We have stayed underweight on Sun Pharma, Lupin and Dr Reddy’s, says Mehta
There is no point selling because valuations look okay now, says Lokapriya.
"Corporate governance and leverage have been perennial issues in Indian corporate sector"
"Emerging market space will continue to attract capital flow as against developed markets."
If you are looking at value investing, certainly the index is not the place to be.
REC and PFC have been doing extremely well even in a market which has become very volatile.
January was the third straight month when inflows into equity funds slowed down.
The upcoming general election is a key event looming over the market.
Tata Motors delivered a shock with its record loss for December quarter.
These stocks can be considered for accumulation in 3-4 tranches.
The ace investor said it is not that he keeps on buying a stock up to any valuation.
Investors have become suspicious of every company, where promoter share pledge is high.
The yellow metal is expected to see some momentum this year.
Many of the stocks in Bakshi’s portfolio witnessed severe beating all through last year.
PSU stocks have had a poor start to 2019, with BSE PSU Index falling 4.58 per cent in January.
A huge amount of leverage built during the 2013-2018 bull market, is now unravelling, says Mavani.
We are going to see a liquidity pressure as far as the markets are concerned, says Raheja.
Premiumisation as a theme is playing out in consumer stocks, says Kurian.
There are multiple problems ahead of Dr Reddy’s in coming days, says Rajan.
As we scale up, the margins in lighting should improve substantially, says Khaitan.
Our EBITDA margins continue to be about 17 plus per cent, says Glenmark Pharma CMD
Money will come in as growth accelerates. India is still very much on people’s radar, says Dhar.
Six months onwards, you will be making a lot of money in select stocks, says Bhasin
Market sentiment is downbeat, fresh capital allocations unlikely before election, says Nemkumar.
Converting debt into equity does not bring in any money into the company, says Mathur.