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ANAND TANDON
Quant Small Cap Fund exits HDFC Bank, Jio Financial Services and 5 other stocks in AprilQuant Small Cap Fund reshuffled its portfolio in April, exiting seven stocks including HDFC Bank and Jio Financial Services while adding ne...
FMCG recovery real but modest, banking margins face pressure, power sector demand unstoppable: Anand TandonIndia's earnings season reveals a steady, albeit unspectacular, recovery. FMCG sees rural demand lift, but growth remains modest. PSU banks...
Defence, power themes attract interest, but challenges persist: Anand TandonEquity markets have seen a rapid recovery, surprising many investors. Despite this rebound, concerns about high valuations and unresolved g...
Wait or buy? Anand Tandon's sector-by-sector verdict for nervous investorsIndependent analyst Anand Tandon believes Indian markets are overvalued, as current valuations don't account for the geopolitical crisis's ...
Buy the dip? Not yet as we haven’t seen any significant valuation gap: Anand TandonAnalyst Anand Tandon observes initial market fears due to recent IPO numbers and suggests waiting for market stability. He notes potential ...
Time to reduce equity allocation; hide behind defensives: Anand TandonAccording to Anand Tandon, for sustained market growth, earnings need to catch up. Market has run ahead of earnings, lacking supportive val...
Invest in telecom service providers rather than telecom cos: Anand TandonIn a chat with ET now, Anand Tandon, Independent Analyst (Your Trades) cautions that in a shrinking economy, banks cannot do well
Valuations look stretched; Q1 numbers subdued except for midcap IT firms: Anand Tandon, Independent Analyst"Valuations are still extremely stretched. If there is any kind of upside in the result, all front line companies are trading at very high ...
Prefer TVS Motor and Hero MotoCorp to Bajaj Auto: Anand TandonThe seventh pay commission is likely to drive urban consumption; two-wheeler players with more focus on domestic markets, will benefit most...
TVS Motors preferred option in two-wheelers category: Anand Tandon'TVS was generally doing quite well and I would look to wait for a couple of more months to see whether that trend has reversed.'
TCS has started to manage market expectations quite well: Anand Tandon, Independent Analyst"While they did indicate that it would be a little softer than was earlier thought, the market will pretty much take it in its stride."
Expect market to make a new high but not very far from where we are: Anand Tandon"Given the current state, I would not put it past the market to actually make an attempt at a new high," Tandon said.
It would be a good time to sell if market goes up: Anand Tandon"Unless the exit polls are way off, the election results are not likely to provide any further impetus to the market."
Sectors that are exporting to do well for next 12-18 months: Anand TandonLook at stocks which are not participating in the market so far and continue to see if there is any reason for that to change.
Expect market volatility to remain due to elections, taper talks: Anand TandonAnand Tandon, Independent Analyst, shares his views on the market volatility.
Enrich your portfolio with IT stocks, says Anand Tandon"Have names from the IT space in your portfolio," says Anand Tandon
Prefer Bajaj Auto over Hero Motocorp from two-wheeler space: Anand Tandon"Two wheelers is a reasonably attractive space, but I would prefer Bajaj as it has better leverage on domestic & international markets."
BHEL will take some time to come out of doldrums: Anand Tandon"It will take some time for BHEL to come out of the doldrums. The order book is not likely to get materialised very quickly."
Investors to find more opportunity in Sensex than Nifty: Anand Tandon"If you want to be an investor, you need to go out to the Sensex."
- No rate cut will make it difficult for real estate to rise: Anand Tandon
"There has been too much of a interest rate play and slowly the realisation is coming in to the economist do not quite agree with it."