D-Street is keenly awaiting significant announcements on infrastructure spending, tax sops, disinvestment and more
Sentiment, liquidity & fundamentals together will ensure India outperform at least some global peers if not all.
In an interview with Moneycontrol's Kshitij Anand, Mehta said one must concentrate to create a portfolio of companies where they do not have to sacrifice a good night's sleep & keep getting stress-adjusted returns.
One must focus more on investment linked stocks in the infrastructure, capital goods, autos, financials sectors because valuations are attractive, says Neeraj Deewan of Quantum Securities.
Devang Mehta, Sr VP & Head-Eq Advisory at Anand Rathi Financial Services recommends adding logistics stocks including Gateway Distriparks in the portfolio.
Devang Mehta, Sr VP & Head-Eq Advisory at Anand Rathi Financial Services is fo the veiw that one may prefer Bajaj Corp.
Devang Mehta of Anand Rathi Financial Services says the Indian market will start performing well in the upcoming days.
Devang Mehta, Senior Vice President & Head Equity Advisory at Anand Rathi Financial Services recommends buying ICICI Bank.
According to Devang Mehta, Senior Vice President & Head Equity Advisory at Anand Rathi Financial Services, one needs to own Larsen & Toubro in the portfolio.
Devang Mehta, Senior Vice President & Head Equity Advisory at Anand Rathi Financial Services is of the view that one can accumulate State Bank of India or Bank of Baroda from the PSU banking space.
Devang Mehta, Senior Vice President & Head Equity Advisory at Anand Rathi Financial Services is of the view that one may look at Maruti Suzuki.
Larsen and Toubro is a stock to own in ones portfolio, especially for those who believe in the India growth story, says Devang Mehta of Anand Rathi Financial Services.
August has been worst series for market in the last two years. The market records biggest fall in absolute terms in August series since August 2013. The Nifty fell 473 points in August series, Sensex loses 1,478 points.
Devang Mehta of Anand Rathi, says the alarm bells on midcaps started ringing last week itself and now is a good time to exit the stocks as the rally now will only been seen in good quality names.
State Bank of India (SBI) beat analysts' expectations on Tuesday with the first quarter net profit rising 10.2 percent year-on-year to Rs 3,692 crore.
Despite the fall in Sun Pharma on the back of Monday's profit warnings, Parag Thakkar of HDFC Securities and Devang Mehta of Anand Rathi Financial Services advise investors to buy the stock and understand that the integration with Ranbaxy will take its own time. From a 18-24 months perspective, it is a great buy, says Mehta.
Devang Mehta, Anand Rathi Financial Services clearly believes market is giving an opportunity to accumulate because most of the global uncertainties like Greece crisis, Chinese market seem to be discounted an market is now looking forward to new trajectory of earnings, parliament‘s monsoon session.
According to Devang Mehta, Anand Rathi Financial Services one could reduce their exposure in IT and shift into capital goods space and NBFCs, which are likely to be beneficiaries of the improvement in capex spending
Neeraj Deewan of Quantum Securities says the IT sector may do well in the longer run. He says recovery in the US will ensure good demand for the sector, which augurs well for these companies. He is bullish on companies such as Infosys, and advises investors to accumulate on dips.
Kunj Bansal of Centrum Wealth Management says it is difficult to predict market direction in the short term. "Today's correction is more like taking a break," he told CNBC-TV18.
Devang Mehta of Anand Rathi Financial Services is of the view that one may pick ICICI Bank and Tata Motors.
According to Devang Mehta of Anand Rathi Financial Services, one may avoid Century Textiles and Industries.
In an interview to CNBC-TV18, Sudarshan Sukhani of s2analytics says one should keep a stop loss of 8350 and exit the market if starts to fall soon after the policy.
Devang Mehta, Sr VP & Head-Equity Advisory at Anand Rathi Financial Services recommends entering Snowman Logistics for a target of Rs 115-116.
Devang Mehta, Sr VP & Head-Equity Advisory at Anand Rathi Financial Services is bullish on PTC India Financial Services.