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Deven Choksey discusses the positive trajectory of Adani Ports, Torrent Pharma's strategic growth approach, and Tata Consumer's market readiness. The evolving market dynamics favor strategic expansions and operational stability for these key players. Choksey further says that automobile ancillaries give a good amount of opportunity at this point of time.
Expert view: Naveen Kulkarni, Chief Investment Officer at Axis Securities PMS believes the Nifty 50 may deliver a healthy double-digit return in the low to mid-teens in FY25.
Irfan Razack of Prestige Group discusses the real estate market focusing on mid-income housing in Mumbai and NCR regions, emphasizing the importance of pricing stability, the success of projects, and the need for innovation in various real estate segments. Razack says: "We are trying hard to see that we are efficient to stay relevant and to make sure that the price does not spiral up and offer a good product to the customer."
Amit Khurana discusses market correction trends, preference for bottom-up portfolio allocation, identifying opportunities in small and midcap stocks, backing real estate, alcobev, mid-sized banks, affordable housing, and midcap cement amid corrections. Khurana says: "This market is moving into a zone which is showing signs of correction. Some have played out and some are yet to play out."
Azeez highlights market calming efforts, regulator focus on mutual fund regulations, positive impact on premiums, and the return of a bullish market trend. Next Thursdays synthetic futures is quoting at Rs 80 premium, while the intrinsic value is only Rs 40. This implies the market's nerves have calmed and the bulls are back in action.