ETMarkets Smart Talk: Interesting opportunities in long-term government bonds market: Amit GoelAmit Goel says Indian stocks are one of the greatest bubbles ever in the history of global capital markets. He anticipates that over the ne...
ETMarkets Smart Talk: Market could decline 20-25% from current levels by end of FY25: Amit GoelAmit Goel predicts a global bear market, advises a multi-asset approach. He also warns of overvaluation in defensive sectors and discusses ...
ETMarkets Fund Manager Talk: This asset manager shares contra view, sees $30-40 bn FPI outflows in second half of 2024Amit Goel says: "In the first half of 2024, we believe that domestic inflows are going to be very strong and FII inflows are going to be ma...
ETMarkets Smart Talk: We foresee a potential 20% decline in Indian market before end of CY 2024: Amit GoelAmit Goel says: " We believe that the Indian markets may enter a range-bound phase in the next few months, with 20,000 levels serving as a ...
- Bullish on sugar counters: Amit Goel
I think gradually we are moving towards an era where sugar prices and sugar companies can be expected to do well.
- Bullish on sugar stocks: Amit Goel
"We have been very bullish on sugar. In fact I have been recommending Shree Renuka Sugars and Bajaj Hindustan on your channel now for at le...
- Book profits in banking stocks: Amit Goel
"Banking is probably a good candidate for profit booking. Banking has been a outperformer in this rally of last 5 to 6 months."
- Buy DLF on dips: Amit Goel
"The strategy on DLF could be buy on dips because the real estate market is actually holding up rather well."
- January might be robust for metal counters: Amit Goel
"Metal stocks are probably going to be sideways rather they may have a slightly upward bias if one looks at a period of next 2 months."
- Hindalco might outperform Sensex: Amit Goel
"Hindalco does not have much downside left as far as the next few weeks are concerned."
- Tata Motors looks richly valued: Amit Goel
"Tata Motors at this point of time looks richly valued and I think the best part of the performance is already priced in."
- Buy into OMCs: Amit Goel
"We actually have a long term positive call, long term buy call on the OMCs."
- Bharti Airtel could see some upside over nexr two years: Amit Goel
"If one takes a very long term horizon Bharti at this price does not look too expensive and probably there could be some upsides in this st...
- Not positive on telecom sector: Amit Goel
The next few quarters will be difficult for the telecom space and one is not really very positive on the broader telecom space.
- Bearish on banking stocks: Amit Goel
If the market goes down from here, banking would go down more than what the Nifty does or what the Sensex does.
- Bearish on aviation stocks: Amit Goel
On a long term basis we are not really very positive on the aviation sector.
- Not positive on Bajaj Auto: Amit Goel
Bajaj Auto seems to have probably run its course and I would not be so positive on Bajaj Auto going forward.