… If the DHFL deal goes through, what would it mean for the NBFC sector as a whole? It will be a shot in the arm and the RBI has been insisting … market Sanjiv Bhasin stocks to buy Business Type …

… With regard to where investors need to park their money, it seems a lot of people think smallcaps is the space to be … turned positive on automobiles. Maruti and Hero MotoCorp stocks have been trading at a multiple of around 13x. We are … there. With regards to some of the plans being implemented, it is still going to be a long way. We have seen a lot of …

… As the shift in policy stance was done in the last meeting, it was difficult for RBI to reverse the same. If one … could arise an opportunity where you find good quality stocks at attractive valuations in these segments but avoid … coming year? We are positive on capital goods and IT sectors. While capital goods stocks have not participated …

… Housing is from a group where the volatility for the group stocks are slightly higher relative to other stocks in the … is not there now. Most of the players will be able to do it properly over next couple of weeks and there is not much … is also likely to be cut for these companies. Overall, it is a segment where you should venture only if you are a …

… A) The marginal upside in Nifty is largely driven by just 5 stocks i.e. Infosys, TCS, Reliance Industries, ICICI Bank … outlook include Private sector bank, select Pharma and IT stocks. Q) What should be the ideal portfolio … better than expectations and if the trend continues it would improve market sentiments significantly. …

… billion plus. You look at the U.S. mutual fund industry; it is around $16 trillion. 30 years ago, it was only $200 billion. So the trajectory for growth is … value. HDFC AMC is one of the exceptionally good stocks in the sector and whatever premium it has earned is …

… and c) Last month, when crude was at $86, if I had said it would touch $75 on 1st of November, you would have said … this quarter.? The third one would be United Spirits. It has been one of my long-term stocks and I think the margins and the commentary are the …

… by ICICI. Going forward, as valuation for a lot of stocks seems to be beaten down, it might be a good time to start buying a bit, going … be consider investing in at current market levels. It is interesting to see that you are betting on capital …

… continue to be fine, they do not go down too drastically, it makes case to look at some small and midcap stocks.� A lot of auto stocks are being downgraded … because many on Street believe that this is best as it can get when it comes to their reported earnings profile. …

Cement, oil, auto, IT sectors likely to do well in next one year: Nirmal Jain … and there, but if investors can buy equity and hold on to it, then the next year and maybe next three to five years … What kind of returns we make will obviously depend on the stocks, but whatever returns we have seen in the past and …