How to trade Paytm amid wild swings. Anand James shares his strategy
Anand James says despite the RBI ban, the Paytm stock presents a trading opportunity. Caution needed in the last week of the series. Private banks outperforming PSU counterparts. Cherry-picking opportunities emerging in PSU bank stocks. Yes Bank shares facing bearish technical structure. Trading play in Paytm stock with an upside objective of 500-550.
InCred AMC is holding 26% in cash. CEO Mrinal Singh explains why
Mrinal Singh, CEO & CIO of InCred AMC, discusses the challenges of investing in the Indian market due to expensive valuations. He highlights the potential for growth in rural areas, the building material sector, and the auto sector. He also expresses interest in the housing and MSME segments of the financials sector, as well as the healthcare sector.
Betting on capex story as it has strong legs and can go on for many years: Chirag Setalvad
Chirag Setalvad, Head of Equities at HDFC AMC, discusses the positive impact of government spending on infrastructure, the potential for private capex to pick up, and the outlook for the consumption space and manufacturing sector in India. He emphasizes the importance of investing for the long term. The capex story according to him has strong legs and many years to go. Clear tailwinds are visible there.
Ajay Tyagi on why valuation can be the biggest trigger in market
Ajay Tyagi of UTI AMC highlights the attractiveness of undervalued assets to long-term investors. Indian investors are shifting from fixed deposits to equity due to its high performance. However, caution is advised as the market is trading at higher valuations. Private sector banks and certain consumer sectors offer potential opportunities for growth.
Will the rally in pharma and realty sector sustain next week? Sudip Bandyopadhyay answers
I believe that while that is continuing for some more time, at some point of time in the near future, the mid-market as well as the affordable segment also will start picking up.
3 stocks Rajesh Palviya is bullish on for next week
Very strong momentum throughout the week. Though the index was volatile, if we analyse the broader market, it was on the buying side only.
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Mind Over Money: 10-12 hours of endurance workouts weekly! Gaurav Hinduja’s journey from Ironman triumphs to Axio’s entrepreneurial success
Beyond his entrepreneurial pursuits, Gaurav is known for his commitment to fitness, particularly endurance sports like triathlons, and his passion for music.
4 PSU stocks look attractive at current level, for others wait for 5-10% dip: Kunal Shah
“However, other PSU stocks may require a correction of 5-10% for an ideal buying opportunity. Investors are advised to consider adding more of the mentioned stocks during any dips,” he says.
MPC must take its dual mandate of growth and inflation seriously now, says MPC’s Varma
Jayanth Varma, external member of the Monetary Policy Committee, discusses the challenges in transmitting policy rate changes due to money market rates breaching the Reserve Bank of India’s interest rate corridor. Liquidity management and the impact of benchmark policy rate on market rates need to be taken into consideration, he explains.
How 100% FDI via automatic route will help the space technology sector?
Amit N Mahajan expects FDI to empower companies for bigger programmes. Paras Defence & Space Technologies will explore opportunities in satellites and payload missions. Start-ups working with Paras will benefit. FDI will boost the Indian space industry. The company’s growth trajectory is robust, maintaining a handsome growth rate. The medium term potential is strong with a projected CAGR of 30%.
Aditya Agarwala’s 2 top trading recommendations in a choppy market
Aditya Agarwala advises caution in the choppy and dull markets. On the upside, clearly 22,300 is acting as a major hurdle. He recommends long positions in Indus Towers and Tata Consumer. He suggests focusing on the outperforming IT space. Jio Financial Services is predicted to have higher stock prices due to the AI venture, Bharat AI.
We are not in a bubble zone but need to temper our return expectations: Chirag Setalvad
Chirag Setalvad of HDFC AMC believes the market is in a dangerous zone, with certain segments being expensive but not in a bubble. He urges caution and a conservative approach, emphasizing the importance of asset allocation and a stock-specific strategy. Valuations have moved up, there is a lot of frenzy which is visible in certain pockets of the market, too much retail participation, too much primary market activity and hence there will be a meaningful correction.
Time to turn cautious on realty stocks; no plan to exit these 3 auto stocks: Sandip Sabharwal
Sandip Sabharwal sees potential in Maruti, L&T, HDFC Bank, and V-Guard Industries. He is cautious about Honasa, Grasim, and Jio Financials. He expects rural revival and advises caution in dealing with real estate stocks. He questions the impact of AI on technology stocks. He advises caution in the paint industry.
Sanjiv Bhasin is betting on 4 stocks in tech/EMS basket. Here’s why
Sanjiv Bhasin of IIFL Securities says he is bullish on HCL Tech, Wipro, Coforge, and Dixon in the IT sector. He believes Vodafone will survive and progress into 5G with capital infusion. Bhasin is positive on Grasim and Asian Paints. Indian IT companies are expected to perform well, including NVIDIA.
Want to have financial independence and retire early? Anil Rego on how to go about it
Anil Rego, CEO of Right Horizons, explains the concept of FIRE – Financial Independence and Retire Early. He suggests investing in market-linked avenues like mutual funds, stocks, and PMS can help achieve early retirement. Starting early, balancing lifestyle, and regular financial planning are key for success. In some form, this is something that has been there, but yes, today, it has come into prominence.
No stress in demand in Bangalore, Chennai or Hyderabad: Pradyumna Krishnakumar, Brigade Group
Pradyumna Krishnakumar, Executive Director of Brigade Group, discusses the company’s dynamic pricing strategy, strong demand in Bangalore and other cities, and the management of cost pressures. The company has signed MOUs for four projects with the Tamil Nadu government, contributing to its residential launch calendar. Krishnakumar says “the more we launch at this juncture, the more it is getting absorbed. This is one of those few periods where sales momentum is going hand in hand with price increases.”
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