{
Vikash Kumar Jain

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shifts in investment focus as consumption stocks gain traction in india

CLSA has revised its 2025 India stock portfolio, adding Tata Motors, NTPC, Nestle, and Britannia while removing HDFC Bank. This shift reflects a response to a challenging global macro environment and a slowdown in India's economic growth, with a focus on consumer staples amid high valuations and declining capital expenditure. Analysts anticipate muted returns for the Nifty in 2025, driven by conflicting macroeconomic factors and a potential shift towards affordable consumption due to increased government spending and promising rural income growth.
@bsindia
United States Dollar Reliance Industries Ltd Tata Motors FUT, January 2025, SBI Life-Growth Tata Consultancy Services Limited Hindalco Industries Ltd Nestlé S.A. Britannia Bulk Holdings, Inc. NTPC Limited IndusInd Bank FUT, January 2025 ICICI Bank Ltd Axis Bank Ltd Jindal Steel & Power Limited IND CHN USA Adarsh Agarwal Vikash Kumar Jain Show more
Finance & Economy, Market Report
09:50 06.01.2025

market outlook uncertain as potential rally follows recent corrections

Vikash Jain, India Strategist at CLSA, suggests that after a significant market correction, a short-term rally may occur despite uncertainties about whether it signals the start of a bull market or a bear market rally. He notes that the market has absorbed various negatives, including a weak earnings season and geopolitical tensions, but initial enthusiasm for China has waned. Jain anticipates that a rally could take shape before Donald Trump takes office in January.
Moneycontrol
United States Dollar CLSA CHN IND USA IRN ISR Vikash Kumar Jain Donald Trump Vikash Jain Show more
Finance & Economy, Market Report
05:39 20.11.2024
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