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AJAY BAGGA ANALYSIS
AI disruption, metal momentum and defence opportunity: Ajay Bagga maps the market landscapeMarket expert Ajay Bagga advises caution on Indian IT due to AI disruption, favoring a constructive view on metals and long-term optimism f...
Indian markets poised for boost as RBI cuts and global flows align: Ajay Bagga, Market ExpertAjay Bagga explains how rising US debt, tariff inefficacy, and policy missteps are weakening the dollar’s edge. Amid global shifts, India s...
Slowly money coming back to India, stage being set nicely for a good rally: Ajay BaggaAjay Bagga, Market Expert, predicts a shift in global equity flows from the US to Europe, Japan, China, and India. He highlights improved e...
Hindenburg may have been closed as it was operating in a grey zone: Ajay Bagga, Market VeteranHindenburg Research, known for its controversial short-selling practices, has ceased operations, sparking questions about its market impact...
BJP's Maharashtra win puts spotlight on PSU stocks; will momentum sustain till Budget 2025?The BJP-led alliance's Maharashtra win has renewed interest in PSU stocks, with momentum expected to build ahead of the Union Budget. While...
Until FII outflows stop, Indian market unlikely to form a bottom: Ajay BaggaMarket expert Ajay Bagga analyzes the recent market downturn, attributing it to global outflows and uncertainty surrounding the US election...
Banking sector set for a comeback? Ajay Bagga’s analysisIn this interview, Ajay Bagga shares insights on the recent market volatility, the impact of FII outflows, and the performance of Indian ma...
Amit Shah shares stock market tip: Buy before June 4 counting dayIn the ongoing Lok Sabha elections, a low voter turnout has led to a decline in the Sensex and Nifty. Union Home Minister Amit Shah, a BJP ...
FII tracker: Rs 20,000 crore just flew into banks & other 5 sectorsForeign institutional investors (FIIs) have invested over ₹20,000 crore ($3.1bn) into Indian stocks in the first two weeks of May. Figures ...
Wait and hold your cash, don't invest right now: Ajay Bagga"IT will bounce back very well because now as you look forward another two, three weeks March 16th the Fed meeting is very critical for mar...
Market too volatile, don’t risk dipping your toes now: Ajay Bagga“I would not recommend getting into the markets apart from the regular monthly investments that somebody might be making. Otherwise this is...
Sit on sidelines in this market even if govt unveils stimulus: Ajay BaggaAgain, by compliance I am not allowed to give a buy or sell, I am just stating the facts as I interpret them.
Telecom sector ready to face its inflection point: Ajay BaggaIn telecom, the issue is that they do not have pricing power that got destroyed in 2002 and 2008 itself and it could never come back.
Forget corporate sector lenders, NBFCs are better: Ajay Bagga, Market ExpertIt is still some time away before you can really bet on the wholesale lenders
Market may turn around post Fed meet, RBI decision: Ajay Bagga, Market ExpertAlso, the last six times that the US Federal Reserve has raised rates in the last 30 years, 5 out of 6 times markets have been better a yea...
Expect an upmove in ONGC: Ajay Bagga, Market ExpertONGC realises about $48 to $50 for every barrel that it produces because of the subsidy burden, even when the international price was 112 l...
There are still a lot of expectations engendered on more reforms: Ajay BaggaWhen it comes to news flow, both domestic and international have been good. Hence, we are expecting a gap up opening today.
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.
- Year-end redemptions shave 6% off MFs' AUM
Volatile markets and year-end accounting considerations have shaved 6% off assets under management (AUM) of the mutual fund industry in Mar...
- Budget for it, it's a fav Feb for investors
Whether or not the Union finance minister delivers what stock market players expect from him, February would be a better month to invest in...