The greatest investment opportunities come when great companies face unusual short-term circumstances. This is one very big lesson that 2020 has taught us.
Sectors that are interesting bets are Chemicals, Pharma, Insurance, select Consumers, and NBFC’s. I am focused on sectors and stocks where I can see clean growth.
The govt will miss fiscal deficit by 50 bps but markets will react more positively to fiscal slippage with expenditure intact than to “creative” fiscal consolidation.
We expect RBI to turn dovish; rate cuts would depend on the trajectory of inflation which seems under control for now
Mitessh Thakkar of miteshthakkar.com said they would be exiting longs only if 8730-8735 on the Nifty is taken out and till then would maintain a range bound outlook.
Vinay Khattar of Edelweiss says the banking sector is not in a very good state and is under a lot of pressure. He advises investors to stay away from public sector banks for now
Vinay Khattar, Associate Director and Head of Research, Edelweiss Financial Services, says this is the right time to deploy 20-30 percent cash in the equities market.
In an interview to CNBC-TV18, Vinay Khattar, Associate Director, Head of Research at Edelweiss Financial Services & Anu Jain, Director-Equities at IIFL Private Wealth Management shared their readings and outlook on the market, specific stocks and sectors.
Vinay Khattar, Associate Director & Head of Research at Edelweiss Financial Services is of the view that NIIT is an interesting bet.
Vinay Khattar, Associate Director & Head of Research at Edelweiss Financial Services is of the view that DCB Bank looks interesting.
In an interview to CNBC-TV18, Vinay Khattar of Edelweiss Financial Services and Jai Bala of 1857 Advisors shared their readings and outlook on market, specific stocks and sector.
Vinay Khattar, associate director & head of research at Edelweiss Financial Services likes SRF and expects significant upside from the current level.
Vinay Khattar, associate director & head of research at Edelweiss Financial Services prefers private banking space over the PSU banks.
According to Vinay Khattar, Associate Director & Head of Research at Edelweiss Financial Services, Symphony is still a very interesting bet.
Vinay Khattar, Associate Director & Head of Research, Edelweiss Financial Services said that Q2FY15 earnings performance of Keval Kiran Clothing was a miss given the company‘s high cost increases.
Vinay Khattar - Associate Director & Head of Research at Edelweiss Financial Services is of the view that KNR Construction is a good bet from the construction space.
Watch the interview of Vinay Khattar, Associate Director & Head of Research at Edelweiss Financial Services with Sumaira Abidi and Reema Tendulkar on CNBC-TV18, in which he shared his reading and outlook on specific stocks to trade this festive season.