US Stock Reports, Quotes and News
Utpal Sheth envisions India\’s terminal value in 2024 as a continuation of the structural and secular bull market, with a higher probability of success. He emphasizes the long-term perspective and the ongoing evolution of India\’s market positioning within the global landscape. Sheth also talks about terminal value investing, where they are pursuing a very different value.
Sumit Bhatnagar says: \”Power, defense and capex are structural themes that are expected to play out over the next decade. While the space has seen significant re-rating and a significant portion of returns are priced in, I believe these themes still appear attractive from a medium to long term perspective.\”
Seshadri Sen analyzes market dynamics post-exit poll, emphasizing short-term corrections and long-term investment strategies in manufacturing, consumer discretionary, cement, and aviation sectors. He advocates strategic stock selection and patient investing for optimal returns.
The persistence of mispricing opportunities in the stock markets challenges the notion that they are entirely rational and efficiently priced in all material information.
High-yield debt investing presents opportunities for higher returns but involves risks like default and liquidity. It\’s crucial to limit exposure to 10-25% of the fixed income portfolio, considering factors like diversification and credit risk.
The public offering, which closes on April 22, has been priced in the band of ₹10-11 apiece, which is 17-29% below the stock\’s Tuesday closing price of ₹12.9. Financial markets were shut on Wednesday for Ram Navami.
The most successful outliers on Dalal Street or for that matter, Wall Street over any given short-term period almost always took some extreme amount of risk that just happened to pay off big.
Mutual funds increased stakes in global cyclicals and healthcare while reducing exposure to BFSI. Equity funds and various other funds drove a 35% YoY growth in the mutual fund industry\’s AUM in FY24.