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Vinay Jaising: India heading towards huge earnings growth; 15% return can't be ruled out: Vinay Jaising

The single biggest name which comes into my eyes is basically the housing loan companies, be it Chola, there are tonnes of names in the financial sector you can play the real estate boom. A) The yields are better. B) They are as good as secured loans. C) These companies have their costs or I would say their deposits which they have got at relatively high rates.

Lucknow , Uttar-pradesh , India , Chola , India-general- , Kozhikode , Kerala , Hindustan , Bharat , Vinay-jaising , Tatva-chintan , Hindustan-aeronautics

risk reward: Which are the areas of the market where risk reward is very juicy even now? Vinay Jaising answers

Vinay Jaising of JM Financial Services believes that valuations are close to peak for many stocks, including largecaps. He emphasizes the importance of bottom-up stock picking and focusing on mid and smallcaps with earnings visibility and growth drivers. Jaising also highlights the potential for outperformance in areas where the market is mispricing opportunities. He discusses the significance of domestic order book visibility and the potential for increased capex by the government and corporate India. Jaising expects that when interest rates are cut, loan book growth will improve and overall markets will become more robust as earnings visibility improves.

India , Kozhikode , Kerala , Vinay-jaising , Offering-college , Indian-school-of-business , Jm-financial-services , Leadership-excellence , Product-officer , Might-also-like , Risk-reward , Earnings-growth-drivers

q3 earnings: Capex, pharma and auto sectors to come up with better earnings in Q3: Vinay Jaising

"Vinay Jaising says: As far as financials are concerned, it would be business as usual which is superb loan book growth whatever numbers, we have seen of loan book growth coming out so far have been between 15% and 20% apart from maybe BOB, which was at about 13%. The IT sector will not grow the revenues of the sector as far as this quarter's earnings are concerned."

Kozhikode , Kerala , India , Hindustan , India-general- , Lucknow , Uttar-pradesh , Vinay-jaising , Hindustan-aeronautics , India-inc , Jm-financial-services , Kirloskar-oil

Indian economy: India Playbook 2024: Let's study the micro view

We believe one should not look at indices, before concluding Indian markets are expensive. The additions to indices specially in large cap have mostly been costlier stocks making their past absolute valuations un-comparable. Indian seems to be in a Goldilocks situation with High Growth of corporate earnings, an ever growing macro economy contributing to ~15% of worlds incremental growth and witnessing start of a Capex cycle to help India become a manufacturing hub for the world. Themes we like are a) Power, b) Water c) Defense, d) Railways, e) ER&D and f) Chemicals.

Vinay-jaising , Portfolio-management-services , Jm-financial-services , Managing-direct , Indian-economy , Indian-market-index , Msci-world-index , Nifty , Mcap-to-gdp-ratio , Defense-sector , Analysis , Gdp-growth

Budget 2024: ETMarkets Fund Manager Talk: Capex investment likely to be enhanced in Budget 2024: Vinay Jaising, JM Financial

Vinay Jaising says: Capex investments have grown 5.6x in the last decade and now account for 3.3% of the GDP (not including PSU spend or state spend). In absolute terms, we expect over 30% growth YoY in capex expenditure by the government. Rural investments, which were a bit lower in the last two years, should get a fillip as well in both the budgets of at least 10% YoY.

Lucknow , Uttar-pradesh , India , Kozhikode , Kerala , Vinay-jaising , Offering-college , Jm-financial-services , Right-company , Indian-school-of-business , Leadership-excellence , Marketing-officer

Will the high interest rate regime in the US affect Indian markets?

A lot also depends on what the market is expecting, however a HIGH for long interest rates can certainly put pressure on global economic growth as well as market multiples.

Russia , India , Vinay-jaising , Portfolio-management-services , Jm-financial-research , Bureau-of-the-fiscal-service , Bloomberg , Jm-financial-services , Managing-direct , Fiscal-service , Source-bloomberg , Interest-rate

investment themes: 3 sectors on radar where we will buy on 15-20-25-40% fall : Vinay Jaising

India's dependence on global markets for liquidity has reduced, with retail India providing strong inflows. rising US yields will not have a severe impact on India, as the country is more resilient and has seen higher interest rates in the past. Indian markets may be sideways in the medium term, but quarterly results and earnings growth will drive market performance. JM Financial Services is researching and keeping an eye on opportunities in the finsumption, capex, and Make in India sectors.

India , Tatva-chintan , Vinay-jaising , Jm-financial-services , Offering-college , Indian-school-of-business , Leadership-excellence , Might-also-like , Investment-themes , It-sector , Fii , Concord-biotech

Government Cuts LPG Gas Cylinder Price By Rs 200 To Ease Price Pressures

Government Cuts LPG Gas Cylinder Price By Rs 200 To Ease Price Pressures
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Karnataka , India , Delhi , Russia , Telangana , Andhra-pradesh , Vinay-jaising , Ujjwala-yojana , Pradhan-mantri-ujjwala-yojana , Jm-financial-services , National-sample-survey-office ,

midcaps and smallcaps: A global risk-off trade is overdue and India should gain: Vinay Jaising

“We are seeing the earnings growth trajectory of India led by banks, the capital goods sector doing very well and FII inflows. In the last week or two, FYTD is up a solid $18 billion. But yet, over three years, we are a negative number. If India's GDP is growing at four times that of the rest of the world, the risk-off trade should be a big vantage point for India.”

China , India , Russia , Japan , Bharat , Vinay-jaising , Jm-financial-services , Kirloskar-oil , Nasdaq , Might-also-like , Bharat-dynamics , Midcaps-and-smallcaps

market: Bet on stocks, don't bet on market in totality: Vinay Jaising

We have seen flows come in both domestically being very-very strong as well as from FIIs, FITD our flows have been almost $10-11 billion, clearly retracting what they had done last year.

India , Russia , Japan , Karur-vysya , Vinay-jaising , Jm-financial-services , Infosys , Nasdaq , Jio-financials , Fed-bank , Bajaj-finance , Market