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Pharma unlikely to see steep rally ahead, better to exit:

To think that pharma can continue to go the same way, especially after the kind of steep rally it has seen, is being overly bullish, says the independent market expert. What is the sense that you are getting about where the markets are headed from here? The global market movement matters much more than what […]Read More

Accumulate quality names gradually, keep expectations low: Gurmeet Chadha

Bank Nifty has been an underperformer and the market is differentiating between low impact, moderate impact and high impact stocks, says Co-Founder & CEO, Complete Circle Consultants. Are you surprised by the selloff? How much further can it go?Difficult to really put a figure to how much more downside but the fact is markets will […]Read More

We’ve cut exposure in consumer stocks to buy IT, pharma

Over the last six-seven months we have gone from about 13-14% exposure in IT to something like 22%, says the Founder & Fund Manager, Helios Capital. Do you think we have topped out for the year? Are we in for more consolidation, more sweating, more pain till the end of the year?That is difficult to […]Read More

Pharma would outstrip FMCG in next 2 years by a

We are looking at more domestic plays in the second half of 2021 when you can start nibbling away when you get days like today, says the CEO, Avendus Capital. Where do you think we are headed given the various factors we are tracking both globally as well as right here back home?We have followed […]Read More

Amazon is where Reliance Retail is trying to be in

JioMart has a lot of on-the- ground presence and a lot of retail stores are there. It will get bolstered by the Future Group acquisition, says Amnish Aggarwal, Head of Research, Prabhudas Lilladher. What are you making of the KKR investment in Reliance Retail? It holds about 1.28% equity stake for about Rs 5,550 crore. […]Read More

Bigger money will be made in top 4 private banks

We continue to be positive on the market and these corrections in our view would be bought into by people who are on the sidelines, says the Fund Manager, MOAMC. How do you see things building up particularly as it is also the expiry week? We have been seeing that trend toward consolidation weakening today […]Read More

Start nibbling in top 5-6 banks via SIPs: S Naren

There are a wide variety of companies and it is across sectors and the deployment strategy has to be more gradual, says Executive Director & Chief Investment Officer, ICICI Prudential AMC. Where would you be a contra buyer right now?My view is just do fundamental analysis and look at where do you think earnings are […]Read More

There will never be a threat of hostile takeover in

Being 97% digital, we are growing at a faster rate, a compounded 20% plus as compared to 8-10% for the larger IT players today, says Ashok Soota, Executive Chairman & Director, Happiest Minds. Congratulations firstly on a stellar listing. There has been a very strong response from investors of over 100% gains on the listing […]Read More

Dipan mehta on why smallcaps are the flavour of the

We are seeing stocks go up by 5-10% easily in a day and maybe 30-40% in a week’s time. This trend may last for some more timesays, Founder & Director, Elixir Equities. Our data suggests that there is the beginning of a rebound in some of the smallcap names?You are right. Smallcaps are the flavour […]Read More