CLSA, the elite international brokerage, has sent the clarion call that the housing sector is at a “tipping point” and that it is the Indian economy’s “next big growth driver”. It is imperative that we act on this advice and load our portfolios with housing finance stocks without any further delay
Prof Sanjay Bakshi’s latest stock pick for the Valuequest India Moat Fund is a high quality powerhouse small-cap stock. The stock enjoys a moat, strong brand image, market dominance, high RoE etc and is a potential 10-bagger according to Ambit Capital
Billionaire Prem Watsa has confidently asserted that India is the “solitary shining star” in the World and that investors have “unlimited opportunity” to make mega bucks owing to the untiring efforts of NAMO. The best part is that the confidence is shared by other eminent global experts. The endorsement by global investors and influential CEOs will go a long way in attracting big-ticket investments to the country
Porinju Veliyath’s good luck with stocks continues unabated. His favourite stocks are surging and tripping upper circuits. Not surprisingly, investors are making a beeline for his PMS and it is also brimming with mega bucks
While Porinju Veliyath has confidently asserted that his favourite Pharma stock can give up to 100% gains in 2 years, Daljeet Kohli is cautious and has recommended a sell. Both stalwarts have given cogent reasons in support of their respective stands. Which one will be proved right?
Porinju Veliyath has the luck of the devil. A mid-cap Pharma stock that he declared as a ‘high conviction’ pick has surged and filled his pockets with gold. Porinju claims that more gains are due from the stock. He has also put the spotlight on new stock picks
Daljeet Kohli is known to be a master of Pharma stocks while Porinju Veliyath is lauded for his expertise in harvesting mega gains from underdog stocks. Both have homed in on a mid-cap Pharma stock but expressed contrary views about its future prospects
Top brass managements usually keep a stiff upper lip when confronted with negative reports of analysts about their companies. However, Kiran Mazumdar Shaw of Biocon has adopted a combative stance and is proactively trashing the negative reports as being “illogical” and based on “poor understanding” while lauding the ones that are favourable to the Company
CLSA & Barclays have stated that India is a “Long-Term Story”. They have revealed their top stock picks
Prakash Diwan of Altamount Capital Management has discussed his favourite stocks with huge upside in an interview to CNBC TV18
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