BUYING OPPORTUNITY
Wait for better opportunities to buy shipyard companies: Sandip Sabharwal The bad part is the valuations are excessive at this stage, which is true for many of the sectors which are doing well, their visibility is very good, the valuations are also very high.
12 Jul, 2024, 12.14 PM ISTPaints stocks are a trading bet; be very stock-specific in pharma: Chakri Lokapriya Chakri Lokapriya of RSB LLP discusses competition affecting paint stocks, HPCL, and BPCL facing deregulation challenges, and IT sector issues. Reliance's Jio listing may unlock value. Yes Bank is risky despite Moody's upgrade. Dr. Reddy’s OTC acquis...
11 Jul, 2024, 11.25 AM ISTM&M a buying opportunity; stay away from Raymond: Chakri Lokapriya RSB LLP’s Chakri Lokapriya notes weakness in Nifty earnings due to IT, pharma, and metals, though broader markets do better. Upcoming Budget and US CPI are critical. M&M’s EV, farm segments, Raymond’s lifestyle turnaround, auto sector discounts, rai...
11 Jul, 2024, 10.41 AM IST
Buy stocks in every dip: A cheat sheet to find right stocks from the right sectors CA Rudramurthy BV shares insights on the market, highlighting opportunities in IT, pharma, and FMCG sectors. He recommends caution with PSUs and emphasizes stock-specific investments. Bajaj Finance and Manappuram show potential for gains with tight ...
10 Jul, 2024, 01.59 PM ISTTech View: Nifty bulls getting tired at peaks. Here’s how to trade on Wednesday Nifty ended Tuesday’s session with a small loss of 18 points to form a small red candle on the daily chart which indicated that bulls are getting tired at peaks.
02 Jul, 2024, 04.32 PM ISTF&O Talk| Bull run expected to continue in Nifty, dips may present opportunities for fresh buying: Chandan Taparia of Motilal Oswal The 50 component index Nifty50, ended the week by closing near its upward-moving channel. The index closed at 23,465, after making a new all-time high on Friday. On the other hand, Bank Nifty is still somewhere in the middle of its upward channel, g...
17 Jun, 2024, 09.06 AM ISTIs it a good time to buy travel related stocks? Daljeet Singh Kohli answers But to assume or extrapolate that this similar kind of execution and similar kind of order book will stay for next three-five years which the stock prices are saying, I think that will be too much of expectation.
14 Jun, 2024, 04.18 PM ISTInsurance sector can do very well over next 2-3 years: Abhishek Basumallick So, Hyundai is probably an harbinger of that, but you could actually see more such MNC players coming in and listing their companies in India because of the premium that Indian stocks tend to get.
14 Jun, 2024, 01.58 PM ISTMarket poised for uptrend with phases of consolidation: Sudip Bandyopadhyay So, once the tractor volume starts picking up, we will see further upside in M&M. The company has done fantastic early well as far as the SUV business is concerned. They have done well in other smaller segments as well, including farm equipments. B...
14 Jun, 2024, 08.00 AM ISTAre fears and panic around PSUs overblown? Sandip Sabharwal answers Ideally, they should not be able to because like you rightly said, it is more commoditised. In fact, you look at the reason why did HDFC merge into HDFC Bank, because they realised that the margins are going to get squeezed and if they do not have a...
07 Jun, 2024, 11.21 AM ISTThere can be both time wise and value wise correction in PSU stocks: Sandip Sabharwal Consumer stocks are under-owned at this point of time. They have not given any returns for the last four-five years, leave aside something like a Godrej Consumer or a Tata Consumer which have been outliers and some stocks like Titan and all which ha...
07 Jun, 2024, 08.00 AM ISTUse this adversity to buy high quality companies at discounts: Nilesh Shah Well, what looks to essentially be the go-to market strategy, if I may use those words, would essentially to look at the defensives. Sectors which have had an extended period of underperformance, which is FMCG, rural plays, IT, pharma, these will em...
05 Jun, 2024, 08.00 AM ISTInvestors should start looking at value stocks with long-term perspective: Porinju Veliyath We all were knowing, discussing in the last many-many months, we can just feel now it has come, whatever is the reason, so that correction is happening and I think it will be a healthy correction.
05 Jun, 2024, 08.00 AM ISTNifty could fall another 10%; get ready to buy the dip, says Raamdeo Agrawal Clearly markets have a tendency to go from one side to other side. But that is how it is. I do not think investors have any problem. The problem is actually for the speculators.
04 Jun, 2024, 06.41 PM ISTIndia remains best market for long term alpha generation: Vikas Pershad In some areas we were taking some profits. Defence was one of them. And we were adding to some of our other holdings, some in hospitals, healthcare broadly defined. Sanjiv mentioned a good point about IT services. There has not been a broad-based re...
04 Jun, 2024, 10.25 AM ISTEnergy, manufacturing & infra to remain bedrock of India's bull market: Nilesh Shah It is very likely that these very sectors are going to basically get a fresh impetus. You are right that yes, in term one, these pockets did not yield returns. But in the second term, especially post COVID, we have seen massive returns and I probabl...
03 Jun, 2024, 12.21 PM ISTIs it time to book profits in 'Modi stocks'? Sandip Sabharwal answers If you have been always wanting to sell something and you could not get the opportunity, that is always the case, you should always do that. But I think it is foolish to unnecessarily increase cash in the assumption that you will want to buy cheaper...
03 Jun, 2024, 11.30 AM ISTBullish on NALCO, IOC & SAIL; Honeywell to touch Rs 1 lakh in future: Sanjiv Bhasin Sanjiv Bhasin of IIFL Securities predicts Honeywell Automation's share price is going to reach Rs 1 lakh, while he had bought it years ago for Rs 89. Strong market performances by Hindustan Aeronautics and Mahindra indicate stability amidst FII sell...
17 May, 2024, 09.26 AM ISTMetal, PSU & pharma to lead market; FMCG showing signs of bottoming out: Sandeep Tandon Sandeep Tandon identifies metal, pharma, PSU as emerging market leaders. Recommends buying dips for growth potential. Holds significant positions in Jio, Reliance, and Adani Power. Tandon says: "India tended to suffer a bit from a very near term o...
12 May, 2024, 09.11 AM ISTIndia is a buy-on-dips market; we have raised a lot of cash unlike in ‘14 & ‘19 elections: Sandeep Tandon Sandeep Tandon of Quant Mutual Fund analyzes market volatility, emphasizing buying on dips and sector rotation. He discusses India's unique asset class status and anticipates a ferocious market correction with sector resurgences.
10 May, 2024, 02.54 PM IST