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ANAND TANDON PORTFOLIO
Auto sector still robust, but limited upside left at current valuations: Anand TandonMarket expert Anand Tandon observes that while the Indian auto sector shows resilience, its optimism is largely priced into current valuati...- 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...
- 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 ...
- What should be the right strategy for investors for next few months? Anand Tandon answersUnless I think there is either some policy action or the IPO, FPO pipeline becomes too large, the IPO pipeline rather becomes too large to ...
- Consumer durables will probably lag overall market; play realty via HFCs: Anand TandonAnand Tandon advises investing in housing finance companies and the life insurance sector. He cautions about the froth in smallcap, midcap ...
- Bullish on HDFC Bank? It’s time to buy it now: Anand TandonHDFC Bank's deposit growth is slower than expected, leading to a need to slow down credit growth. However, the extra capital requirement ha...
- Corporate facing banks would top growth chart: Anand TandonIf you are looking at value investing, certainly the index is not the place to be.
- ITC continues to remain one of the cheapest picks: Anand TandonSIP in a pharma MF can be considered by a long term investor.
- Market clearly looking for over 25 bps cut: Anand Tandon, Independent AnalystIn IT, go for either the largecaps or something which has got a distinctive portfolio in the form of a product or technology and therefore ...
- Infosys is a must-have stock in a largecap portfolio: Anand TandonIn a chat with ET Now, Anand Tandon, Independent analyst, says notwithstanding Cognizant guidance, Indian IT companies are likely to do bet...
- After correction, Maruti has become attractive again: Anand TandonIn a chat with ET Now, Anand Tandon, Independent Analyst, says that for anybody building a largecap portfolio, Maruti is a must
- Jury still out on how market will accept RJio launch: Anand TandonI think the market will still wait to form an opinion before it really moves up in a very strong way to see how the launch is actually acce...
- Suggest to go contrarian on PSU bank stocks: Anand TandonThere are several public sector banks today which are operating at 0.5 book value on the assumption that the book fully does not reflect al...
- NBFCs in consumer space will start to look good: Anand Tandon, Independent AnalystAnyone who manages the exposure reasonably well has no reason but to do well. The question is only of the timing when do you want to buy wh...
- Suggest to invest in IT and Pharma: Anand TandonI would think that from a diversification as well as portfolio protection point of view, you should be in things which are related to expor...
- Risk return profile begins to get a little more dicey: Anand TandonCan it go up further from here, possibly but from here on, the risk return profile begins to get a little more dicey at least for the near ...
- NBFCs a mixed bag, consumption growth will aid them: Anand TandonBanking and financial, there are two parts that we are looking at, or maybe three if you were to separate the private sector, public sector...
- Midcap investing requires deeper understanding of market: Anand Tandon, JRG SecuritiesThe market has been extremely bullish and has run up quite a bit.
- Upside for banks is capped: Anand Tandon"Banks are anyway in most portfolios and though that we have seen some correction there continues to remain the most dominant sector. "
- Persisting inflation & higher-end valuation may keep upside from mkts: Anand TandonIn an interaction with ET Now, Anand Tandon, Director & Head Equities, Brics Securities assesses the markets & advises on whether to reallo...
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