 |
|
|
|||||
A union says the construction is "bittersweet" but the UK government describes it as a "major win".
Category:
News and Media
Siddhartha Khemka highlights promising sectors like capital goods, expecting strong growth due to frontloaded government capex, and cement, projecting a 35% earnings increase. Electronic manufacturing services and healthcare are also favored, while retail faces some pressure. Within life insurance, HDFC Life and SBI Life are preferred due to steady growth and improving margins.
Category:
News and Media
Aniruddha Sarkar discusses the cyclical nature of market sectors, highlighting the fall from grace of once-favored industries like paints, IT, and FMCG due to valuation excesses, margin pressures, and structural fatigue. He emphasizes the importance of monitoring earnings support for valuations, using the PEG ratio as a key metric for timing exits, and suggests exploring under-the-radar sectors for new opportunities.
Category:
News and Media
All news |
||||||||||||||||||
|
||||||||||||||||||