Shubh Labh or stock loss? A reality test on festive choices

Copyright © HT Digital Streams Limit all rights reserved. While Diwali is often the beginning of a new investment cycle for many retail participants, analysts believe that last year’s lessons should ask investors to be more wise. Summary from tree to bust: Festive stock recommendations had a spectacular success in Samvat 2080, only to lower the choices two-thirds the next year. The annual rush of ‘Diwali Picks’ is here, with brokers promising to alleviate your portfolio like a fire worker. But before loading their “Shubh Labh” (favorable profit) shares, remember that the profits are not sure. Mint collected and analyzed and analyzed and analyzed and analyzed-which focused on this timeframe as a result of restrictions on the collection of older data. The results for Samvat 2081 (2024-25) tell a story of doty hope. Last year, almost a dozen brokers offered 58 diverse stocks-which offered banking, IT and consumer goods, often recommended, often with a 12-month holding period. The performance since the last Diwali? Their sheen faded badly. A bidding two-thirds (66%) of these festive choices actually dropped, while only a third managed to exceed the Sensex’s modest 3.2% yield in the same period. However, the tables turned with the Muhurat choices for Samvat 2080 (2023-24). Here the returns were stronger and truly impressive. Of the 45 shares recommended by a few leading brokers in Samvat 2080, almost half (49%) in the year since Diwali has risen more than 23%, which certainly exceeds the Sensex’s 22% increase. Only nine shares fell during this period. This optimal achievement was driven by optimism around India’s growthomentum and expectations of political stability before the 2024 attract Sabha election. In their recommendation notes, brokers emphasized that the proceeds of a strong majority government can cause a significant re -evaluation of the market, and that most one year has assigned targets at their festive recommendations. Also read £ 1 trillion test: Will the next wave of IPOs lift the market or drown investors? “> £ 1 Trillion Test: Will the next wave of IPOs lift the market or drown investors? which lost on the broader underperformance in Samvat 2081, a few sectors have been trended. Short-term view is likely to make mistakes because things are very dynamic, ‘says Anand K Rathi, co-founder, Mira Money.’ I think not last year would have calculated any impact of Trump on the Indian market. Bank, Axis Bank, Maruti Suzuki, Titan Company, Torrent Power, and Max Healthcare are repeated, and will deliver the confidence, the shares will also choose the broader Diweri. ‘s balance sheet is strong with low debt. Businesses with healthy working capital management and credible promoters should always be preferred. “Chokelingam added that without the time or ability to assess these parameters, retail investors should consider mutual funds instead of direct investment investment. Tempering expectations for 2025, as markets have exposed their fresh Diwali shares recommendation of the banking and the banking of Samvat 2025 – with a clearance – (BFSI) space. (38%), nervous pharmaceuticals (16%) and lupins (21%). An environment is very thematic Diwali betting sentiment-driven rather than on the basis of conviction. ‘The metals and mining space still show long-term strength supported by infrastructure spending and a global commodity-up cycle. Auto supplements with strong balance sheets and export connections, electronic manufacturing firms that benefit from the China+1 shift, and hospital chains with steady earnings visibility stand out as quality plays, “he said. Catch all the business news, market news, break news opportunities and the latest news opening on Live Mint. #Titan company #icici bank #in cards read next story

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