ETMarkets Smart Talk: Market could decline 20-25% from current levels by end of FY25: Amit GoelAmit Goel predicts a global bear market, advises a multi-asset approach. He also warns of overvaluation in defensive sectors and discusses ...
ETMarkets Fund Manager Talk: This asset manager shares contra view, sees $30-40 bn FPI outflows in second half of 2024Amit Goel says: "In the first half of 2024, we believe that domestic inflows are going to be very strong and FII inflows are going to be ma...
ETMarkets Smart Talk: We foresee a potential 20% decline in Indian market before end of CY 2024: Amit GoelAmit Goel says: " We believe that the Indian markets may enter a range-bound phase in the next few months, with 20,000 levels serving as a ...
- Bullish on sugar counters: Amit Goel
I think gradually we are moving towards an era where sugar prices and sugar companies can be expected to do well.
- Selan is the best in oil exploration stocks: Amit Goel
"Selan out of all the oil exploration stocks is looking the best and it is partly linked to crude oil which has been moving up in the last ...
- Bullish on sugar stocks: Amit Goel
"We have been very bullish on sugar. In fact I have been recommending Shree Renuka Sugars and Bajaj Hindustan on your channel now for at le...
- Book profits in banking stocks: Amit Goel
"Banking is probably a good candidate for profit booking. Banking has been a outperformer in this rally of last 5 to 6 months."
- Buy DLF on dips: Amit Goel
"The strategy on DLF could be buy on dips because the real estate market is actually holding up rather well."
- January might be robust for metal counters: Amit Goel
"Metal stocks are probably going to be sideways rather they may have a slightly upward bias if one looks at a period of next 2 months."
- Hindalco might outperform Sensex: Amit Goel
"Hindalco does not have much downside left as far as the next few weeks are concerned."
- Tata Motors looks richly valued: Amit Goel
"Tata Motors at this point of time looks richly valued and I think the best part of the performance is already priced in."
- Buy into OMCs: Amit Goel
"We actually have a long term positive call, long term buy call on the OMCs."
- Bharti Airtel could see some upside over nexr two years: Amit Goel
"If one takes a very long term horizon Bharti at this price does not look too expensive and probably there could be some upsides in this st...
- Not positive on telecom sector: Amit Goel
The next few quarters will be difficult for the telecom space and one is not really very positive on the broader telecom space.
- Bearish on banking stocks: Amit Goel
If the market goes down from here, banking would go down more than what the Nifty does or what the Sensex does.
- Bearish on aviation stocks: Amit Goel
On a long term basis we are not really very positive on the aviation sector.
- Not positive on Bajaj Auto: Amit Goel
Bajaj Auto seems to have probably run its course and I would not be so positive on Bajaj Auto going forward.