#largecaps

Why Safir Anand won’t invest beyond these 5 sectors

The strategist & investor says he won’t look beyond technology, pharmaceuticals, agrochemicals, some consumer stocks and good quality private banks.

Given that Sebi has recognised the importance of revisiting small and midcap stocks, is there going to be recognition and re-rating for a lot of mid and smallcap stocks now and will some flow will migrate back from largecaps and midcap to smallcaps?

Smallcaps a very exciting space for the next 8-10 years: Axis AMC

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We are seeing good opportunities in chemicals and industrial stocks, says Anupam Tiwari, Equity Fund Manager.

If I look at the market right now, the non-banking part is doing much better. If everybody is optimistic about recovery and liquidity, then why is the banking end of the market suffering because if banks are suffering because everybody is bothered about the economy, then the other…

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Five largecap and midcap stocks that saw huge battering in the March selloff found a big institutional investor waiting to lap them up; HDFC Asset Management.

India’s second largest fundhouse, which commands immense clout on Dalal Street thanks to its hugely experienced fund management team led by industry veteran Prashant Jain, bought over 1 crore shares each in State Bank of India,…

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We are indeed living in an interesting time. I guess the word interesting can be construed in many ways. It is interesting indeed. The global economyis going through a down leg; a drawdown that none of us have ever seen. It is probably the worst in the century and therefore probably the worst in the history of humanity. It is synchronised and it is global and nobody knows how long it will…

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We are indeed living in an interesting time. I guess the word interesting can be construed in many ways. It is interesting indeed. The global economyis going through a down leg; a drawdown that none of us have ever seen. It is probably the worst in the century and therefore probably the worst in the history of humanity. It is synchronised and it is global and nobody knows how long it will…

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The rebound that we are seeing in pharma, do you see this as a slightly more broad based opportunity? Are you focusing more on the leaders in the pack? What is your assessment of the situation? This sector is showing improvement for nearly 12 to 18 months from where its earnings had bottomed out about 1.5 years back. So we have seen a material improvement in earnings coming across the…