Searched for
AJAY BAGGA IDEAS
Near-term earnings recovery, rural consumption to boost autos, durables: Ajay BaggaAjay Bagga highlighted India’s equity outlook, noting a near-term earnings recovery, rural-led consumption growth, muted urban demand, and ...- Shankar Sharma warns of India’s “stock marketification” as tax debate heats upVeteran investor Shankar Sharma warned that India’s rising reliance on stock market taxes to fund capital expenditure makes the economy vul...
- India trade deal likely will get shifted to September 2, the due date for decision on Russian oil as well: Ajay BaggaMarket expert Ajay Bagga anticipates trade deals, like those between the UK and Japan, to boost markets. Several Asian countries are pursui...
- In infrastructure, power, defence and railway PSUs expected to thrive: Ajay BaggaGovernment and household spending are currently fueling infrastructure growth, while private capital expenditure remains sluggish due to lo...
- Rotation out of US markets into EM starting, India could be a big winner: Ajay BaggaAjay Bagga, a market expert, indicates a shift of funds back to emerging markets, benefiting India and China. Global brokerages are endorsi...
- NSE expiry move to increase volatility; institutional investors may cope better than retail investors: Ajay BaggaAjay Bagga, Market Expert, highlights that NSE's shift of F&O expiry from Thursday to Monday from April 2025 will increase volatility and m...
- There’s 60-day window to get into the public sector, railways, and defence stocks before budget: Ajay BaggaMarket expert Ajay Bagga recommends short-term investments in public sector banks, railways, and defense stocks in the 60 days leading up t...
- Why two-wheelers and pharma are poised to lead ahead: Ajay BaggaSo, as the Fed eases, there will be other banks. Already five-six banks have been ahead of the Fed, especially Canada and ECB, Switzerland....
- Prepare, do not panic & do not sell, this is not 2008. I have bought all the indices: Ajay BaggaMarket expert Ajay Bagga advised investors to prepare for market volatility but avoid panic selling. He recommended reviewing asset allocat...
- Ajay Bagga on where to look for next market trigger and pockets to avoid nowAjay Bagga says railways and defence sectors have already run up much and multi-year order books have been factored in. Now it is the execu...
- What will be the key focus areas in the Budget? Ajay Bagga answersInfrastructure building, indigenisation on imports of institution as well as raising the levels of employment, rural demand, I think all th...
- Buy Paytm? Let penny pickers stand before oncoming trains; don’t join them: Ajay BaggaAjay Bagga advises investors to avoid companies with compliance issues and governance problems and focus instead on India's growth stories ...
- India likely to see Santa rally which may taper off by Feb-end: Ajay Bagga"Speciality chemical stocks are coming back. There was a lot of dumping by the Chinese, but globally now we are seeing a recovery happening...
- A lot of opportunities now if you choose stocks, sectors well: Ajay BaggaThe market expert said that two-wheeler sales numbers were okay in June, not as bad as anticipated.
- Auto, infra Ajay Bagga's contra calls for New Year, and why!We should easily cross 12,300 on the Nifty and go probably higher.
- Bottom fishing has already started in market: Ajay BaggaAnd within a week of the RBI policy meet, the second quarter earnings season will kick off.
- Urjit Patel fails to make a splash; Yellen, Kuroda actions will sway D-St nowThe announcement dashed hope of aggressive rate cuts in the near future. That said, the momentum in the market may remain intact, if liquid...
- Two-wheelers, private banks, consumption story to play out well: Ajay BaggaDownside in Nifty should to be capped at around 8,000-8,200; it seems to be a good time to initiate some long-term allocations, says Bagga.
- Select stocks taking markets higher; Q1 earnings, EPFO investment hold the key: Ajay BaggaI am not very sure on whether we have already baked in everything or will there be further disappointments, says Bagga.
- Market may have priced in 230 to 240 seats for NDA: Ajay Bagga"Nifty is mildly positive. It is looking at 230 to 240 seats for NDA, but in last two elections, the opinion polls were off target."
Load More
