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
Chakri Lokapriya, Managing Partner, RSB LLP, says the power sector will do well with a combination of both renewable as well as thermal power. Maybe they have paused, but secular growth is still there in NTPC, Power Grid, Sterling & Wilson, and Suzlon. Across the board, there is huge growth. Power is where there was … Read more
Sanjiv Bhasin, Director, IIFL Securities, says “three sectors – autos, specialty chemicals and metals or commodities are going to be the play from China. China has seen a re-rating and we have seen a strong accumulation. In fact, some FIIs have now started to sell here and buy some of the Chinese, particularly these three … Read more
