absolute price performance does not tell a very compelling story.
Getty Images
While BSE Sensex has risen more than 79 per cent from its March lows, BSE PSU Index has added 39 per cent in the same period. Also, while Sensex has gained 11.5 per cent year to date, BSE PSU Index has dropped 20 per cent.
MUMBAI: Value is emerging in the PSU (public sector undertakings) pack as we enter 2021, and select stocks from this space should draw attention as valuations appear stretched elsewhere.
That seems to be the consensus view of a dozen analysts who took part in the ETMarkets New Year Survey.

Baroda , Gujarat , India , Mumbai , Maharashtra , Bharat , Gaurav-garg , Vinit-bolinjkar , Naveen-kulkarni , Etmarkets-new-year , Capitalvia-global-research , Head-of-fundamental-research-at-kotak-securities

ETmarkets survey: ETMarkets Survey: Which theme can get best bang for your buck in 2021?

NEW DELHI: Every year, a certain theme decides market movement on Dalal Street and helps a certain sector outperform the others. If one can spot the dominant theme of a year, chances are she will have the widest smile at the end of it.
The themes of 2020 were digitisation and healthcare. In the years before that, the themes of financialization or consolidation in industry decided the winners and losers on Dalal Street.
So, what can be the dominant theme for the next calendar? Analysts who took part in this year's ETMarkets New Year Survey picked themes that were as varied as their investment styles.

Mumbai , Maharashtra , India , Bharti-airtel , Vinit-bolinjkar , Nirali-shah , Gaurav-dua , Ajit-mishra , Gaurav-garg , Deepak-jasani , Naveen-kulkarni , Vinod-nair

Stocks to buy: A dozen brokers shortlist 35 best stock bets for 2021: Take your pick

Synopsis
Bharti Airtel seems to be a consensus favourite, with many analysts naming it as their top stock pick for 2021.
iStock
These stocks largely belong to the insurance, IT, pharma, chemicals, banking and telecom sectors. Many of these have already seen heavy buying in last one year.
NEW DELHI: Most value investors believe it is better to have a portfolio of a handful of stocks that one can easily track than investing in a dozens of stocks and suffer unwanted losses due to lack of focus.
But it may not be an easy task to find those handful of names from among the 3,000-odd stocks that are actively traded on BSE. So, as a New Year gift to you, we asked a number of Dalal Street analysts, as part of ETMarkets New Year Survey, to do that job for you.

Coromandel , India-general , India , Nirali-shah , Ajit-mishra , Bharti-airtel , Balmer-lawrie , Vinod-nair , Etmarkets-new-year , Head-of-research-at-geojit-financial-services , Head-of-fundamental-research-at-kotak-securities , Jyothy-lab

Smallcap stocks: 2021 will belong to midcaps & smallcaps, says Dalal Street

Synopsis
Sensex and Nifty have risen 14 per cent and 13 per cent, respectively, for the year to date, while BSE midcap and smallcap indices have risen 19 per cent and 30 per cent, respectively.
Getty Images
Garg expects midcap and smallcap stocks to continue their momentum on the back of expected double-digit returns, attractive valuations, strong earnings revival and robust institutional flows.
MUMBAI: Midcap and smallcap stocks may continue their outperformance in 2021 as well, after beating the benchmark indices in the calendar year gone by. That’s the near-consensus view of a dozen analysts who took part in the ETMarkets New Year Survey this past week.

