ETMarkets Smart Talk: We expect FY25 to be a year of consolidation for markets: Chandraprakash Padiyar
April 2nd, 2024 09:27
Chandraprakash Padiyar expects FY25 as a consolidation year for markets, emphasizing better risk-reward in banking and housing sectors. Valuations in mid-cap space are high, while small-cap offers more stock picking opportunities at reasonable valuations. Padiyar says: "We believe the banking sector along with housing related sectors have better risk-to-rewards in our markets for the foreseeable future."
What is the best way to bet on the Indian consumer? Ravi Dharamshi explains
April 2nd, 2024 09:27
Ravi Dharamshi of ValueQuest Investment discusses market dynamics, emphasizing the potential in NBFCs, pharma, and discretionary consumption sectors. Despite challenges, he remains optimistic about future growth opportunities and easing liquidity. Dharamshi says: "For the mass consumption basket to pick up, the trickle-down effect as well as the pent-up demand of the last few years should pan out over the next three-five years."
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