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IIFL PREMIA
- Wait and watch for BHEL: Gopinath NatarajanOverall on the capital goods space, infrastructure and real estate, we are not positive at this point of time.
- Indian markets may look oversold in the near term: Gopinath NatarajanGopinath Natarajan, EVP, IIFL PReMIA in an interview with ET Now talks about his outlook for the global markets.
- Wait and watch the infra space: Gopinath Natarajan, IIFL PReMIAInfrastructure, real estate, we have been pretty much underweight for a long time. We do not see any reason at this point of time to re-rat...
- Bullish on Biocon: Gopinath Natarajan, IIFL PReMIAOne needs to put money now from a medium-term perspective or long-term perspective, needs to be very clear on the risk and reward.
- Buy banking stocks in acse of correction: Gopinath Natarajan, IIFL PReMIAFrom a three-month perspective, it is a pretty dicey call, one needs to see where the market goes overall in the next 2-3 months.
- Bullish on HCL Tech: Gopinath Natarajan, IIFL PReMIAIdeas from six months to one year possibly could be HCL Tech and Satyam Computers, one because of valuation arbitrage and also because of t...
- Bullish on M&M: Gopinath Natarajan, IIFL PReMIAIdea for the next 12 months could be a Mahindra & Mahindra, one is because of the fact that there is a structural uptick.
- Bullish on HCL Tech: Gopinath Natarajan, IIFL PReMIAOur picks are HCL Technologies on the mid-cap side trading at about 12-13 times growing at about 30-35% with a possibility of a margin expa...
- Bullish on IT space: Gopinath Natarajan, IIFL PReMIAWe are fairly bullish on the IT space. In the next two years, there is enough visibility with almost $20-25 billion of deals up for any wea...
- Buy Indraprastha Gas as a defensive: Gopinath Natarajan"This is a company which we think will grow at about 18% to 20% CAGR from a one year perspective."
- Buy Tata Steel on declines: Gopinath Natarajan"We would like to buy Tata Steel and Sterlite at these levels even though the upside from here could be limited."
- Rights issue very imperative for SBI: Gopinath Natarajan, IIFL PReMIAWith such a large pension provisioning of close to 8000 crore being adjusted from reserves means that capital adequacy is now at about 12%.
- Interesting to see where ONGC heads in the short-medium term: Gopinath Natarajan"It will be interesting to see where ONGC goes at least in the short to medium term especially with crude still hovering at around $110-$11...
- Companies generating cash will be preferred by investors: Gopinath Natarajan, IIFL PReMIAThis is a kind of behaviour we are seeing in the market with these kind of stocks doing well.
- Bullish on ITC: Gopinath Natarajan"We have seen a turnaround on their FMCG business so from that perspective we like ITC."
- Buy HDFC Bank from long term perspective: Gopinath Natarajan"The stock has done very well in the last few months but again this is a good stock to buy for long term investors and also a good stock to...
- Markets will remain in the 5300-5500 range in the short term: Gopinath Natarajan"I would probably see couple of percentage points downside in the short term and we see the markets being in a broad range of between 5300 ...
- Underweight on infrastructure sector: Gopinath Natarajan"Capital goods, utilities, infra, large asset infra plays are areas which we have been underweight for a while now and we continue to be un...
- Reliance Industries' ventures may encourage markets in medium term: Gopinath Natarajan"In terms of the game plan, it is still too early to comment but Reliance has been aggressive and trying to be little aggressive on their p...
- Buy Infosys on price corrections: Gopinath Natarajan"We would not rush in and buy at these levels and rather wait for the markets to correct and the prices to correct."
Load More- Bullish on Biocon: Gopinath Natarajan, IIFL PReMIA
