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ABHAY AGARWAL
AI trade turns Adani’s energy stocks into India proxy playAdani Group's significant investment in green-powered data centers is driving substantial gains in its energy units, positioning them as ke...- Crude shock temporary; pharma and EMS are the real bets: Abhay AgarwalGeopolitical fears are driving crude oil prices higher, but Piper Serica's Abhay Agarwal believes this is a temporary, sentiment-driven spi...
- Abhay Agarwal bets on midcaps, import substitution themes for growthDespite persistent global uncertainties and foreign outflows, Indian market sentiment is driven by liquidity constraints rather than stretc...
- Abhay Agarwal identifies 4 sectors as next growth drivers, with India turning tariff threats into reform opportunityAbhay Agarwal, Founder of Piper Serica Advisors, said India is converting global tariff uncertainty into reform-driven growth. He sees four...
- Biggest positive trigger for markets would be a sustainable resolution of tariff issue: Abhay AgarwalAbhay Agarwal of Piper Serica highlights concerns over US tariffs affecting Indian industries. Order cancellations are already occurring in...
- Abhay Agarwal’s top sectoral bets in a choppy marketAbhay Agarwal of Piper Serica discusses the Indian market's growth potential. He notes foreign investors see India as a long-term growth op...
- Small finance banks and NBFCs to recover, realty to benefit post rate cut: Abhay AgarwalAbhay Agarwal of Piper Serica anticipates a recovery in small finance banks and NBFCs due to the RBI's rate cut push, fostering economic gr...
- Insurance and Pharma sectors poised for outperformance: Abhay AgarwalWe expect that while the intensity of downgrades will not be as high because this time the expectations are not as high, still there will b...
- Cyclical downturn expected to soften market valuations: Abhay AgarwalWhat we are seeing in the market a buy on dips market changing very quickly to sell on rallies. This will continue to be till there are cle...
- Bet on underperformers like FMCG, IT, and financials or stay with momentum plays? Abhay Agarwal answersAbhay Agarwal says a lot of money has been made over the last six months, especially after the poll results came out on June 4. The market ...
- Here's why Abhay Agarwal is bullish on the manufacturing sectorWe are very bullish on manufacturing as a theme. I think it’s a decade-long story from here. It will continue to play out. Different segmen...
- Not a market for bargain hunters; look beyond June 4 for investment opportunities in next five years: Abhay AgarwalAbhay Agarwal, Founder & Fund Manager at Piper Serica, discusses market focus on earnings, growth, and India's economic potential post-even...
- It’s a buy-on-dips market but we have not increased cash allocation: Abhay AgarwalAbhay Agarwal says "we have recently rebalanced our model portfolio, booked some profits in small and midcaps that we have over allocated t...
- Why Abhay Agarwal prefers Dixon & Amber to Voltas or Blue StarAbhay Agarwal says: “As fund managers look for newer stories, newer opportunities, financial services, unless there is a very high growth s...
- Hunting for multibaggers? Look in these 2 bear pockets in bull market: Abhay AgarwalAbhay Agarwal says: “On-ground managers like us, we are always looking for opportunities where in a bull market, there is still a bear mark...
- 3 sectors where Abhay Agarwal is hunting for growth at value pricesPiper Serica founder and fund manager Abhay Agarwal is looking towards "bottom of the cycle" areas where industries such as agro chemicals ...
- Abhay Agarwal on 3 top stocks to go for in the unlisted space“What happens in this space is that there is a valuation asymmetry because of lack of information. For example, in the case of PharmEasy or...
- There is still juice left for investors in the market: Abhay AgarwalWe are continuing to see opportunities in the space of mid and small financial services companies which includes; small banks, private bank...
- Abhay Agarwal on how to spot multibaggers among financial stocks“On a qualitative level, we have seen that there is margin pressure and the reason for that is many of these companies are unwilling to let...
- Govt may fail to break deadlock on GST in forthcoming winter session: Abhay AgarwalI really see no change that may allow the government to reconcile with the opposition and pass the GST Bill this time, says Abhay Agarwal, ...
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