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TAHER BADSHAH
Dons of Dalal Street: How this engineering graduate landed up in an AMC, managing Rs 67000 crore assetsTaher Badshah says: "The beauty of our business is that every day is different and involves a lot of learning. Over the years, my role too,...- Q1 results will dominate market sentiment; look for opportunities in midcap space: Taher Badshah, MOAMC Ltd"We continue to find opportunities in the midsize space. It is still buzzing reasonably well. It is like technology of non-banking finance ...
- Focus on stocks & sectors that have delivered on earnings front in Q4: Taher Badshah, Motilal Oswal Asset Mgmt"Quite a few companies and sectors have delivered on earnings, having clocked growth anywhere between 15% and 25%. It is best to be with su...
- Prefer auto and pharmaceutical stocks: Taher Badshah'We find opportunities in auto and pharmaceuticals. There are some consumer discretionary names also which we like.'
- Very bullish about current market scenario: Taher Badshah'We continue to advice our clients to use every opportunity, especially the volatilities which come along the way, to use it as an investme...
- Underlying sentiment for broad market still remains pretty strong: Taher Badshah'I am not too sure if it is going to get significantly disappointed and whether a rate cut actually comes out,' says Taher Badshah.
- Markets down on imminent earning season and global factors: Taher Badshah, Motilal OswalWe are probably going to be hitting into the elections season as well and that is something which is in the minds of the market, said Taher...
- See enough scope for more upside for markets: Taher Badshah, Motilal Oswal AM"Further upsides will materialise if we can maintain our current earnings momentum. This is the expected scenario for the next two quarters...
- Positive on Idea Cellular, says Taher BadshahLarge cap telecom stocks have upside, especially after underperformance & correction that they have witnessed. We essentially own Idea & ar...
- Expect time correction in banking and NBFC stocks in the near term: Taher BadshahIn the near term, there seems to be relatively less on the table and we need to probably wait for the earnings season to come up. This sect...
- Changes in policy decisions may lift growth: Taher Badshah, Motilal Oswal AMC"If the anticipated political change comes about, then there is cause for looking forward to a better economic growth scenario compared to ...
- Not hiking rates a good decision by RBI: Taher Badshah, Motilal Oswal AMC"It is a good decision by RBI since the data was not confirmatory, in terms of giving a direction on where inflation is heading," he said.
- Don’t expect Nifty to go below 5700-5800 levels at this stage: Taher Badshah, Motilal Oswal AMCA couple of midcap results which have come out seem to be suggesting that we are still in for enough growth, says Taher Badshah.
- Expect rupee to be in 63-66 range for some time: Taher Badshah, Motilal Oswal AMC'A slightly higher uptick in interest rates would mean a modest slippage in NPAs, which will weigh on banks for the time being'
- Good amount of upside still left in IT sector: Taher Badshah, Senior Vice President & Co-Head, Equities, Motilal Oswal Asset Mgmt Co LtdClearly, we are at a stage where some populist measures will have to be kept aside and hard decisions will have to come and be implemented.
- External factors will always be challenging; setting house in order up to us: Taher Badshah, Motilal Oswal AMC'There are a number of things that we can do internally, which the government needs to act upon,' says Taher Badshah, Motilal Oswal AMC
- Mid-sized FMCG names, IT hold promise for next 12 months: Taher Badshah, Motilal Oswal AMCIT is clearly something which has made money and we believe that sector still holds much more promise, says Taher Badshah.
- Reasonably positive on IT sector going forward: Taher Badshah, Motilal Oswal AMCIT spends in the near term probably should start looking up and more of the discretionary spends should come in a few quarters down the lin...
- See gradual recovery in auto stocks: Taher Badshah, Motilal Oswal AMCWe are going to see somewhere between 2.5% and 3% QoQ growth and dollar revenue growth in at least top four or five IT companies, says Tahe...
- Expect 50 bps rate cut by RBI in Jan: Taher Badshah, Motilal Oswal AMCWe have been averaging about 8% to 9% corporate earnings growth either measured in terms of the overall basket or even in terms of the fron...
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