Expert view: Don’t foresee significant policy changes; bullish on infra, financials, says Oberoi of Prudent Equity

Expert view: Don't foresee significant policy changes; bullish on infra, financials, says Oberoi of Prudent Equity

What are your expectations from the new government? Do you expect any major shift on the policy front? The focus should remain towards investment-led growth. We continue to remain bullish on the same themes. While I don’t foresee any significant policy changes, I think it’s wise to pay attention to the Budget and the discussions … Read more

Expert view: Expect a superior earning growth trajectory in FY25; see IT as contra play, says Manoj Bahety of Carnelian

Expert view: Expect a superior earning growth trajectory in FY25; see IT as contra play, says Manoj Bahety of Carnelian

After a stellar FY24, what should be our expectations from the market for FY25? Are you positive about the market or do you expect a significant correction? While a large part of valuation rerating is done in FY24, we expect a superior earning growth trajectory driving market growth during FY25 and beyond.  We foresee a … Read more