“Coming to new age stocks like , in a bear market, it is best to avoid them. So no fresh investment, no averaging, just stay put if you have bought. If not, just stay away from the counter,” says Dipan Mehta, Director, Elixir Equities There has been so much chatter about the first half which … Read more
“Maybe there is another 10% downside and so buying your favourite names over what will be quite a volatile summer might be the right approach,” says veteran investor Adrian Mowat. Is it inflation, is it valuation, what is the bother here?India has got a number of challenges on a relative basis. The market in India … Read more
“Look beyond FY23, FY24, FY25 and FY26 and you will see a return to 11-12% kind of growth and there are already green shoots. Several of the large pharma companies are now investing in India in terms of adding manpower on the ground and people are now going to try and expand the market and … Read more
“The whole readjustment process in the last two years is going to be happening over the next six to nine odd months. We are already three or six months into it. That would mean it is best from an investor expectation point of view to assume that headline returns for CY2022 will probably not be … Read more
S&P VIX is very liquid. You can trade options. You can trade futures. But neither the participation level has increased nor is there any urge to buy these things. That means smart money still believes that this is not the big crisis as it was laid out to be because in 2021, between September, October … Read more
“In the case of FMCG companies, valuations and prices have corrected, but I do not think they have gone to a level where you can make a strong buy case for the companies. They have just got back to March ’19 levels,” says Sanjeev Prasad, Managing Director & Co- Head, Kotak Institutional Equities. There is … Read more
“We are going fairly stock specific. We are looking at stocks where valuations are now reasonable, companies which have a market leadership and companies which have low leverage and strong balance sheet and cash flows and therefore we are looking at opportunities to build positions in some of these,” says Shibani Sircar Kurian, Senior EVP, … Read more
“A combination of technical factors, fundamental factors and psychological factors put together can give us a sense about whether bad news is discounted or not. Will this help us time the market to the perfection, capturing 18500 top and 15500 bottom? The answer is obviously no.We will get a sense of the direction not the … Read more
“There is a positional investment to be made in commodity stocks in itself whether it is or . And because of the inventory benefit, some of the automobile companies will benefit from the lower prices. There is a trade and position investment to be made there as well,” says Chakri Lokapriya, CIO & MD, TCG … Read more
“Nobody has got great returns if you look at the last 20-30 years or so buying into commodity stocks but if you bought into software, banks and consumption stocks, that is where you got the multibaggers and that is how you created a lot of wealth in the stock markets. This is a great time … Read more
