Sanjiv Bhasin, Director, IIFL Securities, says “I am in the camp that says we may hit a crescendo. Generally, when fools buy, you should be looking to sell or book profits and when fools sell, you should be looking to buy aggressively. So, it is the total opposite of what dichotomy is, that the biggest … Read more
Gautam Shah, Founder & Chief Strategist, Goldilocks Premium Research, says “now our high conviction bet is SBI. It can do something special in 2024 if you want to just pick one stock among the largecaps. So given this view, banking as a space should do well and that should keep the entire market safe. You … Read more
Neeraj Chadawar, Head of Quant Strategy, Axis Securities, says “we firmly believe that the Indian economy is rightly placed and continues with the growth momentum and we continue to believe in double-digit returns. Given the valuations are stretched at current juncture, we believe that bottom-up theme is the best place to identify the stock based … Read more
Rachna Dattani, Associate Director, IIFL Securities, says if somebody is thinking about diversifying the portfolio, I would definitely recommend a portion of it going to sovereign gold bonds which are closing but tranches will keep coming by every quarter. If somebody is looking at allocating an x amount in debt for three to five years, … Read more
Ashi Anand, Founder & CEO, IME Capital, says “in a market where the overall underlying momentum is quite strong, the sentiment is positive and the longer term outlook is looking good, it is important not to get carried away. There is a right price at which you need to buy a company. And if you … Read more
MCX Gold will likely witness new all-time highs, delivering 10–11% returns in 2024, Naveen Mathur, Director – Commodities & Currencies, Anand Rathi Shares and Stock Brokers tell ETMarkets as he recommends staggered buying in yellow metal futures on dips of 6–7% from the current levels. What is your assessment of gold’s performance this year and … Read more
Umesh Chowdhary, VC & MD, Titagarh Rail Systems, says “following the Rs 700-crore QIP, as far as the current plans are concerned, whether it is the Vande Bharat, whether it is the ongoing projects that we have, we believe that for both the capex and the working capital, apart from the debt that will need … Read more
Warren Harris, CEO & MD, Tata Technologies, says “as far as the move to generative AI is concerned, we are anticipating that there is going to be more opportunity for us to be able to develop applications and capability in the generative design and generative product development space. And we are investing not only ourselves, … Read more
