Smart Talk

“The correction in valuations presents a good opportunity to invest and accumulate businesses that pass the Darwin test - survived and thrived over time and have significant MOATs,”…
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“With Indian markets being relatively insulated from global uncertainty, the domestic markets are trading at relatively higher valuations as compared to its EM peers,” says Reshma…
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“One can keep a sector-specific approach while selecting stocks. A largecap focussed portfolio looks interesting and some mid-cap and small-cap companies can also be added,” says Arpit…
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“At this moment IT, pharma, and speciality chemicals will create the next multibaggers in the next 10 years,” says Amit Jain, co-founder, Ashika Global Family office Services.In an…
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“It is going to be an exciting place for global investors and there will be many alpha creation opportunities here!,” says Kunal Bhakta, Investment Advisor, First Water Capital.In an…
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“For those who want to time the market by increasing or decreasing the allocations between asset classes, I have a simple suggestion-Do consider Balance Advantage Funds," says Suresh…
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“The impact on Indian markets is likely to be more indirect with the Indian indexes reacting to downward movement in the US and other markets on account of Fed tightening,” says Rahul…
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“In the short-term, markets can remain volatile given the global macro-economic uncertainty and high valuations; however, from a medium-term perspective, we remain bullish," says Gautam…
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“For the next 2-3 years both the sectors are looking good. Auto are coming out of 3 years of downturn and therefore we see cyclical recovery, fall is commodity prices are also positive…
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“For the coming weeks, 16900 – 17200 might be a strong hurdle since they are the 50% and 61.8% retracement level of the entire fall from 18100 to 15700,” says Mehul Kothari, AVP –…
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