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PHANI SHEKHAR
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.
Pharma companies offer defensive edge as well as growth kicker: Phani Shekhar, Angel Broking'Glenmark, Divi’s and Aurobindo are doing pretty well. So this is an interesting space.'
LIC, GIC and Indiabulls Housing Finance are good bets now: Phani Shekhar, Angel Broking'LIC, GIC and Indiabulls Housing Finance are part of our portfolio and we continue to advice our clients to invest in them.'
Deal with Adidas will benefit Lovable: Phani Shekhar, Angel Broking'If it is marketing complementary to what Adidas India is also doing for its own products, then the upsides will only be limited to better ...
NBFCs won't be overjoyed with RBI ruling: Phani Shekhar, Angel Broking'I do not think NBFCs will like it too much because they would have wanted NPA norms to be in line with banks.'
Positive on the banking sector: Phani Shekhar, Angel Broking'We are very positive on banks and our bias is more towards private banks compared to PSU banks.'
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.
- Good idea to look at booking profits on United Spirits: Phani Shankar, Angel Broking
In a chat with ET Now, Phani Shekhar, Fund Manager - PMS, Angel Broking, shares his views on the United Spirits shares.
- Regional print to do well in the media pack, best to avoid metals: Phani Shekhar
In a chat with ET Now, Phani Shankar shares his views on specific stocks and sectors, including media, metal and auto. Excerpts:
- 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.
- 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.
- 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.
- Hold Hindalco: Phani Shekhar
We are bullish on Hindalco. The upsides now will be around 20-25% from these levels.
- Would buy Lever rather than ITC: Phani Shekhar
ITC will generate growth but Lever will be a better bet relatively.
- Bullish on Renuka: Phani Shekhar, Angel Broking
Sugar of late - in the last 15 days or so - has shown signs of improving and globally also we are seeing that sugar prices have started har...
- Bullish on tyre sector: Phani Shekhar
There is a good amount of money to be made in tyre sector which is a sub-segment within auto ancillaries.
- 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.