
Daljeet Kohli Of IndiaNivesh has recommended four high-conviction stock picks of which two are large-caps and two are mid-caps
The GST Bill is seen by experts as the single biggest reform which will propel India into the stature of a global powerhouse and lead to untold riches for its investors. Unfortunately, SoGa and RaGa have so far torpedoed all attempts by NAMO to usher in the revolutionary reform. Luckily, the duo will be unable to wield the same influence in Parliament by July 2016 and NAMO will have his way is the confident prediction of Ridham Desai of Morgan Stanley
Prashant Jain, the whiz-kid fund manager of HDFC Mutual Fund, who is under fire for the under-performance of his funds, has candidly admitted that he is under a “lot of pressure”. He has, however, defended his stock picks, on the basis that he is “ahead of the market cycle”. He claims that the cycle is about to turn and that his old-economy warhorse stocks will soon be back in demand and that this will lead to heavy out-performance of his funds
Radhakishan Damani’s tryst with the Forbes Billionaire Club has been a short one. He entered the Club last year in the midst of much fanfare but has been unable to hold on to the position. However, there is no reason to despair because a slight uptick in the stock market should put the ace stock picker back in the reckoning
Raamdeo Agrawal has issued the clarion call that investors have to stop worrying about petty issues and focus on the long term. He says that India is poised to grow from a $2 Trillion economy to a $10 Trillion economy by 2030 and that investors will make tons of money from stocks. This will happen even if Rahul Baba comes into power is his confident assertion
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