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How to invest Rs 10 lakh in equities after the Budget? Your search ends hereThe recent Budget has ignited optimism in consumer stocks as a Rs 1 lakh crore income tax relief is expected to boost household disposable ...- Cement stocks to do well for next 6-8 months: Rakesh Arora“Cement demand has taken a knock in November because of the festive season and also North India normally during winter sees some curbs on a...
- Don't expect a big bull run in metal stocks: Rakesh AroraSo they would need to come out with some fiscal stimulus, which they have hesitated till now. And monetary policy stimulus, which they have...
- Why Rakesh Arora prefers nonferrous over steel in metal stocks"The metals sector is facing headwinds due to the struggle of the housing sector in China, which has been a growth engine for the last 15-2...
- Don’t expect market to fall apart; one-year Nifty target is closer to 21,000: Rakesh AroraRakesh Arora, founder of GO India, believes that while greed has taken hold, he does not foresee market collapse in India as both financial...
- China needs to do a lot more to move commodity demand: Rakesh AroraSo, people were not very confident that Foxconn is a serious player. And secondly, Vedanta itself is going through a lot of financial issue...
- Two factors to watch out for in next few months: Rakesh AroraHowever, I am not a big believer in China stimulus being able to push demand meaningfully because their problem for housing sector runs ver...
- Why Rakesh Arora is in no hurry to buy cement and steel stocks nowRakesh Arora of Go India, predicts a moderate outlook for the cement and steel sectors beyond Q1 of this year. A lack of price discipline a...
- Market upside limited till there's some turnaround in global markets: Rakesh AroraUS meltdown does not really impact us but we would in any case be slowing down given that interest rates have risen by more than 200 basis ...
- Expect earnings downgrade to continue specifically after Q4: Rakesh AroraData is showing that commercial loans, even personal loans have taken a big hit, meaning loan growth is going to be negative. India still i...
- Take trading bets; aluminium stocks better than steel in metals: Rakesh Arora“Our experience in India shows that revenge spending is largely driven towards services, travel which are not very commodity intensive. Whe...
- Steel stocks to see Rs 3,000 -4,000 per tonne margin expansion in Q3 over Q2: Rakesh Arora“Steel margins will improve in Q3 because coking coal prices came off earlier in the quarter. Now they have inched back upwards but there w...
- No case to buy steel stocks; base metal stocks still have decent value: Rakesh Arora“Overall, the global GDP forecast for FY2023 and 2024 shows a trend of decline. Under these circumstances, commodity prices have never real...
- Avoid bottom fishing in steel stocks; book profits now: Rakesh Arora“Steel prices should correct around Rs 8,000 to Rs 10,000 per tonne from the current levels of Rs 69,000 and steel margins for integrated p...
- Holcim deal excellent for Adani, a great opportunity for retail shareholders: Rakesh Arora“Holcim was a willing partner losing market share to UltraTech and Shree Cement. But that is unlikely to happen now and Adani is going to g...
- Gradual decline likely in steel stocks: Rakesh Arora“Demand destruction is happening at a much faster clip and margins are getting squeezed. Overall, I am not too confident that steel would d...
- Who are the frontrunners for buying Holcim assets in India?“Other than JSW and Adani, the incumbents like UltraTech, Dalmia and Shree are the top three who I think should be bidding because it makes...
- What will Holcim exit mean for the cement pack? Rakesh Arora answers“Holcim was very slow in expanding its capacities and they were losing market share in the last 10 years. But if a new player comes in, he ...
- Rakesh Jhunjhunwala's 3 latest picks are in sell mode. Worth a look?Another Jhunjhunwala stock, Indiabulls Real Estate, is down 16 per cent from the November 9 high of Rs 195.90. Not many brokerages track th...
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