Q3 looking better for consumption pack: Siddhartha Khemka, MOSL
Some of the larger consumption stocks are trading at a very high valuation.
Here are Siddhartha Khemka's 5 muhurat picks
Avoid risk. Market has been incrementally rewarding quality stocks.
Investment cycle will improve in FY21 or FY22: Gautam Duggad, MOSL
We have made a sectoral rotation from IT towards domestic cyclicals like f...
Quality well-defined on D-Street, but finding those quality names is tough: Raamdeo Agrawal
Agrawal said he has gone wrong many time in judging the integrity of management.
Maruti an investment option; YES Bank is for traders: Siddhartha Khemka, MOSL
In case of Maruti, expecting 20% earnings growth in FY21 on a weak base of FY20.
Better stick to largecaps in a volatile market: Siddhartha Khemka, MOSL
We believe one can look at United Spirits in the current environment.
Betting on cement and specialty chemicals midcap stocks: Siddhartha Khemka, MOSL
Valuations have been comfortable, but margins have been declining in some of the key tier-one IT players.
Nifty also reflecting ground realities of economy: Siddhartha Khemka
A lot of domestic cues point towards continued pressure in the market and that makes us a lot cautious.
Treasury windfall can offset bad loan losses for banks
At 6.58 per cent, the benchmark yield has fallen to the lowest since September 11, 2017.
Slowdown scenario can change from mid Q2 onwards: Yogesh Mehta, MOSL
Impact of elections would be for May and April but not for June and July, says Mehta
As financials rally, market moving on to PSU banks: Siddhartha Khemka, MOSL
Fresh investors definitely should look at the SBI and BOBs of the world, says Khemka.
MOSL’s Siddhartha Khemka on what to buy in banking, real estate sectors
The upmove was very fast and did not give time for players to get in, says the HoR (Retail) of MOSL
Telecom still not a long-term opportunity for retail investors: Siddhartha Khemka, MOSL
Pharma has so far been a mixed bag, it will be a difficult sector to track, says Khemka.
Consider these 3 sectors for your portfolio: Siddharth Khemka, MOSL
One can still look at IT space but buy selectively where valuations are still comfortable, says Khemka.
Election to drive market sentiments over next 40-50 days: Siddhartha Khemka, MOSL
Crude, rupee, interest rates, inflation and earnings to keep market around this level, says Khemka.
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