HDFCs & Titans will not outperform in next 4-5 years: Rakesh Jhunjhunwala

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NEW DELHI: Ace investor Rakesh Jhunjhunwala, who recently reduced his stake in Titan, says cyclical stocks and the most battered smallcaps and midcaps will outperform favoured blue chips like HDFC and Titan over the next 4-5 years. “If you look at the valuations of cement stocks and metal stocks, and if you look at the … Read more

Jigar Shah on 5 Covid-proof midcaps that can double earnings in 3-4 years

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There is a fantastic growth opportunity in companies like Escorts, Sterlite Technologies Emami, LIC Housing Finance and Glenmark, says the CEO, Kim Eng Securities. How are you analysing the investing environment right now after the very sharp rally? Some sentiment impetus is coming for midcaps also. How are you looking at the largecap stocks as … Read more

Sunil Subramaniam on why Sundaram launched a diversified largecap fund

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We believe that the largecap space will continue to benefit from FII flows which will be sustained over the next three to five year period, says the MD & CEO, Sundaram Mutual Fund. You have got your new fund offering opening tomorrow. Do you want to run us through that?Yes, as you know Sundaram over … Read more

Buy IT, pharma and FMCG stocks on dips: Jai Bala

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It looks like Torrent Pharma is going to make fresh 52-week highs past Rs 3,100 and possibly even Rs 3,500, says the Chief Market Technician, cashthechaos.com How are you reading the market right now? Today it has been extremely range bound for the front line indices. Is it readying for a big breakout or some … Read more

Expect a Jio like monetisation in Reliance Retail too: Daljeet Singh Kohli

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Probably it is time for Reliance to cool off a bit and that will be good for a bigger run in the future. If it cools off, that will be the right opportunity to buy this stock. One should definitely look at it then, says the Valentis Advisors Fund Manager. After an action-packed week, it … Read more