“If I was to pick something within the new-age companies, I definitely would go with Swiggy or Eternal or Policybazaar and not Nykaa,” says Hemang Jani, Independent Market Expert.What is it that you are making of the market structure? I guess, all things in control at least when it comes to the macro data points, … Read more
“Talking specifically about PB Fintech, the stock has gone through a large correction over the last, let us say, about six-eight months or so, but as a concept we do like platform companies,” says Hemang Jani, Independent Market Expert.Firstly, wanted to touch upon PB Fintech, that is one of the stocks that going to be … Read more
“The broader market had its own sort of corrective phase, but I do think that given the fact that this event has happened and though it is an evolving situation there is a possibility that you may see a bit of a cool off and that may give a lot of comfort to investors,” says … Read more
“It would be difficult to pinpoint a specific theme as such. But overall, we do think that this market has a very good foundation in place,” says Hemang Jani, Independent Market Expert Touch wood to the market rebound. It has been pretty steady the last three days and seems like we are headed in for … Read more
“I think the broader call one will have to take only post getting the clarity on the earnings picture. But my overall view is that the Nifty or the largecap companies by and large should hold out. I do not see a reason for a significant downward correction as far as the Nifty and the … Read more
Hemang Jani, Independent Market Expert, says here are a few stocks that stand out in the bull market and they become the leaders and everybody wants to chase it. Trent is one of them and despite the high valuation, one should continue to participate. It would be very difficult for new investors to invest at … Read more
“I think there is a growth in terms of volume, given the kind of appetite that people have for jewellery and also, we feel that you will see stable margins once there is a little bit of stability in the gold prices,” says Hemang Jani, Independent Market Expert.Now Goldman Sachs has come out with a … Read more
“I do not think the market is bracing for any kind of negative surprise at this point of time. And we do think that given the earnings that we have seen so far and the fact that we have underperformed US markets, there is a scope for some sort of an outperformance once the event … Read more
Hemang Jani, Independent Market Expert, says “our overall sense is that though we might see a little bit of sideways movement or a bit of a profit booking, the broad structure of the market remains good. We will have to do a little bit more hard work in terms of what are the pockets of … 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