Registrieren
Registierung erfolgt in Kürze...
Details werden geladen...
Christy Mathai used market dip to buy insurance, logistics stocks; here's his sector-by-sector playbook - The Economic Times
Fund Manager Christy Mathai sees easing war-driven inflation fears, expecting a shorter earnings hit. He's selectively adding to his portfolio, favoring financials and IT over defense and chemicals. Mathai anticipates an AI-driven inflection point for IT services and sees near-term tailwinds for FMCG, while adopting a stock-specific approach to pharma.
Ähnliche Seiten
Forget IT giants, go for these 4 midcap stocks: How Dipan Mehta is rewriting his Indian IT playbook - The Economic Times
https://economictimes.indiatimes.com/markets/expert-view/forget-it-giants-go-for-these-4-midcap-stocks-how-dipan-mehta-is-rewriting-his-indian-it-playbook/articleshow/131496826.cmsDon't buy this dip, wait for the next one, says CA Rudramurthy BV - The Economic Times
https://economictimes.indiatimes.com/markets/expert-view/dont-buy-this-dip-wait-for-the-next-one-says-ca-rudramurthy-bv/articleshow/131854286.cms'Time to cherry pick again': Porinju Veliyath says small and midcaps have bottomed & Thomas Cook is his latest buy - The Economic Times
https://economictimes.indiatimes.com/markets/expert-view/time-to-cherry-pick-again-porinju-veliyath-says-small-and-midcaps-have-bottomed-thomas-cook-is-his-latest-buy/articleshow/131652870.cmsMutual funds cut technology sector exposure to 8-year low in April. Is AI disruption reshaping sentiment? - The Economic Times
https://economictimes.indiatimes.com/mf/analysis/mutual-funds-cut-technology-sector-exposure-to-8-year-low-in-april-is-ai-disruption-reshaping-sentiment/articleshow/131166767.cms