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PRASUN GAJRI
We’re overweight on auto, private sector financials & capital goods: Prasun GajriWe are in a range-bound market as far as interest rates are concerned.- Markets likely to remain rangebound till an earnings turnaround occurs: Prasun Gajri, HDFC Life"In a current market scenario, one needs to take a call for the next 12-18 months. One needs to continue to focus on the domestic stories."
- DIIs coming back to markets; December quarter to be a turning point: Prasun Gajri, HDFC Life"We would continue to remain positively inclined towards the sectors we have been possibly inclined for a while and that has not changed at...
- RBI commentary, not interest rates to watch out for: Prasun Gajri, HDFC Life Insurance CompanyIf the RBI goes for a 25-bps rate cut, it will not enthuse markets to act. But if the commentary continues to say that yes, we are seeing d...
- Expect all India-related themes to do well in long term: Prasun Gajri, HDFC Life Insurance"From our perspective, while the global macro is becoming uncertain, I do believe that once the dust settles down, it will augur well for I...
- India looks like a 'bright spot' compared to peers: Prasun Gajri, HDFC Life Insurance Company'At least from a top-down approach, India does look like a country where growth is going to be extraditing from where it is. Inflation is c...
- No reason to be bearish on markets at current juncture: Prasun Gajri, HDFC Life Insurance CompanyThe flows are coming through because there is an anticipation of a recovery going forward both in the economy and in the earnings, says Gaj...
- It’s too early to get alarmed by delay in monsoon: Prasun Gajri, HDFC Life Insurance Company"June is just 15 per cent of the overall rainfall. Hence, deficit rains in June are not very important. It should be fine if the rains pick...
- Market rally still has legs, outcome of election 2014 the key: Prasun Gajri, HDFC Life Insurance"I do not think the rally would be over in case the markets get what they are hoping for and from that perspective the market rally still h...
- Markets won’t be easy to play till 2014 general elections are over: Prasun Gajri"Unless you get the political scenario out of the way, the markets cannot really decide on which way they are headed for."
- Recommend balancing portfolio between defensive & growth sectors: Prasun Gajri, HDFC Life Insurance CompanyThere will be some consolidation, some correction and again the markets will try and catch up with fundamentals once things improve again.
- Expect market to consolidate around current levels: Prasun Gajri, HDFC LifeThe market is anticipating at some rollback on measures taken by RBI earlier. If that comes true, the market could hold for a while.
- Don't expect markets to give very high returns this year: Prasun Gajri, HDFC Life InsuranceThe market today is in a complete risk off mode where we continue to give higher multiples to sectors where the fundamentals are deteriorat...
- Market valuations are cheap currently: Prasun Gajri, HDFC LifeWe are no longer overweight IT. We continue to be long on pharma and have trimmed our positions a little bit in the banking space, says Pra...
- Earnings upgrade cycle to determine direction of markets: Prasun Gajri, HDFC Standard Life"One would expect the earnings upgrade cycle to begin. Depending on that, the future course of the market would be determined," says Prasun...
- Tough policy decisions can help fiscal cause, give positive trigger to markets: Prasun Gajri, HDFC Standard LifeA meaningful fuel price hike can help oil refiners and also reduce the risk of a rating downgrade going forward, believes Prasun Gajri.
- Markets to remain range-bound & news-driven: Prasun Gajri, HDFC Standard LifeMarket will become a very news-driven kind and as long as the expectations are met, we will be fine, says Prasun Gajri of HDFC Standard Lif...
- Stronger players will get stronger after the MNP scheme: Prasun GajriWe will see probably the stronger players getting stronger and this has been kind of evident from one state where MNP has been in existence...
- Business model will need to be altered: Prasun GajriHow do you really implement it on the ground is a challenge, so under the new recommendations, which have come out from the Malegaon commit...
- 'Though growth upbeat in cement, supply-side issues will soon show'Prasun Gajri, CIO, HDFC Standard Life gauges the market play going ahead in the cement and auto space with ET NOW.
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