It is obvious that if interest rates start to dip, there will be a corresponding demand for stocks because investors looking for a higher yield will buy stocks. So, this is an appropriate time to take advantage of the rout in the stock market buy high-quality stocks
The steep plunge in the stocks from the mid-cap, small-cap and SME space has sparked panic amongst investors. “मिडकैप-स्मॉलकैप का हाल बेहाल ? ये गिरावट क्यों और किस स्पेस में सबसे ज्यादा बिकवाली?,” TV anchors were asking the experts on their shows. However, the experts were also clueless about the state of affairs
We have to keep an eye on Centum Electronics. Prashant Jain & Porinju Veliyath are invested in it. Experts say it is undertaking pathbreaking design, manufacturing & turn-key build specification services in a range of cutting edge areas – space, defence, electronics & medical devices
Prashant Jain’s 3P PMS Fund has invested in J Kumar Infra. Sunil Singhania & Mukul Agrawal already hold stakes in the Company. The stock is Porinju Veliyath’s core PMS holding. It was also one of Dolly Khanna’s investments
Saurabh Mukherjea, Founder, Marcellus Investment Managers, has discussed the latest stock picks of the Consistent compounder Portfolio and the Little Champs Portfolio
Nitin Spinners, a small-cap stock in the portfolio of Dolly Khanna and several mutual funds, is recommended buy on the basis that it has strong fundamentals & its future growth path is clear. The stock has an upside in excess of 50%
The Marcellus Little Champs portfolio & Rising Giants Portfolio comprise of dominant mid and small-cap companies which have ahigh level of corporate governance. RHIM, a MNC of impeccable credentials is the latest entrant into the portfolio
Hiren Ved, CEO, Director & CIO, Alchemy Capital, has discussed the merits of the stocks that he is bullish about and explained their USPs
PSP Projects, a well known small-cap company has been recommended buy for an upside potential of 25%. Noted investor Sunil Singhania’s PMS Fund has a stake in this company
Anup Engineering (a small-cap in Sunil Singhania PMS Fund) is recommended by experts on the basis that it is strongly positioned to benefit substantially from buoyant industrials capex scenario. Focus is on expanding product portfolio and exports. Operational & financial performance would improve considerably in the coming period. Revenue & PAT expected to grow at ~26% & ~41% CAGR over FY23-25E. Balance sheet is strong with healthy return ratios
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