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MAYURESH JOSHI
Mayuresh Joshi's top picks: Chemicals the dark horse, underweight on ITIndian markets delivered strong earnings, but opportunities vary. Autos show stable demand with input cost risks. Chemicals are a potential...
Stick to defensive and quality themes amid volatile global setup: Mayuresh JoshiIndian stock markets are showing a strong rebound. Investors are now carefully selecting companies with good earnings and strong finances. ...
Retail, O2C scored, longer term, it is green for Reliance: Mayuresh JoshiReliance Industries' oil and gas exploration segment has shown a significant jump in performance, with a 22% increase on a sequential basis...
ETMarkets Smart Talk: Planning to invest in Rs 10 lakh? Invest 50-60% in equities; 15-20% in debt: Mayuresh JoshiMayuresh Joshi recommends allocating 50-60% in equities, 15-20% in debt instruments, and dividing the remaining equally between gold and ca...
Power Transmission looks like an interesting sector now: Mayuresh Joshi, Angel BrokingMayuresh Joshi, Fund Manager, Angel Broking believes stocks within the infrastructure space - specifically power and gas transmission offer...
Prefer SBI over a two year time horizon: Mayuresh Joshi, Angel BrokingIn a chat with ET Now, Mayuresh Joshi, Fund Manager, Angel Broking, explains why SBI is his preferred choice.
Still prefer Blue Star on the back of strong earnings: Mayuresh Joshi, Angel Broking'However, if you combine the industry outlook, our stake is still that Blue Star is something that we continue to prefer.'
Markets circumspect over monsoon worries and Sept Fed policy: Mayuresh Joshi, Angel Broking"Nifty will trade in range of 8100 to 8600 but stock specific action will rule the roost rather than the index movement itself."
Prefer Tree House from education pack: Mayuresh Joshi, Angel BrokingThe top line growth should be anywhere in excess of 22 to 23% over the next couple of years, so the stock is quite reasonably placed.
Expect lighting industry to grow at 22%: Mayuresh JoshiLED is expected to grow at a much faster take a market share of around 58%. In that sense itself we are expecting the top line to grow arou...
Expect Nifty to stay in a broader range of 8,400-9,000 in near term: Mayuresh Joshi, Angel Broking"A few pockets — and within those pockets a few stocks — might do well. It's really very difficult to ascertain whether based on a few stoc...
Recommend long-term investors to buy Infosys on declines: Mayuresh JoshiThe operational parameters were exceeding most analysts expectations including ours. So the PAT number was beyond our expectations.
Page Industries Ltd valuation is a bit expensive: Mayuresh Joshi'We do cover Page Industries Ltd but again the valuations are a little bit too expensive at the current juncture.'
Optimistic on IT sector: Mayuresh JoshiQ4 when the discretionary budgeting decisions start firming up and clearly both these quarters traditionally weak quarters for the entire s...
HUL stock is fairly priced at current juncture: Mayuresh JoshiThe numbers are more or less in line with what we were expecting. What I would ideally look out for is the volume growth commentary.
Markets to remain range-bound, be stock-specific: Mayuresh Joshi'I have a stock-specific light approach rather than being very aggressive at the current juncture,' says Mayuresh Joshi.
Buy MM Forging and LG Balakrishna: Mayuresh JoshiWe are liking from this space again has run up. We have recommended quite a few stocks in this space MM Forging, LG Balakrishna.
Recommend Motherson Sumi, Bharat Forge in auto ancillary space: Mayuresh Joshi"Specifically companies like Motherson Sumi where utilisation levels are improving, new plants being put in that will drive the margins."
See plenty of opportunities in market from short to medium-term view: Mayuresh Joshi, Angel Broking'Upsides beyond 6000 are looking a little bit bleak at this point of time, considering the situation we are in both on a macro scale domest...
- Bullish on Jet Airways, may hover between Rs 700-Rs 750 range: Mayuresh Joshi, Angel Broking
"Jet Air should rally another 10%-15% from the current levels, but the upside risk remains."