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DEEP CONTRA BETS
Sensex down over 10K points from Dec peak. Should MF investors buy the dip, hold positions, or wait on sidelines?The BSE Sensex has fallen over 10,000 points from its peak. Market experts suggest this presents a buying opportunity for long-term investo...
NFO Insight : Motilal Oswal Contra Fund opens for subscription. Is now the right time to bet on this strategy?Motilal Oswal Mutual Fund has launched its Contra Fund, open for subscription until May 22. The fund aims for long-term capital appreciatio...
Bandhan Aggressive Hybrid Fund’s winning playbook: Discipline, diversification, and long-term focusBandhan Aggressive Hybrid Fund’s consistent outperformance stems from disciplined stock selection, a balanced multi-cap approach, and prude...
Best equity mutual fund managers 2024: Top 10 managers ranked in balancing risk-reward by ET Wealth-PrimeInvestor.inIn this year’s Best Fund Manager rankings, investment research platform PrimeInvestor helps us identify 10 fund managers who have delivered...
Start nibbling and building up position in chemical stocks over next 2 quarters: Abhishek BasumallickSee, if you look at the data, domestic money that is flowing in through SIPs, through EPS into equity, through insurance is roughly today a...
See Nifty50 target of 21,000 by December 2024 in base case scenario: Vinod NairYTD, the market has performed better than expected because the key risk point of a likely fall in earnings growth reversed due to a strong ...
Seeing sectoral rotation in auto, IT & capital goods stocks; ignoring Adani stocks: Gautam Shah"Pharma is close to turning the corner. It might be a slightly contrarian call but when we look at the charts in the last couple of weeks, ...
ETMarkets Smart Talk: 5 factors that suggest investment cycle of 2022 is sustainable: Naveen Kulkarni"The outperformance is very sustainable as it is driven by both macros as well as the intrinsic fundamentals of India Inc. Inflation global...
Look for deep contra bets in financials: Ashwini Agarwal“Leaving out the top three four banks, the entire lending space is trading at book value.”
After eight-day selloff, here is what to do: Sell duds, buy valueAs investors’ risk appetite plumbed new low, many resorted to profit booking on every rise.
There is nothing that makes for a huge bet from next 1 yr's perspective: Taher Badshah“This year we need to be relatively more cognisant of risk; growth versus value exposure.”
Here’s the latest bet from contra investor Amitabh Sonthalia of SKS Cap“If the price is attractive and it has deep value with a good margin of safety then we like to take a bet.”
Don’t think the market is overbought: Prakash Diwan, Altamount Capital Management"We have seen the large cap stocks do well on the back of improvement in the earnings environment and benign interest rate environment."
- HDFC looking at a target price of Rs 825 in mid term: Ajay Bodke
Expecting 21% growth in earning CAGR for FY15 and FY16 for HDFC Bank and the company has one of the highest ROEs in the business
Long-term outlook on IT, private sector banks: Arindam GhoshIT would continue to remain favourite for the next two to three years and that entire pack looks quite attractive, says Ghosh.
Ranbaxy still has value, is a good buy despite USFDA issues: Sudip Bandyopadhyay"There has been more bad news, but there is still a significant value in Ranbaxy. So in spite of everything, Ranbaxy is a good buy."
Stock Buzz: NMDC looks attractive from a short-term view"In case of NMDC, the judgment call is endless whether PE multiple of 5 is attractive for NMDC or whether a dividend yield of 8 is attracti...
- HUL, ITC, Infosys, RIL and engineering stocks best for contra investing: Nilesh Shah, Envision Capital
Contra investing is about finding value and not participating where majority of the investors are looking at, says Nilesh Shah, CEO, Envisi...
- Sensex to touch 24000 sometime during the year: Raamdeo Agrawal
Raamdeo Agrawal, Jt. MD, Motilal Oswal Fin Serv, talks about contra investing and his contra calls.
- Markets fairly valued but risky at current levels: Emkay Global
Krishna Kumar Karwa of Emkay Global Financial Services says that markets at current prices do not offer adequate margin of safety.