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JIGAR MISTRY
Tata Sons IPO demand sparks 19% rally in these 2 stocks. Which one is a better play?Shares of Tata Chemicals and Tata Investment Corporation have surged on renewed buzz around a potential Tata Sons IPO, supported by key Tat...- Consumption revival still tepid, domestic liquidity driving markets: Jigar MistryBuoyant Capital’s Jigar Mistry says India’s Q2 earnings remain weak with tepid consumption and limited discretionary spending, though a rev...
- Tariffs, Fed cuts and earnings will shape India’s market mood: Jigar MistryAs Ganesh Chaturthi brings festive hope, expert Jigar Mistry advises investors to remain cautious. Global tariff disputes and delayed US ra...
- Stocks to Buy | Earnings, Sectors & Risks: Jigar Mistry’s Roadmap for the Next 6 MonthsJigar Mistry outlines a cautious yet optimistic 6-month market roadmap, highlighting sector shifts, earnings risks, and key investment stra...
- Jigar Mistry on 3 sectors that offer better earnings upside in Q1Despite a favorable macroeconomic environment in India, driven by fiscal prudence and controlled inflation, corporate earnings growth is sl...
- Consensus not confident on India’s cyclical revival for next 2 years: Jigar MistryIndia saw substantial foreign investment inflows starting in March. This was due to a weaker dollar and higher risk tolerance. Jigar Mistry...
- Financials still in play, but rotation towards quality largecaps underway: Jigar MistryJigar Mistry of Buoyant Capital favors healthcare, materials, chemicals, and banking sectors, preferring large-cap private banks over PSU b...
- Structural concerns loom despite macro strength: Jigar MistryJigar Mistry of Buoyant Capital notes a dichotomy in the Indian market: strong macro indicators contrast with elusive earnings recovery, pa...
- Tariff pause for India offers relief, yet China’s export spillover remains a risk: Jigar MistryWhile the US tariffs on China might seem beneficial to India, Jigar Mistry of Buoyant Capital warns of potential trade displacement. China ...
- Portfolio strategy now needs rebalancing; avoid chasing froth: Jigar MistryJigar Mistry of Buoyant Capital discusses the Indian market's potential upswing, cautioning against oversimplification due to global factor...
- Jigar Mistry’s market pivot: Ditching capex, doubling down on BFSI, consumptionJigar Mistry has adjusted his portfolio by shifting from capex-heavy stocks to consumption and BFSI sectors, favoring large caps over small...
- Smallcap correction will create new opportunities in market: Jigar MistryJigar Mistry of Buoyant Capital elaborates on the post-COVID market trends, attributing retail investors’ unprecedented wealth to the volat...
- Jigar Mistry outlines key sectors with potential value in a volatile market environmentI think that dislocation is due for a correction, which means that a private bank space and a select few PSU banks is something that we are...
- Realty sector faces headwinds despite high demand: Jigar MistryBut I think what is really transpiring within some of these spaces, people are trying to say, for example, some sectors in railways or some...
- 4 sectors Jigar Mistry is bullish on for next few monthsSo, clearly you are seeing sectors like say real estate, utilities and industrials where the sectoral growth has been faster than the earni...
- Jigar Mistry on five sectors where investors can allocate fresh capitalMutual funds, if you look at the smallcap number of folios, that has gone up 4x in under three years. We have now more smallcap folios than...
- Lower free float=higher returns & more companies doubling share price in last 9 months: Jigar MistryJigar Mistry of Buoyant Capital highlights how flows outweigh fundamentals in the market. Caution needed due to smallcap rally driven by ne...
- Using current rally to shift more into largecaps and to fully deploy new cash: Jigar Mistry“If we take 25% of a drawdown as a particular pullback or start of a new cycle, then arguably we are in the second best smallcap rally sinc...
- Within the NBFC pack, MFI looks very attractive: Jigar MistryThe first part is that if you look at the differential between repo and the FFTR, upper bound, then that is today at 125 basis points. Now,...
- Here's why Jigar Mistry is bullish on Archean ChemicalWithin the space, the player that we do own is a company called Satin Creditcare. It is around one of those smallcap with Rs 1,000 crores m...
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