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Interim Budget: Sahil Kapoor on two numbers the market would watch out for in Interim Budget

Sahil Kapoor of DSP Mutual Fund, discusses the upcoming budget and its impact on the market. He highlights two important numbers to watch out for: overall expenditure and gross market borrowing. The state wants to know how strongly the government will go on the path of fiscal consolidation and what kind of capex they promise. There may be a slowdown in capex expenditure compared to the last two-three years, but the overall number is expected to be closer to the previous years.

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Asset Allocation: ETMarkets Smart Talk: Investors should taper returns expectation in 2024; focus on quality businesses: Sahil Kapoor

Sahil Kapoor believes that the upcoming Interim Budget 2024 or Vote on Account is unlikely to make major announcements and will focus on continuity in tax regime and economic visibility. He warns that the current bull rally on the stock market may be derailed by factors such as fiscal deficit and profit booking. Kapoor advises investors to lower their return expectations and focus on the quality of businesses and their valuations.

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traditional IT companies: It is good to be with the traditional IT cos as they are adopting to AI and new ideas: Vinit Sambre

Vinit Sambre believes that the IT sector is a decent sector to be in due to cash flow generation, dividend payouts, and long-term growth opportunities. He emphasizes the importance of traditional IT companies embracing the generative AI space, which is expected to grow. Sambre acknowledges the interest rates globally and the potential impact on the economy, which is driving investors to look ahead. In terms of IT investment, Sambre remains equal to underweight but highlights the positive business momentum, especially for traditional companies.

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consumption: Be in market for a long haul because economic recovery will see us through next 4-5 years: Vinit Sambre

Vinit Sambre says: “For us, within consumer discretionary, auto has been overweight, but incrementally, we are open to looking at companies within QSR or apparel or a retailer. The way to play rural recovery would be the entry level two-wheeler bikes or the FMCG companies which are more exposed to the rural side of the economy.”

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DSP Mutual Fund launches Healthchare ETF - The Hindu BusinessLine

DSP Mutual Fund launches Healthchare ETF - The Hindu BusinessLine
thehindubusinessline.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from thehindubusinessline.com Daily Mail and Mail on Sunday newspapers.

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