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BLACKRIDGE CAPITAL
Metal stocks remain a good bet, but practice caution: Arindam Ghosh'When it comes to metals, there are a lot of global factors which are at play. '
Bet on housing finance companies; to benefit from govt's Smart Cities plan: Arindam Ghosh'Since we are increasingly getting into the interest rate easing process, we would probably see demand picking up gradually.'
Can't bet on the realty sector: Arindam Ghosh, BlackRidge Capital'I personally do not like that sector, so I will not be able to add much to it.'
Consumption stocks to benefit from bull market in next 3-5 years: Arindam Ghosh'The balance sheets of individuals are going to get repaired and that would lead to a much higher disposable income with the consumers.'
Use every consolidation as an opportunity to buy in a secular bull market: Arindam Ghosh'But short-term market movements are very difficult to predict and you will always have these bouts of consolidation.'
Every meaningful correction can be a good time to enter the markets: Arindam GhoshThis is a difficult market and not one where you can actually look at value at a reasonable price and say I am going to buy into this stock.
Infra space has a lot of potential; would wait and watch: Arindam GhoshThere is an opportunity there, but these are typically stocks and sectors which would probably follow with a lag in terms of the performanc...
See great valuations in Indian markets currently: Arindam Ghosh, BlackRidge Capital AdvisorsWith the windfall of the global factor in terms of international crude prices, India looks to be the second best market after US.
Indian markets broadly trending in line with long term averages: Arindam GhoshWhen you compare India with other emerging markets and even some of the Eurozone peripheral economies, India stands tall.
Rupee will continue to stay in 60 to 63 range: Arindam GhoshOver a one-year perspective with the FED tapering underway and possibility of dollar strengthening, we do not see that happening, he said.
PSU companies appear to be quite attractive bets: Arindam Ghosh, BlackRidge CapitalOnce we have the election out of the way a lot of these populist measures cannot be pursued and that is when the reality will sink in and t...
May see uptick in investment cycle post elections: Arindam Ghosh, BlackRidge Capital AdvisorsMany of these companies which have low debt on their books are looking quite well placed and they have lined up significant amount of capex...
Stock with a significant weightage should be in the portfolio: Arindam Ghosh, Blackridge Capital Advisors"Quality companies which are clear market leaders would always find their place in portfolios."
Important to go beyond Nifty and Sensex: Arindam Ghosh, Blackridge Capital Advisors"Today, there are many companies which are on the threshold of significant breakthroughs."
Mid tier IT stocks attractive from a 2-3 year period: Arindam Ghosh, Blackridge Capital Advisors"One needs to have a little longer term view within the defensive space."
Attractive opportunities in midcap space: Arindam Ghosh, Blackridge Capital Advisors"We have seen a significant amount of valuation divergence which led to broad based rally"
Dose of recapitalisation has re-energised some PSU banks: Arindam Ghosh, BlackRidge Capital AdvisorsArindam Ghosh, CEO, BlackRidge Capital Advisors, shares his views on the banking space.
Expect emerging markets like India to remain beneficiary out of global flows: Arindam Ghosh, BlackRidge Capital AdvisorsArindam Ghosh, CEO, BlackRidge Capital Advisors, shares his views on the current outlook of the market.
Time to take some profit off the table: Arindam Ghosh, BlackRidge Capital AdvisorsSo there is some strength in the current rally and then probably it is going to last for some time, but again overall from a long-term poin...
Need short term view on metals till longer term trend actually appears: Arindam Ghosh, BlackRidge Capital AdvisorsArindam Ghosh, CEO, BlackRidge Capital Advisors, shares his views on the current outlook of the metal sector.