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.
DSP Nifty Smallcap250 Quality 50 NFO: Will filtering for the best deliver?
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RTX Corporation Stock: Short-Term Pain, Long-Term Gain
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that the companies are coming to market there is a lot of competition in this space a lot of innovation a lot of already so whilst tech sex tech stocks have sold off here to date the opportunities set as long as those companies can still maintain margins the earnings visibility contained somewhat of a mo to all their pricing edge some of these names of the thing very attractive in terms of long term growth compound is from an investor s perspective is the government in china taking the right measures. when we look at the government policy since june there s been this big message from a government perspective about accommodative easing all policies both from a monetary perspective as well as a fiscal perspective so a lot of the easing we ve seen in terms of monetary should start flowing into the real economy at some point if we re still seeing this weaker economy and data come the second half of next year then you could see further sort of easing but what s really the risk of china is t