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stocks to buy: Pashupati Advani on 4 sectors you can safely buy for next 7-8 months

"The Indian government s focus on completing infrastructure projects before the elections in May 2024 will create significant demand for cement, steel, chemicals, and construction companies. These sectors are good investment opportunities for the next seven to eight months. The PSU banks will continue to perform well due to government spending, while the IT sector benefits from a weaker rupee. Additionally, there is potential in the hospitality sector, particularly in Indian Hotels and East India Hotels. " ....

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reliance: Buying in Reliance shares is not going to happen right now: Pashupati Advani

"Reliance is investing around $150 billion in its growth, which may not immediately reflect in its bottom line. The recent AGM did not have any major value unlocking announcements, except for the launch of Jio AirFiber and plans for nationwide 5G coverage. Advani The initiatives require substantial upfront spending and will yield results in the coming years. " ....

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pashupati advani: Pashupati Advani on his top bet among new age stocks, M&M buying RBL stake and more

"I am still looking at Paytm as the mover for the market. I think that should be looked at. I would like it to be a little cheaper. It has come down a little bit from Rs 800 plus. In the mid 700s, it was probably a good play. As I said, I am in and out and so I am taking it as a trading stock as well." ....

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Analysts confident about Paytm's turnaround story, lap up the stock

The company’s leadership in offline payments is strengthened with the deployment of 5.8 million devices as of December. Additionally, Paytm reported disbursing loans worth Rs 3,665 crore, or $443 million, for the month. ....

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stock ideas: Pharma, chemicals, speciality chemicals game not over; look at infra too: Pashupati Advani

How are you positioned? What is the structure of your portfolio?
One has to be positioned in themes that are going to do well in Covid times. So, I do not think the pharma, chemical, speciality chemicals game is over. It is time to start looking at infrastructure again because people are beginning to look at that and get back to business. However, the second wave is not very good and it allows us to just take a step back a little bit to see whether this action will be delayed. So in a sense, I am being cautious and a little surprised that the market has jumped given the Covid spread in the NCR region. ....

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