Pankaj Pandey says: “Power as a space is looking quite good for the next five-seven year perspective and our sense is that the government focus will come back once the elections are out. So a lot of triggers are in placer for this sector to keep doing well. NTPC has already achieved a target price post result we will look at reviewing our target prices but NTPC remains top pick.”
Mayuresh Joshi says: “Sun Pharma, Cipla and Lupin probably remain as holds in our global portfolios. From an earnings perspective, Torrent Pharma and JV Chemicals on declines or pullbacks can probably be looked at. Again, the key triggers remain the same across both these stocks.” The comfort stays with largecaps from a valuation perspective as a whole host of mid/small caps have run up quite significantly.
Uttar Pradesh Chief Minister Yogi Adityanath on Sunday urged the various manufacturing companies investing in the state to work towards developing the skills of the local youth along with expanding themselves through the operation of new units in the state.
CM Yogi said an investment of over Rs 1,000 crore on the ground marks a new industrial revolution in Uttar Pradesh. In the midst of numerous challenges, the Industrial Development Department tried to create an opportunity in Sandila. Uttar Pradesh CM Yogi Adityanath Says ‘Companies Investing in State Must Connect Local Youth With Skill Development’.