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KRCHOKSEY INVESTMENT MANAGERS
Buy, wait on or avoid UTI AMC & Mazagon Dock IPOs? Deven Choksey answers‘In order to help laggard sectors, scrappage policy or deferment of taxation can be done by the government.’- In coming 2 weeks we will get an exact picture from most of the corporates: Deven Choksey"The system is now becoming much more easier and from today onwards the limit is also going away. I would think that the normalcy on the sh...
- India is in a capex mode, continues to invite lot of investment: Deven Choksey, KRChoksey Investment Managers"America is likely to get into the infrastructure building way after the new president comes into the office, probably you would see the ki...
- Demonetisation pain almost over; market to recover soon: Deven Choksey, KRChoksey Investment Managers"On the other side, FIIs have been continuous sellers in the market largely because of the currency portfolio with which they probably want...
- Cyrus Mistry had been assertive on business performances: Deven Choksey, KRChoksey Investment Managers"The government probably would come out with offer for sale in ONGC that would remain as an overhang."
- Good harvest likely for agri related companies: Deven Choksey, KRChoksey Investment ManagersNBFCs, power and telecom cable businesses also are good picks
- Betting on 3 private banks: Deven Choksey, KRChoksey Investment ManagersThe housing finance companies within the NBFC space remain reasonably strong. They are not so expensively traded and some could grow betwee...
- HPCL unlikely to post exceptional result in subsequent quarters: Deven Choksey, KRChoksey Investment ManagersWelspun needs to give proper explanation for incorrect labelling as otherwise it faces lawsuit in US markets
- Like midcap finance and agri cos, not midcap IT: Deven Choksey, KRChoksey Investment ManagersPrefer to stay with front line IT companies where they have the ability to turn around and change the business model relatively easily comp...
- Stay away from telecom stocks for now: Deven Choksey, MD, KRChoksey Investment ManagersIn bank stocks, go for those with focus on retail credit and buy NBFCs on dip.
- More transparency needed from Cipla management: Deven Choksey, KRChoksey Investment ManagersNot much interested in OMCs for the time being.
- Private discoms under UDAY scheme to help get investment: Deven Choksey, KRChoksey Investment ManagersAlong with new T&D capacities coming up in the system, loss of power would also come under control and private discoms could be incentiveis...
- Go long on HDFC, Bajaj Finserv: Deven Choksey, KRChoksey Investment ManagersLikes investment themes in insurance and agrochemicals space where growth is happening on the larger side.
- Should have Adani Ports in portfolio: Deven Choksey, KRChoksey Investment ManagersThe port business could be a rewarding one and Adani Port certainly deserves to be considered one among the first to get into the portfolio
- Remain positive on IT, cement: Deven Choksey, KRChoksey Investment ManagersContinue to be upbeat on non-ferrous metal space, especially a company like Hindustan Zinc
- Remain bullish on Reliance in coming Q1: Deven Choksey, KRChoksey Investment ManagersBajaj Finserv and Cox & Kings are midcap stocks where opportunistic trade is possible
- Power sector more for large-sized players with long-term investment plans: Deven Choksey, KRChoksey Investment ManagersFalling markets definitely allow fund managers to add prized stocks in the portfolio
- More action likely in midcaps in coming weeks: Deven Choksey, KRChoksey Investment Managers"7200 to 7600 range of Nifty could possibly prevail in coming period"
- Asian Paints may look interesting on every dip: Deven ChokseyThe business is picking up, including the overseas acquisition, which has basically helped the company in the particular quarter, says Chok...
- Market providing opportunities for active buying and portfolio building: Deven Choksey, KRChoksey Investment Managers"The fall in the smallcap and midcap is due to the offloading of the position that some of the leverage traders have created."
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