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Fundamental analysis: What should investors do now? Stagger investments

Fundamental analysis: What should investors do now? Stagger investments
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IT: Plan to invest in a staggered manner over 8-12 weeks; continue to buy local: Jyotivardhan Jaipuria

“We will invest in a staggered way over the next 8 to 12 weeks and not in a hurry. Within what we are buying, basically our old theme still continues which is buy local and avoid the global place. We continue to like the banks. They are still relatively decent on valuations. Cement and pharma are the other 2 sectors we like.”

Strong business momentum may continue in MFIs

Strong business momentum may continue in MFIs
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stock market: China is the big risk for next 3 years; will have negative and positive impact on India: Jyotivardhan Jaipuria

“China is going to be slower for longer in terms of GDP growth. So if you ask me, in overall macro, the big story is China. It is probably negative for India to some extent, but it is a positive to a large extent also. How India navigates the vacuum of China will probably determine how well we do on a five-year basis.”

Fundamental Analysis column: Strong earnings underpin market bullishness

Fundamental Analysis column: Strong earnings underpin market bullishness
financialexpress.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financialexpress.com Daily Mail and Mail on Sunday newspapers.

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