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DAILY VOICE | Budget 2021 Likely To Focus On Infra, Healthcare & Job Creation: Gaurav Dua Of Sharekhan

Metals, Real Estate Sector A Good Investment Opportunity, Says Umesh Mehta Of Samco Group

DAILY VOICE | Banks, Commodities & Industrials Will Be In Focus Ahead Of Budget 2021: Dipan Mehta Of Elixir Equities

DAILY VOICE | Banks, commodities & industrials will be in focus ahead of Budget 2021: Dipan Mehta of Elixir Equities Broad market revival is expected and sectors sensitive to the economy such as banks, commodities, and industrials. These have underperformed for many quarters and the trend may reverse, says the Director at Elixir Equities Pvt Ltd January 10, 2021 / 11:52 AM IST Dipan Mehta, Director at Elixir Equities Pvt Ltd, is of the view that sectors sensitive to the economy such as banks, commodities and industrials will be in focus ahead of the Budget 2021. He also expects a revival of the broader market.In an interview to Moneycontrol’s Kshitij Anand, Mehta says he finds the trends in the primary market disturbing because he doesn’t see the logic in the present system of significantly higher reservation for institutional investors at the expense of HNIs and retail investors. Edited excerpts:

DAILY VOICE | COVID-19 Surcharges Likely In Budget 2021, Says Umesh Mehta Of Samco Group

DAILY VOICE | COVID-19 Surcharges Likely In Budget 2021, Says Umesh Mehta Of Samco Group
moneycontrol.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from moneycontrol.com Daily Mail and Mail on Sunday newspapers.

DAILY VOICE | 2021 Will Be A Stock-pickers Market, Says Unmesh Sharma Of HDFC Securities

DAILY VOICE | 2021 will be a stock-pickers market, says Unmesh Sharma of HDFC Securities Our preferred sectors continue to be IT, Chemicals, Pharma, Telecom, Insurance, large Banks, Cement, Durables and Gas while we remain underweight on Consumption (Staples, Discretionary and Autos). January 01, 2021 / 08:08 AM IST Unmesh Sharma, Head of Institutional Equities, HDFC Securities who is a CFA charter holder and alumni from IIM Lucknow feels that the valuations remain high even if we look through the COVID-related disruption for FY21, and the base case is for muted returns in CY 2021. In an interview with Moneycontrol’s Kshitij Anand, Sharma who has about two decades of experience in the capital market recommend investors to build a core portfolio of solid stocks and add a small amount of beta (say 10-20%) at the other end of the curve in an unbalanced bar-bell as a strategy to start the year.

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