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MAYURESH JOSHI MARKETSMITH
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. ...
- HAL correction a ‘wait and watch’; select midcap IT names emerging despite AI disruption: Mayuresh JoshiInvestors are advised patience with Hindustan Aeronautics Limited (HAL) despite its strong order book, as recent sentiment shifts and curre...
- Hospitals, defence stocks set for multi-year growth as capex and orders rise: Mayuresh JoshiIndia’s hospital and defence sectors offer strong long-term investment potential, driven by capacity expansion, medical tourism, healthy or...
- Selectivity key as banks, infra, and manufacturing face mixed signals: Mayuresh JoshiMarket expert Mayuresh Joshi advocates for selective investments in banking, infrastructure, and paint sectors. He favors ICICI Bank, SBI, ...
- FMCG, Footwear, Alcobev to lead growth in H2, says Mayuresh JoshiMarket analysts are keenly watching global events like the Jackson Hole Symposium and potential US tariff impositions. These events will li...
- Maximum move in Paytm over; further rerating depends on Q2 results: Mayuresh JoshiMayuresh Joshi of Marketsmith India suggests Paytm's future stock performance hinges on replicating its recent strong quarterly results. Wh...
- Mayuresh Joshi on 3 sectors where earnings & valuation support can take stock prices higherMarketsmith India suggests healthcare and NBFC stocks may perform well. Hospital stocks with asset-light models show earning stability. Sel...
- Selective stock picking key to success in broader markets: Mayuresh JoshiMayuresh Joshi, Head Equity at Marketsmith India, mentions the impact of the dollar index drop and potential safeguard duties on the Nifty ...
- Financials set to outperform despite FII selling, says Mayuresh Joshi. Picks Kotak Bank, 2 other banksDespite foreign institutional investors selling financial stocks, analyst Mayuresh Joshi from Marketsmith believes the sector is poised for...
- Is Nifty finally bottoming out? Here’s what Mayuresh Joshi has to sayMayuresh Joshi from Marketsmith India suggests the market may be near its low, or the earnings downgrades are ending soon. He highlights ag...
- 4 sectors that may revv up if Trump helps end Russia-Ukraine warMayuresh Joshi from Marketsmith India sees opportunities for Indian companies in steel, cement, core engineering, and textiles due to geopo...
- Urban slowdown might continue to hamper volume growth for FMCG companies: Mayuresh JoshiRural India is expected to show improvement in Q4 and Q1 due to a good rabi harvest and increased MSP prices. However, urban areas may cont...
- Earnings is the key in this stock picker’s market, says Mayuresh JoshiMayuresh Joshi emphasizes the importance of selective investing due to inconsistent economic conditions and potential earnings downgrades i...
- What to expect from IT sector? Is the storm over for Adani stocks? Mayuresh Joshi answersMayuresh Joshi from Marketsmith India discusses the current performance of IT stocks and advises on key stocks like Infosys and Persistent....
- Input costs and competition weigh on paint sector: Mayuresh JoshiImproved efficiency in collections over the next few quarters should positively impact asset quality, leading to reduced provisioning needs...
- Why Mayuresh Joshi prefers Syngene to Biocon, Paradeep Phosphates to UPLMayuresh Joshi, Head Equity, Marketsmith India, shared his insights on the performance of various companies. He noted that while UPL's numb...
- Mayuresh Joshi’s top stock pick for the week aheadMost management commentaries from within the space are indicating a significant amount of rural discretionary spending coming back in the s...
- Cannot avoid market momentum but be a little more selective: Mayuresh JoshiThe entire ecosystem will see accelerated investments and the government push through regarding the capex needs. Also, railways as a theme,...
- Mayuresh Joshi on why TCS stock deserves to be reratedMarket expert Joshi praises TCS's outstanding financial performance, expecting a stock re-rating. Anticipates positive sector impact and gr...
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