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Bajaj Finance share price: Bajaj Finance stock may underperform in short-term

Bajaj Finance share price: Bajaj Finance stock may underperform in short-term
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multibaggers: Long & Short of Markets: Metal mania, recovery plays & multibaggers

Tata Motors: Go for TaMo as EV play; Maruti & Eicher as revival bets: Dipan Mehta

Tata Motors. Other than that, it is best to stay with market leader Maruti and Eicher Motors when it comes to Royal Enfield and the premium motorcycle segment, says Elixir Equities. Where within the auto space do you believe companies can capitalise on the overall EV momentum? If you want to play automobiles on the EV investment theme, then the best pick has to be Tata Motors because of the JLR connection. They are the best equipped in terms of technology and know-how to launch electric vehicles. Also other Tata Group companies are pitching in trying to set up their entire electric vehicle environment and ecosystem or charging as well as batteries. Amongst all the auto companies, two-wheelers as well as four-wheelers, Tata Motors may be first off the blocks in terms of EV strategy. Anyway, they have the best selling model in the EV space and that is one stock to look at on a medium to long term basis If you really believe that the EV story will pick up and gain more traction .

rakesh jhunjhunwala: Long & Short of Markets: What are Rakesh Jhunjhunwala s thumb rules for investing in internet companies?

While the outlook remains favourable for industrials and old economy stocks, gold is in a bearish phase and inflation moderately high. This is the classic story of an economic boom. Who are the winners of this boom? Read about Big Bull Rakesh Jhunjhunwala’s thumb rule while picking internet companies and more in this weekend’s edition of ‘Long & Short of Markets’. Slow and steady wins the race Rakesh Jhujhunwala doesn’t believe in discounting a large part of the future into the present even for growth stocks like internet companies. The Big Bull doesn’t like to pay much for companies that have perceived large markets and good positioning in those markets, but have very little or no cash flow. Here is more on RJ’s screening parameter for stocks and what drew him towards the gaming stock Nazara which is coming out with its IPO this week.

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