Searched for
MAYURESH JOSHI INTERVIEW
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...- Investors should calibrate their Q2 earnings expectations: Mayuresh JoshiAmong IT pack, top tier firms should report very strong revenue growth: Mayuresh Joshi.
- Expect market to remain rangebound in next few months: Mayuresh JoshiAs far as corporate earnings are concerned, we are not seeing any improvement at least over the next two to three quarters, says Joshi.
- A 4-5% correction in the markets cannot be ruled out: Mayuresh Joshi, Angel BrokingSo, how the capex cycle revives, how the investment cycle revives is key but global cues is something that is going to create a huge overha...
- We continue to prefer Axis, Yes Bank, LIC Housing from a long-term perspective: Mayuresh Joshi'IT is something that we will continue to prefer over a longer timeframe; therefore, Infosys, TCS, HCL Tech are names which we are continue...
- Markets face downside risk in the short term: Mayuresh Joshi, Angel Broking"Domestically we are still staring at all the factors related to monsoon logjams and parliament reforms not going through."
- Stay cautious on metals and mining space post yuan depreciation: Mayuresh Joshi, Angel Broking"In the coming quarters, with yuan devaluation, you are going to see losses to expand specifically when it comes to South-East Asia."
- 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 Nifty to find support around 8000 levels: Mayuresh Joshi, Angel BrokingWith the kind of earnings that we are witnessing at the current juncture, there are more earnings downgrades to follow, says Mayuresh Joshi.
- Be stock-specific, but avoid aggressive positions at one go: Mayuresh Joshi, Angel BrokingOur take is that the markets are bound to stay in a range, probably the markets will perceive what kind of earnings come through from the I...
- KEC International looks attractive on revenue visibility and margin improvement: Mayuresh Joshi, Angel BrokingSo in that respect itself, our take is that companies like KEC International are bound to do well. It has got a decent order book size in e...
- Optimistic on auto, auto ancillaries: Mayuresh Joshi, Angel BrokingOur take was that the excise duty was probably going to get rolled back. Markets were factoring in that piece of information probably comin...
- Expect markets to stay in a tight zone in medium term: Mayuresh Joshi, Angel BrokingEven if you look at the earnings part of it, earnings have been quite subdued except for a few companies within a few sectors which have pe...
- Expect corporate earnings to remain subdued in next quarter: Mayuresh Joshi, Angel Broking"Currency is possibly the weakest link in the whole chain of events, leading to de-growth in the corporate earnings."
- Expect rate sensitives to underperform in coming quarter: Mayuresh Joshi, Angel Broking"The RBI will be a little cautious at least for the next quarter or so, which means that rate sensitives will underperform," says Mayuresh ...
- Accumulate Bajaj Auto with a target price of 2096: Mayuresh Joshi, Angel BrokingHowever, if one needs to take a view on the IT counters, TCS, HCL Tech, Tech Mahindra out of the large cap IT still remain favourable bets.
- 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...
- Private banks better bet in banking space: Mayuresh Joshi, Angel Broking"Private banks are looking like a better spot to play within banking, which is more or less to do with the CASA, credit quality and credit ...
- Expect Nifty to remain in 5500-5800 range in short-to-medium term: Mayuresh Joshi, Angel BrokingFrom a short to medium-term perspective, the markets might trade in a very tight range between 5500 and 5800.
Load More
