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Expect pharma and IT to start performing Q3 onwards: Daljeet Singh Kohli"One way to clearly play manufacturing will be automation companies like ABB, Siemens, Honeywell Automation which will drive more efficienc...- Narrative on recession and inflation will probably ease out in next few days: Daljeet Singh Kohli“ The market is now more inclined towards the revival of the economy and all of those things and this narrative about recession and inflati...
- 5 IT and industrial stocks to bet on in 2022: Daljeet Singh Kohli“We are reducing our position in specialty chemicals while continuing to bet on IT. Plus we are adding more on industrials.”
- Market to remain volatile all through Dec: Daljeet Singh Kohli"The markets are indecisive as of now. They want to wait and see what kind of reaction or actions are taken by various central banks especi...
- Pharma will remain an underperformer: Daljeet Singh KohliIn healthcare, maybe hospitals will do well. We are positive about Apollo Hospitals, Max Healthcare, Fortis. All three of them are of inter...
- Daljeet Singh Kohli on 2 pharma stocks to add or buy afresh now“Aurobindo Pharma and Alkem Laboratories are the two stocks that can be added or bought afresh.”
- 3 real estate stocks to bet on now: Daljeet Singh Kohli“People normally tend to go towards Mumbai-based realty but we are looking beyond that because we believe that real estate story has starte...
- ONGC a tactical play; cutting position in IT: Daljeet Singh Kohli“We are not taking a call on ONGC for three years, we are taking a call only for the period it is going up. Done with the rally, take the b...
- Use dip in RIL stock to accumulate it: Daljeet Singh Kohli“We are maintaining our positive view on Reliance. The delay in JioPhone Next presents an opportunity to get Reliance stock cheaper by 2-4%...
- Taper fears driving investors back to FMCG safe haven: Daljeet Singh Kohli“Inflation is not going to be as transitory as it is being made out to be. It will probably have much more recurring effect and we might se...
- Will Nifty50 break free or break down its shackles in August?The benchmark indices have not moved higher or lower by more than 2 per cent in more than 60 trading sessions at last count, reflecting the...
- Why it is better to avoid auto stocks for now“There is a severe margin compression in auto stocks. It will be difficult for them to pass on the hike in raw material cost, steel especia...
- 6 sugar and cement stocks that can yield good returns: Daljeet Singh Kohli“We have put more faith in sugar stocks like Balrampur Chini, Dwarikesh Sugar and DCM Shriram.”
- Time to add Bharti Airtel, Tata Motors: Daljeet Singh KohliEven though it is a three-player telecom market, severe competition is likely to continue, says the CIO, Stockaxis.com.
- Add Reliance, wait for realty stocks to cool offAt Rs 1,930, we have recommended adding Reliance. So we are positive and feel that it is just a time-wise correction.
- Bet on IT, white goods next year; be cautious on consumer sectorIn our list of top 10 stocks for 2021, at least two will be from white goods sector, says Daljeet Singh Kohli.
- Burger King listing today: what the market expectsOne has to see what kind of numbers the QSR chains can generate over the next 3-5 years, says Daljeet Singh Kohli.
- December is for booking profit, take a fresh call in JanIt is better to be a little cautious right now and book out wherever you are getting profits, says Daljeet Singh Kohli.
- Is Bajaj Finance a better bet than IndusInd?RBI working group suggestions have pushed up IndusInd share price on expectation of promoters’ holdings going up to 26%.
- Wait for dips to get into IT, pharma & chemicalsThe indecisiveness will continue in November. People will remain optimistic but on some negative news, there will be a cut and suddenly the...
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