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SANDEEP J SHAH
Long-term structural bull market still in place: Sandeep J Shah, Motilal Oswal Private WealthSandeep J Shah, Associate Director, Motilal Oswal Private Wealth, shares his views on the market and PSU banking space.- Market remains extremely strong from a medium to long-term perspective: Sandeep J Shah, Motilal Oswal Private WealthThe market was actually waiting for a positive catalyst and a reason for investors to buy, and the Fed has provided that.
- See market going higher over next 3-5 years with occasional corrections: Sandeep J Shah, Motilal Oswal Private WealthThis is a multiyear bull market and from that perspective, we will see the market continuing to go higher over the next three to five years...
- Markets on a threshold of a multi-year bull run: Sandeep J Shah, Motilal Oswal Private WealthIf this govt continues to do what it has done in the first few days, then there is no reason to believe why we cannot be on threshold of bu...
- ONGC is not an investment candidate: Sandeep J Shah, Sampriti CapitalThe problem with ONGC is that it is neither a play on rising crude prices or falling crude prices.
- TCS also facing pricing pressure: Sandeep J ShahTCS is in the best case, fully valued and you would have to look for a correction to buy it.
- Wait and watch before you enter auto stocks: Sandeep J ShahIn the case of Hero Honda, they are doing very well in the economy segment. If you look at Bajaj Auto, even though there are short term pai...
- Avoid Infra stocks at current stage: Sandeep J ShahThe time to add risk is when either stocks have corrected significantly or the environment is much more conducive.
- Bullish on pharma stocks: Sandeep J Shah, Sampriti CapitalWe are continuing to advocate in this correction to actually buy consumption stocks, pharma, buy two wheeler stocks.
- Wait and watch for auto stocks: Sandeep J Shah, Sampriti CapitalTata Motors is a global play. It has been doing well despite a faltering global economy, but for how much long it will continue is uncertai...
- Maintain negative outlook in IT stocks: Sandeep J Shah, Sampriti CapitalYou have got to look at the fact that they had a serious bout of outperformance initially as the rupee started weakening.
- Recommend to be selective in picking consumption stocks: Sandeep J Shah, Sampriti CapitalOne is not looking at the interest rate sensitives so aggressively to begin with or the high value purchases. You have got to be selective.
- Cement sector does not look very exciting: Sandeep J Shah, Sampriti CapitalThe cement sector is at rough valuations. So, from that perspective it does not look very exciting.
- TCS performance will not be as bad as Infosys: Sandeep J Shah, Sampriti CapitalTCS's performance is going to be nowhere as bad as Infosys. I would be inclined to believe that there might be a marginal decline in the pr...
- Bullish on Tata Motors, volume growth looks fairly strong: Sandeep J Shah, Sampriti CapitalBy and large the volume growth in auto sector tends to be one of the biggest determinants of stock price performance as long as the margins...
- Lack of substantial increase in the rural income is impacting M&M: Sandeep J Shah, Sampriti CapitalBut in the rural economy, fertilisers sales are down, two wheeler sales growth has been coming off and there are concerns about huge invent...
- Rupee hasn't lost all its firepower: Sandeep J ShahIf the dollar index were to rise 20% from here, nothing can stop Asian currencies and emerging market currencies from correcting.
- Wait and watch IT sector: Sandeep J ShahBe a little careful about some of the midtier companies. Stay in the larger ones and do not chase them, look for corrections to buy.
- Buy Hindustan Unilever on 10% correction: Sandeep J Shah"Do not chase Hindustan Unilever stock and look for a correction and some bad news."
- Current market volatility is here to stay: Sandeep J Shah"Whenever the market has sold off, we have seen a 10-15% bounce back. Now we have already seen a 10% bounce back from the lows of 4700, so ...
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