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Sanjiv Bhasin on why a re-rating of India is imminent
… I used to trade in Bombay for institutions. That time, the stock after bonus and spilt was up 6.5 thousand times! So … the SUUTI stake. I was also in the selloff with ITC. That stock is up eight times from the price when it went into … stocks to buy India market rerating BSE …
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Sanjiv Bhasin on why a re-rating of India is imminent
… I used to trade in Bombay for institutions. That time, the stock after bonus and spilt was up 6.5 thousand times! So … the SUUTI stake. I was also in the selloff with ITC. That stock is up eight times from the price when it went into … stocks to buy India market rerating BSE …
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Abhimanyu Sofat's sectoral picks in telecom and aviation
… to the government or not, if stability is maintained in the market, then these issues become a non-issue over a period … ET Now. Edited excerpts: How do you see a stock like Jet moving now? Tatas have indicated interest but … is so high that it has more become a kind of a trading stock for investors. We would recommend investors to look at …
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Abhimanyu Sofat's sectoral picks in telecom and aviation
… to the government or not, if stability is maintained in the market, then these issues become a non-issue over a period … ET Now. Edited excerpts: How do you see a stock like Jet moving now? Tatas have indicated interest but … is so high that it has more become a kind of a trading stock for investors. We would recommend investors to look at …
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4 stock ideas whose time may have come: Sanjiv Bhasin, IIFL Sec
4 stock ideas whose time may have come: Sanjiv Bhasin, IIFL … the way from Rs 1,150 and we think that this is a unique stock where the market share decorative painting is getting stronger. They …
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4 stock ideas whose time may have come: Sanjiv Bhasin, IIFL Sec
4 stock ideas whose time may have come: Sanjiv Bhasin, IIFL … the way from Rs 1,150 and we think that this is a unique stock where the market share decorative painting is getting stronger. They …
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Now is the time to invest in SBI, Reliance: Abhimanyu Sofat, IIFL
… the flows are not yet fairly supportive? The money market was one of the primary reasons for the fall in the … investors should consider buying because you are getting a stock at less than 1.1 price to book, with the kind of NPA … a large amount of capital. In terms of valuation, the stock is currently trading at 20x. Seven-eight years back, …
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Now is the time to invest in SBI, Reliance: Abhimanyu Sofat, IIFL
… the flows are not yet fairly supportive? The money market was one of the primary reasons for the fall in the … investors should consider buying because you are getting a stock at less than 1.1 price to book, with the kind of NPA … a large amount of capital. In terms of valuation, the stock is currently trading at 20x. Seven-eight years back, …
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Why Abhimanyu Sofat is betting on largecap rather than midcap IT
… we have been tracking a whole host of names in the broader market that has seen some buying interest like Torrent … do pretty well in terms of what could be the upside in the stock. We believe it could go to a level of around Rs 490 … these premium valuations. If you want to look at some other stock which is slightly less expensive than Asian Paints, …
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Why Abhimanyu Sofat is betting on largecap rather than midcap IT
… we have been tracking a whole host of names in the broader market that has seen some buying interest like Torrent … do pretty well in terms of what could be the upside in the stock. We believe it could go to a level of around Rs 490 … these premium valuations. If you want to look at some other stock which is slightly less expensive than Asian Paints, …
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Rising markets, falling economy: Which indicator will reverse first?
… Two Cities is most apt to summarize the state of the Indian stock market and the economy: The stock market that trades at highs is having the best of …
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Rising markets, falling economy: Which indicator will reverse first?
… Two Cities is most apt to summarize the state of the Indian stock market and the economy: The stock market that trades at highs is having the best of …
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Aggressive portfolio: IIFL picks 13 stocks for long term capital appreciation
… most of us wait for corrections to build the portfolio and market also gives those opportunities that very few are able … will improve the presence/build scale in Europe. The stock is trading at 9.5x FY21E EPS, providing comfort to … drive earnings growth of 24 percent CAGR over FY19-21E. The stock is trading at 15.5x FY21E EPS. Bajaj Finance: …
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Aggressive portfolio: IIFL picks 13 stocks for long term capital appreciation
… most of us wait for corrections to build the portfolio and market also gives those opportunities that very few are able … will improve the presence/build scale in Europe. The stock is trading at 9.5x FY21E EPS, providing comfort to … drive earnings growth of 24 percent CAGR over FY19-21E. The stock is trading at 15.5x FY21E EPS. Bajaj Finance: …
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Here's Why Nirmal Jain Is Bullish On AMCs
… rather hold because at whatever price or value that the market gives it, the future is still (bright). It is … you much better returns over any time period. Now in stock markets, most of the people who come directly to … time in markets that has made money and not timing the market. Even very smart investors, when they take a …
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Here's Why Nirmal Jain Is Bullish On AMCs
… rather hold because at whatever price or value that the market gives it, the future is still (bright). It is … you much better returns over any time period. Now in stock markets, most of the people who come directly to … time in markets that has made money and not timing the market. Even very smart investors, when they take a …
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Bet on OMCs with a one-year perspective: Sanjiv Bhasin, IIFL Securities
… ET NOW. ET Now: What???s your analysis on what the market has drawn from the RBI board meet? Is it only happy … the elections. As a call we are very-very bullish on a stock called Capital First where it is going to be merged …
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Bet on OMCs with a one-year perspective: Sanjiv Bhasin, IIFL Securities
… ET NOW. ET Now: What???s your analysis on what the market has drawn from the RBI board meet? Is it only happy … the elections. As a call we are very-very bullish on a stock called Capital First where it is going to be merged …
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India way beyond scams & disruptions economy still growing: IIFL's Nirmal Jain
… growing: IIFL's Nirmal Jain Even as the market continues to take a hit, largely a sentimental one … growing bigger so we have about 140 companies with combined market cap of more than USD 1 trillion that are attending … that will do well, so investors will have to do whatever stock picking and be selective. Media …
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India way beyond scams & disruptions economy still growing: IIFL's Nirmal Jain
… growing: IIFL's Nirmal Jain Even as the market continues to take a hit, largely a sentimental one … growing bigger so we have about 140 companies with combined market cap of more than USD 1 trillion that are attending … that will do well, so investors will have to do whatever stock picking and be selective. Media …
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