On the special occasion of International Women’s Day, Prabhudas Liladhar Capital Chairperson and Managing Director Amisha Vora while discussing special discussion on the market outlook Wishing everyone a happy Women’s Day, he said that the tariff war will increase market fluctuations. But the balance sheet of the Indian economy is quite strong. There will be golden opportunities for investment for 2-3 months in this correction. Will bounceback good shares in existing correction. Quality largecaps and midcap can do good.
Amisha Vora further said that be it the balance sheet of the Central Government of India or the balance sheet of banks and other sectors is very strong. But due to the selling of Ernings, Macro Economy and foreign institutional investors, there has been a lot of correction in the market. In such a situation, there will be a golden opportunity for investors in the next 2-3 months. Despite the short -term ransom, India’s long -term outlook is quite strong.
Amisha also believes that the dollar cannot be very strong due to tariff war. So far the dollar has become very strong. Now there is no possibility of further strength. Apart from this, we will get at least 10-20 percent safety in many sectors as compared to China in this tariff war. In this correction, we should monitor the shares of good quality ligar cap, midcap and the possibility of good earning growth. After the current correction in the market, good share will bounceback. But weak fundamentals shares that fled fast will never be able to achieve their old valuation.
Amisha says that there are 3-4 sectors in the fourth quarter and even in front of it, which can see a very good growth in the earnings. The earning visibility of India’s defense sector has not deteriorated from anywhere. Stocks of this sector have also been corrected to a large extent. The balance of both valuations and earnings in defense shares is very good at this time. There are very good investment opportunities here. The order book of companies working on armor in railway stocks is quite strong. The government also has a focus on the railway. These companies have a customer government which has money. Apart from this, the possibilities of earning growth of private sector manufacturing companies ABB and Cummins are very strong.
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Apart from this, banking shares are also looking good for investment. The measures that are taking to increase liquidity in the RBI system will benefit banks and NBFCs. In such a situation, Amisha is seeing investment opportunities in select banking and NBFC stocks. The tax cut by the government to increase consumption in the budget will also benefit hotels, hospitals and health care shares. We should keep an eye on them.
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