Searched for
DHIRAJ AGARWAL
Where should you pick stocks within strong structural trends? Dhiraj Agarwal explainsDhiraj Agarwal highlights promising sectors like defence, renewable energy, and microfinance, driven by increased spending and evolving eco...- Strong earnings recovery expected in H2, seeing rotation in IT, banks: Dhiraj AgarwalDhiraj Agarwal from Ambit Investment Managers notes Indian market optimism despite weak earnings. A strong recovery is expected in the seco...
- Stocks to Buy | Dhiraj Agarwal on why this is a stock picker’s market, not an index gameDespite global economic uncertainties, US markets demonstrate resilience by prioritizing earnings and fund flows. Indian markets rebound de...
- Look for quality in banks and avoid overpriced consumer stocks: Dhiraj AgarwalIn a challenging market with a slight downward bias, Dhiraj Agarwal of Ambit Investment Managers advises focusing on individual stock picki...
- Indian markets to face cyclical consolidation, limited upside: Dhiraj AgarwalDhiraj Agarwal, MD of Ambit Investment Managers, notes potential for a near-term market bounce after months of decline, but warns of long-t...
- Dhiraj Agarwal on the next big trigger for equity marketsAt least for a couple of months, China pulled in a large amount of inflows by the global investors. I have not seen the most recent data, b...
- Deep correction unlikely; time to gradually shift to largecaps: Dhiraj Agarwal“FIIs’ overweight position in India in the EM funds is only 100 bps right now. At its peak, which is about 2016-2017, it was 500 bps. If th...
- Govt efforts to lift GDP by 150 bps on a sustainable basis; positive on investment-related stocks: Dhiraj AgarwalAs the economy picks up, as investment cycle picks up and as GST comes in, the logistics space will have an important role to play, believe...
- Prefer IT stocks from medium-term perspective; 15-17% revenue growth should not be a challenge: Dhiraj AgarwalIt may not matter much if the IT sector grows a bit lesser or higher than market expectations as the sector has earnings visibility, believ...
- US interest rate outlook, slow uptick in domestic economy keeping investors cautious: Dhiraj AgarwalWhile the long-term picture is easy to take a bullish call, from a short-term perspective, it is looking a slightly stressful, says Agarwal.
- Expect broader market to underperform benchmarks: Dhiraj Agarwal, Standard Chartered Securities"Global liquidity has been helping India for a while and money has been coming in."
- Deregulation of rate will create cost pressure on banks: Dhiraj Agarwal, Standard Chartered Capital MarketsWhat has happened so far, which is a 50 bps hike in savings rate a large part of it the banks can absorb and pass it on but it remains to b...
- Bullish on ONGC: Dhiraj Agarwal, Standard Chartered Capital MarketsFrom a longer term point of view we like ONGC despite the rally, it still has some value. FPO pricing and FPO pressure all in all have some...
- We do not see too much downside in RIL: Dhiraj Agarwal, Standard Chartered CapitalWe think Reliance should be a sort of a buy hold, core holding here. In the last one and a half years a number of news has gone against the...
- BHEL can act defensive: Dhiraj Agarwal, Standard Chartered CapitalSome of them will act as a defensive for example BHEL can act as a defensive in this environment
- Infra stocks will remain under some pressure: Dhiraj Agarwal, Standard Chartered CapitalThere are some signs that investment cycle is slowing down. So infra stocks will continue to remain under some pressure for a while.
- Not a time to make big sector calls: Dhiraj Agarwal, Standard Chartered CapitalI do not think you should be thinking of playing themes in this environment, themes are not working. Buy commodities or sell commodities or...
- IT looks good: Dhiraj Agarwal, Standard Chartered Capital MarketsWestern markets are doing quite well which is positive for IT.
- Valuations of banking stocks looking decent: Dhiraj Agarwal, Standard Chartered Capital MarketsValuations wise, banking stocks are looking at a range where they should probably be dipped into.
- Have a buy on SAIL: Dhiraj Agarwal, Standard Chartered Capital MarketsQuite positive on steel names and base metal names.
Load More
