Saurabh Mukherjea picks underperforming Tata stock to exit Relaxo
While raw material prices have since corrected and Relaxo has passed on the same to consumers, it will be an uphill task for Relaxo to recover the space ceded to competitors," Mukherjea said, adding that Relaxo has also been stepping up its focus on designs, the traction in the shoe market has so far been slow
Top 7 stocks that have been upgraded to largecap status by AMFI
Shares of ABB India, which have rallied over 23% in the last one year, are now on the radar of technical analysts. Prabhudas Lilladher has given an upside target of Rs 3000–3200 and a stop loss near Rs 2550 on the stock.
Porinju Veliyath on 4 investment themes for smallcaps and midcaps in 2023
“More than sectors, India is about the cherry picking of stocks. Selective stock picking is going to be rewarding even in 2023. Anybody can go wrong in predicting the index but the trajectory of wealth creation or returns is going to be definitely very positive in 2023 and the coming years.”
More alpha generating opportunities in private market than listed market now: Rahul Bhasin
"When we look at alpha generation, we have always had a blended strategy where we can operate in the listed markets or in the private markets. We are finding all the alpha generating opportunities much more in the private markets in the last 18 months in spite of the fact that even in the private market there are some bubbles."
What is the best way to bet on the next multi-billion dollar capex theme? Hiren Ved answers
“Elxsi, KPIT are classic two examples of companies that benefit from this whole electric vehicle revolution around the world because they are not limited to India. They are supplying software and technology to all the OEMs around the world so the globe is their market and this is a global opportunity, not just an India opportunity.”