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NIRAV SHETH PORTFOLIO
'India is on the wrong side of the AI trade': Emkay's Nirav Sheth sounds the alarmIndia is on the wrong side of the AI trade, warns Nirav Sheth. Foreign investors are chasing AI growth abroad, impacting Indian markets. In...- Nifty could surge to 29,000 by 2026 as consumption revives, rates ease, Emkay Global says bet on discretionary stocksEmkay Global expects the Nifty to hit 29,000 by CY2026, supported by stronger consumption, softer interest rates, stable policy and rising ...
- Indian equities to face volatility before recovery in H2 2025: EmkayIndian equity markets may face near-term volatility but are projected to recover in H2 2025, with Nifty reaching 25,000 by December. Key dr...
- Energy transition, electrification theme to provide big investment opportunity: Nirav ShethWe need to look forward to the next big critical event which is budget and I believe that that will set the tone for what India needs to do...
- PSU stocks are the current darlings of Dalal Street but why are mutual fund managers wary?Most fund managers have been left on the sidelines amid their long-standing reticence around this segment. Barring a few exceptions, PSU en...
- Mutual funds join multi-billion dollar PSU rally, eye 2014 record in election yearThe ownership of PSUs in mutual funds has reached a 3-year high as mutual fund managers chase the momentum in Indian PSU stocks. The sharp ...
- ETMarkets Smart Talk- Equites likely to remain best-performing asset class in next three years: Nirav ShethBull markets are, almost always, initially seen climbing the wall of worry — mostly reflected in the sub-optimal financial commitments from...
- We are bullish on domestic investment cycle; betting on mid and smallcaps: Nirav Sheth“Our big theme is that it is time to go wide in Indian markets which means that unlike consensus we are bullish on the midcap and the small...
- Sovereign gold bonds deliver big in 5 years; is it worth to invest this festive season?Sovereign gold bond investors earn 2.5 per cent per annum interest on their investment.
- Public sector banks at 52-week lows but good long term buysShares of State Bank of India, Punjab National Bank, Canara Bank, Bank of India, and Allahabad Bank dropped to 52-week lows on Tuesday.
- Tata Motors stock off 35% from peak, looks quite attractive: Nirav ShethWe like Bajaj Auto and Mahindra & Mahindra; except Hero MotoCorp, by and large, we are comfortable with lot of auto names, says Sheth.
- TCS to perform no better than 10-year bond, in long term: Nirav ShethI am reasonably sure that two years down the line we will probably get TCS where it is trading right now.
- Time to focus on sectors and companies and stay invested: Nirav Sheth, Edelweiss Financial Services"The best thing would be to focus on sectors and companies, which make sense even if you believe that there will be a kneejerk reaction on ...
- Software stocks offer value, positive on auto sector: Nirav Sheth, Edelweiss Financial Services"We like Tata Motors. We have liked it for quite some time now. The view does not change, but on an incremental perspective, we will be far...
- 25 bps rate hike priced in by markets, RBI’s future policy stance to be key: Nirav Sheth"It is unlikely that the RBI will excessively focus on one particular segment within the inflation numbers, that is food inflation to frame...
- How seven traders are changing the Indian corporate bond marketA languid stock market has pushed corporates and banks to float bonds. Here's a story of how the Indian corp bond mkt is slowly changing.
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