Besides IT and banking, he’s also positive about the capital goods and construction space, and has high hopes of firms like ITD Cementation, NCC, ABB, Siemens, and Thermax.
January will be dominated by results. First rollout will come next week with Infosys announcing its Q3 numbers, which will bring the entire technology sector back into focus, Taher Badshah of Motilal Oswal AMC says. He is reasonably positive about the sector. He also expects IT and telecom sector companies to post good Q3 numbers.
Rajen Shah of Angel Broking is positive on Punj Lloyd, JK Tyres & Godrej Prop. He is is bearish on DLF and advices to continue holding Cummins India.
SP Tulsian of sptulsian.com shares his view on realty space.
A recent report by Jones Lang Lasalle suggested that the realty space in India could see over USD 2 billion worth of outflows next year, increasing the pressure on the beleaguered sector.
Prabhudas Lilladher has come out with its report on realty space.
PINC Research has come out with its report on realty space. According to the research firm top pick in Large caps is ‘DLF’ whereas in Mid caps we like ‘Phoenix Mills’ and ‘HDIL’.
Abhijit Paul, AVP - Technical Analyst, Brics Securities feels investors should stay away from realty space.
Stay away from realty space, says Vivek Mavani, Vice President - Equity, Brics Securities.