2023 is going to be more stock specific, says Sohini Andani, Fund Manager of SBI Funds Management

<ul><li>In an interview with MintGenie, Sohini said that the banks with high current account savings accounts (CASA) deposits would have advantage over banks and non banking financial companies (NBFCs), which have high reliance on wholesale borrowings. She also discussed market trends for 2023 and the fund's in her stock holdings post budget 2023.</li></ul>

Improved sentiment in tech to drift down to some of the internet, fintech stocks, says Andrew Holland of Avendus Capital

Holland said he was closely looking at stocks of Nykaa, Paytm and Zomato.

India to see a multi-year upcycle; engineering, capital goods, EV to remain in focus: Mitul Shah of Reliance Securities

Mitul Shah believes that in long term, India would see a multi-year economic upcycle led by strong macros, the diminishing impact of Covid, and various government initiatives

Markets may hit bottom in 2023; Ukraine war, China's Covid situation top triggers: Manraj Sekhon of Franklin Templeton

<ul><li>Manraj Sekhon underscored that in case of an escalation in the Russia-Ukraine war, then it won't be about markets, inflation, interest rates or recession but something totally different.</li></ul>

It's India's century, says Bob Sternfels, CEO of McKinsey

Talking about the recession, Sternfels said the signals are mixed as zero structural unemployment in the US and in most parts of Western Europe and some inflationary signs have started tapering off.

<ul><li>Talking about the recession, Sternfels said the signals are mixed as zero structural unemployment in the US and in most parts of Western Europe and some inflationary signs have started tapering off.</li></ul>

Worst may be behind us; IT, financials to participate in next leg of rally, says Roop Bhootra of Anand Rathi Shares

<ul><li>Bhootra attributed the recent gains in the market to the last US Fed commentary which was less hawkish while the return of foreign investors to the Indian market is also supporting the market.</li></ul>

A slowdown in the US to cool off commodity prices further, says Saurabh Mukherjea of Marcellus Investment

stock markets

<ul><li>Mukherjea said that the Indian market received strong support from the liquidity gush by the global central banks and that era is over since central banks are now more focussed on taming inflation by hiking rates.</li></ul>

Sensex rises almost 1300 points this week despite headwinds; what is underpinning market sentiment?

<ul><li>The fall in crude oil and other commodity prices seems to have boosted the mood of the market. Besides, RBI's efforts to arrest the fall of the rupee and improvement in macroeconomic indicators are also supporting the market.</li></ul>

FMCGs can save portfolio in case of market crash: Sanjeev Prasad of Kotak Institutional Equities

<ul><li>Prasad said that the market has many near term headwinds and in case of any sharp correction consumer stocks will perform slightly better.</li></ul>

Foreign investors' interest to remain lukewarm in H1CY22; see potential in banking & infra: Ashika Group's Amit Jain

Upcoming earning season for Indian corporates may be muted due to higher input cost in Q4 for FY22, says Jain.

Top Expert Views News

markets

2023 is going to be more stock specific, says Sohini Andani, Fund Manager of SBI Funds Management

markets

Improved sentiment in tech to drift down to some of the internet, fintech stocks, says Andrew Holland of Avendus Capital

markets

India to see a multi-year upcycle; engineering, capital goods, EV to remain in focus: Mitul Shah of Reliance Securities

markets

Markets may hit bottom in 2023; Ukraine war, China's Covid situation top triggers: Manraj Sekhon of Franklin Templeton