Mumbai , Maharashtra , India , Gaurav-garg , Deepak-jasani , Naveen-kulkarni , Etmarkets-new-year , Capitalvia-global-research , Bloomberg , Head-of-fundamental-research-at-kotak-securities , Head-of-research , Head-of-retail-research

midcap stocks: 18 midcaps and smallcaps top brokerages are betting on for 2021

ThinkStock Photos
The BSE Sensex has gained nearly 14 per cent year-to-date till December 17 while BSE Midcap Index has advanced 20 per cent and BSE Smallcap Index 30 per cent.
After a lull of two years, the broader market indices have managed to outpace the benchmark indices this Calendar, as some of the foreign institutional investors’ money flowed into midcaps and smallcaps on attractive valuations.
The BSE Sensex has gained nearly 14 per cent year-to-date till December 17 while BSE Midcap Index has advanced 20 per cent and BSE Smallcap Index 30 per cent.
Analysts said the ongoing momentum in second-rung stocks is likely to continue in 2021.

Japan , Haldia , West-bengal , India , Mumbai , Maharashtra , Jhajhar , Uttar-pradesh , Dhariwal , Punjab , Kolkata , Vietnam

Stocks to buy: ETMarkets Survey: Airtel projected to be biggest Nifty winner in 2021, Bajaj Finance top laggard

Synopsis
The ETMarkets survey showed near consensus among analysts that the winner of 2021 could be Bharti Airtel. Bajaj Finance is the stock many of them are projecting as likely underperformer of the New Year.
Airtel has started gaining market share, and is now adding more users than Reliance Jio.
NEW DELHI: You may need to reshuffle your portfolio in 2021 and shift towards the laggards of 2020 when it comes to investing in Nifty stocks. That’s what Dalal Street analysts recommended in the ETMarkets New Year Survey.
Nifty includes 50 of the largest and proven names, but not every stock will come out winner at the end of 2020. Pharma and IT stocks had a splendid rally during the year gone by. But if one were go by what analysts are saying, Calendar 2021 may not be as favourable to them.

India , Nirali-shah , Sun-pharma , Bharti-airtel , Gaurav-garg , Vinod-nair , Etmarkets-new-year , Head-of-research-at-geojit-financial-services , Indian-oil , Airtel , Head-of-research-at-capitalvia-global , Infosys

domestic equities: ETMarkets Survey: Potential party poopers for 2021 that call for strict vigil

Synopsis
Analysts at a dozen brokerages largely agreed that rising inflation would pose a key risk to any further upside for the market.
iStock
If FPIs sell even 0.5 per cent of the total market-cap due to inflation concerns, it would mean over $12 billion outflows.
Related
NEW DELHI: While the outlook for domestic equities remains super-bullish, such projections are not without their fair share of worries and concerns.
Top domestic brokerages who took part in the ETMarkets New Year Survey said it would require the market to get over a number of concerns in order to be able to deliver on those bullish projections for Calendar 2021.

Nirali-shah , Gaurav-garg , Vinit-bolinjkar , Naveen-kulkarni , Etmarkets-new-year , Founder-at-equinomics-research , Head-of-research-at-ventura-securities , Head-of-research-at-capitalvia-global , New-year-survey , Equinomics-research , Samco-securities , Kotak-securities

ETMarkets Survey: Sensex targets for 2021 swell to 51,500; but some brokers reticent

ETMarkets Survey: Sensex targets for 2021 swell to 51,500; but some brokers reticent
SECTIONS
Share
Synopsis
In the ETMarkets New Year Survey, brokerages set very ambitious yearend targets for Sensex, with some going as high as 51,500. For Nifty, the highest target was 15,100. That’s when they sounded worried about rising stock valuations.
Chokkalingam expects the domestic equity market to correct at least 10 per cent before June quarter earnings, 2021.
NEW DELHI: In hindsight, the recovery in domestic stocks from March lows has been reminiscent of the rally seen in March 2009, when Sensex had recovered from a multi-year low of 8,160.
If that was it, would Calendar 2021 mirror 2010?

Vinit-bolinjkar , Nirali-shah , Gaurav-dua , Ajit-mishra , Deepak-jasani , Gaurav-garg , Naveen-kulkarni , Vinod-nair , Etmarkets-new-year , Head-of-research-at-geojit-financial-services , Founder-at-equinomics-research , Senior-research-analyst-at-samco-securities