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'Wait out IT, buy pharma and defence'; Ajay Bagga's 3-sector playbook for 2026Ajay Bagga offers a clear strategy for Indian markets. He advises waiting for real AI revenue in IT. Pharma remains a strong investment due...- West Bengal, Tamil Nadu among 5 state election results today. 10 things stock market investors should track under volatilityVote counting for assembly elections in West Bengal, Assam, Tamil Nadu, Kerala, and Puducherry begins today. Equity traders anticipate a vo...
- Crude shock: Ajay Bagga on how $90 oil could dent India Inc's earnings and test government's fiscal nerveIndia is bracing for a major energy cost shock. Soaring crude oil prices are set to impact corporate profits, consumer spending, and govern...
- Don't rush to buy the dip yet, warns Ajay Bagga; here's whyMarket expert Ajay Bagga advises investors to exercise patience amid Middle East conflict, warning against chasing early market upticks due...
- Earnings growth key to sustaining market momentum: Ajay BaggaFollowing recent GST rate cuts, markets across asset classes show renewed optimism. Expert Ajay Bagga highlights early positive indicators ...
- 2 sectors Ajay Bagga is betting onNormally October to January is the best period for the markets but I am expecting one more selloff to come in global markets, which will im...
- Ajay Bagga on why the market is rising despite headwinds & 5 sectors to bet on now“In India we are seeing a return of FII flows. We saw a positive number for July. August has been positive so far. From October 1, 2021, In...
- 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.
- Private banks to outperform market; do like IT, pharma & MNCs in FMCG space: Ajay BaggaI would look at global defensives i.e. pharma and IT stocks, given a slowing domestic consumption story, says Bagga.
- Prefer private banking stocks despite rich valuations: Ajay BaggaDespite rich in valuations, private lenders are clocking decent growth; they have maintained asset quality quite well, says Bagga.
- Prefer NBFCs as cost of funds fall, NPA scenario improves: Ajay BaggaAn uptick in the economy is benefiting NBCFs and will continue to do so, says Bagga. The expert also holds positive view on private sector ...
- Hospitals are very capital intensive: Ajay BaggaWe have some well run companies in this pocket but it is too small a sector to really focus on and so very difficult to give a call.
- Bullish on IT sector after Infosys’ favorable Q3 results: Ajay Bagga"Given its contribution in the overall index, it is good news for the market. You have seen the impact on the market as well."
- Battery companies an interesing prospect in the coming days: Ajay BaggaIf you have raw material prices coming down, be it rubber for tyre makers or lead for battery makers, they would be beneficiaries of this.
- Expect very good numbers from PSU banks; will change outlook for Nifty also: Ajay BaggaBank Nifty is clearly in a buy zone, even if you look at the technical charts. It is clearly looking very strong.
- Market to remain sideways for some time: Ajay Bagga"Good earnings will see the stocks going up, but we are expecting it to be a sideways market. So, we will have to be followers of the globa...
- Despite rupee appreciation, stay invested in IT and pharma.: Ajay BaggaIrrespective of slight appreciation in the rupee, we would say we need to keep invested in these two sectors as well, he said.
- 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."
- Negative on the cement sector: Ajay BaggaA lot of capacity is coming in and I think one big catalyst could be if you see increase spends coming on the road sector that could take o...
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