Ajay Srivastava, CEO of Dimensions Corporate, highlights the need for a GST rate rejig to boost the consumer side of the market. He emphasizes the importance of stimulating consumption to enhance the overall market performance. Srivastava also says that this is a market which favours momentum investing more than value investing and that is the key takeaway as the market hits new highs.
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Ajay Srivastava of Dimensions Corporate says "we are in that zone where people are comfortable where they are and therefore willing to carry the investment and also make more investment. So, yes, there are fundamental factors, but to me the most important is human psychology. We are feeling good today and when we feel good, we want to do things and become more expensive."
According to Ajay Srivastava, CEO of Dimensions Corporate, debt returns this year could be as good as index returns if the government reduces borrowing and the fiscal deficit, leading to a potential decrease in interest rates. Investors should embrace and invest in emerging tech companies and hotel stocks. He thinks people should keep buying and keep investing.
Ajay Srivastava, CEO of Dimensions Corporate, believes that investing in PSUs is essential in sectors like transmission, defence, big power, and oil retailing. PSUs will get more traction certainly in the five sectors we have spoken about just now because simply there is none which exists. Despite market difficulties, focusing on trending sectors and considering large NBFCs can lead to better returns compared to banks.