George Thomas, Equity Fund Manager, Quantum AMC, says incrementally, things should look better from where we are today. We are more positioned towards IT largecap names which would benefit in large end-to-end integration deals. Some of the IT mid and smallcap stocks have been factoring too much of positive news and valuations are slightly on … Read more
Kumar Rakesh, Associate Director, Equity Research, BNP Paribas says one should expect a much weaker set of auto sales numbers in September as half of the month came under the inauspicious Pitru Paksha where new purchases are nor made. Within that, the passenger vehicle industry has been moving towards low single-digit, flattish, sort of a … Read more
Dhirendra Kumar, CEO, Value Research, says almost one-fourth of the SIP money is coming by way of private sector and NPS and NPS is not 15% equity. It is 75% into equity and that too into only top 200 stocks, and that has not been noticed by investors and is not being talked about because … Read more
Vinit Bolinjkar, Head of Equity Research, Ventura Securities, says Maruti will be powering in FY25 and would be my focus trade. Apart from that, among power stocks, Bolinjkar likes Adani Green, given that the IPOs of NTPC Green are scheduled to hit the markets. So, while there has been a slight profit-taking, the markets next … Read more
Vikas Pershad, Portfolio Manager and Deepika Mundra, Director, M&G Investments, in conversation with ET Now. Pershad says a consistent 15% growth rate suggests an investment could double in five years. M&G aims to identify earnings growth rates and valuations that allow for this doubling in under five years to outperform the market, focusing beyond absolute … Read more
Shivangi Sarda, Manager Research Analyst, Motilal Oswal Financial Services, says Maruti has been the top gainer today and good buying is seen in this stock. RSI is showing a positive divergence and this stock has moved after a consolidation of the last five months. Rs 13,800 is the next target for Maruti with the support … Read more
Sabyasachi Majumdar, Senior Director, Care Ratings, says one of the beneficiaries of the new National Electricity Plan would be the transmission companies.There will be a lot of projects for them to take up. But apart from that, the beneficiaries will be the suppliers to the transmission network, which will basically be the equipment manufacturers, people … Read more
Piyush Goyal, Union Minister, says Make in India is the fulcrum around which a number of other programmes of the government have helped take up manufacturing to almost twice the size it was 10 years ago. As our economy grew by 90%, so did manufacturing, double, so that we continue to have 17% of the … Read more
Dipan Mehta, Director, Elixir Equities, says he always maintains that cash is strategic. If and when a correction came in the past bull markets, he never had any cash to invest. This time, he wants to play it slightly differently. Having 10-15% cash is not such a big negative when he is managing money. He … Read more
Rajat Sharma, Founder & CEO, Sana Securities, says the energy and energy transition sectors are extremely overheated, and he would stay away from this. He likes the energy and power sector in an emerging economy like India and says it should do very well. Sharma says one should buy these stocks and have these in … Read more
