Searched for
AJAY BAGGA
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...
- BJP alliance's state win to fuel market optimism: Ajay BaggaMarket expert Ajay Bagga analyzes the implications of the recent election results in Maharashtra, highlighting the positive impact of polic...
- 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.
- Valuations rich on logistics counters; watch out for M&As: Ajay BaggaWe have even seen select IPOs by logistics firms faring well even after the listings, but can these players run up with scale, asks Bagga.
- 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.
- Weak rupee to aid IT sector; look for corrections to buy into IT names: Ajay BaggaEven if IT firms offer revenue growth of 10-12 per cent, IT stocks should find place in any balanced portfolio, says Ajay 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.
- Market may have priced in 230 to 240 seats for NDA: Ajay Bagga"Nifty is mildly positive. It is looking at 230 to 240 seats for NDA, but in last two elections, the opinion polls were off target."
Load More
