Tag: selective
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Ambit’s Dhiraj Agarwal bets on FMCG revival, says power theme needs selective approach
Dhiraj Agarwal, Managing Director at Ambit Investment Managers, believes fast-moving consumer goods (FMCG) could emerge as one of the stronger performing sectors over the...
Global markets turn selective as AI, oil and capital flows drive divergence: Manulife Investments
Marc Franklin, Deputy Head of Multi Asset Solutions, Asia at Manulife Investments, sees global markets entering a phase of sharper differentiation, where capital flows,...
Utilities rally looks stretched, says Bernstein; NTPC, REC still offer selective value
The recent rally in India’s power and utility stocks has been driven by strong structural tailwinds, but valuations are now starting to look stretched,...
HSBC MF CIO avoids aggressive bets, sees value in banks, selective small caps
Venugopal Manghat, CIO–Equity at HSBC Mutual Fund, which manages funds worth over $14 billion, advised against aggressive positioning in the market right now. but...
This expert believes recent STT hike may push retail traders to be more selective
The recent increase in securities transaction tax (STT) raises the cost of market participation and may prompt derivatives traders to reassess strategies such as...
