Equities should outperform other asset classes over next 4-5 years: Siddhartha Khemka
There could be some consolidation in the market which would be a good entry opportunity for investors looking at the commodity space, says Head of Retail Research, MOFSL
Should you be positive on ITC? Siddhartha Khemka answers
Even if the numbers for the other segments improve, the numbers from ITC’s core segm...
Accumulate quality stocks if market corrects 4-5%
Any correction of 4-5% would be a good opportunity to start re-entering and accumulating go...
3 cements stocks to buy cutting across market caps
We prefer UltraTech as a large cap top pick followed by JK Cement in the midcap space and ACC as a value pick, says Siddhartha Khemka.
Start accumulating Reliance if it falls below Rs 2,000
Any good correction will be an opportunity to buy RIL from an investment perspective, says Siddhartha Khemka.
2 quality midcaps to bet on as market goes for recovery play
Market focus may shift a little bit towards some of the quality midcaps, says Siddhartha Khemka
Keep out of sugar sector, leave it to high risk traders
The sugar sector is highly regulated in India and remains a politically sensitive volatile sector. It is not for retail investors, says Siddhartha Khemka.
Siddhartha Khemka on midcaps to focus on in the next few weeks
‘Nifty valuation is at a premium to its long term average. The focus now should be on midcaps.’
Siddhartha Khemka on why this is the right time to accumulate Titan
‘We have upgraded Titan recently from a neutral to buy with a target price of Rs 1,250. That is a stock one can look at and focus in the current market.’
Hindalco, JSW Steel and JSPL are top metal picks: Siddhartha Khemka
‘TCS is a good stock from a medium to long term perspective.’
HDFC Life and ICICI Pru top bets in insurance sector: MOFSL
‘HDFC clearly stands out in the housing finance space’
Two themes MOSL is bullish on right now
‘Expect market fall before we see resumption of next leg of rally’
Best to avoid Vodafone Idea in the current environment: Siddhartha Khemka
‘HUL remains to be our choice of preference within the consumer space’
Larger banks to gain once economic slowdown bottoms out: Siddhartha Khemka
Pharma stocks acting as defensives. Valuations are also comfortable for some, says Head of Retail Research, MOSL
Quality FMCG, pharma stocks will withstand lockdown: Siddhartha Khemka
Equities will come back; do not panic, says Head of Retail Research, MOSL.