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Stock Radar: LIC Housing Finance, TBO Tek, Vodafone Idea, IEX in focus today

Mahindra and Mahindra, GAIL (India), Vodafone Idea, Biocon, Container Corporation of India, Crompton Greaves Consumer Electricals, Endurance Technologies, Hindustan Aeronautics will release quarterly earnings on May 16 ....

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investment themes: What is the best way to bet on the Indian consumer? Ravi Dharamshi explains

Ravi Dharamshi of ValueQuest Investment discusses market dynamics, emphasizing the potential in NBFCs, pharma, and discretionary consumption sectors. Despite challenges, he remains optimistic about future growth opportunities and easing liquidity. Dharamshi says: "For the mass consumption basket to pick up, the trickle-down effect as well as the pent-up demand of the last few years should pan out over the next three-five years." ....

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investment themes: Volatility in second half of FY25? What among these 4 themes will last for 5-7 years? Ravi Dharamshi answers

Ravi Dharamshi discusses market challenges, recognized themes, and investment opportunities amidst varying market valuations. Emphasis on identifying winning players within sectors for potential long-term growth and investment prospects. Dharamshi says: "The rural consumer is not yet doing very well. Discretionary consumption at the bottom of the pyramid is not doing very well." ....

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ravi dharamshi: It will be smart to reduce risk in capex themes: Ravi Dharamshi

Ravi Dharamshi, CIO of ValueQuest Investment, discusses the challenges in the Indian market. He mentions that exports and rural consumers are not performing well, and liquidity is tight from RBI s perspective. He believes that sector-specific PLI schemes and better implementation could provide a boost. The delicate balance between growth and fiscal consolidation is being maintained. Dharamshi suggests focusing on improving divestments and increasing revenue for more spending. He also highlights the importance of energy transition, specifically transmission capex, for India s success. Regarding the banking sector, he clarifies that the issues faced by HDFC Bank are not sector-specific. ....

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psu stocks to buy: Ravi Dharamshi on how to approach PSU stocks and why he dumped IT

Ravi Dharamshi says: “IT companies have old legacy business, which is rolling off; and then there is this new business, which is digitisation, that is picking up. But the one that is rolling off is rolling off faster than the one that is growing. So at an aggregate level, these companies are not able to grow beyond 8, 10%, some gave guidance of 1 to 3%.” ....

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