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Several infrastructure and capital-goods stocks are trading above their 10-year average PE multiple. Yet, most fund managers are comfortable investing in them because of the underlying growth visibility in these sectors. ....
Market expert predicts growth in capital goods, infrastructure, and domestic cyclicals while cautioning about global cyclicals. FMCG sector set to benefit from monsoon. Banks may rally after July budget. Iran s supply chain control impacts oil markets. ....
While government policy impacts every sector in one way or another, there are some sectors where government policy is the most important factor both for growth and survival. Why it is important, because all of the spending in that sector is done by the government, it could be central or the state government. At first, it was the central government, but if one looks at how important it has become for gaining political capital, every state government has been focusing on road and highway construction. The impact of a coordinated effort between state and central government is that the lead time for the construction of roads comes down very sharply. This has a positive impact on the bottomline of the companies, right from lower requirement of working capital to higher turnover in terms of companies being able to securitize their assets to other players or private equity funds and move on to take on other projects leading to higher growth in bottomline. ....
With two major events India s budget and US Fed meeting out of the way, analysts expect markets to take support from the ongoing Q3 earnings season, and remain in positive territory ....
Prashant Jain believes that given the scale at which the government is planning the solar rooftop plan, the utilities space will become crowded. However, he sees some good investment options in the utilities supply side. ....