मौजूदा और आगामी वक्त में भारतीय शेयर बाजार और अर्थव्यवस्था की स्थिति पर बात करते हुए प्रभुदास लीलाधर कंपनी के डायरेक्टर – संस्थागत शोध अमनीश अग्रवाल ने कहा कि चुनाव के बाद बाजार में तेजी आई है और यह लगातार अच्छा दिख रहा है। मौजूदा वक्त में अर्थव्यवस्था अच्छी दिख रही है, मानसून सामान्य है और काफी तेज भी है। हमारा मानना है कि अगले छह महीनों में बाजार स्थिर रिटर्न देगा। हालांकि, निवेशकों को धैर्य रखने और उन क्षेत्रों से बचने की जरूरत है जो वर्तमान में निवेश के लिहाज से काफी संवेदनशील हैं।
#stockmarket #indianeconomy #sharemarket #prabhudasliladhar #investment #sharemarkettrading #monsoon
#stockmarket #indianeconomy #sharemarket #prabhudasliladhar #investment #sharemarkettrading #monsoon
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NewsTranscript
00:00Post-election, the markets have rallied and they continue to look good.
00:05Currently, we are facing the situation where the markets have moved up and economy is looking
00:12good.
00:13Monsoons are normal and there is a lot of momentum in the economy.
00:18Now going forward, the markets are likely to move up gradually because of the sharp
00:24rally over the past two to three months.
00:27A lot of it depends upon what is in store in the budget with regards to sustained investment
00:33of the government on CAPEX and some swaps to be given to middle class or agriculture
00:40given the fact that the government is having a lot of room on the fiscal side to provide
00:47benefit to the consumption class and to the bottom end of the society.
00:51So once the demand improves and sustained CAPEX remains, the markets over a period of
00:57time should move up from the current levels.
01:01We have given a NIFTY target of 25,800 which factors in 15% CAGR in profits over the next
01:08couple of years.
01:09We continue to remain positive on sectors like banks, capital goods, discretionary consumption,
01:17cement, hospitals, etc.
01:21We believe that it is going to be a stock pickers market incrementally as the easy money
01:26in lot of stocks has already been made.
01:29We in particular are positive on names like HDFC Bank and ICICI Bank in banking, Reliance
01:35Industries as a conglomerate, in mid-caps RR Cable, stocks like say Siemens, ABB and
01:44Paraj in capital goods, ITC in the consumption space.
01:52In the IT space, we are looking at stocks like say your HCL Tech and your LTI.
02:01These two stocks look good and in the cement space, we like Ultra Tech Cement.
02:07We remain positive on hospitals and max healthcare is the top pick in the hospital space whereas
02:14on the pharma side, Sun Pharma is the stock which we like the most.