… that liquidity is just driving asset markets crazy? It is a fact; many people say that there is a bubble, which liquidity is creating. It is very difficult to argue against it. However, at the … picking. One also has to be cautious in pharmaceutical stocks and look at stocks bottom up because valuations are …

… that liquidity is just driving asset markets crazy? It is a fact; many people say that there is a bubble, which liquidity is creating. It is very difficult to argue against it. However, at the … picking. One also has to be cautious in pharmaceutical stocks and look at stocks bottom up because valuations are …

… strong set of numbers, why are auto companies suffering? It is just a one-month or a two-month hiatus since there was … was some problem with insurance premium and so on. But it is something which had a huge base effect and that is … that L&T Tech is now trying to buy a stake. A whole host of stocks have done well. One of my top picks is ITC and I can …

… Abhimanyu Sofat One needs to look at it how the IL&FS thing plays out for IndusInd in terms of whether they take the entire hit for it this quarter,� Abhimanyu Sofat , VP - Research,� … range as such is quite complimentary. If one does get these stocks in a correction, at maybe around 5% lower price, it …

… is enough margin of safety at current valuation in such stocks.? From the auto sector, something like MM … on private sector banks like ICICI and Axis as well as stocks like Reliance where we feel that at any downtick in … and being the largest internet play available in India, it is a very good story to hold on to for at least next two …

… right from 1990, we had various governments coming in -- be it the Narasimha Rao government or before that VP Singh, … to competition. That is the thought for 2019 as of now. It is very difficult to get into sectoral themes in 2019 … recovery on the capex cycle. So these are the two largecap stocks that we currently are quite positive on.� All …

… unless you merge. The problems at Jet are multi-faceted it is not only related to debt. From an operational … within the company going forward. From that perspective, it is better for investors to stay away from Jet.? … investors. We would recommend investors to look at these stocks when they are trading somewhere close to around one …

… long-term structural growth story with ups and downs, and ?It will always reward disciplined long investors.\" In … sense is 2020 will be a repeat of 2017 for select mid-cap stocks in banking, cement, and consumption-related sectors,? … high. The market breadth also improved as more than 32 stocks listed on the BSE saw fresh lifetime highs. The rally …

… and let us hope? Balle-Balle? become triple. It has left all the bears on the side. There was a double … I am definitely seeing midcap outperformance and these stocks would be outperformers. As a disclosure we have had a buy on these stocks so you could take it that with a pinch of salt.? How would you look at …

… when that decline may come or just invest systematically? Stocks have fallen a fair bit and should one find … lull before the storm. Anybody who tells you he can time it, is either a fool or a liar. So staying invested is the … at the positives from the government side. We will take it from there. There has been a lot of wealth erosion …