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Order outlook matters more than valuations in capital goods stocks, says AlfAccurate MD
Rajesh Kothari, Managing Director at AlfAccurate Advisors said investors should focus on the business cycle and visibility of fresh orders over the next three to four years rather than near-term earnings. He pointed to the strong opportunity in HVDC projects and said capital goods companies can continue generating returns if order inflows remain healthy. According to him, slowing orders, rather than expensive valuations, pose the bigger risk for the sector. Disclaimer: The views and investment tips expressed by investment experts on CNBCTV18.com are their own and not that of the website or its management. CNBCTV18.com advises users to check with certified experts before taking any investment decisions.
Q4 Results Today: Colgate Pamolive, Eicher Motors, Hindalco, Sun Pharma, NTPC Green, Ircon And More — Check Estimates
The list of companies scheduled to report Q4 results on May 22 also includes 20 Microns, 3M India, Century Plyboards (India), DAM Capital Advisors, Electronics Mart India and more.
Hero Realty raises Rs 1,200 crore debt from IndusInd Bank to fuel expansion plans
Hero Realty secures Rs 1,200 crore debt from IndusInd Bank. A Rs 1,000 crore platform is established with HDFC Capital Advisors for housing projects in tier-1 and tier-2 cities. The company is expanding its footprint in the National Capital Region and other states. Hero Realty is developing over 6 million square feet across multiple locations.
IT growth under pressure as AI risks rise; pharma, power see support: Nikunj Doshi
Nikunj Doshi, Managing Partner & CIO-PMS at Bay Capital Investments Advisors, says IT services face growth challenges amid AI disruption and remains cautious on the sector. He prefers a bottom-up approach in pharma, citing benefits from rupee depreciation and easing US tariff risks. Doshi is also positive on power and ancillaries, driven by global investments, while staying selective on new-age tech stocks due to expensive valuations and potential post-lock-in selling.
Global capital may stick with the US despite emerging market growth: William Lee
As crude stays above $100 per barrel and disruptions in the Strait of Hormuz persist, William Lee, Chief Economist and Managing Director at Global Economic Advisors, says India and Asia are likely to face prolonged energy pressure. Despite global uncertainty, he believes capital will continue to favour the United States for stronger returns.
Sowparnika Projects in talks to raise Rs 500 cr for expansion
Sowparnika Projects is in advanced talks to raise ₹500 crore from investors including WSB Real Estate Partners, ASK Fund Advisors, and HDFC Capital to fund its expansion across South India. The company plans to develop 5.5 million sq ft in Bengaluru, Kerala, and Tamil Nadu over the next two years and aims to nearly double its revenue to ₹1,500 crore by FY27.
Risk-reward has improved; Indian economy structurally more resilient: Rishabh Nahar of Qode Advisors
In an interview with Mint, Rishabh Nahar of Qode Advisors discusses the current market structure. With a unique 'all-weather' investment philosophy, he emphasises the importance of long-term capital commitment amidst market fluctuations.
Fed to stay cautious on rate cuts with inflation still in focus, says William Lee
William Lee, Chief Economist and MD at Global Economic Advisors, says markets are grappling with repeated supply shocks—from Covid to wars—yet global growth, especially in the US, has remained resilient. However, rising uncertainty and energy disruptions risk diverting capital into safer assets such as treasuries, thereby hindering long-term growth. He notes political pressure in the US may push for a quicker resolution, while the Fed is likely to prioritise inflation control over rate cuts.
Arnya Real Estate, Supreme Universal raise Rs 1,000 cr real estate equity fund
Arnya Real Estate Fund Advisors and Supreme Universal have successfully raised over Rs 1,000 crore. This capital will fund redevelopment projects in Mumbai and Pune. The fund targets Rs 1,250 crore and focuses on equity investments. This initiative brings institutional discipline to redevelopment projects. It combines Arnya's investment expertise with Supreme Universal's execution capabilities.
Avoid chasing metal rally; focus on domestic sectors: Jyotivardhan Jaipuria
Jyotivardhan Jaipuria, Founder & MD of Valentis Advisors, says market corrections during geopolitical conflicts historically present buying opportunities, though investors should stagger investments due to oil and gas risks. He remains positive on banks, select capital goods and pharmaceuticals, while continuing to hold metals but avoiding fresh buying at current levels. Export-oriented sectors like chemicals may face near-term pressure from higher logistics and raw material costs.