pickup in rural economy will have cascading impacts of many sectors like fmcg auto cements discretionary etc in addition it stocks will be in the limelight in coming months due to earn their reasonable valuations and easing of regulatory concerns in the us given the growth in commercial vehicle volumes and industrial equipment over the last couple of months forging stocks are the themes that investors should look for how will the ipo market shape up in the current environment what is your assessment of the quality of companies coming out with ipos the ipo market is expected to remain buoyant in the coming months as the transition of investments from physical assets to financial assets is still underway however with the recent sharp correction seen in midcaps and smallcaps investors should be wary of the fundamentals and valuations of the upcoming ipos over the last year most of the companies which came up with ipos were of good quality barring some names we believe quality ipos will still generate interest amongst investors is the central banks tough stance on stressed assets the right antidote to banking sector woes abolishing existing loan restructuring measures and bringing all under the purview of the insolvency and bankruptcy code is undoubtedly a right step it gives greater clarity to banks as well as investors as far as npas are concerned moreover simplification of resolution mechanism is always good for all stakeholders while it may result in an increase in reported npas it will also make everything above board and visible which is always good are consumptiondriven stocks still a good play given the rural market revival there has been a clear thrust shown towards rural economy by various measures and initiatives taken by the government in budget 2018 this is likely to lead to increase in rural incomes which will benefit companies which derive the majority of revenues from the rural landscape valuations are rich in all consumption stocks which will moderate returns but given the market conditions they will turn out to be good defensive bets by sanket dhanorkar et bureau published on feb 24 2018 at 0421 pm ist telegram facebook copy link be the first one to comment comment now comments comment now read comment 1 all comments post post find this comment offensive choose your reason below and click on the submit button this will alert our moderators to take actions reasons for reporting foul language defamatory inciting hatred against a certain community out of context spam others report join the community of 2m industry professionals subscribe to our newsletter to get latest insights analysis download etauto app get realtime updates save your favourite articles scan to download app nifty 50 ipo ltcg tax reliance securities pnb scam homenewsindustryquality ipos will generate interest among investors rakesh tarway reliance securities