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The market is no longer afraid of Trump’s tariff, RBI expects a 0.25% deduction in interest rates – Markt is no longer Afraid of Trumps Tarifs Expects RBI to Cut Interest Rates by 025 PERCENT – Paragkar of Fort capital

Discussing the market outlook after the budget, Parag Thakkar, Senior Fund Manager, Fort Capital, said that the consumption has got boost in this time. Concrete steps have been taken by the government to increase consumption. Keeping this in mind, he has increased exposure in FMCG. Parag further said that RBI is expected to cut interest rates by 0.25 per cent. SBI choice SBI in terms of rate deduction from RBI. The Finance Minister has taken concrete steps to increase consumption. Further market moves are expected to remain stable. The market will not be afraid of trump tariff now. Pollen is of the opinion that Trump Tariff will not have a major impact on inflation.

Parag further said that the budget shows that the government is now focusing more on Rural Economy and Middle Class. Keeping this in mind, Fort Capital has increased the exposure in FMCG. The two wheeler has been made profitable after a good rally. FMCG results have been weak since the last three quarters. In such a situation, this sector is now seen a good contract. Keeping this in mind, shares like HUL, Jyoti Lab and ITC have been added to the portfolio of Fort Capital.

Talking on ITC, Parag said that no tax has been said on cigarettes. ITC also has a business of Rs 20000 crore in FMCG. ITC will also benefit from the Finance Minister’s announcement of tax relief. Tomorrow RBI may cut 25 basis points in rates. Along with this, if measures are taken to increase liquidity, then the banking system will benefit. In such a situation, there can be a good rise in SBI, ICICI Bank, Axis Bank and Federal Bank. Apart from this, Parag’s bullish view on housing finance, LIC Housing Finance in NBFC companies.

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Parag Thakkar said that after the budget, he looks good for SBI, Bank Nifty, TCS, Divis, ITC, Bajaj Finance and TVS from the investment perspective. SBI 9.27 per cent in the top holdings of Fort Capital, RIL 7.79 per cent, ITC 5.58 per cent, ICICI Bank 5.38 per cent, Axis Bank 5.11 per cent, L&T 5.05 per cent, Federal Bank 4.72 per cent, housing financers 4.19 per cent, granules 3.96 per cent and Minda 3.74 per cent Consolidated with.

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