Consumer names not among top investment bets at the moment: Dhiraj Sachdev, HSBC AM India"There are other segments in the market that are attractively priced relatively than consumer stocks," says Dhiraj Sachdev.
13 Aug, 2014, 11.37 AM IST
OMCs rally likely to sustain if there is no government intervention: Dhiraj Sachdev"If they are able to gradually increase product prices and there is no government intervention, this rally on oil marketing companies segme...
30 Jun, 2014, 04.41 PM IST
Engineering and cap goods companies to benefit if investment cycle in mining, railways happen: Dhiraj Sachdev"So we are selective on some of the engineering and cap goods companies which are operating in the space and they are likely to see a meani...
30 Jun, 2014, 04.22 PM IST
Tyre stocks are capital efficient in nature: Dhiraj SachdevThe fact is that when you look at it, there still valuations are attractive compared to many of the auto ancillary businesses.
11 Apr, 2014, 10.37 AM IST
Bet on IT and pharmaceutical companies: Dhiraj Sachdev"We have a mix of agrochemical companies because we believe they are attaining scale in terms of distribution network to the farmers and hi...
11 Apr, 2014, 10.24 AM IST
PSBs need to show meaningful reduction in NPAs to sustain an uptrend: Dhiraj SachdevEvery quarter when public sector banks come out with the earnings, we have to see meaningful trend reversals in the asset quality performan...
13 Mar, 2014, 11.52 AM IST
Agri stocks to scale up further despite the recent run: Dhiraj SachdevThe agrochemicals business model has high ROEs and scalability and the valuations are at a discount to the likes of pharmaceutical business...
13 Mar, 2014, 10.13 AM IST
Pharma to stay bullish on US recovery, more outsourcing: Dhiraj SachdevPharma to stay bullish on US recovery, more outsourcing. says Dhiraj Sachdev.
08 Jan, 2014, 11.16 AM IST
Consumer auto stocks to benefit, if interest rates soften: Dhiraj SachdevConsumer auto stocks to benefit, if interest rates soften, says Dhiraj Sachdev.
08 Jan, 2014, 11.06 AM IST
IT to stay strong on US growth recovery and demand buoyancy: Dhiraj SachdevIT to stay strong on US growth recovery and demand buoyancy, says Dhiraj Sachdev.
08 Jan, 2014, 10.45 AM IST
Private banks score over PSBs on account of better resilience: Dhiraj SachdevPrivate banks score over PSBs on account of better resilience, says Dhiraj Sachdev.
08 Jan, 2014, 10.34 AM IST
Equities as an asset class to gain if gold prices keep falling: Dhiraj Sachdev, HSBC AMC"We believe that the flow into the emerging markets will structurally continue from the overseas investors," says Dhiraj Sachdev, VP & Head...
01 Jul, 2013, 11.53 AM IST
Q4 earnings: Sensex companies to grow by 6-7%, says Dhiraj Sachdev, HSBC AMCWe expect that tier 1 IT companies can report the modest 2% to 3% revenue growth, but we need to watch out for the IT budgets, says Dhiraj ...
11 Apr, 2013, 12.01 PM IST
Bullish on midcap stocks vs large frontline space: Dhiraj Sachdev, HSBC Global AMCThere is a distortion where some of the mid-caps in the FMCG and pharmaceutical space maybe expensive, says Dhiraj Sachdev.
24 Jan, 2013, 02.39 PM IST
- Macroeconomic picture likely to be better in 2013: Dhiraj Sachdev, HSBC AMC
"It is difficult to time the market as seen historically. Timing is a futile exercise and the strategy should be to buy on dips", Dhiraj sa...
21 Nov, 2012, 12.32 PM IST
- Expect midcaps to drive market rally going forward: Dhiraj Sachdev, HSBC AMC
We like select midcap private sector banks & PSU banks, midcap & small cap cement cos which are quoting at $40 to $50 per ton. says Dhiraj ...
01 Oct, 2012, 01.59 PM IST
- Indian market valuations are pretty attractive currently: Dhiraj Sachdev, HSBC Global AMC
There are near-term issues in some sectors. However, on a relative basis, GDP growth and opportunities are better than most of the develope...
09 Aug, 2012, 08.34 PM IST