Dhirendra Tiwari, Head of Research at Antique Stock Broking tells CNBC-TV18 he is unfazed by concerns of Brexit hurting the growth of Indian IT companies such as Infosys which have a presence in the UK.
Dhirendra Tiwari of Antique Stock Broking believes eventually investment recovery will come through, though it has been delayed. Keeping that in mind, investors need to find stocks that will benefit from investment cycle recovery over the next two years
Dhirendra Tiwari also expects good opportunities in sectors like banks, capital goods and automobiles in 2015.
Dhirendra Tiwari, Head of Research at Antique Institutional Equities is positive on Kotak Mahindra Bank.
Dhirendra Tiwari, Head of Research at Antique Institutional Equities, sees new leg of market rally starting in January.
Dhirendra Tiwari, Head of Research at Antique Institutional Equities prefers Sun TV Network from media space.
Dhirendra Tiwari, Head of Research at Antique Institutional Equities prefers Bharat Petroleum Corporation (BPCL) from oil & gas space.
According to Dhirendra Tiwari, the fall in crude price is definitely a positive move as it will have implications on the overall economy. If crude continues to be soft, we will have some more upside, he adds.
According to Dhirendra Tiwari, Head of Research Antique Institutional Equities, one may prefer HDFC Bank among largecap banking stocks at this point in time.
Dhirendra Tiwari, Head of Research Antique Institutional Equities is positive on IT space. "One may enter into Tata Consultancy Services, Wipro and Tech Mahindra on correction," he said.
Dhirendra Tiwari, Head of Research Antique Institutional Equities is of the view that one can avoid FMCG space at this point in time, but one can still prefer ITC as it has monopoly in cigarette business.
Dhirendra Tiwari, Head of Research Antique Institutional Equities believes that the the diesel and the gas price hikes were positive for the economy and the effect could be seen in FY15 by some sort of recovery in the market.
Dhirendra Tiwari, Head of Research, Antique Institutional Equities told CNBC-TV18 that for the next couple of quarter earning look weak. His assessment is that there could be downside to earning numbers because he does not see any meaningful pickup in the industrial activity on ground.
With asset classes like gold and crude having been whacked over the last ten days, Dhirendra Tiwari, Head of Research Antique Institutional Equities believes it could lead to re-rating for the equities as a whole.
One can prefer ONGC, BPCL in oil & gas space, says Dhirendra Tiwari, Head of Research Antique Institutional Equities.
Yes Bank and IndusInd Bank are the top picks among the private banking space, says Dhirendra Tiwari, Head of Research Antique Institutional Equities.
Sun Pharma, Infosys and ITC are preferred picks, says Dhirendra Tiwari, Antique Stock Broking.
Market experts Sudarshan Sukhani of s2analytics.com, SP Tulsian of sptulsian.com and Dhirendra Tiwari of Antique Institutional Equities suggest, in an interview to CNBC-TV18, investors to stick to defensives and bet on Suzlon and MCX
IT and pharma sector may outperform, says Dhirendra Tiwari, Head of Research, Antique Institutional Equities.
Dhirendra Tiwari of Antique Institutional Equities explains, on CNBC-TV18, that the favourable factors of continued government thrust on reforms, increased expectation of a cut in interest rates and a positive Budget would maintain the current run-up in the market despite minor corrections.
In an interview to CNBC-TV18, Dhirendra Tiwari, non executive Director,Head of Research Antique Institutional Equities discusses L&T's Q2 result. He talks about the outlook, the concerns involved and the plans for FY14.
Dhirendra Tiwari, Head of Research, Antique Institutional Equities is positive on Larsen and Toubro (L&T) and sets a target of Rs 1906 on the stock.
Dhirendra Tiwari of Antique Institutional Equities feels TCS results should be in line with expectations and there should not be any significant problems. He also likes ITC in the FMCG space.
See 10-15% upside in ITC, says Dhirendra Tiwari, Antique Institutional Equities. The volumes have been good, margins had been pretty okay, so there has not been any issue as far as the performance is concerned.