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Stocks to buy: Look for deep contra bets in financials: Ashwini Agarwal

Ashmore Investmentsays value investing is never fun, it is very painful. There are businesses out there in retail, in entertainment, in travel and tourism, in hospitality which will survive and they will emerge stronger because the competition will be weaker. These are the times when you buy these stocks. What is your outlook when it comes to the recent spate of IPOs that have hit the markets? Quite a few non-conventional names have come into the market playing the overall digitisation play. Is there anything in particular that catches your eye? There are two questions embedded there and let me separate them; one is demand and supply of paper. Typically when markets are very strong, supply of paper increases and usually the market tops are accompanied by buyers stepping away and lower quality issues increasing at the margin. That is a typical development at the top of the market. This time around, most of the issues are unique. Some of them are in areas which were not open or avail

Stock Market: We are fully invested but cautious on IT & consumer stocks: Ashwini Agarwal

What is disappointing the markets? Is it the localised lockdowns and curbs which are affecting the sentiment? Yes. The September and the December quarters’ earnings led to a massive upgrade to feature forward looking estimates and the sense one gets is that it will be very difficult for anybody to be more optimistic about earnings going ahead. While the lockdowns are localised and the impact is not as deep as what we had during the national lockdown last year, it is fair to say that certain activities will take the back seat given how widespread the second wave is. It is obviously causing a lot of disruption to families and incomes of those that are affected as well as those businesses which have been forced to shut down again.

Financials to be big beneficiary of economic revival: Ashwini Agarwal

Financials to be big beneficiary of economic revival: Ashwini Agarwal SECTIONS Last Updated: Feb 23, 2021, 05:36 PM IST Share Synopsis The co-founder of Ashmore Investment says markets are not in any danger. He also says shift to domestic economy linked stocks is not over yet. ETMarkets.com NSE A compulsive bull like you would always try to call it a minor adjustment but looking at what is happening to crude and how metal prices have gone higher and how bond yields have sold off in the US, are we in a spot of bother now? I do not think so. We may see a correction in the broad market simply because we have had such a strong run without any meaningful correction all the way from May 2020 till now. It is possible that the correction continues purely because it needs a breather. I am not worried that the rising oil price or rising metal prices can play a significant spoilsport to the earnings forecast that we see going ahead. First of all, just to put it in perspective, oil is

Four out of the seven-member committee said that the crub has been identified, the government will soon take a final decision on it | आलमगीरनामा के हवाले से एक इंजीनियर ने दारा की कब्र खोजने का दावा किया, सरकार जल्द ऐलान कर सकती है

Four out of the seven-member committee said that the crub has been identified, the government will soon take a final decision on it | आलमगीरनामा के हवाले से एक इंजीनियर ने दारा की कब्र खोजने का दावा किया, सरकार जल्द ऐलान कर सकती है
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Farmers Protests: NGO Instals Bio-Toilets For Women At Singhu Border

Farmers Protests: NGO Instals Bio-Toilets For Women At Singhu Border Each toilet costs around Rs 60,000, volunteers said PTI 02 January 2021 outlookindia.com 2021-01-02T08:44:36+05:30 Also read With more women joining the farmers protest at the Singhu border outside the national capital over the last few days, an NGO is installing bio-toilets made using recycled material to ensure that they don t have to worry about the lack of basic amenities. Days after farmers from different states set up camp at various border points of Delhi to protest the Centre s new agricultural reforms, many women protesters were forced to head back home due to the unavailability of clean toilets and bathing spaces.

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