Shankar Sharma’s tips for young investors entering the market

How monsoons pans out have a strong bearing on the overall economic numbers of the companies. However there are companies whose fortunes are linked with what happens before monsoons, that is summer season. Given the fact that we are about to see the start of the season, first forecasts from IMD about how the summer season is likely to pan out have started to come in and IMD is indicating that average temperatures may be higher this year.While the white good companies in general tend to see a bump up in their sales, but there are a select few whose large part of the sales and the bottomline contributions comes from air conditioners or air coolers part of the business. For these companies, two things are very important. First is what is the average length of the summer season and secondly what average temperature during those months. Last year these companies underperformed as the summer season got late. But as the street is always ahead in discounting what will happen in future, these stocks should be on the watch list as the run up in stock will happen much before you feel the summer heat.

Vijay Kedia, multibagger hunter and top value investor, believes that the market is in a confusing state and that the only thing to look out for is the bottom. He is cautious about investing in new-age stocks, as their valuations are still high despite the current market conditions. He is more interested in investing in stocks that are already profitable and have a good track record.

Carnelian Capital Compounder Fund aims to invest in a concentrated portfolio of 25 long-only stocks within its QARP framework, focusing on capturing the trillion-dollar Indian market opportunity. In response to macro headwinds and geopolitical issues, all flagship schemes have reportedly delivered decent outperformance versus its benchmarks. The portfolio is reportedly evaluated within two broad baskets--Magic (50%-60%) and Compounder (30%-40%)--to identify companies with visible change and a blend of sustainable earnings growth.

There was a time when having MNC stock was a must have in one's portfolio. They reason, they were very liberal at giving bonuses, dividend payments were good and given the fact some of them actually owned the best of the brands, they had seen a secular growth, which meant they were also able to deliver decent returns to shareholders. After the IT bull of 2000, as a new set of Indian companies took the centerstage, a number of MNCs stocks lost their shine at least on the street. Will they ever again get the tag of “ a must have” in one's portfolio ?. We take a look at 5 MNC pharma companies.

Companies in India are offering their employees additional time off during the festive season to focus on employee well-being and allow them to relax and recharge. Companies such as KPMG, Deloitte, Adobe, WeWork India, and startups like Physics Wallah, Wingify, and Power Play are giving extended breaks, either during Diwali or towards the end of the year.

The stock market is very challenging at the moment, but if someone is willing to look at a one year time horizon, they can find good opportunities in the construction infrastructure space. Larsen & Toubro is a good example of a company that is going to benefit from this market trend. Other companies that are worth watching include Mahindra and Mahindra, JLR, and Mahindra Electric Vehicles.

ABSL AMC's A Balasubramanian emphasizes stress tests, portfolio liquidity, and SIP investments for small and midcap funds. Market liquidity, retail investors, and informed decisions play crucial roles in managing risks effectively. A Bala further says: . The current discussion, which has been there for quite some time in consultation with AMFI committee as well as Sebi, is more of a deep dive given that this segment of the market has been getting more money in the last few years.