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Prateek Agrawal wrote in recent a note that among the themes under coverage, he expects defence, EMS, consumption and capex plays to find favour.
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This article is authored by Mr. Aashish Somaiyaa, MD & CEO Motilal Oswal Asset Management
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Manish Sonthalia, Head Equities-PMS, Motilal Oswal Asset Management said it has always been our strategy to buy into select few 20-25 names for the long term.
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In Friday's trade, the Sensex ended up 94.65 points at 24717.99, and the Nifty was up 24.05 points at 7510.20.
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Tirthankar Patnaik of Mizuho Bank says the pain is much more global. But many of the stocks after a significant fall do look attractive and that makes one believe that it is a great buying opportunity, he says. But one must not forget that global issues, the genesis of this crisis, are still very much present, he told CNBC-TV18
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The Nifty is likely to consolidate around 7225 level if the market undertone continues to remain weak, believes Jai Bala of 1857 Advisors. Bala advises that current market conditions are apt for good bargain buying in some stocks.
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The activity in midcap index over the last few days also hints at a positive undertone and Taher Badshah of Motilal Oswal Asset Management also expects stock-specific activity as the quarterly results unfold
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Varun Goel of Motilal Oswal Asset Management is bullish on food processing space.
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According to Varun Goel of Motilal Oswal Asset Management, one may stay away from real estate sector.
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Manish Sonthalia of Motilal Oswal Asset Management is bullish on oil marketing companies and rates BPCL and HPCL among his top picks. He says he is not bullish on upstream companies like ONGC as he feels crude prices will remain in a band between USD 40-70 for a considerable period of time.
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Union Budget is expected to push Make in India theme. In addition to this, salaried individuals may see some sops. Finance Minister should make equity investing more attractive to ensure more retail participation.
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According to Taher Badshah, Fund Manager at Motilal Oswal Asset Management, one may buy Ipca Laboratories with a long term view.
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Taher Badshah said the key takeaway from today's RBI policy was that if inflation were to come back the Central Bank would be take action but if inflation trends lower, then even if they did not cut rates, they would at least keep them as it is.
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Taher Badshah of Motilal Oswal Asset Management is of the view that one may look at Multi Commodity Exchange of India with a long term view.
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Taher Badshah of Motilal Oswal Asset Management has a positive view on Tata Motors.
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In an interview to CNBC-TV18, Taher Badshah of Motilal Oswal Asset Management spoke about the current market trend.
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Taher Badshah of Motilal Oswal Asset Management is positive on cement space. "One can probably see a good top-line as well as bottom-line growth in this space for the next 12-18 months," he adds.
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From a macro perspective, Nitin Rakesh, the chief executive officer of Motilal Oswal Asset Management finds that there are a couple of things that are happening globally.
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Motilal Oswal Asset Management today said it has tied up with Barclays Bank to offer the bank's customers its Value Strategy portfolio management service.
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In an interview with Ramesh Damani, Balaji Gopalkrishnan, MD, Credit Suisse, David Abner, Director, Instl ETF Sales & Trading and Nitin Rakesh, CEO & MD, Motilal Oswal Asset Management, speak about ETFs.
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The opening bell ringing heralds MOSt Shares NASDAQ 100, India’s first US Equities based ETF tracking the NASDAQ-100 Index, listing on Bombay Stock Exchange (BSE) and National Stock Exchange (NSE) today.
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Motilal Oswal MOSt Shares Midcap 100 ETF listed today. Nitin Rakesh, Motilal Oswal Asset Management says, the endeavour in trying to create an investment product that tracks the midcap segment wasn’t so much focused on the short-term return.
