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PARAG THAKKAR
Parag Parikh Flexi Cap Fund: Bharti Airtel, Indus Towers and Petronet LNG among 13 stocks bought in SeptemberParag Parikh Flexi Cap Fund added 13 stocks and exited The Great Eastern Shipping Company in September. Its portfolio shrank to 33 stocks, ...
Parag Parikh Flexi Cap Fund added DLF, Bharti Airtel, Indus Towers and 10 other stocks to its portfolio in September. Details hereParag Parikh Flexi Cap Fund added 13 stocks to its portfolio in September, including DLF, Bharti Airtel, Petronet LNG and Indus Towers, whi...
Parag Parikh Flexi Cap Fund increase stake in HDFC Bank, Coal India, and 8 others in AugustParag Parikh Flexi Cap Fund raised its stake in HDFC Bank, Coal India and eight other stocks in August, while adding DLF as a new entrant. ...
PPFAS GIFT reduces minimum investment in its two outbound passive funds to $500PPFAS GIFT has cut the minimum investment in its S&P 500 and Nasdaq 100 outbound passive funds from $5,000 to $500, effective August 25. Th...
Parag Parikh Flexi Cap Fund hikes stakes in HCL Tech, Coal India and 9 other stocks in July. Check full listParag Parikh Flexi Cap Fund, the largest active flexicap fund by AUM, raised its stake in HCL Technologies, Coal India and nine other stock...
Parag Parikh Flexi Cap current underperformance not noteworthy; cash at 14-15%, HDFC Bank outlook unchanged: Rajeev ThakkarPPFAS Mutual Fund CIO Rajeev Thakkar said the recent underperformance of Parag Parikh Flexi Cap Fund is neither unusual nor significant. He...
Infosys, HCL Tech and Persistent top 3 IT buys: Parag Thakkar, Head-Institutional Sales, HDFC Securities“If there is a significant decline in Infosys, anything above 5%, long-term investors should really look to buy on dips.”
Betting on private banks, agri theme: Parag Thakkar, HDFC Securities“I like Rallis, PI Industries among agri themes or Swaraj Engine, a supplier to Mahindra & Mahindra like.”
Surgical strikes: Take advantage of market to buy prize largecaps: Parag Thakkar, HDFC Securities“I would be a buyer on dips, gradual buyer on dips definitely in select largecap names.”
Bullish on auto, auto components, selective IT stocks: Parag Thakkar, HDFC SecuritiesThe CV sales moderation in last two-three months is a temporary phenomenon because from 1st April 2017, the emission norms are going to cha...
Patel appointment builds credibility for government: Parag Thakkar, HDFC SecuritiesFrom a longer term perspective, definitely SBI is a best proxy play for India’s economic recovery.
Ashok Leyland is on right track: Parag ThakkarIn a chat with ET Now, Parag Thakkar, Head-Institutional Sales, HDFC Securities, explains why ALL and Mahindra are favourites in auto pack
Overleverage, pledged promoter equity is behind the sell-off in Amtek Auto: Parag Thakkar, HDFC SecuritiesSignificantly, high promoters' leverage also creates huge issues. When the stock price goes down, everybody just wants to sell.
Correction in the offing; see markets at higher levels 6 months down the line: Parag ThakkarToday if you ask me about my preferences, I would suggest commercial vehicle NBFCs like Cholamandalam, Sundaram and M&M Financial, says Tha...
FIIs taking profits off the table as earnings season draws near: Parag Thakkar, HDFC SecuritiesThakkar points out that banking and IT sectors which have significant from the benchmark indices sectors are not expected to report healthy...
Bullish on OMCs; prefer Chola, Shriram Transport among NBFCs: Parag ThakkarWe like banks such as Axis Bank, SBI and IndusInd Bank, says Thakkar. The expert recommends long-term investors to buy on dips.
Rail Budget 'constructive,' F&O expiry hurts; buy on dips: Parag Thakkar, HDFC SecuritiesI feel that Thursday’s selling was more of a expiry-related selloff, said Parag Thakkar of HDFC Securities. He said one should use declines...
Gujarat Pipavav is a good buy: Parag Thakkar, HDFC Securities'We have tracked Gujarat Pipavav and we liked the story, but the stock has run up significantly. Hence, it looks stretched valuation-wise.'
Market is factoring in a repo rate hike: Parag Thakkar, HDFC SecuritiesIn an interview with ET Now, Parag Thakkar, Head Institutional Sales, HDFC Securities, shares his views on some sectors and stocks.
Bullish on midcap IT space: Parag Thakkar, HDFC Securities"Amongst the large cap names we are bullish on Power Grid and Bharti Airtel."