Ajay Bagga

Ajay Bagga believes the US’ 25% tariff threat on Indian exports is a maximalist negotiating tactic that will likely settle closer to 15%. While exporters may face pain, domestic-focused sectors is the way to go.

Short sellers provide valuable research, says Samir Arora; disagrees with Ajay Bagga on Hindenburg

Following Hindenburg Research's winding down, there have been intense debates online, among them was the one between the two veteran investors

Charlie Munger leaves behind a treasure trove of investment wisdom: Ajay Bagga

The Berkshire Hathaway vice chairman’s passing has left a void in the financial world, says market expert Ajay Bagga, reflecting on the life and legacy of the investing genius, and how he sought out great companies.

Ajay Bagga recalls horrific night, shares how he and wife escaped during attack at Taj Hotel on 26/11

Ajay Bagga shared a picture of himself and his wife, Rajita Bagga, running out of the hotel after being stuck for 12 hours during the horrific attack. He also thanked Gurudev Sri Sri Ravi Shankar for his blessings in the post and mentioned that they came face-to-face with death five times that fateful night.

Be careful of mid and small PSU banks, says Ajay Bagga

The market expert believes allocating more than 2 percent of funds towards the small cap PSU banks is not advisable despite the Nifty PSU bank index delivering a 10.14 percent return over the past month as against the Nifty bank index’s 1.43 percent return.

The era of great moderation in interest rates is over: Ajay Bagga

In reaction to the Fed announcement to not hike interest rates, the nifty index ended nearly a percent lower at 19,742.35 points on September 21.

Ajay Bagga says 'make hay in May' as markets rally, fears of a slowdown fade

Ajay Bagga highlighted the infrastructure sector as one to watch, as it tends to perform well in the year before elections, with significant focus from central, state, and local governments

Be cautious on mkt, invest only in growth stories: Dipan Mehta

One should not expect new highs for the market during Diwali time; instead investors need to brace themselves for more correction and volatility, says Dipan Mehta, Member BSE & NSE.

Prefer IT stocks for long term: Ajay Bagga

Ajay Bagga, Market Expert is of the view that one may prefer IT stocks for long term.

Auto, refining cos may post good results: Ajay Bagga

Market expert Ajay Bagga has a positive view on cement, auto, information technology (IT) and pharmaceutical companies despite a poor show.

Market level may rise 10% on good earnings, monsoon: Dipan Mehta

A 25 basis points rate cut by the Reserve Bank of India has been positive for the markets, says Dipan Mehta, member at BSE & NSE.

No catalysts to propel mkt; all eyes on Fed meet: Ajay Bagga

So far, India has been beneficiary of the FII inflows into emerging markets and the moment they show signs of drying up, our market falters, says Ajay Bagga.

Budget to be a non-event; global sell-off weighing on mkt: Bagga

From the Budget market will watch for bank recapitalisation road map, rural thrust, 7th Pay Commission, fiscal deficit target -- more importantly action on the ground than just announcement, says Ajay Bagga.

Mkt sell-off overdone; see flows coming back by Jan 3rd wk: Pros

"India continues to remain relatively one of the best markets to invest in and has one of the best macros," says Ajay Bagga. He advises investors to invest in themes such as consumption, private sector banks with large retail portfolios, auto, IT, pharma and FMCG, among others

Market volatility to continue for next 48 hours: Ajay Bagga

According to market expert, Ajay Bagga volatility will continue for at least next 48 hours till the Fed uncertainty is out of the way.

GST could be the trigger to propel mkt higher: Ajay Bagga

The passage of goods and services tax (GST) in the Winter Session of the Parliament could be that catalyst.

7800 a strong bottom; bullish on auto ancillaries: Experts

Market expert Anand Tandon believes the market is seeing good kind of volatility. He, however, says: "I fail to understand why the market is rising, other than policy moves, there is no sign of revival as far as corporate earnings are concerned. Maybe the market was oversold and hence is climbing now."

Buy large cap IT stocks: Ajay Bagga

Ajay Bagga, Market Expert is of the view that large cap IT is a buy.

Earnings watch: IT a good bet, say market experts

Market expert, Ajay Bagga is bullish on largecap IT and expect them to report a 10-12 percent dollar guidance.

Stay with largecap pharma: Ajay Bagga

Ajay Bagga, Market Expert is of the view that one may stay with largecap pharma.

Bank Nifty an exhausted index; like PowerGrid: Experts

On Bank Nifty, market expert Ajay Bagga, says it is difficult to call when there is such a big event ahead. He says fundamentally nothing has changed in the last three days and irrespective of the decision, it is an exhausted index

Private banks looks interesting, prefer cement: Ajay Bagga

Ajay Bagga, Market Expert is of the view that private sector banks are looking very interesting and feels that one may look at the cement space.

Fundamentals intact but no catalyst to buy: Experts

Ajay Bagga says, valuations look good but there is a no catalyst to buy, so it is better to wait out for this global volatility to subside and more importantly, for the Fed decision before entering into the market.

Prefer IT, pharma stocks: Ajay Bagga

Ajay Bagga, Market Expert is of the view that one may prefer IT and pharma stocks.

Look at infrastructure, cement space: Ajay Bagga

Ajay Bagga, Market Expert is of the view that one may look at the infrastructure and cement space.