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Taher Badshah is positive on banks doing well, provided deposits grow and credit growth momentum is maintained
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Should one see a more sustainable market rally into 2021 and beyond, it will once again center on financials, but broaden out to include even industrial and infrastructure.
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Markets would need severely bad data to retest 7500 levels on the Nifty. But, at the same time, we have seen good improvement in the market – a significant upside looks difficult.
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"We are right now taking aggressive bets in some cases and even being defensive in certain cases as the case maybe," he said.
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Contrary to popular opinion about multinationals a few years ago, Motilal Oswal AMC chose to back Hero Honda as its biggest investment. The two-wheeler company‘s plans to double capacity and focus on mobility led to the decision, said Taher Badshah of Motilal Oswal AMC.
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Speaking to CNBC-TV18 Taher Badshah, Senior VP & Head, Fund Manager at Motilal Oswal AMC said the tide could turn favourably towards corporate-facing banks.
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In an interview to CNBC-TV18, Taher Badshah of Motilal Oswal AMC, spoke about his reading and outlook on market as well as on various stocks and sectors.
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Watch the interview of Rajat Bose of rajatkbose.com, Prakash Gaba of prakashgaba.com, Ashwani Gujral of ashwanigujral.com, Sandeep Wagle of powermywealth.com, Taher Badshah of Motilal Oswal AMC and Chandan Taparia of Anand Rathi Sec with Latha Venkatesh and Sonia Shenoy on CNBC-TV18.
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Sudarshan Sukhani, s2analytics.com, recommends not taking any positions before the RBI decision tomorrow. He asks the investors to not go short even if the markets fall.
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The Nifty ended up 0.4 percent at 7538.75 on Monday. Ashwani Gujral, Taher Badshah of Motilal Oswal AMC and Sudarshan Sukhani shared their reading and outlook on market and specific 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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Watch the entire interview of Sukhani, Siddarth Bhamre of Angel Broking, R Sreesankar of Prabhudas Lilladher, Taher Badshah of Motilal Oswal AMC and SP Tulsian of sptulsian.com with CNBC-TV18's Anuj Singhal and Sonia Shenoy, in which they share their readings and outlook on specific stocks and sectors for the coming year and the one going by.
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People riding IPOs such as Alkem Labs and Dr Lal Pathlab should continue to do so, as it is difficult to take a fundamental call at the moment, says market expert Anand Tandon
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Taher Badshah of Motilal Oswal AMC is of the view that one may look at Bharat Forge and Cummins India.
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Watch the interview of Taher Badshah of Motilal Oswal AMC with Latha Venkatesh & Sonia Shenoy on CNBC-TV18, in which he shared his readings and outlook on market and specific stocks.
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Watch the interview of Taher Badshah of Motilal Oswal AMC with Latha Venkatesh & Sonia Shenoy on CNBC-TV18, in which he shared his readings and outlook on market and specific stocks.
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Taher Badshah of Motilal Oswal AMC says selling-off is a very welcome sign and it is good for us as well because it gives a chance to buy some of our well liked stocks and companies in this bout of correction.
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The auto ancillary space is a good bet in this market. The sector has shown strong earnings growth, says Taher Badshah of Motilal Oswal AMC.
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Despite the run and stretched valuation, one can find value in super expensive stocks. The trick is to look beyond FY17, the year market is fixated with, earnings growth and longevity of earnings growth.
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What stood out for Raamdeo Agrawal this earnings season is the margin expansion on the back of commodity price collapse.
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Banks pushed equity benchmarks higher after the Finance Minister Arun Jaitley approved the composite cap on foreign direct investment.
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The next important cue for the markets will be the results season, followed by the monsoon session of the Parliament, says Taher Badshah of Motilal Oswal AMC. He will also be watching out for some guidance from the Reserve Bank if monsoon continues to be good.
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For Sudarshan Sukhani of s2analytics.com Bajaj Auto and Hero Motocorp would make good tactical buys for tomorrow.
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According to Deven Choksey, fundamentally there is no reason for any concern because valuations still look attractive. Market is currently in oversold zone, so one could see buying at lower levels, feels Choksey.
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In an interview with CNBC-TV18, Taher Badshah, fund manager with Motilal Oswal AMC, discussed his outlook on market and individual stocks.
