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Bhavin Shah of Sameeksha Capital discusses the economy's support for small and midcap stocks, opportunities in large, mid, smallcaps, manufacturing, chemical sector recovery, and investments in financial and digital consumption themes.
Rahul Shah analyzes the market performance post Q3 earnings, highlighting the success of largecap IT stocks like TCS and Wipro. He suggests investments in power sector stocks NTPC, PFC, and REC. Auto sector, especially two-wheelers, shows promising growth. Shah says: We still expect the momentum to continue in the two-wheeler spaces going forward and I would remain invested in this two-wheeler theme."
Expert View: Roop Bhootra, CEO - Investment Services, Anand Rathi Shares and Stock Brokers expects Nifty-50 to deliver 16% earnings growth in FY25. The earnings outlook for small caps as per him still looks the best among all (large, mid, small caps) for 2025-26.
Sanjiv Bhasin suggests BEL, ONGC and HDFC Bank among top ideas among largecaps. According to Bhasin, BEL stands out as the jewel in the crown for the April series and also for FY25 as a whole. He expects Bharat Electronics to hit Rs 350 in FY25 end and in this April series he expects it to touch Rs 240 at least.
Anshul Saigal analyzes the potential returns of PSBs compared to private banks, discusses VIP and Safari's competition, and highlights the impact of US FDA regulations on Indian pharma companies, emphasizing improving business models. On Piramal Pharma and Wockhardt, he points out their business models are improving without recommending a buy.