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Daily Voice | This portfolio manager explains why these two themes are likely to do well for 2024

While earnings growth visibility in power space is high in FY25 and FY26, a large part of the growth is discounted, says Harini Dedhia.

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Nifty: ETMarkets Smart Talk: Key risk to watch out! FII flows into Indian equities could slow down: Harini Dedhia

"The last few months are more for campaigning/sloganeering rather than actual spending. To that extent, I feel that we may see a tempering of actual capex spend from the government over the next couple of quarters. A real pick-up would be once the new cabinet is in place. For now, we would like to take advantage of any volatility in the prices of capital goods companies to add some from the ‘flow category of companies to our portfolio."

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Mid and small-cap carnage: How to reposition your portfolio

This correction is an opportunity for investors to strengthen their portfolio, be it mid- or small-caps. The long-term outlook for midcaps remains positive as a large portion of them are domestically oriented businesses, say analysts

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Are you below 25 and want to turn Crorepati before 40? This simple MF rule may help you

The new age investors, or the so-called generation-Z, also wish to become millionaire or a 'crorepati' in early age and market experts suggest a simple rule of 15x15x15 to them to reach this milestone.

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Equity Is The Most Accessible Tool For Wealth Creation Out There , Says Tamohara Head of Research Harini Dedhia

Equity Is The Most Accessible Tool For Wealth Creation Out There , Says Tamohara Head of Research Harini Dedhia
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