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Auto stocks offer better valuation comfort than other consumption plays: Shahzad MadonOver the past year, markets have moved sideways, on account of moderating earnings growth, stretched valuations, global geopolitical headwi...- Best and worst performing PMS funds of 2022Mukherjea-run Marcellus Investment Managers' two other funds - smallcap Little Champs and multi-cap Consistent Compounder funds - lost 10.5...
- What should one sell in a falling market? Chakri Lokapriya answers“Wherever companies have missed numbers and where the multiples are high are the ones where we have been cutting down positions. However, I...
- ITC logs 5th day of gains ahead of analyst meet, extends upside to 9%ITC shares have advanced nearly 9 per cent in the last five sessions.
- ITC investor meet on Tuesday. What to expect?Now, will there be any form of dividend or some kind of repayment to the shareholders or they are going to plough it all into these various...
- Is it time to invest in banks again?“The valuations are very attractive and therefore it is time to start looking at them but they are probably some time away before they can ...
- Pharma will continue to outperform the broader market: TCG AMCUnder-ownership, attractive valuations, strong outlook make pharma stocks a good buy, says CIO & MD Chakri Lokapriya.
- 75% of funds flown to 10 large stocks: Chakri Lokapriya98% of the listed universe is trading at discount to what is happening to ultra mega cap stocks.
- TCG’s NDA 2.0 fund to focus on sunrise sectors: Chakri LokapriyaTCG’s Nation Development Agenda (NDA 2.0) have been designed keeping expected NDA-2 policies in mind.
- Chakri Lokapriya is betting on two themes for 2019We continue to be overweight on SBI, Union Bank and all private sector banks, says Lokapriya
- 2019 will be a year of recovery: Chakri Lokapriya, TCG AMCMarket is telling us that political uncertainty is going to be less of an issue, says Lokapriya.
- Here are Chakri Lokapriya’s 3 favourite metal stocksWe may see some rebound in metals as and when the US trends up in the next day or two, says MD of TCG AMC.
- Largecap or midcap, avoid cos with high debt level: Chakri Lokapriya, TCG AMC“Even after correction, multiples are still not cheap enough to buy at the current level.”
- For wealth creation, look at these 3 sectors: Chakri Lokapriya, TCG AMC"We see better earnings coming out in the ongoing quarter and management guiding to an improved outlook for subsequent quarters."
- The bigger theme is reform and reflation: Chakri Lokapriya, TCG AMCWithin NBFCs, we are still sticking to housing, says Chakri Lokapriya, CIO & MD, TCG AMC.
- Bullish on these 3 sectors for trading: Chakri Lokapriya, TCG AMCNot sure whether we are closer to the lows or not and whether we will see a recovery anytime soon
- Bullish on 3 monsoon stocks in August: Chakri Lokapriya, TCG AMC“In pharmaceuticals, we do not see any upside from the current levels, rather we see more downside”
- IT rebound temporary, no change in fundamentals: Chakri Lokapriya, TCG AMCIt is unlikely that you would make extra return on ONGC or HPCL because of this deal.
- Time to bet on rural, not urban theme: Chakri Lokapriya, TCG AMCConsumers are realising that interest rates are not going low any further
- Banks going to be biggest beneficiaries of GST: Chakri Lokapriya, TCG AMCEarnings wise, I do not think we will see an uptick anytime over the next year after GST. This is more a longer term thing
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