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VIVEK MAVANI
Continue to bet on private banks and NBFCs: Vivek Mavani"We haven't seen valuation froth in private banks and NBFCs as they trade in similar multiples over years."- Earnings season has managed to surprise positively: Vivek Mavani"Larger opportunity for 2013 continues to remain PSU banks where hopefully the improvement from the bottom is going to translate into bigge...
- Sun Pharma, Cipla will continue to grow: Vivek Mavani, Market AnalystI would even look at midcap within the pharma space, Ajanta Pharma, pure domestic focussed company, says Vivek Mavani.
- There is no real trading opportunity in oil and gas stocks: Vivek Mavani, Market AnalystAny move to reduce subsidy burden which is a drag on balance sheets of the oil PSUs is positive, says Vivek Mavani, market analyst.
- Expect action to shift to small & mid caps over next few months: Vivek MavaniChina plays a very large factor as far as global metal prices are concerned, whether it is ferrous, non-ferrous, upstream or downstream, sa...
- Too early to make investment call on telecom stocks: Vivek MavaniThe govt must come out clearly on how spectrum will be allocated, how it will be priced, who pays how much etc, says Mavani.
- Bullish on PSU banks in large cap space: Vivek Mavani"The risk reward -- from 1 to 2-year perspective -- favours going long on PSU banks, such as Bank of Baroda or PNB," says Vivek Mavani.
- Markets to be driven by news from Delhi & overseas markets: Vivek MavaniIn an interview with ET Now, Vivek Mavani, independent market analyst and portfolio manager, talks about the markets. Excerpts:
- Positive surprises can keep the market buoyant: AnalystMarkets tend to discount events well in advance. There could be many positive surprises that could keep them buoyant over the next few week...
- Bullish on Tier-I IT stocks: Vivek MavaniIn an interview with ET Now, independent market analyst Vivek Mavani talks about banking, power and IT stocks.
- Market is going to stay in this kind of a range: Vivek MavaniMuch of the price damage probably is already done, so it is going to be a bottom up stock pickers market but continue to stay defensive.
- Buy Petronet LNG, Bajaj Auto, M&M on declines: Vivek Mavani"In the large-cap names, I will be fairly comfortable adding Petronet LNG, Bajaj Auto, M&M, some of the prominent names or even an Indrapra...
- Bata is intact and promising: Vivek Mavani"Bata has gone up almost 20% in the last couple of months but the long-term story is fairly intact and fairly promising."
- Cautious on power sector: Vivek MavaniThe PMO's announcement on FSA is still a proposal. It is not a policy as yet and Coal India has not yet signed any FSAs.
- FMCG space safe: Vivek MavaniFMCG sector is one place to park and hide in the near term. Bata, ITC look good.
- Focus on stock picking in this kind of a market: Vivek MavaniIn an interview with ET Now, Vivek Mavani, Vice President-Institutional Equities, Brics Securities, talks about the market. Excerpts:
- Metal stocks are on a negative trend: Vivek MavaniThere are very few reasons why underlying metal prices be going up anytime soon. Even if there is a QE3 and even if more liquidity is unlea...
- Avoid buying Crompton Greaves: Vivek Mavani"There was too much of gloom and frustration as well as despair from day before yesterday afternoon onwards."
- Commodity prices are definitely at serious risk: Vivek MavaniIn an interview with ET Now, Vivek Mavani, VP & Senior Portfolio Manager, speaks about the overall market condition and prospects.
- Infrastructure stocks still attractive at this level: Vivek Mavani, VP, Brics SecuritiesValuations of most of infrastructure stocks after having beaten down significantly in the last 6 months are quite attractive in spite of al...
Load More- There is no real trading opportunity in oil and gas stocks: Vivek Mavani, Market Analyst
