… in capex. Any opportunity one finds in terms of getting stocks like Larsen & Toubro at lower level, considering the … Give two or three midcap ideas you are betting on. Two stocks that we are recommending right now are; a) Aarti …

… also playing well.? I would say that in addition to stocks like Aurobindo Pharma, where the acquisition of … Finance? An exuberance was clearly seen in these stocks. Nothing has changed at least on the loan growth fund …

… picking. One also has to be cautious in pharmaceutical stocks and look at stocks bottom up because valuations are already rich and there are different kinds of concerns for different kind of stocks. You really can??? do top down in that sector. …

… picking. One also has to be cautious in pharmaceutical stocks and look at stocks bottom up because valuations are already rich and there are different kinds of concerns for different kind of stocks. You really can�t do top down in that sector. …

… 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 … ahead of valuations and so on. I cannot comment on certain stocks because they are under our institutional coverage.? …

… range as such is quite complimentary. If one does get these stocks in a correction, at maybe around 5% lower price, it … in terms of your top buys to your clients? One of the stocks that we are liking is Dishman because we feel going …

… 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 …

… recovery on the capex cycle. So these are the two largecap stocks that we currently are quite positive on.� All … by investors and not expect 70-80% kind of upside in these stocks over next one year.� Source: …

… investors. We would recommend investors to look at these stocks when they are trading somewhere close to around one time to 1.2 time price to book and not look at the stocks just because oil price has come down. It is likely to …

… 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 …