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MAYURESH JOSHI
IT growth vectors "clearly missing"; EV capex pullback hits ER&D players: Mayuresh JoshiIndia's IT and ER&D sectors are navigating a structural slowdown, with EV capex cuts impacting companies like KPIT. Near-term macro risks, ...- Will Sensex, Nifty extend gains or turn volatile? Q1 updates, F&O expiry among 8 factors set to steer stock market this weekIndian markets head into a crucial week with investors tracking Q1 business updates, June F&O expiry, auto sales data, FII flows, crude oil...
- Pharma, power & mid-sized banks: Where Mayuresh Joshi is putting money to work right nowIndian markets are showing signs of recovery as geopolitical tensions ease, paving the way for a stronger earnings outlook in the second ha...
- 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.
- 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."
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