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GIRIK CAPITAL
New leaders are emerging in industrials & capital goods: Varun Daga, Girik Capital"The banking crisis in the US caused money to move out of over-owned sectors such as financials and into newer sectors and new leadership. ...- We see reasonable valuations & emergence of an earning cycle: Charandeep Singh, Girik CapitalCharandeep Singh talks about the current market conditions and how they are affecting different sectors. He also discusses the outlook for ...
- We are not index huggers; Charandeep Singh on why Girik is underweight financials“Our financial exposure nears close to 26-27% odd or a little more percentage. There is a substantial exposure to financials. We are not in...
- Markets are never wrong, opinions often are. We try to follow the market: Varun Daga, Girik Capital“Fundamentally as things start to look bad, we start cutting exposure. We are completely out of metals. We have reduced a lot of IT because...
- Which sectors are leading market now and where to find new opportunities? Charandeep Singh of Girik Capital explains“It is very important to put things into perspective and not forget that this is only a 15% healthy correction and it is not something that...
- In 2022, we remain optimistic & will find opportunities to make money: Varun Daga“Reliance might not be the biggest winner or multi bagger, but it is a good one to have in the portfolio. Their businesses are good and gro...
- Expecting Rs 850 EPS for next year, about 22-23 times on Nifty: Varun Daga“One can see minor corrections but we do not see a large fall in Nifty.“
- Keep investing & you may beat last 13 years’ returns in India: Charandeep Singh“If you keep adding money to your portfolio, you will make money and should be able to beat the last 13 years’ returns in India.”
- If you are ready for volatility, next 10 years could be very exciting: Varun Daga"We are seeing the old economy as well as new economy sectors firing. I do not think in our 10-12-year history, we have seen so many sector...
- Can Zomato disrupt QSRs like Jubilant FoodWorks?"Corrections because of unexpected bad news are always going to help your equity returns if you are a good stock picker."
- Metal stocks are more than just a one-hit wonder"The markets tend to react in an excessive manner, both pessimistically and optimistically, when it comes to cyclicals."
- Keep aside emotions, be process-oriented while making investment decisions: Charandeep Singh‘We have a process which is system driven and which throws out the best performing sectors. We allocate capital to the best performing stoc...
- Why new investors should stick to index investingMost managers over the long term will fail to beat the index, says Charandeep Singh
- Metal stocks are at record high, but it's not too late to join the partyIf you do not trust the market, you cannot be a successful investor, says Varun Daga.
- We do not see real money making opportunities in old economy stocks now: Girik Capital‘Not only are the companies in our portfolio digital enablers, they also came up very early on our screeners for the quality of earnings mo...
- PE ratio is not everything, look at leadership and scope of growth: Girik CapitalMost of the people miss the biggest winners, including some of the great investors because it looks expensive in terms of the PE ratio.
- Order from IKEA Group helps Acrysil’s stock scale new highThe share price of Acrysil gained 33% in the past five trading sessions.
- Don’t catch a falling knife, stick to leaders in financials: Girik Capital‘New sectors, new companies could a new bull market from here.’
- Look for growth and leadership and keep identifying new winners: Girik Capital‘I would encourage people to go out and build portfolios now and not to just look at the headline index.’
- Insurance sector has a long runway for growth: Girik Capital‘The entire general insurance sector has a huge tailwind’
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