What themes will be under your consideration for the year 2024?
The easing in commodity prices is poised to boost profit margins for companies heavily reliant on commodities. Despite a struggling Electric Vehicle (EV) penetration rate, with 2Ws at a stagnant 4.5 per cent and PVs down to 1.7 per cent from 2 per cent a few months ago, gas utilities present an attractive entry opportunity following a de-rating. The gradual improvement in the tax-to-GDP ratio and anticipated FII bond inflows— resulting from the inclusion of Indian government bonds in the JP Morgan Bond index—will likely contribute to sustained low interest rates.
Sectors such as cement, construction, and building materials are expected to flourish. Additionally, the power sector, grappling with shortages and venturing into green initiatives, is poised for positive developments. The anticipated monetary easing in 2024 is expected to drive growth in internet stocks.
Are the overall earnings for the September quarter aligning with your projections? Do you anticipate a stronger second half of FY24 compared to the initial half?
Esta historia es de la edición December 18, 2023 de Dalal Street Investment Journal.
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Esta historia es de la edición December 18, 2023 de Dalal Street Investment Journal.
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