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Dark Horse | QSR | IT: ETMarkets Smart Talk: Why QSR and IT could turn out to be Dark Horse in FY25, Sameer Kaul explains

Sameer Kaul from TrustPlutus Wealth highlights Quick Service Restaurants (QSR) as a dark horse sector, emphasizing the IT sector s challenging outlook. He discusses various market factors, including corporate earnings, FII flows, and Gen Z investing advice. Kaul says that given the surging monthly GST collections, we believe the earnings season will end on a positive note with no major hiccups. ....

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investment strategy: ETMarkets Smart Talk: 80% of portfolio to be invested in manufacturing theme businesses: Rakesh Sethia

Rakesh Sethia from HDFC AMC Ltd. emphasizes the investment strategy of allocating 80% to manufacturing-themed businesses with growth potential. He advises long-term investment in the Indian market despite risks, citing government support for manufacturing and infrastructure. Sethia says: "We continue to remain optimistic on government focus on infrastructure and manufacturing and expect a broader policy continuity." ....

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earnings: ETMarkets Smart Talk: FIIs remain underweight on India; 3 sectors that may make a comeback in 1-2 years: Ashutosh Bhargava

Ashutosh Bhargava says that it would be wrong to say election results will have no bearing on the market. The market is discounting continuity of the current regime and by no means is prepared for an alternative scenario. A low level of market volatility amidst ongoing pools reflects that. If consensus expectation turns out to be right and event risk is behind, one should expect return of FII flows. ....

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Dark Horse: ETMarkets Smart Talk: Metal, media and FMCG could turn out to be Dark Horse in FY25: Vipul Bhowar

Vipul Bhowar discusses the potential benefits for metals and mining amidst China s economic challenges and government stimulus, while also offering insights into the Media and FMCG sectors, providing investment advice for Gen Z, and emphasizing sound investment principles for portfolio resilience. ....

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investment themes | banking | chemicals: ETMarkets Smart Talk: Wealth creation ideas! Rural-oriented proxies, banking & chemicals are few themes for FY25: Sushant Bhansali

Sushant Bhansali of Ambit Asset Management discusses market volatility, inflation impact, and investment strategies amidst rising equity culture and formalization of the economy, advising clients on strategic investment approaches. ....

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