NEERAJ DEWAN
Reliance AGM may offer Jio IPO timeline, retail outlook: Neeraj Dewan
Neeraj Dewan shares insights on the fertilizer sector, anticipating positive movement due to good monsoons and consolidation. He notes a slowdown in Astral's performance and the housing space, awaiting a festive season sales boost. All eyes are on RCF's fundraising plans. The market anticipates updates on Jio IPO and Reliance Retail's growth strategy at the AGM.
PSU banks offer a better investment opportunity; wait a bit in realty: Neeraj Dewan
Market expert Neeraj Dewan notes real estate improvements due to interest rates and RBI measures, though North India sees price consolidation impacting demand. He favors stocks like Max Estates and DLF. Dewan suggests PSU banks offer better investment opportunities than private banks due to their valuations, anticipating positive surprises in the banking and NBFC sectors.
How should you position yourself in IT and pharma now? Neeraj Dewan answers
Market expert Neeraj Dewan advises caution on IT stocks due to unpromising results and unclear US business trends, suggesting holding TCS and Infosys. He notes confusion surrounding pharma tariffs, recommending focus on individual stocks and monitoring developments. Dewan sees potential in the two-wheeler space with a good monsoon and favors Hero Motor for long-term investment.
Neeraj Dewan bullish on NBFCs and PSU banks, sees continued momentum ahead
Market expert Neeraj Dewan suggests Apollo Hospitals could offer decent returns due to potential valuation improvements and the upcoming listing of its digital and pharmacy business. He is also positive on power financing companies like IREDA, expecting them to benefit from recent RBI measures. Dewan advises a wait-and-see approach for IT majors, while anticipating muted earnings for the current quarter.
Pick up defence stocks for long term; 2 shipping stocks to buy: Neeraj Dewan
Market expert Neeraj Dewan is optimistic about the defence sector's long-term growth, highlighting budget allocations and export potential. He favors Garden Reach and Mazagon Dock for long-term investment, while advising caution on SCI and Cochin Shipyard due to geopolitical risks. Dewan anticipates consolidation in Asian Paints and suggests potential short-term gains, but expects sluggish medium-term performance.
Neeraj Dewan on Israel-Iran conflict and why he prefers to bet on domestic consumption
Market expert Neeraj Dewan remains optimistic about domestic consumption, economic revival, and related sectors like infrastructure and financials. Low inflation and interest rates are expected to boost consumption, benefiting FMCG and staple stocks. While maintaining a neutral stance on IT, Dewan suggests holding onto chemical stocks if already invested, despite recent price increases.
Better to bet on PSU banks, realty and infra stocks; FMCG, railways good for short-medium term: Neeraj Dewan
Market expert Neeraj Dewan is optimistic about PSU banks due to anticipated interest rate cuts and strong balance sheets. Real estate and infrastructure sectors are also promising, driven by government spending and order books. Dewan suggests a short to medium-term positive outlook for FMCG, supported by favorable monsoons and import duty cuts.
Avoiding IT, ferrous metal stocks for potential headwinds from US: Neeraj Dewan
Neeraj Dewan is cautious about large and mid-cap IT stocks due to high valuations and potential US headwinds, anticipating profit-taking. He also avoids ferrous metals like Tata Steel due to a lack of clarity and weak rebound. Dewan suggests caution on non-ferrous metals and sees continued outperformance in defence stocks like Mazagon Dock and HAL.
Top 3 stocks Neeraj Dewan bought and booked profit in this volatile market
Market expert Neeraj Dewan sees opportunities in PSU banks, railway, infrastructure, and power sectors. He suggests holding Reliance, anticipating it to stabilize around Rs 1,500. Dewan favors M&M and TVS Motor due to their strong performance and reasonable valuations. He capitalized on tariff turmoil, buying Mazagon Dock, Garware, and Godfrey Phillips, booking profits as the market recovered.
This market is more for investors and not traders; go look in these 3 buckets: Neeraj Dewan
Market expert Neeraj Dewan suggests focusing on domestic sectors like defence and railways. Sectors oversold due to tariff concerns, such as autos and IT, present opportunities. Defensives like Lever and Britannia are performing well. Investors should consider these spaces for long-term gains. PSU defence and railway stocks are attractive on dips. Domestic-focused companies will benefit from India's growth.
Valuations turning attractive, time to accumulate midcaps: Neeraj Dewan
Market Expert Neeraj Dewan advises a cautious approach, emphasizing selective midcaps and certain largecap stocks with attractive valuations. Key stocks include Mazagon Dock, Garware Hi-Tech Films, and Surya Roshni due to their growth potential and financial performance.
Market volatility signals potential for stock-specific opportunities: Neeraj Dewan
The third quarter was disappointing, people expecting too much from the third quarter after the bad second quarter that we saw, but that expectation was fruitless because things did not really materialise as we were expecting.
Betting on infrastructure stocks, not expecting much move in IT: Neeraj Dewan
Market expert Neeraj Dewan expresses optimism for the infrastructure sector, particularly in the latter half of the year. He anticipates improved company performance, increased government spending, and accelerated project execution. Dewan highlights L&T, road construction firms, bitumen suppliers, and the pipe sector as potential benefactors. He also discusses IT, tourism, and Agarwal Industrial Corporation as investment opportunities.
Accumulate large FMCG stocks on dips; be bullish on non-ferrous metals: Neeraj Dewan
Market expert Neeraj Dewan suggests accumulating large FMCG stocks like HUL and Britannia on dips. He believes the impact of China's stimulus on metal stocks, especially non-ferrous, will be less severe than before. Dewan sees continued growth in quick commerce, favoring established players like Zomato and Swiggy, and recommends green energy stocks like Tata Power and GIPCL.
Be picky to make money in pharma; Swiggy can be a good return generator after 2 years: Neeraj Dewan
Market expert Neeraj Dewan sees growth in pharma and auto sectors. He recommends stock-specific investments in pharma. Dewan favors Mahindra & Mahindra and Maruti in the auto segment. He further believes Zomato is currently performing well, while Swiggy shows long-term potential. Dewan suggests solar energy as a long-term investment theme.
Sectors dependent on domestic growth should do well in H2; hold on to Adani Ports: Neeraj Dewan
Market expert Neeraj Dewan predicts improving market conditions. He recommends focusing on domestic economy-driven sectors. These include infrastructure, real estate, and banking. Defense, railway, and EMS stocks are also promising. Dewan advises stock-specific investments. He suggests holding Adani Ports. Infrastructure spending is expected to rise. This will boost the sector's performance.
Looking for Trump trade? Pick stocks from these 2 sectors for next few quarters: Neeraj Dewan
Market expert Neeraj Dewan believes the markets are poised for growth after a recent correction, potentially forming a double bottom. Strong pockets emerged during the results season, particularly in IT and chemicals, which could benefit from a potential "Trump trade." However, FII outflows remain a concern in the near term.
This Diwali to next, DLF is a safe bet for Neeraj Dewan, Siyaram Silk Mills a value buy
Neeraj Dewan recommends DLF for long-term investment with a target of Rs 975 for one year. BCL, with a target of Rs 80, is considered a high-risk stock with potential growth. Siyaram Silk Mills Limited, valued reasonably, is expected to perform well, with a target of Rs 525 for the next year.
Neeraj Dewan of Quantum Securities is betting on these sectors for 2019
Domestic cues are quite favourable for a good 2019, says Neeraj Dewan.
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