Feroze Azeez, Dy CEO, Anand Rathi Wealth, says “smallcap stocks are the bottom 250 stocks of NSE 500 as per SEBI’s definition for a mutual fund investor. Putting 250 companies in one judgment itself is fundamentally incorrect. The smallest stock in the smallcap index is a Rs 3,200-crore market cap company and the largest one … Read more
Ramanpreet Sohi, CFO, Honasa Consumer, says “as a business and household brand, all our brands play in the mass premium, masstige categories. And this space is expected to grow at almost twice that of the mass segments in the country. Given that and how the whole online offline ecosystem is evolving, we are fairly uniquely … Read more
Hemang Jani, Independent Market Expert, says “the way TVS has responded to the EV threat and come out with various products, makes it look very compelling and it has been the best performing stock in the last about 12 months. But in terms of valuations, I still prefer a Bajaj or a Hero compared to … Read more
Sanjiv Bhasin, Director, IIFL Securities, says “Reliance and HDFC Bank are poised to drive this market higher. Crude being where it is, you can add a lot of the tyre, paint stocks, so there are enough legs to put the market higher. Bank Nifty may take a day or so of consolidation. But all dips … Read more
Sanjiv Bhasin, Director, IIFL Securities, says in the microfinance space, AU Small Finance deserves a relook. It was trading below Rs 700. I gave that as one of my Diwali picks at Rs 670, 680. They are progressing very well on their digital apps. Then, look at AB Capital, that is another NBFC which has … Read more
Pieter Elbers, CEO, IndiGo, says “today, we are running in the second quarter on 28% capacity growth and in the third quarter we have announced to be roughly in the range of 25%. At IndiGo, we have taken a whole range of mitigating measures ranging from lease extensions to damp leases of wide bodies, damp … Read more
Vivek Karwa, Chief Executive Officer – Vridhi Investment, says “the first thing to look at is how long the company has been in business. That is one important point. And is there any more? For example, when you talk about paints, which company comes to your mind? When you talk about theatres, which company comes … Read more
CA Rudramurthy BV, MD, Vachana Investments, says “keeping in mind both the past record as well as what we see currently on prices, I feel the low which the market made at around 18,840 will be a very firm bottom and every dip is a buying opportunity. For me, the market will be more stock … Read more
Mrin Agarwal, Founder, Director, Finsafe, says “there are conservative, moderate and aggressive risk profiles. Someone who is aggressive means that they want their money to grow and they are willing to take a lot of risks to get their money to grow. Someone who is conservative means that they do not want to take risk … Read more
Ajit Dayal, Founder, Quantum Advisors, says “unlike China, India has a one-to-one correlation between stock market returns and GDP. When GDP grows, stock market returns grow. In China, that correlation broke about eight-nine years ago and it is not likely to go back given that strong leadership and strong governments who think too much of … Read more