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Satish Ramanathan highlights challenges for Indian equity markets in FY25 , including domestic elections, monsoons, food inflation, US elections. Crude oil, inflation, and central banks actions pose additional risks. Market corrections offer investment opportunities amidst turbulent valuations. Ramanathan says: "The recent correction in the mid and smallcap stocks was primarily on account of a sharp rise in valuations and not due to a deterioration in fundamentals. " ....
Among smallcaps, Kaveri Seed was LIC ownership reducing by about half to 2.66% in Q3. In MOIL, LIC stake fell from 7.42% to 5.46% quarter-on-quarter, shows ACE Equity data. ....
Satish Ramanathan says: Execution may be a challenge for some infra names, which is why trimming or reallocating profits to more defensive options is being done. In the case of defence, execution and ramping up takes time. In general, there is a slight recovery on the agri side and a recovery in consumption from rural India. Two-wheelers would be an area where the cost benefit is favourable and we also see some benefit coming in from some of the IT names as well, where the risk reward is favourable. ....
Budget 2024: What does the common man want? firstpost.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from firstpost.com Daily Mail and Mail on Sunday newspapers.
Satish Ramanathan expects that in 2024, foreign institutional investors (FII) participation will improve, as also domestic institutional investors (DII) interest sustaining. ....