Page 32 - Expert View News Today : Breaking News, Live Updates & Top Stories | Vimarsana

Motilal Oswal Asset Management maintains equity investments with 1-3% cash positions. Chaturvedi foresees strong FY25 earnings and investment potential in new-age technology, healthcare, manufacturing, and NBFCs, amidst favorable market valuations and exit load adjustments. He also says that Motilal believes that the midcap and smallcap stocks might have higher growth in the future.

Nischal Maheshwari of Centrum Broking highlights market triggers like monsoon and the earnings season. Top picks include HDFC Bank and RBL in the private sector. Paytm's unclear revenue model makes it best avoided at the current prices. The metal sector is facing challenges with rising costs as well as stagnant prices.

Sunil Subramaniam stresses diversification, cautious market entry, and guidance reliance for retail investors. Company outlook, private sector capex, and global uncertainties will impact future positioning. Diversification is crucial amidst market unpredictability. Subramaniam says not to put all your eggs in just a couple of baskets and diversify as well as have outlook portfolios.

Suvamoy Saha of Eveready Industries anticipates rapid growth from the lighting and electrical segment. The company aims to double its turnover in the next few years, focusing on premium products and market regulations for continued success.

Lakshmi Iyer suggests strategies for lump sum investments in equity and debt portfolios, emphasizing largecap skew in equity allocation. Discusses concerns about inflation, bond yields, and foreign investors anchoring bond yields. She points out that after 20 years, we are seeing the future price of copper trade about $100 higher. It is in some sort of a contango mode. The seasonality of food prices will continue to weigh on sentiments from every central banker perspective and hence the plateauing or an extended pause seems to be the way out for rates.