Aniruddha Sarkar: May Market ‘Intermission’ Spurs Investor Opportunity

Aniruddha Sarkar from Quest Investment Advisors likened the Indian market scenario to a Hollywood movie, suggesting that May was a pause in the unfolding Indian story due to various noises. Despite expectations of further market dips, domestic investors seized the opportunity to enter quality companies at attractive valuations.

Sectoral Outlook:

  1. Industrial Capex: Sarkar emphasized the continued importance of industrial capex, especially with the clear indication of policy continuity from the newly formed cabinet.
  2. Power and Energy: With India’s growing energy needs, investments in the power sector remain crucial. Even coal-based energy, dormant for some time, is expected to make a comeback.
  3. Real Estate: The focus on affordable housing under schemes like PM Awas Yojana presents opportunities in real estate, particularly in housing finance catering to this segment.
  4. Urban Consumption: Sectors like autos and retail, reflecting urban consumption, are expected to perform well.

Agri Theme and FMCG Sector:
Post-elections, attention is shifting towards the agriculture sector. Fertilizers and FMCG, especially if they show volume growth, are potential areas of interest.


Assessment of Political Stability:
While political dynamics are unpredictable, Sarkar expressed confidence in the current government’s stability, citing past experiences and the lack of significant opposition to government policies.

Portfolio Strategy:
While MNC capital goods companies may have stretched valuations, they continue to be a part of Sarkar’s portfolio. Additionally, he is exploring opportunities in select midcap and smallcap companies within the capital goods and power sectors.

Consumer Market Outlook:
Sarkar is cautiously optimistic about the consumer market, particularly in rural and tier II-III segments. While FMCG companies are on his watchlist, he awaits signs of volume growth before making significant moves.

Sarkar’s approach underscores a balance between seizing immediate opportunities and exercising caution amid market fluctuations.

Disclaimer: The views and investment tips expressed by investment experts on Sharepriceindia.com are their own and not those of the website or its management. Sharepriceindia.com advises users to check with certified experts before taking any investment decisions.​​

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