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AJAY BAGGA VIEW
'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...
- 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...
- 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.
- D-Street betting on rate cut; banking stocks in vogue: Ajay BaggaBagga believes that the rate cut hope is the biggest factor, which is driving the market at present. He sees strong signals behind the opti...
- Vedanta-Cairn deal may not go through: Ajay BaggaIt is quite an onerous task to get 75 per cent of the minority shareholders to vote, Bagga said in an interview to ET Now.
- Valuations rich on logistics counters; watch out for M&As: Ajay BaggaWe have even seen select IPOs by logistics firms faring well even after the listings, but can these players run up with scale, asks 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.
- Pick defensive pharma stocks to hedge against global risks: Ajay BaggaEven as we have seen some selling from institutional investors, I would suggest investors to own pharma stocks from a multi-year perspectiv...
- 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 ...
- Nifty all set to test 8,000 on crude, likely weak Q4 earningsThe rise in oil prices may raise inflationary concerns and may delay further interest rate cuts, says Bagga in an interview to ET Now.
- 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.
- Housing finance companies among NBFCs should do well: Ajay BaggaHousing finance is no brainer.There is a huge growth you are seeing. Mgmts come out with guidance of 20-25% growth that they are anticipati...
- Global liquidity will continue to drive Indian Markets: Ajay BaggaA good year is coming for the market again due to global liquidity being maintained, and with ECB, coming in with the QE January 22nd meeti...
- 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...
- Nifty can reach 8000 levels in six months, says Ajay BaggaYou are going to see a good market here. I am quite bullish on the Indian market. 8000 levels is a big possibility in six months, he said.
- Private sector banks like ICICI, Asix and HDFC Bank still favourites: Ajay BaggaPrivate sector banks are still favourites. Investors can be holding positions in the leaders like ICICI, Asix, HDFC Bank, he said.
- One can pick ACC and Ambuja from the cement space: Ajay BaggaThere is a lot of operating leverage available for these companies, especially the leaders like ACC and Ambuja. These stocks can be owned, ...
- Entire PSU pack to perform well: Ajay BaggaAt least the top PSUs are going to be performing very well. The market has been right in over-owning these, he said.
- 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.
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