AGRO COMMODITY BETS
Agro insolvencies see surge in deal activity
Investors are actively acquiring struggling agro businesses. These deals offer processing facilities, supply chains, and licenses at significant discounts. Companies in poultry, rice milling, and ethanol manufacturing are changing hands. Multiple bids signal strong interest in the agricultural sector. This trend highlights opportunities within India's food and agribusiness landscape.
Traders’ Corner: An agro commodity stock for possible 7% long trade; multiproduct bet for 6% swing trade
More sectors are joining the bullish movement of broader markets
Jim Rogers on why he much prefers sugar or rice to Bitcoin
Jim Rogers remains long on the US dollar despite its flaws and sees it as a safe haven during turmoil. He believes that gold and silver serve as protectors against inflation and uncertainty. Rogers further recommends investing in cheap commodities and is interested in India and China as potential investments.
3 sectors where Abhay Agarwal is hunting for growth at value prices
Piper Serica founder and fund manager Abhay Agarwal is looking towards "bottom of the cycle" areas where industries such as agro chemicals and fertilisers are undervalued and investor opportunities are overlooked. One such area is textiles, which has many profitable undervalued companies. Agarwal also believes that SME lending is a business to focus on over the next few years, stating that it is an area where fund managers like himself are finding attractive risk reward.
Be cautious as stock market has not seen any correction of late: S Bhat, Exide Life Insurance
"We have not seen any correction during the last six quarters and it may come when least expected. Not sure whether it will be price correction or time correction and whether it will be triggered by global or local events."
IT stocks in a sweet spot: Manish Sonthalia
"I think the clear monitorable as far as IT companies are concerned is not in the demand aspect, which is going to be quite strong, but how are they going to traverse through the margin picture."
Boom or bust? Rahul Shah prefers to invest in these 3 sectors
Commodities, especially metals are in a clear super cycle. We should be looking at metal stocks, followed by cement stocks and then the financials. These are the key preferences for investing in markets today, says V-P-Equity Advisory, MOFSL
What to buy: Tata Steel, SAIL or JSW Steel?
If one is willing to take a bit more risk, then SAIL and JSW could do better than Tata Steel, says Sandip Sabharwal
85% of multibaggers came from private banks, NBFCs & specialty chemicals in last 8 years: Samit Vartak
NBFCs or private banks are the ones where the growth opportunities are tremendous.
Bullish on 3 stocks in agro-chemical space: Nitasha Shankar, YES Securities
Agr-chemcial is a space which should continue to do well in segments like herbicides, pesticides & fungicides.
Below-average monsoon takes toll on auto, FMCG stocks
Shares of auto, consumer-oriented firms, and agri-related firms, could slip as a below-average monsoon this year may hurt their QEs.
RBI wants bank clients to hedge against commodity price risk
RBI on Thursday nudged banks to extend their risk containment measures to goad clients exposed to commodity prices to hedge their exposures as thousands of crores of loans to such firms have turned sour in the past few quarters.
FMC intervention helps rein in punters in castor seed futures
Companies like Adani Wilmar and Jayant Agro-Organics are partly relieved as they feared they wouldn’t be able to procure sufficient stocks.
Ten stocks in focus in Wednesday morning trade
Indian markets are expected to trade in a range. Here is a list of ten stocks which are likely to be in focus today.
Temasek Holdings backs Star Agriwarehousing with Rs 240 crore investment
y Temasek Holdings is investing Rs 240 crore for a significant minority stake in Star Agriwarehousing and Collateral Management Limited.
Go long on base metals, short on precious metals: Ashok Mittal, Vertex Securities
In an interview with ET Now, Ashok Mittal, MD-Broking, Vertex Securities Ltd, gives his outlook on agro and non-agro commodities and shares his strategy. Excerpts:
Positive on yarn space; Vardhman Spinning and Textiles a buy: Manish Sonthalia, Senior VP, Motilal Oswal Securities
'One name which we like and we have it in our portfolios as well is Vardhman Spinning and Textiles.'
Bullish on Engineers India: Avinash Gorakshekar, Edelweiss Financial Advisors
Rather than the market one should look at stocks where there is good amount of earnings visibility. One should avoid the interest rate sensitives.
Turnaround hopes help Hatsun and Heritage stocks surge
Dairy firms Hatsun Agro Products and Heritage Foods have gained a third in a month, outperforming the broader market, as investors bet on their turnaround and global funds such as Carlyle set new valuation benchmarks in the sector.
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