Largecap stocks now better than midcaps: Rahul Shah

“A lot of stocks have lost over 20% and have obviously seen some rebound, but in the largecap space, it still looks interesting from here on. So there will be volatility but one should keep investing in the largecap space ,” They say Rahul ShahVP, Equity Advisory, Motilal Oswal Services, What a volatile week this … Read more

On L&T Green Hydrogen Project, Expectations from Government and more

Larsen & Toubro) and Renew Power on Thursday signed an agreement to tap the opportunities of green hydrogen trade worth $2 billion in India and neighboring countries over two years. SN Subrahmanyan, CEO and MD, and Subramaniam Sarma, Whole Time Director and Senior Executive Vice President (Energy), L&T, in conversation with ET Now. I would … Read more

Abhishek Basumalik is confident of 18-20% returns with a horizon of more than 3 years. why over here

“Once the growth comes back in the economy, everything starts going back to normal to pre-covid times. We can see a lot of industries doing well. We are going to have a large and long-term infrastructure, like engineering could be at the center of the game, probably for the next four-five years,” says Abhishek Basumallick, … Read more

Didn’t take money off table, transferred it to REIT: Ajay Srivastava

“It is more than just flux economic policy that is affecting India now. But it is expected that retail investors will retain public confidence,” adds Ajay Srivastava, CEO, Dimension Corporate Finance, How long do you think the bull market is going to be? For the first time after 18 months, Nifty has seen a decline … Read more

Be patient, steel stock may rise 30-40% a year from now: Chakri Popular

“In the two wheeler segment, TVS Motors is well positioned and valuations for its growth look decent and in four wheelers, it is and now of course M&M has announced its strategy,” says Chakri Lokapriya, CIO & MD, TCG AMC What is the explanation for the volatility in the Indian market? Are there days when … Read more

Gopal Aggarwal explains why mid and small cap stocks should form a core part of the portfolio.

“We are seeing some money shifting from the secondary to the primary market and of course after a great rally – the market was close to 21 times FY23 which is higher than the long-term average of 18.9 – some course correction in the medium. from a long term perspective,” says Gopal Agarwal, Senior Fund … Read more

What is the secret of outperforming the market? Sandeep Tandon explains

“In our investment strategy, we combine fundamental (atman), liquidity (prana) and emotions (maya). By combining quantitative, qualitative and behavioral, we have been able to outperform the market and we expect it to outperform the market. Will continue to outperform the market,” says Sandeep Tandon, MD & CEO, Quant Mutual Fund, In the last 10 days … Read more

There is no permanent love in stock market, learn to move forward: Shankar Sharma

“Midcap and smallcap IT are great. They are innovative companies. They are doing great. Again, nothing hurts that business because whether it is covid or cosid 2.0 or covid 3.0, either way, they People are benefiting and have benefited in a big way,” says market veteran Shankar Sharma, Talk about auto. On the one hand, … Read more

Nifty lags the broader market; Time to avoid financial and FMCG stocks: Shankar Sharma

“India deserves better performance and it will, but it is a sigh of relief for now as it has grown very fast in a short span of time,” says the market veteran. Shankar Sharma On paper, this is a 10% correction which is not a huge improvement in theory, but individual stocks have improved 15% … Read more

Worst correction may be over but market still faces 3 big risks: Sachin Shah

“If I take the next two financial years, which are FY23 and FY24, the growth in earnings that we expected would be 25% compounded over the next two years, would really drive stock prices from here,” he says. Sachin Shah, fund manager, MK Investment Manager, Do you think the worst correction is over and now … Read more