Axis AMC ka View on Market
Axis AMC ke Equity Head, Shreyas Devalkar ne kaha hai ki unhe consumer space ke kuch segments jaise travel, tourism, retail, aur quick commerce pasand hain. Unhone ye bhi bataya ki ye preferred spaces Axis AMC ke portfolio ka hissa hain.
FMCG Sector ki Growth
Devalkar ne NDTV Profit ke saath ek interview mein kaha ki FMCG category mein kaafi samay se growth nahi dikhi hai. Aane wale time mein, is segment ki growth macro factors par depend karegi. Axis Direct ke according, Devalkar Rs 1.17 lakh crore ke funds manage karte hain.
Quick Commerce aur Retail ka Uday
Lekin, consumption ka ek hissa, jaise quick commerce, ab interesting ho gaya hai. Is space mein kayi chhoti companies achha kar rahi hain. Retail industry bhi achha perform kar rahi hai. Is segment ki growth food delivery industry ki growth trajectory ke similar hai. Tourism aur travel bhi growth capture kar rahe hain, aisa Devalkar ne kaha.
Infrastructure Sector: Challenges
Infrastructure segment mein, itne developments hone ke baad bhi, ye listed spaces mein capture nahi ho raha hai. Road infrastructure bhi real developments ko capture nahi kar raha hai. Is wajah se movements pehle jaise similar nahi hain, unhone bataya.
Power Sector mein Opportunities
Lekin, infrastructure ke kuch segments jaise power mein developments dikh rahe hain. Private sector power sector ke different segments mein capital expenditure kar raha hai, unhone kaha.
RBI Rate Cut par View
Historical data batata hai ki rate cycle mein peak se 100-basis-point rate cut achha hota hai, lekin present situation different hai. Rate cuts hamesha exports mein growth se jude hote hain. Lekin, is baar exports global turmoil se affected hain, unhone kaha.
Fiscal Consolidation par Focus
Dusri baat, India abhi fiscal consolidation par focus kar raha hai, jabki pehle fiscal aur monetary policy dono economy mein growth ko revive karne ke liye saath mein kaam karte the, Devalkar ne kaha.
Liquidity Improvement ke Liye RBI ke Steps
Pichle chhah-saat mahino mein, Reserve Bank of India ne liquidity improve karne aur non-banking financial companies ko support karne ke liye regulations ko tweak karne ke liye steps uthaye hain, unhone kaha.
Stock Market Update
Nifty aur Sensex ne chaar din ki rally ke baad thoda break liya; Infosys aur TCS lead kar rahe hain. Markets par aur updates ke liye NDTV Profit padhein.
