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DAVID PEZARKAR
Exposure increased to oil and gas space; look at energy sector more favourably: David PezarkarInvestors should look at the energy sector more favourably, while there have been a lot of expectations built in in terms of gas price hike...- Positive on NBFCs as compared to PSU banks: David PezarkarWe are positive on NBFCs as compared to PSU banks. We have exposure and selectively increased it as well, he said.
- Easing gold imports positive for jewellery companies: David Pezarkar"The RBI is willing to look at complete removal of all the restrictions. It will be operationally positive for the jewellery companies," he...
- Need to be selective on IT stocks: David Pezarkar"In the IT space it make sense to be selective and we would look at companies which have been consistently showing sales growth."
- Markets may over extend prior to 2014 polls: David Pezarkar"People are expecting a more pro-investment oriented poll outcome and there is also an expectation that the investment cycle will revive ho...
- HNI's interest in markets leads to rise in midcap stocks: David Pezarkar"Although we have not seen any on the ground improvement in terms of possibilities of higher revenues or an improvement in profits immediat...
- Underweight on capital goods, industrials and utilities: David Pezarkar"In these spaces, there are still some balance sheet constraints and we would like to see better execution happening before we tilt our por...
- Little overweight on BFSI, avoid PSU banks: David Pezarkar"In PSU banks, lesser restructuring, sustained couple of quarters of asset quality improvement and working without resorting to govt capita...
- Bullish on auto, expect rebound in second half of FY-13/14: David Pezarkar"We are positive on auto and consumer discretionary space overall and expect that in second half of the year, we will see an overall bounce...
- Pharma profits not to surpass expectations: David Pezarkar"With rupee stabilising, actuals will not be extremely above the expectations which are already built in, which is why we have seen profit ...
- PSU banking rally merely a trading bounce: David Pezarkar"Numbers in this sector were not so bad as expected but if you want to see a sustenance of this rally, you will need a couple of quarters m...
- Not sure if Gujarat elections would affect market significantly: David Pezarkar, Daiwa AMCEssentially, market will want to know whether Narendra Modi will be the PM candidate for 2014 elections or not, says David Pezarkar.
- Markets pricing in positive developments from winter session: David Pezarkar, Daiwa AMC"Erosion of the September gains is quite likely because the markets are already building in positive momentum on reforms," David Pezarkar s...
- Investors should remain 100% invested in equities: David Pezarkar, Daiwa AMCIt would make sense to look at stocks where the earnings upcycle might be driven by economic upcycles, says David Pezarkar of Daiwa AMC.
- Incremental positives is a better strategy for Infosys: Daiwa AMCInfosys has been concentrating on the consulting space within the company as well and it is a very important space for them. It is not a la...
- Second half of this fiscal will be positive for auto industry: David Pezarkar, Daiwa AMCAll sectors which are unaffected by political developments are being picked on by investors as some sort of a safe haven, says David Pezark...
- Markets likely to consolidate after today's rally: David Pezarkar, Daiwa AMCBe cautious, wait and see what signals the market gets before making a fresh move, suggests David Pezarkar, Head-Equities, Daiwa AMC. Excer...
- IT an interesting space to invest in from 6 months’ perspective: David Pezarkar, Daiwa AMCIT companies will be able to protect their margins in terms of growing their underlying business, says David Pezarkar, Head-Equities of Dai...
- See fair valuations & good opportunities in selective sectors: David Pezarkar, Daiwa AMCThe market has risen on the back of hopes, hopes largely stemming from expectations that there will be policy changes, says David Pezarkar,...
- Short-term volatility likely to endure: David Pezarkar, Daiwa AMCThe only positive that we were seeing now is that the earnings on an overall basis have been either as per expectations or slightly better ...
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