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AJAY BAGGA STRATEGY
'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...- 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...
- Markets in turmoil, but fundamentals intact: Ajay Bagga advises patience amid global uncertaintyIndian markets are navigating a turbulent phase. Geopolitical tensions and volatile commodity prices are impacting investor sentiment. Mark...
- Bull run not confirmed yet: Ajay Bagga flags promoter selling, valuation risksAjay Bagga warns that despite Nifty and Sensex hitting record highs, India’s market rally remains fragile due to promoter selling, elevated...
- Ajay Bagga says GST tax cuts could spark market rebound, boost demandAjay Bagga expects Indian markets may have bottomed out, citing minimal Q1 downgrades and signs of recovery. He sees the upcoming GST Counc...
- Stocks to Buy | Navigating Market Uncertainty: Ajay Bagga on Tariffs, Sectors & StrategyAjay Bagga highlights rising tariff risks, resilient defensives, rural demand revival, and supportive policy stance. He remains bullish on ...
- Fed vs FII Flows: Who holds the key to India’s market rally? Ajay Bagga answersAjay Bagga, market expert, highlights signs of economic recovery in India, mentioning the end of an earnings recession and a return of gove...
- Is this the start of a long-term bull market? Ajay Bagga weighs inIndia, we have seen domestic criteria improving very fast, both the macro, the fiscal, as well as the monetary policy where RBI has cut rat...
- Expiry wars: NSE’s Monday move ups the stakes against BSE. What it means for F&O tradersNSE has shifted the expiry day for all index and stock F&O contracts, including Nifty, Bank Nifty, and Fin Nifty, from Thursday to Monday, ...
- 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...
- 4 popular global investment strategies discounting Trump as a lot of fury & fire: Ajay BaggaAjay Bagga identifies long positions in gold, emerging market debt, US and Chinese technology stocks as popular strategies. He warns the ma...
- US tariff policies and global market uncertainty keeping investors on edge: Ajay BaggaMore clarity will come over the next 15 days as more US earnings will come in. But US banks are going to have a blockbuster quarter and you...
- IT and Pharma sector poised for growth, cement faces downgrades: Ajay BaggaIn a strong market, it would not have made that big an impact as we saw. And finally, when the secondary market numbers came out, domestics...
- Muted expectations and slow rural demand suggest earnings downgrade may continue: Ajay BaggaLiving expenses have become very expensive and without a surge in wages, which has not happened, or employment, if more people came into em...
- Sit on the sidelines! Volatility is high and both shorts & longs get bought out daily: Ajay BaggaAjay Bagga advised investors to stay on the sidelines due to high market volatility, primarily affecting equity and FX markets. Despite str...
- 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.
- Right now the momentum strategy works in market: Ajay Bagga‘Next year, there will be some rotation and beaten down cyclicals will come back as global growth recovers.’
- Weak rupee to aid IT sector; look for corrections to buy into IT names: Ajay BaggaEven if IT firms offer revenue growth of 10-12 per cent, IT stocks should find place in any balanced portfolio, says Ajay Bagga.
- Lotus India MF AUM cross USD 1 bn markLotus India AMC on Wednesday said its assets under management (AUM) have crossed USD one billion mark as on June 30.
- More exits likely from Lotus AMCThe AMC, floated by Temasek of Singapore and Rana Talwar’s Sabre Capital, is likely to see some more high-profile departures soon.
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