Explore Now
“We are not really playing this whole cyclical trade out but clearly empirical evidence seems to suggest that if you do get a correction in some of these stocks, they should continue to do well considering that they are quasi economic indicators, ” says
AQF Advisors.
It is often said that when leadership cracks, that is the time you get worried. Is Bitcoin a crude indicator of how risk in the world is moving? In this kind of a scenario where bond yields and crude are going higher, Bitcoin should have reversed by now?
The Bitcoin market at the best of times is a little opaque. So to say that it is a very efficient indicator is too early as such. This is again a very supply-demand driven oriented market. So I would not really necessarily buy the agreement that the Bitcoin is really an indicator of risk on-off as yet.
Explore Now
The Tata Motors stock was undervalued and has been out of favour for long. A bounceback of this proportion happens whenever a stock is under owned and undervalued, says
AQF Advisors.
Reliance seems to be making quite a comeback. In the last couple of sessions, it has been gathering momentum when we thought it was losing a bit of lustre.
Some amount of profit booking had come in. It also got into a consolidated base for some time. But you can see what is happening from a long-term perspective, the evolution of Reliance and the direction in which it is going and also the way foreign investors are perceiving it. For most people and most portfolios, it was a standout as a long-term buy. Between that, some amount of consolidation would probably take place from time to time and so it is not really surprising.
HDFC s story to remain bullish. Here’s why
SECTIONS
Last Updated: Dec 31, 2020, 07:15 PM IST
Share
Synopsis
The power of low interest rates is something that we are starting to see directly as far as mortgage or the housing sector is concerned. It will continue for some time, says Nitin Raheja
ETMarkets.com
NSE
Explore Now
Bigger private banks who have been able to corner a large chunk of deposits as well as market share will grow larger, says
AQF Advisors.
There is a lot of exuberance in the real estate market at least in Mumbai with the property registrations hitting all-time highs. Is this going to materialise into good investment ideas as well and is that the reason why you are seeing HDFC hold up?
4 sectors to bet on during this market correction
SECTIONS
Last Updated: Dec 21, 2020, 07:01 PM IST
Share
Synopsis
In a correction, there are enough people who have been waiting at the sidelines and who missed the big rally, who will be stepping in to buy, says Nitin Raheja.
ETMarkets.com
There’s a fresh wave of the virus and a new strain has been found in the UK. Is it time to protect profits and maybe take some profits off the table on another 200 point fall ?
Here are the corrections which everybody has been waiting for with bated breath and talking about for the last 2,000 points that the market has been going up. Whenever we have such corrections, we start looking at all the negative data which has always been around for some time. I do not think this is really led by the so-called new strain of virus.