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Troubling market internals warrant buying some portfolio protection — Here s how

Troubling market internals warrant buying some portfolio protection — Here s how
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Sector rotation

Power Up Your Portfolio With Utilities

Power Up Your Portfolio With Utilities
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Quant Mutual Fund: We remain very constructive on power, energy sector: Sandeep Tandon

Nothing is very cheap. So, they have all rallied. So, if you are of a view of seven, eight years, 10 years then this space has still potential to get bigger names.

Uttar pradeshSandeep tandonIndian school of businessOffering collegeRenewable energyQuant mutual fundQuant mutualRenewable energy ministerLeadership excellenceOperations officerPower stocksSector rotation

paytm: Prefer non-financials; for NBFCs and banks, wait for rate cut: Gurmeet Chadha

Gurmeet Chadha says: "We are more constructive in non-financials. The way we are adding 25 lakh investors every month in capital markets. So the depository, the RTA agents, the AMCs are in my view better play and probably more structural and more asset light vis-a-vis some of the other financials. For NBFC and banks, you will possibly have to wait it out till the rate cut starts. In Paytm, we are seeing speculation. It is not investing because you do not know how deep the concern is."

Uttar pradeshGurmeet chadhaIndian school of businessOffering collegeManaging partnerComplete circle consultantsTech mahindraLeadership excellenceOperations officerExecutive officerMight also likeHdfc bank axis iciciSector rotationBanks amp nbfcsNon financialsExpert view

sector rotation: Could money move out of HDFC Bank to Bajaj Finance or is it time for sector rotation? Hemang Jani asnwers

Hemang Jani says: “I doubt that the money would move from HDFC Bank to Bajaj Finance only. A part of the money could move into some of the insurance companies like ICICI Lombard or some of the other insurance companies where the trend is better. People may also have to rebalance and realign their allocation to the banking sector.”

Uttar pradeshHemang janiBank niftyOffering collegeIndian school of businessBank to bajajIndependent market expertLeadership excellenceMarketing officerExecutive officerSpecialty restaurantsMight also likeBajaj financeSector rotationHdfc bankEarnings growth