“If one is a long-term investor, this is also a domestic-focused, our own domestic-focused consumption story and there is definitely scope there to build on to a portfolio if you are seeing some correction and consolidation started to happen, then one can be looking at real estate also,” says Neeraj Dewan, Market Expert. What is … Read more
“So, one needs to be very-very stock specific and look at opportunities in this kind of volatility and whenever the pain is there you will hear noises like do not buy any stock, do not buy midcap and smallcap at all,” says Neeraj Dewan, Market Expert.What do you make of the market mood, how much … Read more
“The growth should continue as far as Zomato is concerned. And after the consolidation, the stock can be accumulated and for a longer-term investor it is still a good investment,” says Neeraj Dewan, Market Expert.Just wanted to begin by discussing the latest news flow coming in on Zomato. There is a bit of a bull … Read more
“So, whether it is infrastructure which I feel is one space where the government spending is also picking up and should pick up faster now when you are reaching close to the end of the third quarter. So, infrastructure is one space that I am very positive,” says Neeraj Dewan, Market Expert.What is your outlook … Read more
“Several infrastructure stocks where order books are almost 3x last year’s sales, and there are some of them which are even 3.5, 3.7 times their last year’s sale so there were good order books plus execution picks up in the second half of the year. So this quarter and the next quarter can be very … Read more