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Asset Allocation: ETMarkets Smart Talk: Planning to invest in Rs 10 lakh? Invest 50-60% in equities; 15-20% in debt: Mayuresh Joshi

Mayuresh Joshi recommends allocating 50-60% in equities, 15-20% in debt instruments, and dividing the remaining equally between gold and cash, considering one s liquidity requirements. Joshi further says: "We might see increased allocation towards infrastructure which will have a multiplier effect on the economy. Railway and Defense sectors are expected to be under the limelight in the upcoming interim budget." ....

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tcs share price: TCS had a decent Q3 barring the order wins: Mayuresh Joshi

TCS numbers better than estimates, order book lower than expected. North American market and BFSI facing challenges. Commentary on client decision making, budgeting cycle, and pricing critical. Headcount reduced, campus hiring still a focus. AI and AI.cloud-led demand driving sector growth. Resilient stock pick in midcap IT space: ER&D and platform product companies with growth in AI and mobility platforms. ....

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pharma stocks: Mayuresh Joshi on what to buy among PSU banks; 2 pharma stocks to buy on dips

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. ....

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