This sector may produce multibaggers over the next decade, says Santosh Kumar Singh of Motilal Oswal
The budget focus has to be on driving growth, given the economy has been in a consolidation phase for a very long period of time. Sunil Shankar Matkar January 18, 2021 / 01:42 PM IST
The focus in Budget 2021 has to be on driving growth given the economy has been in a consolidation phase for a very long period of time. Hence, I would focus on job creation and capital formation, Santosh Kumar Singh of Motilal Oswal Asset Management Company said in an interview to Moneycontrol s Sunil Shankar Matkar.
These 6 sectors are a must in young investors portfolio, says Nimish Shah of Waterfield Advisors
Being cautious on what you buy with the optimism of good growth in these quality investments is the way to look at 2021. Sunil Shankar Matkar January 06, 2021 / 12:29 PM IST
IT stocks should be included in one s portfolio. This sector should form around 15 percent of the overall equity portfolio. Financials and Pharma are the other two must-have sectors and should have over 15-20 percent allocation, said Nimish Shah, Chief Investment Officer - Listed Investments at Waterfield Advisors in an interview to Moneycontrol s Sunil Shankar Matkar.
Shah feels overall exposure in PSU stocks should be minimal in the equity portfolio, except in very good performing PSUs. This could be across sectors like banks, oil marketing companies, etc. where there could be regulatory interventions and dependence on policies for product pricing/profitability
COVID vaccine rollout, hopes of increase in fuel demand to drive crude oil prices in 2021
WTI Crude oil prices will move higher towards $65 a barrel in 2021 while MCX oil prices will move higher towards Rs 4,500 mark in the same time frame. Sunil Shankar Matkar January 03, 2021 / 09:05 AM IST
Oil prices will be like a pendulum in 2021. It will depend on how the infections are contained on one hand and the global rollout of vaccines on the other, which will be the push and pull factors respectively, said Prathamesh Mallya, AVP- Research, Non-Agri Commodities and Currencies at Angel Broking in an interview to Moneycontrol s Sunil Shankar Matkar.
Gold may not repeat 2020 performance unless virus situation worsens: Ravindra Rao of Kotak Securities
The biggest factor to watch out for in 2021 will be how soon vaccination is done at such a large scale to help economies reopen and normalize economic activity. Sunil Shankar Matkar January 02, 2021 / 12:31 PM IST
If vaccination progresses smoothly, it may dampen gold s safe haven appeal and investors may rather chose to invest in riskier assets like equities, commodities, Ravindra Rao, VP-Head Commodity Research at Kotak Securities said in an interview to Moneycontrol s Sunil Shankar Matkar.
He feels the overall outlook for gold remains bullish, however it may not repeat the 2020 performance unless the virus situation takes a turn for worse.
INTERVIEW | Gold May Not Repeat 2020 Performance Unless Virus Situation Takes A Turn For Worse: Ravindra Rao Of Kotak Securities 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.