Mayuresh Joshi recommends allocating 50-60% in equities, 15-20% in debt instruments, and dividing the remaining equally between gold and ca...

Mayuresh Joshi, Fund Manager, Angel Broking believes stocks within the infrastructure space - specifically power and gas transmission offer...

In a chat with ET Now, Mayuresh Joshi, Fund Manager, Angel Broking, explains why SBI is his preferred choice.

'However, if you combine the industry outlook, our stake is still that Blue Star is something that we continue to prefer.'

"Nifty will trade in range of 8100 to 8600 but stock specific action will rule the roost rather than the index movement itself."

The 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.

LED 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...

"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...

The operational parameters were exceeding most analysts expectations including ours. So the PAT number was beyond our expectations.

'We do cover Page Industries Ltd but again the valuations are a little bit too expensive at the current juncture.'

Q4 when the discretionary budgeting decisions start firming up and clearly both these quarters traditionally weak quarters for the entire s...

The numbers are more or less in line with what we were expecting. What I would ideally look out for is the volume growth commentary.

'I have a stock-specific light approach rather than being very aggressive at the current juncture,' says Mayuresh Joshi.

We are liking from this space again has run up. We have recommended quite a few stocks in this space MM Forging, LG Balakrishna.

"Specifically companies like Motherson Sumi where utilisation levels are improving, new plants being put in that will drive the margins."

'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...

"Jet Air should rally another 10%-15% from the current levels, but the upside risk remains."