Rajeev Thakkar and Sankaran Naren see value in IT despite AI disruption concernsVeteran fund managers Rajeev Thakkar and Sankaran Naren believe select Indian IT stocks are becoming attractive despite AI disruption conce...
10 May, 2026, 10.47 AM IST
Parag Parikh Flexi Cap Fund increase stake ITC, TCS, HDFC Bank and 14 other stocks in AprilParag Parikh Flexi Cap Fund boosted its holdings in ITC, TCS, and HDFC Bank during April. The fund also increased its stake in fourteen oth...
09 May, 2026, 09.43 AM IST
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.”
10 Oct, 2016, 05.33 PM IST
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.”
05 Oct, 2016, 10.59 AM IST
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.”
29 Sep, 2016, 05.05 PM IST
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...
01 Sep, 2016, 10.57 AM IST
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.
22 Aug, 2016, 10.18 AM IST
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
04 Feb, 2016, 11.15 AM IST
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.
04 Sep, 2015, 08.45 AM IST
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...
08 Jul, 2015, 07.56 AM IST
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...
16 Apr, 2015, 12.54 PM IST
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.
31 Mar, 2015, 08.09 AM IST
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...
26 Feb, 2015, 04.18 PM IST
Bullish on Axis, Kotak and IndusInd: Parag Thakkar, HDFC SecuritiesIn midcap names, City Union Bank or Federal Bank appear. On the PSU side, we like SBI and on the NBFC side we like Chola.
16 Feb, 2015, 04.49 PM IST
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.'
25 Jul, 2014, 03.22 PM IST
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.
16 Oct, 2013, 12.35 PM IST
Bullish on midcap IT space: Parag Thakkar, HDFC Securities"Amongst the large cap names we are bullish on Power Grid and Bharti Airtel."
25 Jul, 2013, 02.21 PM IST