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GAURAV DOSHI
The Importance of Passive Investing to Achieve Your Wealth GoalsGaurav Doshi, Principal Officer & Fund Manager at 360 ONE Wealth Open, advocates passive investing as crucial for long-term portfolios amid...- M&M, Tata Motors best bet in auto sector: Gaurav Doshi, Morgan Stanley PWMM&M which is more diversified or Tata Motors which has got global proxy in it will provide investors more safety versus Bajaj Auto, Hero Ho...
- Market awaits policy action from govt: Gaurav Doshi, Morgan Stanley PWMIn a chat with ET Now, Gaurav Doshi, VP Equity Specialist, Morgan Stanley PWM, gives his views on the markets. Excerpts:
- Buy M&M on dips, wait and watch for Tata Motors: Gaurav Doshi, Morgan Stanley PWMM&M is not giving an opportunity to enter while Tata Motors at current levels looks very attractive.
- Buy Infosys on declines: Gaurav Doshi, Morgan Stanley PWMA lot of traders are looking to go long Infosys given its over sold position.
- Bullish on ICICI ands Yes Bank: Gaurav Doshi, Morgan Stanley PWMBanks like Yes Bank have given good results. More importantly in the sector we want to buy banks who have disclosed results.
- ONGC to go strong with or without FPO: Gaurav Doshi, Morgan Stanley PWMIf the FPO is called off ONGC will remove a over hang of supply on the stock and the stock could trade higher.
- Looking at Infra stocks and not real estate: Gaurav Doshi, Morgan Stanley PWMEven though infra is looking very attractive on a valuation front, we have being very selective of what we are choosing.
- Markets looking for proactive action in government policy: Gaurav Doshi, Morgan Stanley PWMThe market is looking towards the government for some reform agenda and some movement in terms of policy action.
- Nifty to be in range of 5400 to 5600: Gaurav Doshi, Morgan Stanley PWMFurther concerns of rate hikes and inflations spiralling out will keep the market on the higher end.
- Wait and watch for consumption stocks: Gaurav Doshi, Morgan Stanley PWMI like consumption stocks but I think that valuations do not justify any recommendation right now.
- Upside seen in IT stocks: Gaurav Doshi, Morgan Stanley PWMThere is no doubt that TCS is going to have a good quarter but the full valuations limit the upside on the stock from a price point of view.
- Good time to build positions in technology space: Gaurav DoshiThis is a sector that will always give us an opportunity to hide in, so as an investor, he would stay put if a person does not have IT expo...
- Govt policies to impact ONGC performance: Gaurav DoshiAt 260-270, we may see fundamental value but the problem is the hangover of ad hoc policy by the government, that’s going to impact sentime...
- Take money out of cement stocks: Gaurav Doshi, Morgan StanleyWe do not see any major excitement which will cause some major upside or re-rating of the cement sector.
- Bullish on Sobha Developers and Phoenix Mills: Gaurav Doshi, Morgan Stanley PWMWe have an extremely minimal real estate exposure. The only two stocks we are looking at right now are Sobha and Phoenix Mills.
- If you own IT, stay invested: Gaurav Doshi, Morgan StanleyIf you own IT stay invested but we would not really be chasing IT especially the large caps at this level.
- Buy into energy space from long term perspective: Gaurav Doshi"Energy is definitely a space where we would like to be biased with a clear long-term bias, not really taking a near term view there."
- Positive on metals space: Gaurav Doshi"We continue to be biased in the metal space on any dip with a 12-6 month view."
- Book profits in IT sector stocks: Gaurav Doshi"I think IT, FMCG, little bit of healthcare and selectively in the financial space there is definitely good opportunities to book profit."
Load More- Buy M&M on dips, wait and watch for Tata Motors: Gaurav Doshi, Morgan Stanley PWM
