Nifty Target is 19425. Commodity prices are cooling. Management commentary on demand prospects is upbeat. Risk-reward is attractive to build a long term portfolio of quality companies, which have lean balance sheets, are capital efficient in nature and have growth longevity
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Sumeet Nagar, MD, Malabar Investments has discussed his favourite investments (20-08-2022)
Sumeet Nagar, MD, Malabar Investments has discussed his favourite investments in his latest interview to ETNow.
Mantra of the Fund
Sumeet Nagar pointed out that the mantra of the Fund always had been to find companies that are profitable and cash flow generating. "I want to highlight is that our mantra always had been to find companies that are profitable, cash flow generating. In terms of opportunities in India, we look for things that are high quality but...
Sumeet Nagar, MD, Malabar Investments has discussed his favourite investments
Mantra of the Fund
Sumeet Nagar pointed out that the mantra of the Fund always had been to find companies that are profitable and cash flow generating. "I want to highlight is that our mantra always had been to find companies that are profitable, cash flow generating. In terms of opportunities in India, we look for things that are high quality but...
Sumeet Nagar, MD, Malabar Investments has discussed his favourite investments
Bank Nifty Option Rocket Move Intraday Strategy explained by Trader Ghanshyam (20-08-2022)
Trader Ghanshyam has a deep understanding of how the Bank Nifty moves which has enabled him to earn crores in profit. According to one of his revelation, he earned Rs. 1.42 crore in May 2022 which works out to an annualized Rs 17 crore (see link)
He has also been revealing his strategies freely. One of his popular...
Bank Nifty Option Rocket Move Intraday Strategy explained by Trader Ghanshyam
He has also been revealing his strategies freely. One of his popular...
Bank Nifty Option Rocket Move Intraday Strategy explained by Trader Ghanshyam
Expert explains method for long-term investing in Nifty through combo of ETFs, Futures & Puts (20-08-2022)
Investing in the Index is better than investing in individual stocks
CA Govind Jhawar, a noted expert with FinIdeas, has pointed out that the dynamic nature in which the Index (Nifty) is managed by weeding out the non-performing stocks and ushering in good stocks, makes it the ideal investment vehicle for investors.
He has explained that investing in the Nifty protects investors from Inflation Risk, Default Risk, Exchange Rate Risk, Liquidity Risk, Business Risk and...
Expert explains method for long-term investing in Nifty through combo of ETFs, Futures & Puts
CA Govind Jhawar, a noted expert with FinIdeas, has pointed out that the dynamic nature in which the Index (Nifty) is managed by weeding out the non-performing stocks and ushering in good stocks, makes it the ideal investment vehicle for investors.
He has explained that investing in the Nifty protects investors from Inflation Risk, Default Risk, Exchange Rate Risk, Liquidity Risk, Business Risk and...
Expert explains method for long-term investing in Nifty through combo of ETFs, Futures & Puts
Rakesh Jhunjhunwala compounded his wealth at an incredible CAGR of 50%+: Ramesh Damani explains how (16-08-2022)
Rakesh Jhunjhunwala could spot the beginning of every Bull market and would go "all in"
In an earlier interview, Ramesh Damani had pointed out that Radhakishan Damani had the uncanny ability to sense whether the market was turning bearish or bullish (see Radhakishan Damani Can ‘Smell’ The Stock Market. He Is The Steve Jobs Of India: Ramesh...
Rakesh Jhunjhunwala compounded his wealth at an incredible CAGR of 50%+: Ramesh Damani explains how
In an earlier interview, Ramesh Damani had pointed out that Radhakishan Damani had the uncanny ability to sense whether the market was turning bearish or bullish (see Radhakishan Damani Can ‘Smell’ The Stock Market. He Is The Steve Jobs Of India: Ramesh...
Rakesh Jhunjhunwala compounded his wealth at an incredible CAGR of 50%+: Ramesh Damani explains how
Marcellus PMS Funds are underperforming because market is undervaluing longevity of great businesses (10-08-2022)
Saurabh Mukherjea has been facing heat from investors due to the underperformance of the various schemes in the Marcellus PMS Funds.
