WHAT TO BUY
Rahul Bhasin on where to look for big returns over next 5-10 years‘We are going to embark on that next growth cycle for India and that is pretty much here.’
- Go for digital businesses to create long-term wealth: Dipan Mehta
"If this correction gets deeper, then the best place to hide would be the software companies."
- Banks, cyclicals & FMCG to do well over next few quarters: Anand Tandon
Going into next year, the margin pressures will begin to come through, says the market analyst.
- Siddhartha Khemka on what to buy in auto and digital themes
Maruti, M&M, Hero MotoCorp and Motherson Sumi are the favourites of the MOFSL head of research
- What to buy among Tata cos? Chakri Lokapriya answers
Some of the Tata group cos are good from a positional trade perspective over the next couple of months, says the CIO & MD, TCG AMC.
- Avoid FMCG; pick and choose auto ancillary & cement stocks: Chakri Lokapriya
There are a lot of good stocks in the auto ancillary space. One can be slightly more stock specific here, says Chakri Lokapriya.
- Are rising US bond yields just a temporary blip for market?
I am glad the correction happened in February itself, says Helios Capital founder.
- Go for Maruti, buy ICICI Bank on dips: Sandip Sabharwal
Near term, watch out for auto numbers but two-wheeler stocks are not the space to be in, says Sandip Sabharwal.
- Sandip Sabharwal on what to buy if the market falls further
The market could correct and come down to levels at which interesting valuations would be seen again.
- This is a market to buy, bet on these 4 pockets: Chakri Lokapriya
Search for bets among financials, metals, domestic-facing infra companies and companies benefiting from PLI schemes, says the CIO & MD of T...
- Pankaj Murarka on what stocks to buy if market falls a bit
Private sector largecap banks, auto and auto ancillaries and engineering capital goods stocks are the choice of the founder of Renaissance ...
- PSU banks may outperform private peers in next few quarters
Expect very good returns from PSU banks for the next six to 12 months or so, says Dipan Mehta.
- Banking, industrials, energy and consumer discretionary to drive market for next 1 year: Andrew Holland
Once employment picks up, people may have more money to spend and that could push prices higher and inflation could come a lot quicker, say...
- Saurabh Mukherjea on whether rising Covid cases can spoil the bull's party on D-Street
Buy into such firms in the early stages of economic recovery and you will struggle not to make money over the next three-four years.
- Cement, capital goods better options to play domestic cyclicals theme in long term
In India, some bit of that global optimism has got built into the price band, says Vinit Sambre
- 3 big themes to play in the current market
Global factors will mostly determine the future pace and direction of this market, says Ajay Bagga.
- What to buy in capital goods space other than L&T
One has to buy stocks when there is less positive news and then just wait out. Over a two-three-year period, they could actually do well.
- Want to play the infra story? Here's what to buy
L&T was our dark horse for industrial recovery, says Sanjiv Bhasin.
- Be selective in pharma, expect rerating in specialty chemicals
Low cost of liabilities are getting translated into higher multiples for financials, says CIO, BOI AXA.
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