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PANKAJ PANDEY ICICIDIRECT
US-Iran peace deal: Is it enough to end the 2-year drought for Nifty bulls, bring FIIs back?A US-Iran peace framework has sparked a sharp rally in Indian markets, sending crude oil prices lower, strengthening the rupee and promptin...- Falling crude prices shift market narrative; energy, defence and BFSI emerge as key bets: Pankaj PandeyEasing crude oil prices and moderating foreign investor selling are improving India's investment outlook. Head Research Pankaj Pandey highl...
- Pankaj Pandey identifies defence, pharma and consumption as core stock picking themesIndian equities face a mixed outlook due to potential monsoon deficit and uneven corporate earnings. While rural-linked sectors may see pre...
- Rising bond yields, oil prices keeping markets on edge; selective bets still emerging: Pankaj PandeyGlobal markets are under pressure due to rising bond yields and geopolitical tensions. Higher crude oil prices are a key concern, potential...
- Prefer Jet Airways, Ashoka Buildcon and Greaves Cotton: Pankaj PandeyThese are the kind of names which we have been liking over a period of time and we are still quite comfortable recommending them even at cu...
- ITC, Kajaria, PNC Infra, Bajaj Finance among top picks, to give 15-20% returns over the next year: Pankaj PandeyThese are the names which we believe that should deliver 15% to 20% kind of returns, some maybe more, over the next one year.
- Urban theme looks good given the deficient monsoon: Pankaj Pandey, ICICIdirect.com'Given the kind of deficient monsoon which we had, probably the urban theme looks far better'
- Prefer ITC, Inox, PVR: Pankaj Pandey, ICICIdirect.com'Largely of top picks, we like ITC, we like Inox, we like PVR'
- Prefer Nerolac, NBCC among the midcap stocks: Pankaj Pandey, ICICIdirect.comIn addition to that, some of the infra players like NBCC or Kajaria Ceramics these are the kind of names which we continue to be comfortabl...
- Prefer Bharti Airtel and RCom in telecom space: Pankaj Pandey, ICICIdirect.comThe choice is very limited in telecom with Bharti and Idea the only two players which one can be looked at.
- Prefer Timken, NBCC, Torrent Pharma, DCB among midcap stocks: Pankaj Pandey'Along with the likes of Timken, we like NBCC, we like Torrent Pharma, DCB. Additionally, we like Star Ferro & Cement.'
- Expect Nifty to trade in 8,200-8,800 range for next three months: Pankaj Pandey, ICICIdirect.com'Therefore, broadly we would expect that this 8200 to 8800 kind of range would continue to pan out and it does not look like the market has...
- Buy UltraTech, Heidelberg in cement space: Pankaj PandeyWe have seen a volume growth or we are expecting volume growth of about 6% and another 6% should come from the pricing, so about 12% kind o...
- Oil and gas sector looks promising with decline in crude prices: Pankaj Pandey'Within the govt regulated sectors, oil and gas looks the most promising and with the decline in crude oil prices, things are getting bette...
- Marked improvement across segments; agri space just one of them: Pankaj Pandey, ICICIdirect.com'If markets had not performed well for a period of time, then relative competing classes like debt and gold would take a backseat.'
- Expect post-elections momentum to get bigger: Pankaj Pandey, ICICIdirect.com"However, in certain cases, we might see a bit of consolidation, but structurally, we are expecting this momentum to get bigger."
- HDFC is down on subdued banking space: Pankaj Pandey, ICICIdirect.com"We still do not know what would be the way forward but overall, the entire banking and financial service space is subdued."
- Infosys is preferred as a contra bet: Pankaj Pandey, ICICIdirect.comUnder the new management, Infosys would expect this growth number to be far better because TCS is guiding for about 16-16.5% kind of growth.
- Avoid FIIs when it comes to derivatives: Pankaj PandeyMarket has been boxed in a range of 200 odd points for the past one month. So, we prefer to be on the sidelines and that is what we are adv...
- Don't expect specific outperformance by Indian markets post US debt deal: Pankaj PandeyBut overall, it is a big relief because there was a big anxiety about what will happen in case this US deal had not gone through.
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