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TARUN KATARIA
Midcaps to be part of a bull market over the next 2-3 years: Tarun Kataria, Cityspring Management"If you believe, as I do, that Modi will deliver on reforms, midcaps would be very much a part of what will be a bull market."
Infrastructure, steel and banking stocks in for a good run: Tarun KatariaThere are 2-3 growth sectors and infra-related sectors & banking pack, which are in for a good run now, he said.
Narendra Modi's impact likely to drive PSU pack higher across all sectors: Tarun KatariaThere is a history of Modi ensuring that the companies in PSU pack are actually run well and are responsible to all their stakeholders, he ...
Bullish on the PSU banking pack, says Tarun KatariaThere is need to change some of the laws around 50% ownership. So I would be generally bullish on the PSU banking pack, he said.
Terrific time to go long with 3-5-year view on India: Tarun KatariaPick your moments over the next month or so, or six weeks. We have terrific time to go long with a three to five-year view on India, he sai...
Midcaps to be part of a bull market over the next 2-3 years: Tarun KatariaAfter the big run-up in some of the liquid names that the FIIs typically chase, midcaps would be very much a part of what will be a bull ma...
High chance of a sell-off after election: Tarun KatariaEven if the investment cycle starts, the impact on the economy, the impact on earnings, impact on GDP growth, the impact on inflation will ...
Will continue to stick with liquid, high-quality stocks: Tarun Kataria, Cityspring Management"You would expect to see that export boom come off a bit late. A proper manufacturing policy that China for example is that makes their exp...
Will stick to liquid, high quality stocks: Tarun Kataria, Cityspring ManagementMahindra & Mahindra is a great story and it is still not trading above 1000, says Tarun Kataria, Cityspring Management.
Expect rupee to be reasonably stable: Tarun KatariaThe RBI governor will keep his powder dry in the event that you have some kind of contagion that starts with emerging markets and spreads a...
Recommend investors to pick quality stocks with good track record: Tarun Kataria"The macro needs to catch up, earnings need to catch up, otherwise we will be in a boring market."
Expect QE tapering to begin only in March-April 2014: Tarun Kataria"You would expect to find a flow of money into emerging markets again in Jan-Feb, which should probably take this market higher."
India's long-term story intact; FIIs governing market buoyancy: Tarun Kataria, Religare Capital Markets"It is still a flowing market and I am not fundamentally bearish because most of the negatives have already factored-in," Tarun Kataria sai...
Seeing slowdown in consumer spending: Tarun Kataria, Religare Capital MarketsYou cannot build an economy based on subsidies through the whole period. You have to get to a point where you are creating jobs and income.
- Expect 12-15% returns from Indian markets in 2013: Tarun Kataria, Religare Capital Markets
"We have a call of 10-12-15% upside on both the indices for the year driven again largely by global liquidity," says Tarun Kataria.
A 100-50 bps cut in rate won't spur market rally: Tarun Kataria, Religare Capital MarketsThere is no major event risk that can come out of Europe and the fiscal cliff in US would get sorted, says Tarun Kataria, Religare Capital.
- 7-8% GDP growth not possible in near future: Tarun Kataria, Religare Capital Markets
"It is a serious enough issue for US GDP i.e. some commentators have said 4% or 5% decline in GDP, which is running at 1.5% today".
- Markets expected to be 10-15 per cent higher after one year: Tarun Kataria, Religare Capital Markets
"My advice to everybody is to have a balanced portfolio. Do not forget about compounding, because the only way you make money in investing ...
- Market is witnessing a relief rally: Tarun Kataria, Religare Capital
There is a slight amount of optimism at the moment, but things need to play out pretty quickly to provide a catalyst for the market.
- Investors’ sentiment will continue to be poor: Tarun Kataria, Religare Capital
Tarun Kataria, CEO, Religare Capital Markets India, talks about Indian markets and the crucial sectors. Excerpts: