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RAVI DHARAMSHI PORTFOLIO
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...- Kalpraj Dharamshi on lessons to learn from Rakesh Jhunjhunwala, Radhakishan DamaniKalpraj Dharamshi reflects on his market journey since the 1980s, learning from industry giants like Rakesh Jhunjhunwala and Radhakishan Da...
- Ravi Dharamshi on how to approach PSU stocks and why he dumped ITRavi Dharamshi says: “IT companies have old legacy business, which is rolling off; and then there is this new business, which is digitisati...
- Ravi Dharamshi prefers companies & sectors that can grow 2X of GDP. Here's whyRavi Dharamshi of ValueQuest Investment, is not bullish on the IT sector due to its maturity and slower growth rate, with a ceiling of 8-12...
- 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
- NBFC story yet to pan out: Ravi Dharamshi, ValueQuest Investment Advisors"One space, where we have placed some bet and is to pan out, is small finance banks.
- 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...
- This is a good time to bet on India’s economic revival: Ravi DharamshiIf the dragon is going to stumble, there is going to be rumbling; China has the potential to be the blackest of black swan, says Dharamshi.
- 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."
- 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.'
- 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...
- Don’t think market is factoring in only economic revival: Ravi Dharamshi, ValueQuestFor us the portfolio strategy for the entire last year was to stay completely invested and we are not budging from that, come what may.
- 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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