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AMIT KHURANA PORTFOLIO
Be cautious; high beta is out and we are backfoot in capex related stories: Amit KhuranaAmidst geopolitical tensions, Dolat Capital's Amit Khurana advises a cautious investment strategy, anticipating a listless market. He sugge...
Trump, Tariffs & Trades: Sensex ends in red for 8th straight dayNifty fell 102 points, or 0.44%, to close at 22,929. Sensex declined 199 points, or 0.26%, to end at 75,939. Both indices have declined 2.5...
Stock market outlook: 2025 H1 may be very tricky to navigate; go bottoms-up and stock specific, says Amit KhuranaAmit Khurana from Dolat Capital discusses market challenges due to the impending Trump administration and global events. He recommends a fo...
Sensex rebounds 694 points with strong buying in metals, banksNSE's Nifty rose 217.95 points, or 0.91%, to end at 24,213.30. BSE's Sensex gained 694.39 points, or 0.88%, to close at 79,476.63. The gain...
Should you buy the dips or wait for further correction? Amit Khurana answersAmit Khurana discusses market correction trends, preference for bottom-up portfolio allocation, identifying opportunities in small and midc...
Uday Kotak has stepped down. Should you worry about Kotak Mahindra Bank? Amit Khurana answers“Kotak Bank has been one of the underperformers because its relative growth versus the peers has been a bit lagging for whatever conservati...
10 analyst favourites that are likely to outperform in FY19ET spoke to 5 analysts for their stock picks, which may outperform in FY19.
RBI’s hawkish tone takes the steam out of PSU banksThe Nifty PSU Bank index on Wednesday slid 2% to 3,751.75, its lowest level since October 24.
Hold on to quality realty stocks but it's not time to buyLed by a 12% jump in Indiabulls Real Estate, the Nifty Realty index hit a 52-week high before closing 4.2% higher at 265.65 points on Monda...
Expect market corrections in next few weeks: Amit Khurana, Dolat Capital MarketThere will be lot of permutation and combinations that one will have to go through over the next couple of quarters to make sure that GST f...
Our technical pick is Tata Steel: Amit Khurana, Dolat Capital MarketRecommends buy for Tata Steel with a target somewhere about 20 per cent upside potential over the medium term.
Top 5 factors that may give D-Street pain in short termThe domestic equity market has begun the New Year on a patchy note, with the benchmark index slumping amid Monday’s rout in the global equi...
Tata Motors valuations fairly attractive: Amit KhuranaThe portfolio is far better positioned now for the next couple of years than what was the situation in the last two years.
NBFCs look good from macro perspective, but stay selective: Amit KhuranaNBFCs have a pretty good sort of next couple of years from a macro thing to play around with versus banks in general, says Khurana.
Current market correction an opportunity to accumulate cyclical names: Amit Khurana, Dolat Capital MarketWe believe that banks and cyclicals will probably be the ones to watch out for in the first phase of accumulating stocks, says Khurana.
Markets may slide another 5-7%; buy on dips: ExpertsDomestic stocks have come under pressure for a host of factors including dismal earnings and tax demand by the government on FPIs on capita...
Right time to make more allocations towards the PSU banks versus private: Amit Khuranaver the next two to three quarters selective PSU banks will outperform but that is where the stock picks would play a very very important r...