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RAVI DHARAMSHI
LIC’s $2 billion contrarian bet: 10 stocks the DII giant bought while the market bledLife Insurance Corporation of India invested nearly $2 billion in 10 stocks during the March quarter's market fall. LIC bought shares in co...- Nifty’s 2 pillars now facing structural headwinds: Ravi Dharamshi's warning on IT & consumptionHis warning carries weight. ValueQuest has been quietly repositioning for months by moving capital away from consumption-oriented exposures...
- Ravi Dharamshi on valuations, growth, and the next big investment betsRavi Dharamshi, CIO of ValueQuest Investment, believes the worst of the market correction is over with valuations corrected to fair value. ...
- It will be smart to reduce risk in capex themes: Ravi DharamshiRavi Dharamshi, CIO of ValueQuest Investment, discusses the challenges in the Indian market. He mentions that exports and rural consumers a...
- Unorganised to organised story was hyped a lot: Ravi DharamshiI am a contrarian positive, because there is nobody left who is optimistic: ValueQuest's CIO
- Specialty Chemicals and diagnostics two mega trends for next 10 years: Ravi Dharamshi, ValueQuest Investment Advisors“Specialty chemical companies can easily grow at the rate of 15% to 20% over the next 5-10 years. It is a huge good growth rate and it does...
- Budget 2016 is not a catalyst for capital markets: Ravi Dharamshi, ValueQuest Investment"The RBI governor and monsoon are two things that can change the sentiment on the street"
- Bet big on consumption, to remain mega trend in markets: Ravi Dharamshi, ValueQuest Investment"Our population is 5 times that of America and they are going to get wealthy over the next 5-7 years and consume a lot of things."
- Fasten up your seat belts, this bull run is long: Ravi Dharamshi, ValueQuestDharamshi feels that the govt has to do its role and completely refocus on infrastructure-led growth. The quality of fiscal deficit is what...
- India is in a sweet spot; bullish on IT, pharma: Ravi Dharamshi, ValueQuestI have never seen such kind of clarity from the government about what kind of steps they are going to take, says Ravi Dharamshi.
- Indian market has performed well, but Brazil has given 30% return in just few months: Ravi Dharamshi"It has been a wonderful journey and the obvious triggers or the catalysts, that the market keeps looking for, are missing to some extent."
- Budget fiscally prudent, won’t derail economy: Ravi Dharamshi, ValueQuest Investment AdvisorsThere was a note last week by Morgan Stanley which said that the ROEs would rise from 12 per cent currently which are subdued to 14 per cen...
- Use any dip in market as an opportunity to buy: Ravi Dharamshi, ValueQuest Investment Advisors'I cannot predict whether we are going 10 per cent down first or 10 per cent up first. But surely any dip would be an opportunity to buy.'
- Looking at stocks which benefit from Govt’s policy initiatives: Ravi Dharamshi, ValueQuest Investment AdvisorsAmara Raja is an example. So it is not necessarily something directly driven by policy, but what are the steps that the government needs.
- Market is going to form a higher base: Ravi Dharamshi, ValueQuest Investment AdvisorsPeople have voted for better governance, development, meritocracy over dynasty politics, pseudo secularism and various other vote bank poli...
- We are very bullish on technology: Ravi Dharamshi, ValueQuest Investment Advisors"We are very bullish on technology per se. Narayana Murthy has come in and has spelt out his strategy. The strategy is to get cost under co...
- India benefiting from global liquidity; stay invested in the market: Ravi Dharamshi, ValueQuest"Developed world's loose liquidity policy is likely to remain for some time. Therefore, we can say that markets deserve to be higher," Ravi...
- Prefer private sector banks to PSU banks: Ravi Dharamshi, ValueQuest Investment Advisors"We like MindTree, we like Tech Mahindra, we believe even in the large caps"
- Market likely to remain range-bound in medium term: Ravi Dharamshi, ValueQuest InvestmentThe confidence of being in a bull market is lacking because in the year 2013, the economic data is still coming out bad, says Ravi Dharamsh...
- Expect banking space to pick up with economy going forward: Ravi Dharamshi, ValueQuest Investment Advisors"Banking, since it is a proxy to the GDP growth, will pick up and margins have already bottomed out for a lot of players."
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