“You have got a good rainfall, inflation is under control and I think the choice and aspiration of growing to bigger banks is growing. I continue to think Hindustan Lever on any correction, so as Marico and Nestle, but our two outperformers there are going to be Bata and Patanjali,” says Sanjiv Bhasin, Director, IIFL … Read more
“The excesses were created on Monday because of the exit poll getting it all wrong and people leveraging in PSUs and so on of defence. I always held the view that defence and railways were overpriced to 2027 level and PSU selective are very-very frothy,” says Sanjiv Bhasin, Director, IIFL Securities.Real slam dunk for the … Read more
“There are no free lunches. Only if you are there will you participate in this. But a large part of the market is now, particularly the over-owned PSUs are now looking a little frothy,” says Sanjiv Bhasin, Director, IIFL Securities.Yesterday, FII were buying. They were very big buyers. So, are you saying we should sell?Of … Read more
“Three rate cuts were not there on the card three months back, now there are three rate cuts. Yields are softening, so there will still be humbug whether it is March or April,” says Sanjiv Bhasin, Director, IIFL Securities.It appears that overnight things have turned amber there in the US, in last sort of trade … Read more
“So luckily for us, we are also invested equally as in Paytm in Zomato and PB Fintech. And PB Fintech sounded extremely optimistic. They have kept to their guidelines,” says Sanjiv Bhasin, Director, IIFL Securities. Given that the big event seems to be out of the way now, what is the spotlight going to be … Read more
