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Rajat Rajgarhia said at Motilal Institutional will be watching out for three themes during 2025, and is hopeful of another good year for equities. The markets have turned bottom up and are seeking earnings growth, he added.
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Cabinet reshuffle indicates government’s intent of development and growth, said Rajat Rajgarhia, MD-Institutional Equities at Motilal Oswal Securities in an interview to CNBC-TV18's Nimesh Shah at the Motilal Oswal Global Investor Conference which is underway in Mumbai.
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The whole character of this market is a very large domestic allocation of equities which has provided a solid base to this market, said Rajat Rajgarhia, MD, Institutional Equities, Motilal Oswal Securities.
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The other theme besides financials that FII investors are excited about is Insurance and with two large private insurance companies getting listed there is an option to play them, says Rajat Rajgarhia, MD & CEO, Motilal Oswal.
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After a see-saw ride for weeks in the Indian market, the bulls have finally gained dominance on the turf as benchmark indices Nifty and Sensex gain momentum and are again flirting with their respective record highs.
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Speaking to CNBC-TV18 Rajat Rajgarhia, MD, Institutional Equities at Motilal Oswal Securities, said markets have shown a resilience. Near-term impact has been severe on corporates, he said, adding that he will be surprised if markets break the recent low made last week.
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One should look at spaces that are outside the Nifty 50, where there are many interesting stories coming up, said Rajat Rajgarhia, MD-Institutional Equities, Motilal Oswal Securities.
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Rajat Rajgarhia of Motilal Oswal Securities, said India has been a classic bottom-up stock-picking play. “Pick the right stock and if the market does well, it will do well.†Gautam Duggad of Motilal Oswal Securities, said while some sectors are seeing a revival, some others will take a few quarters, he said.
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Ahead of Motilal Oswal‘s 12th Annual Global Investor Conference between August 29-31, CNBC-TV18 caught up with Raamdeo Agrawal Co-Founder & Joint MD, MOFSL, Navin Agarwal MD and Rajat Rajgarhia MD & CEO-Instl Equities.
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Rajat Rajgarhia, MD - Institutional Equities, Motilal Oswal Securities says one should analyse GST in three ways, one its positive impact on few sectors, two its negative impact on specific names and three how investors view this development.
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Sectors that have been slow in last one-two years have shown growth this time around, says Rajat Rajgarhia, MD of Institutional Equities at Motilal Oswal Securities.
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Rajat Rajgarhia, MD-Institutional Equities at Motilal Oswal Securities feels that next three year should be lot better for cement space compare to last three years.
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Speaking to CNBC-TV18, Sanjeev Prasad also gave his outlook for the market and said that things will improve in the second half of the year as contribution from the consumer side starts building momentum.
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Rajgarhia is positive on Pidilite, saying the company has shown strong growth and will benefit from a strong brand and low commodity prices.
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For FY16 some of the headwinds of the last six months could stabilise and the base would turn favourable, so growth could be around 14-15%, says Rajat Rajgarhia of Motilal Oswal Securities.
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Rajgarhia does not see any earnings recovery for the next couple of quarters, and sees FY15 earnings growing 5 percent against 10-11 percent estimated earlier
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The key theme of the conference is likely to be the next move by the Reserve Bank of India and the government. The broking house believes the management by the RBI in the last nine months inspired a lot of confidence in the India economy and hence, the market.
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Rajat Rajgarhia, Head-Research at Motilal Oswal Securities is of the view that one may prefer HDFC Bank, ONGC and Bharti Airtel, which will do very well in 2014.
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According to Rajat Rajgarhia, Head-Research at Motilal Oswal Securities, one may buy oil PSU stocks. He sees period of adjustment in PSU oil companies' earnings going ahead.
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Rajat Rajgarhia, Head-Research at Motilal Oswal Securities is of the view that one may pick YES Bank for long term.
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Rather than just making it a top down call it is lot more interesting to figure out which are the sectors where the earnings growth is always ahead of the market, says Rajat Rajgarhia, Head-Research, Motilal Oswal Securities.
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Rajat Rajgarhia advises investors to start looking at equities more favourably.
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With the July-September quarterly earnings season coming to an end, the focus will now shift to global cues which will determine the near-term trend for the domestic bourses, say analysts.
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According to Rajat Rajgarhia, Head-Research of Motilal Oswal Sec, one may prefer ACC within cement space.
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Rajat Rajgarhia, Head-Research of Motilal Oswal Sec advises to prefer Bajaj Auto and Infosys. "Bajaj Auto will be a big beneficiary if currency remains at 60/USD plus. Their forwards would definitely have contracted at higher rates and exports are doing well for them," he adds.
