'Like every Budget, this time, too, there is chatter around tinkering with the long-term capital gains tax.' 'Investors may not want to jump into the markets until there is clarity on this front.'
'Calendar year 2023 is going to be big as pessimism takes a back seat.'
The Indian aviation sector is on the cusp of a change as airlines look to induct a record number of aircraft. This, analysts said, will put the sector on a growth runway, though keeping it viable for only long-term investors. According to Vinit Bolinjkar, head of research at Ventura Securities, expectations of strong air traffic, coupled with low penetration, is the prime reason for a solid long-term outlook.
HDFC Bank Q1FY24 results analysis: Shares of HDFC Bank, the world's seventh largest financial entity, have advanced 2 per cent in two days, as against 1 per cent rise in the benchmark S&P BSE Sensex, after the lender reported its April-June quarter (Q1) results for financial year 2023-24 (FY24) on July 17. The S&P BSE Bankex index, meanwhile, has gained 1.3 per cent. While the near-term stock performance may remain sideways due to merger-related hiccups, analysts remain bullish on the stock's long-term prospects.
'Stocks of weaker companies may see the correction continue, but the ones that are relatively bigger and stronger will see investor interest come back.'
'Markets are factoring in a good show by India Inc in Q2.'
'Valuations are very attractive, and most companies are cash-rich with strong dividend yields.'
Investors with high risk appetite must stay invested while risk-averse investors can consider profit booking.
'Our advice is to put money into equities now rather than staying away.'
'Private banks are well-placed to deliver good performance over the next six months.'
'Earning expectations remain strong.'
'At this moment, investors should look for relative value within sectors and clear visibility (third-wave-or-not) on earnings delivery.'
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