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DHIRAJ SACHDEV
Private sector banks will continue to see investor interest: Dhiraj Sachdev, HSBC AMNow having moved from an under-expected and undervaluation zone last year, this year there is a fair degree of pricing already built into t...- PSU banks call for selective play at the moment: Dhiraj Sachdev, HSBC AM India"We are for having the PSU banks in the portfolio; but one has to be selective, and not very aggressive," says Dhiraj Sachdev.
- Festive season likely to trigger turnaround for auto stocks: Dhiraj Sachdev, HSBC AM India"There is an expectation of positive developments in the sector. We have already seen better car numbers on the volumes side."
- Consumer names not among top investment bets at the moment: Dhiraj Sachdev, HSBC AM India"There are other segments in the market that are attractively priced relatively than consumer stocks," says Dhiraj Sachdev.
- OMCs rally likely to sustain if there is no government intervention: Dhiraj Sachdev"If they are able to gradually increase product prices and there is no government intervention, this rally on oil marketing companies segme...
- Engineering and cap goods companies to benefit if investment cycle in mining, railways happen: Dhiraj Sachdev"So we are selective on some of the engineering and cap goods companies which are operating in the space and they are likely to see a meani...
- Tyre stocks are capital efficient in nature: Dhiraj SachdevThe fact is that when you look at it, there still valuations are attractive compared to many of the auto ancillary businesses.
- Bet on IT and pharmaceutical companies: Dhiraj Sachdev"We have a mix of agrochemical companies because we believe they are attaining scale in terms of distribution network to the farmers and hi...
- PSBs need to show meaningful reduction in NPAs to sustain an uptrend: Dhiraj SachdevEvery quarter when public sector banks come out with the earnings, we have to see meaningful trend reversals in the asset quality performan...
- Agri stocks to scale up further despite the recent run: Dhiraj SachdevThe agrochemicals business model has high ROEs and scalability and the valuations are at a discount to the likes of pharmaceutical business...
- Pharma to stay bullish on US recovery, more outsourcing: Dhiraj SachdevPharma to stay bullish on US recovery, more outsourcing. says Dhiraj Sachdev.
- Consumer auto stocks to benefit, if interest rates soften: Dhiraj SachdevConsumer auto stocks to benefit, if interest rates soften, says Dhiraj Sachdev.
- IT to stay strong on US growth recovery and demand buoyancy: Dhiraj SachdevIT to stay strong on US growth recovery and demand buoyancy, says Dhiraj Sachdev.
- Private banks score over PSBs on account of better resilience: Dhiraj SachdevPrivate banks score over PSBs on account of better resilience, says Dhiraj Sachdev.
- Equities as an asset class to gain if gold prices keep falling: Dhiraj Sachdev, HSBC AMC"We believe that the flow into the emerging markets will structurally continue from the overseas investors," says Dhiraj Sachdev, VP & Head...
- Q4 earnings: Sensex companies to grow by 6-7%, says Dhiraj Sachdev, HSBC AMCWe expect that tier 1 IT companies can report the modest 2% to 3% revenue growth, but we need to watch out for the IT budgets, says Dhiraj ...
- Bullish on midcap stocks vs large frontline space: Dhiraj Sachdev, HSBC Global AMCThere is a distortion where some of the mid-caps in the FMCG and pharmaceutical space maybe expensive, says Dhiraj Sachdev.
- Macroeconomic picture likely to be better in 2013: Dhiraj Sachdev, HSBC AMC"It is difficult to time the market as seen historically. Timing is a futile exercise and the strategy should be to buy on dips", Dhiraj sa...
- Expect midcaps to drive market rally going forward: Dhiraj Sachdev, HSBC AMCWe like select midcap private sector banks & PSU banks, midcap & small cap cement cos which are quoting at $40 to $50 per ton. says Dhiraj ...
- Indian market valuations are pretty attractive currently: Dhiraj Sachdev, HSBC Global AMCThere are near-term issues in some sectors. However, on a relative basis, GDP growth and opportunities are better than most of the develope...
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