Should you bet on Rip Van Winkle stocks in mid & smallcap space?

Within metals, besides the main metal producing companies, we are very positive on graphite stocks and on calcined coke stocks. IT is 25% and metals is almost 10-12% of our total portfolio, says Daljeet Singh Kohli, CIO, Purely from a fundamental and a macro basis, are you worried about the spike in CPI inflation? … Read more

Stocks to Watch Today: Bank of Baroda, NHPC, Puravankara

The Indian benchmark indices are likely to open marginally higher on Friday, June 11, tracking gains in Asian peers. Nifty futures on the Singapore Exchange was also trading over 22 points higher around 15,800, indicating a positive start on Dalal Street. Top stock to look for the day: Yes Bank: The company’s board agreed to … Read more

GAIL among three PSU stocks that may soar higher in a few weeks

PFC, GAIL and NBCC are three PSU stocks that Sanjiv Bhasin, Director, IIFL Securities, is recommending. Edited excerpts from his interview with ET Now: Do you expect Nifty to hit a new high now?The markets are forward looking. The corporate results have been a standout. We are just missing the woods for the trees. Corporate … Read more

Go for cement, not real estate; copper could be a big bet: Gautam Trivedi

EVs might be a bigger reality five years from now but in the next 12 to 24 months, I do not think that is really a big deal, says Gautam Trivedi, Co-Founder & Managing Partner, Nepean Capital. Is it a good time to buy a Sobha or a Godrej or Indiabulls Real Estate in this … Read more

Why Nitin Raheja prefers to stick with growth stocks in a value rally

“We are not really playing this whole cyclical trade out but clearly empirical evidence seems to suggest that if you do get a correction in some of these stocks, they should continue to do well considering that they are quasi economic indicators, ” says Nitin Raheja, Co-Founder, AQF Advisors. It is often said that when … Read more

Go for Maruti, Buy ICICI Bank on dips: Sandip Sabharwal

The way the commodities have rallied is very unlike most other cycles where just in the first few months of the cycles, you do not see commodity prices doubling across the board, says Sandip Sabharwal, analyst, After Friday’s chaos, would you be cautious for the next few days?We should see more corrections in March. … Read more