“On the auto ancillary side, I like because of reduced capex and possibility of margin improvements. Bharat Forge because of its ex auto forays should drive earnings strongly, especially on the defence part, over the next few years,” says Sandip Sabharwal, asksandipsabharwal.com The other sector which has been languishing at the bottom of the barrel ...

“There are no two thoughts about it. Everybody is agreeing how equity investors are going to make it. So one has to believe in equities and it is a proven thing to make long-term wealth. There is nothing like equity. I think it is going to be a wonderful year from that perspective,” says Porinju ...

“In my mind, it makes sense to go with lump sum investment in debt funds. But if you are working towards making a short-term corpus and building good habits, maybe one can start SIPs into debt funds also or one can go for hybrid balanced advantage fund SIPs also,” says Tarun Birani, Founder & Director, ...

“The interest rates that are likely to rise in near future will probably not have a prolonged effect. These hikes are temporary in nature, as they are undertaken to regain control over inflation & tackle global recessionary pressures,” says Pranit Arora, Co-founder and CEO, Univest. In an interview with ETMarkets, Arora, said: “Irrespective of other ...

“Within the PSU pack, we believe that a couple of the larger PSU names are well placed. We are looking at banks which are not really losing market share, banks which can grow in line with industry as far as credit is concerned and banks which are better placed where their treasury or their investment ...

“Any such rally in commodities should be used to exit because directionally 2023 and 2024 are going to be slower growth years for the world economy,” says Sandip Sabharwal, asksandipsabharwal.com On PSU banks going up 5%, 6%, 7% for no reason Sandip Sabharwal: That is the nature of PSU banks, they have to do cartwheels. ...

“I cannot afford to run a $100-$125-billion current account deficit. We must be dreaming if we think that we can go past this period without a major macro adjustment through currency, so I think currency will have to adjust. We are living through a period where there is an impossible : if we have to ...

“Coming to pharma, companies which are able to break the code for that part of the business are doing very well. Therefore, one has to be in the right areas to really do well in the US,” says Sameer Baisiwala, India Pharma and Property Analyst, Morgan Stanley On the realty sector The residential part of ...

“Generally, we are positive on the healthcare sector and maybe hospitals are a better way to play than some of the diagnostic companies where I think valuations are a bit of a concern, keeping in mind the emerging competition coming in from very deep pocket players over there,” says Dipan Mehta, Director, Elixir Equities Media ...

The new age financial sector is going through a dynamic transformation as the existing system is not enough to satisfy the growing customer demand. A number of people have diverted towards crypto assets which are acknowledging these needs. It is a popular opinion among the fanatics that cryptos and blockchain will play a prominent role ...