While experts do believe that markets will hit more new peaks as we approach the elections and the RBI gets ready to cut rates in the second half of this year, what should be your trading strategy in this record-high environment? How should your portfolio look like? Here s what experts said:
As numbers from key PSU companies turned out to be below market expectations, realization dawned that valuations were far ahead of fundamentals, and there was a sudden stampede for the exit
Trupti Agrawal of WhiteOak Capital shares her views on the expectations from interim Budget 2024, India’s macro-economic environment, sectors that are likely to get a boost this year, and the need to overlook short-term market movement.
Among them, about 20 stocks, including Zee Entertainment, FSN E-commerce, Restaurant Brand, GMM Pfaudler, Karnataka Bank, Prince Pipes and others, could give minimum returns of 10% over the next 12 months, according to Bloomberg consensus estimates.