rakesh jhunjhunwala: Long & Short of Markets: Why Rakesh Jhunjhunwala remains invested in Nazara

Whereas the outlook stays beneficial for industrials and previous economic system shares, gold is in a bearish part and inflation reasonably excessive. That is the traditional story of an financial increase. Who’re the winners of this increase? Examine ‘Massive Bull’ Rakesh Jhunjhunwala’s thumb rule whereas selecting web corporations and extra on this weekend’s version of ‘Lengthy & Wanting Markets’.

Sluggish and regular wins the race

Rakesh Jhujhunwala doesn’t consider in discounting a big a part of the longer term into the current even for development shares like web corporations. The Massive Bull doesn’t prefer to pay a lot for corporations which have perceived massive markets and good positioning in these markets, however have little or no or no money stream. Right here is extra on RJ’s screening parameter for shares and what drew him in direction of the gaming inventory Nazara which is popping out with its IPO this week.

Booming industrials: An indication of traditional restoration

Morgan Stanley India’s Ridham Desai says that after constantly declining for nearly 25 years, the share of producing in GDP is prone to rise for the primary time as India is turning into extra enticing as a producing vacation spot. Learn the complete interview right here.

Gold dropping sheen?

Thought of a secure haven asset, gold normally reacts to excessive financial uncertainties, be it hyperinflation or deflation. Amar Ambani of Sure Securities says in unusual inflationary occasions, gold doesn’t carry out nicely. Therefore, the market veteran argues that the yellow metallic is now in a traditional bear cycle which can final for a very long time. This is extra on what the professional has to say on gold’s outlook.

PSU lenders build up steam!

Dipan Mehta of Elixir Equities says the June quarter is predicted to see a windfall for PSU banks by way of margins over their personal friends. He says, writing again of provisions on the P&L e-book is likely one of the causes for margins to swell. This is why Mehta is betting on PSU banks.

Crusing the stormy seas

Identical to crusing in tough excessive seas, it’s greatest to not go head on right into a excessive tide however to sail within the path of the tide, it’s higher to take the same method whereas using a risky regime change out there. The easiest way to sort out this volatility is by using the underperformers. Naveen Kulkarni of Axis Securities gives readability on tips on how to sort out a regime change out there with main anecdotes. Learn right here.

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