Some contemptuously claimed that he has been able to collect large sums for his PMS Funds due to his "amazing vocational ability" which has "absolutely nothing to do with performance".
However, many did come forward in defense and argued that his performance cannot be measured in short time...
Marcellus PMS Funds are underperforming because market is undervaluing longevity of great businesses
Some contemptuously claimed that he has been able to collect large sums for his PMS Funds due to his "amazing vocational ability" which has "absolutely nothing to do with performance".
However, many did come forward in defense and argued that his performance cannot be measured in short time...
Marcellus PMS Funds are underperforming because market is undervaluing longevity of great businesses
If you want an easy way to make money, bet against PSU stocks: Saurabh Mukherjea (10-08-2022)
Saurabh Mukherjea was earlier a big fan of Public Sector Undertaking (PSU) stocks. A few years ago, he had recommended Coal India on the ground that it has "overwhelming sustainable competitive advantages — so strong that you can almost reach out and feel them — and yet are underappreciated by the market".
However, he has now done a somersault and developed contempt for PSU stocks....
If you want an easy way to make money, bet against PSU stocks: Saurabh Mukherjea
However, he has now done a somersault and developed contempt for PSU stocks....
If you want an easy way to make money, bet against PSU stocks: Saurabh Mukherjea
Avoid investing in Pharma & IT stocks. They are now out of favour: Ravi Dharamshi (07-08-2022)
Avoid Pharma & IT stocks. They are out of favour. Pharma were beneficiaries of a short term Covid cycle whose demand drivers are now gone. IT stocks are facing slowdown in the USA. valuations are high & will correct
Underweight on Pharma stocks
Ravi Dharamshi of ValueQuest Investment Advisors disclosed that his Fund is underweight Pharma stocks because their growth prospects are subdued. He explained that the sector was a beneficiary of a short term boom cycle...
Avoid investing in Pharma & IT stocks. They are now out of favour: Ravi Dharamshi
Underweight on Pharma stocks
Ravi Dharamshi of ValueQuest Investment Advisors disclosed that his Fund is underweight Pharma stocks because their growth prospects are subdued. He explained that the sector was a beneficiary of a short term boom cycle...
Avoid investing in Pharma & IT stocks. They are now out of favour: Ravi Dharamshi
Banking stocks are entering a “golden phase”. There is a lot of money to be made: Sridhar Sivaram (07-08-2022)
The next 3 years will be a golden phase for banking stocks. All the stars are getting aligned. There is a lot of money to be made from these stocks. Buy ASAP: Sridhar Sivaram of ENAM
Banking stocks are entering a "golden phase":
Sridhar Sivaram of ENAM Holdings has come out with all guns blazing in favour of the largecap PSU and Private Banks. He opined that they are entering a "golden phase" and that there is a lot of money to be made from them.
"We...
Banking stocks are entering a "golden phase". There is a lot of money to be made: Sridhar Sivaram
Banking stocks are entering a "golden phase":
Sridhar Sivaram of ENAM Holdings has come out with all guns blazing in favour of the largecap PSU and Private Banks. He opined that they are entering a "golden phase" and that there is a lot of money to be made from them.
"We...
Banking stocks are entering a "golden phase". There is a lot of money to be made: Sridhar Sivaram
The FIIs, which sold $30 Billion so far in 2022, are coming back. Grab their favourite stocks now! (30-07-2022)
FIIs have a set of blue-chip stocks which are their favourites. When they sold $30 Billion so far in 2022, these stocks bore the brunt & plunged. However, now the FIIs are coming back and will buy the same stocks again. Experts have advised us to position ourselves in these stocks in advance
Vijay Kedia pointed out that FIIs have been investing in India for the past 30+ years and their aggregate investments are close to $500 Billion. The sum of $30 Billion that...
The FIIs, which sold $30 Billion so far in 2022, are coming back. Grab their favourite stocks now!
Vijay Kedia pointed out that FIIs have been investing in India for the past 30+ years and their aggregate investments are close to $500 Billion. The sum of $30 Billion that...
The FIIs, which sold $30 Billion so far in 2022, are coming back. Grab their favourite stocks now!