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VP EQUITY SPECIALIST
Kerala’s healthcare gold rush: How private equity is reshaping hospitals and raising fears over costsPrivate equity funds are pouring hundreds of millions of dollars into Kerala’s healthcare sector, reshaping a system long dominated by inde...- M&M, Tata Motors best bet in auto sector: Gaurav Doshi, Morgan Stanley PWMM&M which is more diversified or Tata Motors which has got global proxy in it will provide investors more safety versus Bajaj Auto, Hero Ho...
- Market awaits policy action from govt: Gaurav Doshi, Morgan Stanley PWMIn a chat with ET Now, Gaurav Doshi, VP Equity Specialist, Morgan Stanley PWM, gives his views on the markets. Excerpts:
- Buy M&M on dips, wait and watch for Tata Motors: Gaurav Doshi, Morgan Stanley PWMM&M is not giving an opportunity to enter while Tata Motors at current levels looks very attractive.
- Buy Infosys on declines: Gaurav Doshi, Morgan Stanley PWMA lot of traders are looking to go long Infosys given its over sold position.
- Bullish on ICICI ands Yes Bank: Gaurav Doshi, Morgan Stanley PWMBanks like Yes Bank have given good results. More importantly in the sector we want to buy banks who have disclosed results.
- ONGC to go strong with or without FPO: Gaurav Doshi, Morgan Stanley PWMIf the FPO is called off ONGC will remove a over hang of supply on the stock and the stock could trade higher.
- Looking at Infra stocks and not real estate: Gaurav Doshi, Morgan Stanley PWMEven though infra is looking very attractive on a valuation front, we have being very selective of what we are choosing.
- Markets looking for proactive action in government policy: Gaurav Doshi, Morgan Stanley PWMThe market is looking towards the government for some reform agenda and some movement in terms of policy action.
- Nifty to be in range of 5400 to 5600: Gaurav Doshi, Morgan Stanley PWMFurther concerns of rate hikes and inflations spiralling out will keep the market on the higher end.
- NBFC space looks attractive: Gaurav DoshiThe mid-cap stocks would definitely provide a good opportunity in this pullback.
- Negative trend seen in FMCG stocks: Gaurav DoshiOnce the market gets back into the momentum mood and we see sort of a positive bias emerge, these stocks will get forgotten, so it's not th...
- Good time to build positions in technology space: Gaurav DoshiThis is a sector that will always give us an opportunity to hide in, so as an investor, he would stay put if a person does not have IT expo...
- Tata Motors a safe bet to buy: Gaurav DoshiIn the auto space, we continue to prefer the CV makers like a Tata Motors and M&M.
- Govt policies to impact ONGC performance: Gaurav DoshiAt 260-270, we may see fundamental value but the problem is the hangover of ad hoc policy by the government, that’s going to impact sentime...
- Bullish on Sobha Developers and Phoenix Mills: Gaurav Doshi, Morgan Stanley PWMWe have an extremely minimal real estate exposure. The only two stocks we are looking at right now are Sobha and Phoenix Mills.
- Buy into energy space from long term perspective: Gaurav Doshi"Energy is definitely a space where we would like to be biased with a clear long-term bias, not really taking a near term view there."
- Positive on metals space: Gaurav Doshi"We continue to be biased in the metal space on any dip with a 12-6 month view."
- Book profits in IT sector stocks: Gaurav Doshi"I think IT, FMCG, little bit of healthcare and selectively in the financial space there is definitely good opportunities to book profit."
- Equity firms PEPE it upPEPE is slowly becoming fashionable in India. This ain’t about a pair of jeans; it’s a phenomenon in private equity.
Load More- Buy M&M on dips, wait and watch for Tata Motors: Gaurav Doshi, Morgan Stanley PWM
