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AJAY BAGGA STOCKS
'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...- 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...
- 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.
- Exercise caution in selecting auto component stocks; two-wheeler a contrarian play: Ajay BaggaAuto manufacturers might be better plays, especially the two-wheeler makers, where we see a turnaround on the cards, says 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.
- Private banks to outperform market; do like IT, pharma & MNCs in FMCG space: Ajay BaggaI would look at global defensives i.e. pharma and IT stocks, given a slowing domestic consumption story, says Bagga.
- 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.
- 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.
- Pick defensive pharma stocks to hedge against global risks: Ajay BaggaEven as we have seen some selling from institutional investors, I would suggest investors to own pharma stocks from a multi-year perspectiv...
- 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 ...
- Play NBFC theme through commercial vehicle financiers: Ajay BaggaCV financiers can grow faster than CV manufacturers, says Bagga in an interview to ET Now. The expert remains bullish on FMCG, IT and pharm...
- Bullish on auto components and CV space: Ajay BaggaDespite diesel prices being cut by the government by about 30% from last June, freight rates have only gone down about 5%.
- 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.
- Wagon makers, ancillary stocks to go up nearer to Railway Budget: Ajay BaggaI would be little cautious. These are still very early days and these stocks are not cheap valuations wise.
- 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...
- Suggest to avoid real estate stocks; pick up cement and housing finance stocks instead: Ajay BaggaBut real estate stocks in India largely have been anti-minority shareholders and very highly leveraged. As a sector, you can do better with...
- Market to remain sideways for some time: Ajay Bagga"Good earnings will see the stocks going up, but we are expecting it to be a sideways market. So, we will have to be followers of the globa...
- 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, ...
- 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."
- See Sensex inching higher by 18% by year end: Ajay Bagga, Deutsche Bank AG"The sentiment remains very strongly spoilt, maybe overdone like September of last year, the bad news is largely factored into the market."
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