Saurabh Mukherjea has confirmed that most large investors in the USA and Europe are fed up with China and are abandoning it in droves. Most of these funds, about 1/2 Trillion dollars, will find its way into Indian stocks. We have to be ready to benefit from that influx
Sridhar Sivaram of ENAM has sent the chilling warning that IT stocks are likely to see serious downgrades and that we should stay away from them. He is very bullish on Banking stocks and advised us to buy any or all of them
Are you a Bag holder of new-age stocks like Nykaa, PB Fintech, Delhivery, Paytm etc and sitting on heavy losses? If so, it may be better to cut your losses now. Experts have sent the chilling warning that when the lock-in period expires in Nov, there may be a deluge of selling
The Little Champs portfolio of 16 small and mid-cap stocks has delivered an impressive annualized return of 30.97% since Aug 2019. 8 of these have sizeable exposure to the global/exports business & are well positioned to gain market share in the current global turmoil. They have strong balance sheets and a diversified revenue base
Hiren Ved is bullish and has equated India with the USA due to its capital innovation and productivity. He has opined that the Sensex will surge & touch 100,000 soon. He has also revealed the top three stocks in his portfolio
Many investors are feeling frustrated at the lack of returns from HDFC Bank even though the PSU Bank stocks have given hefty gains. However, Saurabh Mukherjea has issued the soothing assurance that the outperformance of the PSU Banks is a “temporary phenomenon” & that HDFC Bank will outperform them soon
Pharma stocks have been battered out of shape due to events of the recent past. However, their fortunes are about to change. Madhu Kela has given 5 reasons why these stocks are a good buy now, including the fact that a massive $12B market in Russia is up for grabs
Defence stocks are globally in demand. The situation in India is no different. Experts are unanimous in their opinion that we should buy these stocks without further delay given their huge scale of opportunity and reasonable valuations
Saurabh Mukherjea’s Marcellus PMS Fund has added Vijaya Diagnostic to the Little Champs portfolio. Vijaya is in a ‘virtuous loop’ & has two key competitive advantages over rivals. It has an integrated business model of radiology and pathology & an extensive network. It has cutting edge technology & high-quality radiologists which are driving further volumes
Tech stocks are presently down 26% YoY and are in the doldrums owing to recession fears. However, recession is actually a boon for the IT sector because it forces cost-cutting & outsourcing, Hiren Ved says. He has advised that we buy small & specialized software companies
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