Axis Securities expects the upcoming year to be good for equity investments, especially the midcaps, following the aggressive roadmap of reforms undertaken by the government treading fiscal prudence path.
Asian Paints, Britannia Industries, Castrol India, CRISIL, HUL, ICRA, Indiabulls Housing Finance, IGL, P&G Hygiene and Health, and UltraTech Cements are stocks in which LIC raised its stake consistently for the past four quarter or 1 years.
We suggest investors to focus on consumer discretionary, IT, private banks and pharma and high quality midcaps for which prices have become cheaper after the consolidation in the last six months, says Vinod Nair of Geojit Financial Services.
Only 15 of nearly 30 companies in Jhunjhunwala’s portfolio released their shareholding data for the quarter-ended June till now. Of the 14 companies, only two have delivered positive returns.
Top contrarian buy calls include Hero MotoCorp, Tech Mahindra, LIC Housing Finance, Hindustan Petroleum Corporation (HPCL) and NMDC.
On shorter time frame, the levels 10,550 levels may act as near term hurdle i.e. 50 percent Retracement level, says Rajesh Agarwal, Head of Research at AUM Capital Markets.
Ashwani Gujral of ashwanigujral.com is of the view that one may buy Tata Consultancy Services.
Prakash Gaba of prakashgaba.com is of the view that Bajaj Finserv can climb to Rs 5350 while CRISIL may test Rs 1870.
Prakash Gaba of prakashgaba.com feels that Maruti Suzuki can climb to around Rs 8400.
The triggers for this sector are likely to be bank loan rating, corporate bonds, and structured finance, among others, Elara Cap said.
Sandeep Wagle of powermywealth.com is of the view that one can buy Cipla and sell DLF while can hold Piramal Enterprises and CRISIL.
In an interview to CNBC-TV18's Surabhi Upadhyay and Prashant Nair, SP Tulsian of sptulsian shared his views and outlook on the fundamentals of the market and specific stocks.
The risk-to-reward ratio will be more favourable for stocks which have not attracted too much of interest which could be due to the sector or stock-specific reasons.
In an interview to CNBC-TV18's Anuj Singhal, SP Tulsian shared his views and outlook on the fundamentals of the market and specific stocks.
Mitessh Thakkar of miteshthacker.com is of the view that one may buy PTC India, CRISIL, Gujarat Fluorochemicals and Britannia Industries and sell IndusInd Bank.
Prakash Gaba of prakashgaba.com is of the view that Blue Star can climb to Rs 715 while CRISIL may test Rs 1990.
Prakash Gaba of prakashgaba.com is of the view that CRISIL can climb to Rs 2000 and likes Fortis Healthcare.
Sumeet Jain of Destimoney Securities is of the view that one may buy Hexaware Technologies with a target of Rs 211.50.
According to Daljeet Singh Kohli of India Nivesh Securites, one can buy Credit Analysis and Research and feels that the stock may test Rs 1400.
Sudarshan Sukhani of s2analytics.com is of the view that one can buy Bata India, CRISIL and NTPC.
As an investment strategy, Credit Suisse advises to bet on those segment player which have large valuation gap but give higher returns. "Large valuation gap between segment leader and small player sometimes provide an opportunity for higher stock returns to be generated by the smaller company," it adds.
In an interview to CNBC-TV18‘s Latha Venkatesh and Sonia Shenoy, SP Tulsian of sptulsian.com spoke on the market fundamentals and gave his views on specific stocks and sectors.
Taher Badshah of Motilal Oswal is of the view that CRISIL hold preference in the portfolio.
Here are top 10 stocks to focus on July 20 - Crompton Greaves, Just Dial, ACC, Federal Bank, Karnataka Bank, Oberoi Realty, Dishman Pharma, Punj Lloyd, CRISIL, Godrej Properties, Orient Green Power, TTML.
Kunal Bothra of LKP Securities is of the view that in the short term CRISIL may test Rs 2030-2030.