NITIN RAHEJA
Commodity Talk| Equities, bonds... and commodities? Why investors may need a third pillar for diversification, Navneet Damani decodes
Once seen largely as a cyclical trading opportunity or an inflation hedge, commodities are increasingly finding a place in long-term portfolio allocation. From gold's role as a hedge against currency and geopolitical risks to copper's structural demand story driven by electrification, AI and data centres, the investment case is evolving.
Why DSP Mutual Fund's Chirag Dagli is betting on CDMO, hospitals and smallcap healthcare stocks
At the same time, the fund is evaluating hospital expansion, hybrid diagnostics businesses and valuations to identify healthcare companies capable of sustaining growth.
ETMarkets Smart Talk | India could start looking attractive on FY28 earnings in six months: Nitin Raheja, Julius Baer India
While the Nifty 50 is currently trading around its long-term historical averages, sustained earnings growth and continued domestic inflows could make the market increasingly attractive from a forward-looking perspective.
Time to tilt towards largecaps; 3 sectors to get into on correction: Nitin Raheja
Nitin Raheja advises largecaps amid corrections in mid and smallcaps. Financials face challenges, chemical companies show resilience. Birla Group unlocking value. Caution on FMCG and battery stocks. Pharma presents defensive play with growth potential.
Can there be value buying in HDFC Bank? Should one go for upstream oil cos? Nitin Raheja answers
Nitin Raheja discusses challenges faced by OMCs, the pressure on HDFC Bank, re-rating of defence stocks, performance of upstream oil companies, and the positive outlook for the pharma sector. Coming to HDFC Bank, he says we are getting to that stage where there is clearly value sitting there. It is only a question of when you start seeing the flow ease off and I think that will happen sooner than later.
Prefer private banking, midcap IT, pharma stocks: Nitin Raheja
When I look across sectors, I find some values happening in spaces like midcap pharma and IT; I also prefer private sector banks, says Raheja.
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Market undertone looks bullish: Nitin Raheja, AQF Advisors
"We like the financial space and especially within the private financials space, we prefer, the IT pack, especially among the midcap tier IT space."
Markets running ahead of fundamentals: Nitin Raheja, AQF Advisors
Markets are always a game between fundamentals and prices. Right now you are seeing prices having run up a little ahead of fundamentals and adjusting to that.
Expect market to trade in this range in December: Nitin Raheja, AQF Advisors
'We continue to believe that it is a bull market and we continue to gradually buy into stocks what we think look good as such.'
IDFC will not give immediate gains: Nitin Raheja
As the private sector grabs more of the market share away from the public sector, there will be enough scope for IDFC and the likes.
Stay away from PSU banks until reforms kick in: Nitin Raheja
We would prefer the non-PSU financials as one of the spaces that would probably surprise. We would rather stay from PSUs.
Bullish on TVS Motors among two-wheeler names: Nitin Raheja
Two wheeler stock is big story with scooters and especially the new scooter launch which is driving the big volumes and strong growth numbers for them.
Agri stocks to remain subdued in the short term: Nitin Raheja
The agri names would be subdued and we have seen huge run-up whether it is a stock like a PI Industries or a stock like Kaveri and so on so forth.
Reform measures, decisions by government awaited by Market: Nitin Raheja
Market is currently resting and looking for fresher cues which might be in the form of monsoon or budget.
Midcap stocks picking up; markets witnessing reality check: Nitin Raheja
After the big beta rally that we saw during election time, some sort of a reality check seems to be setting in now.
Markets not dependent on poll results, will make comeback: Nitin Raheja
Irrespective of whichever way the election results swing, even if there is no stable government, the markets will build on the correction and stage a comeback.
Betting more on stock valuation of Maruti: Nitin Raheja
Sheer valuation at where the stock stands is relative to all its peer group is the other thing that we are betting on.
Automobile industry scale up as per volume: Nitin Raheja
Once you sourcing everything from outside from a different plant you really will not enjoy that whole jump up in margins going forward.
Expect market to be range bound, conducive for stock picking: Nitin Raheja, AQF Advisors
By and large, it is going to be a market which is going to be a slightly range bound, not going anywhere, says Nitin Raheja.
Will be cautious on Maruti stock in the near term: Nitin Raheja, AQF Advisors
Maruti wants a kind of leverage that if any issues come up, it would deal the way it wants to by owning 100%, says Raheja.
Bullish on Tree House, Tech Mahindra, Alembic Pharma: Nitin Raheja, AQF Advisors
We like Tech Mahindra, it has corrected a little bit. In the midcap space we like Tree House Education, says Raheja.
Bullish on Bajaj Finance, HCL Technologies: Nitin Raheja, AQF Advisors
"We like Bajaj Finance. We like HCL Technologies and in the small cap space, we like a stock like Tree House Education."
Cheap stocks to buy now are Yes Bank, ING Vysya: Nitin Raheja
ING looks cheap on a relative basis and extremely conservative bank the way they grow but nevertheless delivering solid numbers.
FMCG stocks are priced to perfection: Nitin Raheja
"FMCG has always been an alternative in defensive oriented markets. People are looking at ways to conserve their capital this time."
Bullish on State Bank of India: Nitin Raheja, AQF Advisors
"If you look at the PSU bank stocks, clearly State Bank of India shows a lot of value, " Nitin Raheja, AQF Advisors said.
Expect market to trade in 5500-6000 range in near term: Nitin Raheja, AQF Advisors
Global market participants would be watching this with a lot of caution. There will be fear in terms of what is going to happen at the reforms front, says Nitin Raheja.
Magma Finance declared good numbers this quarter: Nitin Raheja
"We like an emerging NBFC such as Magma Finance which again declared good numbers this quarter and which we think is poised to take off from here."
Tata Motors continues to look interesting: Nitin Raheja
"Tata Motors continues to look interesting, valuations are not terribly expensive."
Bullish on ING Vysya Bank : Nitin Raheja
" We like banks stocks like ING Vysya Bank which we think on a relative valuation basis yet continues to look attractive as such."
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