Daily Voice: Union Budget can be a game-changer if it delivers these bold reforms, says Invasset PMS' Anirudh GargPress

Daily Voice: Union Budget can be a game-changer if it delivers these bold reforms, says Invasset PMS' Anirudh Garg

According to Anirudh Garg of Invasset PMS, a well-balanced Budget aligned with India's growth vision could significantly boost market sentiment and long-term growth prospects.

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Union Budget 2025: Anirudh Garg of Invasset PMS highlights 6 measures that may boost Indian stock market sentimentPress

Union Budget 2025: Anirudh Garg of Invasset PMS highlights 6 measures that may boost Indian stock market sentiment

Union Budget 2025: The Indian stock market faces pressure due to foreign capital outflows and macroeconomic concerns ahead of the Union Budget 2025, with hopes for tax reforms and increased capital expenditure to stimulate growth.

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Taiwan outpaces Asia-Pacific markets with over 30% jump in 2024; what next?Press

Taiwan outpaces Asia-Pacific markets with over 30% jump in 2024; what next?

The standout growth in Taiwan's stock market was largely driven by the country's critical role in the global semiconductor supply chain, according to analysts

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Expert view: Nifty fairly priced, may correct 8–10% in short term, says Anirudh Garg of Invasset PMSPress

Expert view: Nifty fairly priced, may correct 8–10% in short term, says Anirudh Garg of Invasset PMS

Expert view: Anirudh Garg of Invasset PMS predicts the Nifty 50 may drop below 22,000 in 2025 before recovering. He sees the index as fairly priced, with an 8-10% downward bias, despite a bullish outlook over the next two years.

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Select pockets in SMID space still offer long-term opportunities, say expertsPress

Select pockets in SMID space still offer long-term opportunities, say experts

In 2024, the benchmarks Sensex and Nifty recorded gains of over 8 percent each, while the BSE Midcap and BSE SmallCap indices surged by 26 percent and 29 percent, respectively.

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Fed likely to deliver 2-3 rate cuts in 2025, but with pauses: Invasset's Anirudh GargPress

Fed likely to deliver 2-3 rate cuts in 2025, but with pauses: Invasset's Anirudh Garg

Garg believes that even though US inflation is currently under control, the Fed Chair's comments on being data dependent implies that they cannot afford to let it spiral out of control.

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Analysts hike earnings estimates for these 9 stocks: Share price could give double digit returns in 2025Press

Analysts hike earnings estimates for these 9 stocks: Share price could give double digit returns in 2025

To identify good quality stocks after a weak quarter when most companies saw a downgrade in earnings estimates, ET Wealth has identified nine stocks where analysts have upgraded the full-year earnings or PAT estimates for both 2024-25 and 2025-26. The nine stocks identified currently offer a potential double-digit appreciation in the share price over the next one year - by December 2025

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Daily Voice: This fund manager believes govt likely to meet FY25 capex target given its strong focus on infra, capital intensive sectorsPress

Daily Voice: This fund manager believes govt likely to meet FY25 capex target given its strong focus on infra, capital intensive sectors

An increase in government capex in the upcoming Budget is likely, as it aligns with the government’s goal of stimulating economic growth and creating jobs, said Anirudh Garg.

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Qualified stockbrokers must offer UPI block or 3-in-1 trading facility from FebPress

Qualified stockbrokers must offer UPI block or 3-in-1 trading facility from Feb

A UPI block mechanism enables investors to set aside funds in their bank accounts for stock trading, rather than transferring the funds to a trading member. Launched in 2019, the UPI block mechanism initially served as a payment method for retail investors participating in public share sales.

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How to make money in this falling market? Here’s what Anirudh Garg of Invasset PMS has to sayPress

How to make money in this falling market? Here’s what Anirudh Garg of Invasset PMS has to say

In the current market environment, the focus should shift from aggressive returns to capital preservation. With high valuations and rising market volatility, a prudent approach would involve cautious allocation and a selective choice of sectors, says Garg

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RBI fires Rs 1.16 lakh crore lifeline for banks. What it means for stock market investorsPress

RBI fires Rs 1.16 lakh crore lifeline for banks. What it means for stock market investors

RBI Governor Shaktikanta Das on Friday reduced the cash reserve ratio (CRR) to 4% in two phases, aiming to address liquidity deficits caused by rupee depreciation and capital outflows. While there was no rate cut, the CRR reduction sparked a 2% rally in bank stocks, particularly benefiting low-float PSU banks, as it boosts lending and supports net interest margins (NIMs).

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Delay in NOC for steel imports to push up pricesPress

Delay in NOC for steel imports to push up prices

The NOC delay is expected to push up domestic steel prices and provide a succour to domestic steel companies which are reeling under a sharp fall in prices amid slowing demand.

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Daily Voice: GDP growth at 7% for FY25 ambitious considering global headwinds, moderating domestic demand says this fund managerPress

Daily Voice: GDP growth at 7% for FY25 ambitious considering global headwinds, moderating domestic demand says this fund manager

A rate-cut cycle in February seems unlikely as the RBI is cautious about inflation dynamics, Anirudh Garg of Invasset PMS said.

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Discover Fund Manager Anirudh Garg’s insights on the recent Foreign Institutional Investor (FII) withdrawal from Indian equities.Press

Discover Fund Manager Anirudh Garg’s insights on the recent Foreign Institutional Investor (FII) withdrawal from Indian equities.

He explained that FIIs have scaled back their investments in Indian stocks, reaching a 12-year low, driven by factors such as high valuations, weaker earnings, and concerns about global inflation. On the other hand, domestic mutual funds and retail investors have been steadily increasing their stakes in the market.

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Earnings misses pile up: Over half of Nifty 50 companies fall short of expectationsPress

Earnings misses pile up: Over half of Nifty 50 companies fall short of expectations

Anirudh Garg, our Fund Manager at Invasset PMS, said this trend highlights structural challenges in the corporate sector. Economic pressures and industry-specific headwinds are weighing on profitability, with financial institutions and consumer sectors particularly impacted by demand shifts and operational pressures. Moving forward, companies must address these issues to restore investor confidence and drive market recovery. Investors should stay alert, focusing on selective opportunities amid ongoing uncertainty.

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Check out what our Fund Manager Anirudh Garg's take on FII Withdrawal from Indian EquitiesPress

Check out what our Fund Manager Anirudh Garg's take on FII Withdrawal from Indian Equities

He further explained that Foreign Institutional Investors (FIIs) have reduced their holdings in Indian stocks to a 12-year low due to high valuations, weak earnings, and global inflation fears. Meanwhile, domestic mutual funds and retail investors have increased their stakes.

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Daily Voice: Infosys, HCLTech, LTIMindtree likely to lead recovery in IT space, says this fund managerPress

Daily Voice: Infosys, HCLTech, LTIMindtree likely to lead recovery in IT space, says this fund manager

Anirudh Garg of Invasset PMS anticipates the IT sector to benefit from structural trends like AI, automation, and digital transformation, further enhancing its potential for recovery.

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Wars offer a window of opportunity: Lower valuations for quality stocks create a good entry pointPress

Wars offer a window of opportunity: Lower valuations for quality stocks create a good entry point

As overvalued stocks with high price-to-earnings ratio correct to more reasonable levels, investors with cash reserves can buy at attractive prices.

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