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investment strategy: Be more sensible and cautious about what you are buying now: Vinit Sambre
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Stock Market: Gradually increase exposure in financials: Vinit Sambre
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DSP Mutual Fund, sees value in agrochemicals and agri inputs, textiles and auto ancillaries among smallcaps.
Let us talk about the broader markets and the kind of pick up that you have seen there. Are there certain segments that you are more focused on? What about cyclicals?
The last few months have seen quite swift recovery in the economy. Equally important has been the Budget where the government has made the right noises in terms of their intentions to support the broader economy. In line with that, we are witnessing a lot of optimism as far as markets are concerned.
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The metal sector outlook may be good but if a long-term investor has to play the domestic cyclicals, cement, capital goods may be the other option to look at, says
DSP Mutual Fund.
Tata Steel has been on your accumulation list. How bullish are you on specific leaders within the commodities basket? What is the opportunity there?
As far as the commodities are concerned, the factors which are driving the commodity are a combination of global plus domestic. The global factors have to do with the huge amount of liquidity which is chasing the asset classes and which has caused some bit of commodity reflation. The demand improvement on the other hand will be a bit of a mixed outlook, given that most countries globally are still facing the challenge of pandemic.