Sanjiv Bhasin, Director, IIFL Securities, says “ we exited Paytm and Zee as well. These have been two of the weak calls and we wanted to get into better plays because this underperformance might stay for a longer than expected period and who wants to fight uncertainty in a bull market? If they cannot perform … Read more
Anshul Saigal, Founder, Saigal Capital, says “one should really focus on bottom-up opportunities, not worry about the market levels, market direction. As long as we have got good companies at reasonable valuations in our portfolios, over the long term, we will be very well-placed. And there is a lot of money to be made in … 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
