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P PHANI SHEKHAR
If you play domestic story in two-wheelers, go for Hero or TVS, not Bajaj: P Phani Sekhar, Karvy Stock BrokingIf you want to play the export story, rupee depreciation story and export story, then you can look at Bajaj.
Hunt for midcap pharma names with reasonable valuations, high growth prospects: P Phani ShekharShekhar is quite bullish on the pharma sector. But, he feels that there are certain midcap pharma stocks that are quite rich in valuations....
Weak Q4 to be a one off case; stay positive on IT stocks: P Phani ShekharCurrency depreciation, impressive growth rates in the US and bottoming out of economies of euro region are all hinting at positive environm...
Re-allocation of coal blocks a temporary setback for JSPL, Usha Martin: P Phani ShekharShekhar believes that all eyes would now be on what court says. But, he does not expect the development to haunt these stocks for long.
Hold consumer durables but do not enter at current levels: P Phani SekharIn a chat with ET Now P Phani Sekhar, Fund Manager-PMS, Angel Broking, shares his views on consumer durables.
Quality stocks will outperform high beta midcaps: P Phani SekharIn a chat with ET Now, P Phani Sekhar, Fund Manager-PMS, Angel Broking, shares his views on GST and FMCG companies.
Adani Ports hits life high, surges over 3% on Mundra SEZ nodThe approval comes three days after the Supreme Court on Monday asked MoEF to decide grant of clearance or denial to Adani Ports and SEZ.
Adani Ports jumps 8% as MoEF grants environmental clearance for Mundra SEZThe approval comes two days after the Supreme Court on Monday aked MoEF to decide grant of clearance or denial to Adani Ports and SEZ.
Valued low, better governed, cash-rich PSUs should be on your radar: ExpertsMany experts are of the opinion that bottoming out of growth and a possible turnaround in economic cycle have made PSUs attractive.
- TCS, HCL favorites in IT sector: P Phani Sekhar
We do not have much of an option but to at least maintain market weight in large cap IT because of the huge currency tailwind.
- Wait and see how Mahindra Satyam & Tech Mahindra combined entity pans out: P Phani Sekhar
"If this combined entity of Mahindra Satyam and Tech Mahindra goes the same way, then I am afraid I do not see any material improvement in ...
- Market should be in fine fettle as long as that flow folds: P Phani Sekhar
The earning season has been marginally better than expectation notwithstanding the fact that expectations themselves were a bit low.
- FDI in retail: Rollback to impact market sentiments, caution analysts
The union cabinet had approved allowing 51% FDI in multi brand retail last week, which was in works for more than a decade.
- Stay invested in capital goods for long term: P Phani Shekhar
You can actually have a lot more pain to come in for capital goods because capital goods by the very definition are not asset intensive.
- Buy infra stocks for long term, Infosys and TCS good bets: P Phani Shekhar
The infrastructure companies are certainly bound to come but they will take time because a large part of their come back will be linked to ...
- Long term investors should trade aggressively: P Phani Shekhar
The third and fourth quarter are the key to deciding where the market goes and it would take serious reversals in the third and fourth quar...
- One should approach OMCs' stocks with caution: P Phani Sekhar, Angel Broking
If you already have them then hold it but I do not recommend buying OMCs at this point in time.
- Expectations have started building up for the Budget: Angel Broking
P Phani Shekhar, fund manager, PMS, Angel Broking, in a chat with ET Now talks about the Budget.
- There is quite a lot of downside to go in cement: Phani Shekhar
If you go by the current demand estimates of 9-11%, apart from the oversupply, clearly even in the downturn, the cement business performanc...
- Good opportunities in mid and largecaps: Angel Broking
ET NOW Fundamental Check with P. Phani Shekhar, Fund Manager, PMS, Angel Broking.