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INTELSENSE CAPITAL
Don’t expect valuations to be cheap anytime soon; sector rotation keeping market healthy: Abhishek BasumallickAbhishek Basumallick of Intelsense Capital discusses the Indian market's health and sectoral prospects. With a focus on IT, chemicals, phar...- Play the India story for next decade, don’t try to get all returns in next 3 months: Abhishek Basumallick“India right now probably is poised in a sweet spot. FPI numbers have been pretty good. But overall, if you look around the world, there ar...
- Not a bubble, solid reason behind rally in mid and smallcaps: Abhishek Basumallick“It is not right for us to conclude that midcap and smallcaps are in a bubble. Yes, they have done well and the most interesting part is if...
- Start nibbling and building up position in chemical stocks over next 2 quarters: Abhishek BasumallickSee, if you look at the data, domestic money that is flowing in through SIPs, through EPS into equity, through insurance is roughly today a...
- Pharma good for next 2-3 years; wait a quarter before entering IT: Abhishek BasumallickIT services face the challenge of no growth visibility and until and unless there is a clearer outlook, clients will not tend to start givi...
- Abhishek Basumallick on where to buy next in pharma sector“There is always a possibility of policy driven action in terms of lowering rates or putting a ceiling on rates, etc so that's something th...
- What are the sectors to position in for the next market upcycle? Abhishek Basumallick answers"Banking, NBFCs, and MFIs are good places to invest as the Indian banking sector has cleaned up its books, making credit growth pick up sig...
- These 3 PSU rail stocks zoom up to 98% in a month. Should you buy now?"Investors are now beginning to realise the implications of the government's massive capex spending of which the railways is the biggest be...
- One cannot say that if LIC IPO does not work, nothing else will: Abhishek Basumallick“I do not see LIC as a huge outperformer anytime in the future. So people who want stable, maybe good dividend paying companies may want to...
- Stay in cyclicals for 12-18 months; invest in these 5 sectors: Abhishek Basumallick“We have moved from a quality growth kind of a market to more of a value market. If one looks at what is happening to stocks which were con...
- Market holding its breath, waiting for the next move up: Abhishek Basumallick“ India is a very long-term story. One of the best growth in the world today and a few bps of interest rate rise in the US is not likely to...
- Where to invest for a bull ride in CY22? Abhishek Basumallick answers“As the year ends and slowly the pandemic is again making a peak and is contributing to a shorter term outflow. But medium to long term, we...
- Abhishek Basumallick is confident of 18-20% return with a 3 year plus horizon. Here’s why“Valuations are holding out in most of the areas. Other than in some new age tech space, where the IPO space was hot till about the last tw...
- Abhishek Basumallick on 2 sectors to bet on now“We can look at realty, auto as well as the ancillaries in both these sectors.”
- Earnings growth might do better than stock prices going ahead: Abhishek Basumallick“Across-the-board earnings have been quite positive. I do not see any reason for that to change. In fact, earnings could get better.”
- Focus on chemicals, IT and real estate now: Abhishek Basumallick“Chemicals are a good place to look at. It has been a structural story for at least half a decade or little bit more than that. Although a ...
- Abhishek Basumallick on 4 themes for long-term investorsIncreasingly, you will want to look at businesses which are either benefiting from one or more of these four pillars or four themes over th...
- Range-bound Nifty50, sparkling broader markets likely in 2020Abhishek Basumallick, Chief Equity Advisor, Intelsense Capital is bullish on pharma, agrichem & PSUs .
- Medium to long-term, I continue to be bullish on India: Abhishek Basumallick, Intelsense CapitalIn the PSU basket, I like those companies where being a PSU helps them.
- More time needed before cherry picking in auto: Abhishek Basumallick, Intelsense CapitalMaruti; Hero, Bajaj Auto are good names to have on watch list over next 4-5 months.
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