The year 2024 will be remembered as a historic year as the year gone by saw an ugly part of inflation…..pushing interest rates higher and geopolitical uncertainties led by the fallout of the Russia-Ukraine Twar, headwinds in China both on account of the country’s zero covid-tolerance policy and political tension with Taiwan. Indeed the world is going through a challenging period. Besides pandemicinduced global supply chain challenges, the Ukraine Russia war saga continued to give shocks across the globe creating inflationary pressures, driving up prices of energy—crude oil, coal and gas — and food. The US Federal Reserve, thereafter, embarked on a rate-hike cycle and the major other central banks followed the suit. Then there came the end of “Era of lower interest rates”. And this, in turn, has now fanned fear of a global recession. The S&P 500 is down 20% year-to-date, and with bonds simultaneously experiencing their worst year in history.
As we know that Global economy is going through a tough phase and it will have consequences on global cyclicals. So, one need to be a little bit cautious. However, economic and market indicators suggest that India’s outperformance may continue in the New Year too. Since valuations are on the higher side, investors should take buying opportunity in high-quality stocks that are least impacted by the global crisis. Companies with stronger fundamentals and less cyclicity will continue to outperform. In this year end report, some stocks are recommended with long term prospective. Investors should continue with the staggered buying approach and add a dash of spice to their portfolio.
Professionally a CA, Mr. Murarka has strong 18 years of experience in the Derivatives. His specialization is Data Interpretation, which involves quasi-statistical techniques and formal statistics. “Nifty keNisaneBaaz”, “Nitin Ki PCR”, and “Nitin Option Wale" are some of his popular shows which are telecast in news channels such as Zee Business and CNBC Awaaz.
Mr. Jain possesses a strong experience of 17 years in Equities. He is a regular speaker on various news channels viz. ET Now, CNBC Awaaz, and Zee Business. Also have several references across various News agencies such as Reuter, National newspapers, and Publications. He is the Editor of SMC's Weekly Research Magazine - Wise Money, which has a wide readership
Professionally an MBA, she possesses 16 years of experience in the domestic as well as in the international Commodity market. She is a regular speaker on various news channels such as CNBC Awaaz, Zee business, Doordarshan, etc. She also has several references in-various News agencies such as Reuter, National newspapers, and Publications.
He has a rich experience of more than 12 years in technical analysis. His expertise lies in identifying the best stocks and sectors from short to medium-term perspectives using technical chart patterns, indicators, and oscillators along with micro and macro-economic parameters. At the same time, he is also well versed in derivative data analysis.
Professionally a CA, Mr. Murarka has strong 18 years of experience in the Derivatives. His specialization is Data Interpretation, which involves quasi-statistical techniques and formal statistics. “Nifty keNisaneBaaz”, “Nitin Ki PCR”, and “Nitin Option Wale" are some of his popular shows which are telecast in news channels such as Zee Business and CNBC Awaaz.
Mr. Jain possesses a strong experience of 17 years in Equities. He is a regular speaker on various news channels viz. ET Now, CNBC Awaaz, and Zee Business. Also have several references across various News agencies such as Reuter, National newspapers, and Publications. He is the Editor of SMC's Weekly Research Magazine - Wise Money, which has a wide readership
Professionally an MBA, she possesses 16 years of experience in the domestic as well as in the international Commodity market. She is a regular speaker on various news channels such as CNBC Awaaz, Zee business, Doordarshan, etc. She also has several references in-various News agencies such as Reuter, National newspapers, and Publications.
He has a rich experience of more than 12 years in technical analysis. His expertise lies in identifying the best stocks and sectors from short to medium-term perspectives using technical chart patterns, indicators, and oscillators along with micro and macro-economic parameters. At the same time, he is also well versed in derivative data analysis.
SMC's fundamental stock ideas have delivered decent returns time & again. Congrats highly recommend.
The stock picks provided by SMC's research team are value driven recommendations. They have delivered good returns. Kudos to SMC research.
I am thankful to SMC research team for their guidance and recommendations value stocks. My overall experience with SMC has been quite good.
SMC's fundamental stock ideas have delivered decent returns time & again. Congrats highly recommend.
The stock picks provided by SMC's research team are value driven recommendations. They have delivered good returns. Kudos to SMC research.
I am thankful to SMC research team for their guidance and recommendations value stocks. My overall experience with SMC has been quite good.
