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PAWAN PARAKH
Earnings downgrade cycle largely over, no major cuts expected from Q3 onwards: Pawan ParakhI strongly believe that earnings misses have largely bottomed out in Q2. If we look at corporate India's performance, two sectors have disa...- Pockets in auto, retail & PSU have run up too fast, too soon; avoid for next 6-9 months: Pawan ParakhPawan Parakh, Fund Manager at Geojit Financial Services, highlights the optimism in sectors like consumer distribution and manufacturing bu...
- Pawan Parakh on 4 sectors that promise very high earnings in coming quartersFund Manager Pawan Parakh predicts a positive outlook for consumer companies in upcoming earnings seasons, expecting improvement in Q3 and ...
- Cherry-pick stocks with favorable risk-reward: Pawan ParakhThere are several stocks which are not really in your comfort zone and hence we need to pick up stocks on a bottom-up basis and need to che...
- Geojit Financial Services launches flexi cap BEACON PMS FundThe BEACON Fund is designed to offer investors a well-rounded portfolio, providing exposure to companies across the entire market spectrum ...
- Stay invested, go for defensives or companies with high earnings certainty now: Pawan ParakhPawan Parakh from Geojit Financial Services noted that ongoing geopolitical tensions could have prolonged effects. He advised investors to ...
- Pawan Parakh on 3 sectors that will see sharp rise in earningsPawan Parakh highlights pharma's revenue growth from pipelines, multi-year potential in defence, and telecom gains from tariff hikes and 5G...
- Be careful! Some undeserving stocks have zoomed in market rally: Pawan ParakhPawak Parekh of Geojit Financial Services, says overall, one should consider remaining positive on the market, but look at every sector and...
- Pawan Parakh on how he is hedging his portfolio in this bull marketValuation concern persists. Hedging bets with strong earnings growth. Risk-reward opportunities in banking, pharma, tech. EMS sector, Dixon...
- Entire railways sector overvalued, cherry pick in power sector: Pawan ParakhPawan Parakh of Renaissance Investment Managersbelieves the power sector is entering a big secular cycle with increasing demand and potenti...
- What could be the big themes for 2024? Pawan Parakh answersPawan Parakh says: “Banks are one space which should bounce back in the next calendar year. Apart from that, the capex cycle recovery is a ...
- Focusing more on pharma cos with US exposure: Pawan Parakh“We are very clearly placed on companies which have got international exposure as far as pharmaceutical is concerned. Real estate continues...
- Where to buy afresh or add positions within the PSU pack? Pawan Parakh answers“We find real estate to be very attractive. We are playing it through real estate, cement, building material companies’ stocks. We are tryi...
- Realty booming but prefer to play it through building materials & home financiers: Pawan ParakhRenaissance Investment's Fund Manager, Pawan Parakh, is bullish on the real estate sector but prefers to invest via building material and h...
- Stay invested but be selective as market pricing in full-blown recovery: Pawan ParakhInvestors should be selective while participating in the market as some sectors are overvalued. However, many sectors and stocks are showin...
- ETMarkets Fund Manager Talk: This asset manager recommends increasing exposure to bluechip stocks in volatile marketsWe are happy to state that the performance of our flagship WealthBasket - Alpha Bluechip remained resilient for another year. Over the last...
- Pawan Parakh on 4 sectors to bet on in next 3-4 years“The only caveat dealing with Covid is that it is going to be an absolutely non-event kind of a thing as far as India is concerned. But it ...
- Gung-ho in capital goods; selective in IT: Pawan Parakh"As far as urban consumption is concerned, that still remains to be reasonably robust. I expect it to remain the same. There could be some ...
- Consumer staples trading at premium valuations, auto promising in long term: Pawan ParakhFor a long-term view, the auto sector is extremely promising given that a lot of these stocks are trading at substantial discounts from the...
- Coalgate: BJP demands PM's resignation; former Cabinet secy backs PC ParakhSenior BJP leader Yashwant Sinha also said, "After Shibhu Soren was removed, why did PM keep Coal Ministry to himself for so many years."
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