Alas, new-age tech firms are not among them, as they still need to show earnings growth visibility before they can be deemed worthy of investment.
Don’t just gun for the big game. Explore the back-alleys of the stock market and find the small firms that may become the darlings of the street over the next decade
Speaking to CNBC-TV18, Dhiraj Sachdev said that the current market decline is a temporary window to make an entry and sees sustainable growth in the agrochemical sector despite temporary disruptions.
The current rally is not merely liquidity driven, says Dhiraj Sachdev, Senior VP & Fund manager at HSBC Global Asset Management. While earnings have improved, the peak is still away.
In Mid caps, stock selection is important and needs to be governed by business sustainability, growth outlook, capital efficiency in addition to its relative valuation.
Dhiraj Sachdev, HSBC Asset Management told CNBC-TV18 that he is positive on tyre companies and expects them to benefit from falling rubber prices.
The market is unlikely to fall significantly even if the Budget disappoints, says Dhiraj Sachdev, Vice President & Fund Manager, HSBC Global Asset Management.
Dhiraj Sachdev of HSBC Global Asset Management is underweight on FMCG space.
The Union cabinet cleared the Land Acquisition bill and formed a cabinet committee for the long-pending infrastructure projects in a meeting yesterday. Dhiraj Sachdev of HSBC Global Asset Management spoke to CNBC-TV18 regarding the policy decisions taken by the government and how it will affect the market.
HSBC Midcap Equity Fund has failed to maintain consistency in returns over most time periods. Investors can stay away from this fund for the time being till it established stability in performance, reckons Arnav Pandya.
Market was back to its old miserable ways after raising hopes of a year-end rally.
Dhiraj Sachdev, Senior Fund Manager, HSBC Asset Management is positive on banking space.
Dhiraj Sachdev, Senior Fund Manager, HSBC Asset Management is positive on banking space.