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Stock Market: Vikas Khemani on what he bought during market corrections
“Disruption is here to stay but in the name of disruption, you cannot buy anything and pay anything and that…
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Currencies
shibani sircar: Shibani Sircar Kurian on how to protect portfolio against currency weakness
“Within the PSU pack, we believe that a couple of the larger PSU names are well placed. We are looking…
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Commodities
commodity stocks: Will China’s stimulus plans give another leg-up to commodities?
“Any such rally in commodities should be used to exit because directionally 2023 and 2024 are going to be slower…
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Currencies
Bond Market | Equity Market: Want to save bonds, sacrifice equity; want to save equity, sacrifice currency: Maneesh Dangi
“I cannot afford to run a $100-$125-billion current account deficit. We must be dreaming if we think that we can…
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Commodities
sandip sabharwal: Should you buy consumer facing companies or revisit commodities now? Sandip Sabharwal answers
“For consumer facing companies, it will be a mixed thing because volumes are under pressure. So on one side, volumes…
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Trading
kunal bothra: Kunal Bothra’s 2 buy-on-dips trading picks for next week
“There are two calls which I want to suggest for the coming week. One of them is a buy call…
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Financial Market
morgan stanley: Morgan Stanley’s Sameer Baisiwala on how realty and pharma sectors will fare going ahead
“Coming to pharma, companies which are able to break the code for that part of the business are doing very…
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Commodities
bear market: Do not get suckered into a bear market rally; invest in realty, commodities or their proxies: Mark Matthews
“Right now, we are not in the same market we were a year or two years ago. The great bull…
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Commodities
Metal Stocks: Avoid metal, go for cos which benefit from lower commodity prices: Dipan Mehta
“Generally, we are positive on the healthcare sector and maybe hospitals are a better way to play than some of…
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