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AJAY BAGGA
'Wait out IT, buy pharma and defence'; Ajay Bagga's 3-sector playbook for 2026Ajay Bagga offers a clear strategy for Indian markets. He advises waiting for real AI revenue in IT. Pharma remains a strong investment due...- West Bengal, Tamil Nadu among 5 state election results today. 10 things stock market investors should track under volatilityVote counting for assembly elections in West Bengal, Assam, Tamil Nadu, Kerala, and Puducherry begins today. Equity traders anticipate a vo...
- Crude shock: Ajay Bagga on how $90 oil could dent India Inc's earnings and test government's fiscal nerveIndia is bracing for a major energy cost shock. Soaring crude oil prices are set to impact corporate profits, consumer spending, and govern...
- Don't rush to buy the dip yet, warns Ajay Bagga; here's whyMarket expert Ajay Bagga advises investors to exercise patience amid Middle East conflict, warning against chasing early market upticks due...
- Earnings growth key to sustaining market momentum: Ajay BaggaFollowing recent GST rate cuts, markets across asset classes show renewed optimism. Expert Ajay Bagga highlights early positive indicators ...
- Rotation out of US markets into EM starting, India could be a big winner: Ajay BaggaAjay Bagga, a market expert, indicates a shift of funds back to emerging markets, benefiting India and China. Global brokerages are endorsi...
- What will be the key focus areas in the Budget? Ajay Bagga answersInfrastructure building, indigenisation on imports of institution as well as raising the levels of employment, rural demand, I think all th...
- A lot of opportunities now if you choose stocks, sectors well: Ajay BaggaThe market expert said that two-wheeler sales numbers were okay in June, not as bad as anticipated.
- SBI numbers to decide Market mood: Ajay BaggaIn a chat with ET Now, Ajay Bagga, Market Expert, discusses what the trigger points are likely to be today
- Market bounces back from oversold territory, but recovery unconvincing: Ajay BaggaBanks were really taking the leadership; a little bit buying in capital goods and metal stocks was a big surprise, says Ajay Bagga.
- Vedanta-Cairn deal may not go through: Ajay BaggaIt is quite an onerous task to get 75 per cent of the minority shareholders to vote, Bagga said in an interview to ET Now.
- Prefer private banking stocks despite rich valuations: Ajay BaggaDespite rich in valuations, private lenders are clocking decent growth; they have maintained asset quality quite well, says Bagga.
- Prefer NBFCs as cost of funds fall, NPA scenario improves: Ajay BaggaAn uptick in the economy is benefiting NBCFs and will continue to do so, says Bagga. The expert also holds positive view on private sector ...
- Hospitals are very capital intensive: Ajay BaggaWe have some well run companies in this pocket but it is too small a sector to really focus on and so very difficult to give a call.
- Housing finance companies among NBFCs should do well: Ajay BaggaHousing finance is no brainer.There is a huge growth you are seeing. Mgmts come out with guidance of 20-25% growth that they are anticipati...
- Global liquidity will continue to drive Indian Markets: Ajay BaggaA good year is coming for the market again due to global liquidity being maintained, and with ECB, coming in with the QE January 22nd meeti...
- Nifty can reach 8000 levels in six months, says Ajay BaggaYou are going to see a good market here. I am quite bullish on the Indian market. 8000 levels is a big possibility in six months, he said.
- One can pick ACC and Ambuja from the cement space: Ajay BaggaThere is a lot of operating leverage available for these companies, especially the leaders like ACC and Ambuja. These stocks can be owned, ...
- Entire PSU pack to perform well: Ajay BaggaAt least the top PSUs are going to be performing very well. The market has been right in over-owning these, he said.
- Despite rupee appreciation, stay invested in IT and pharma.: Ajay BaggaIrrespective of slight appreciation in the rupee, we would say we need to keep invested in these two sectors as well, he said.
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