Wednesday, July 1, 2020

Tough times do not last forever, crisis-driven weakness an opportunity: Gaurav Dua

Gaurav Dua Our Top Value Picks with 12-18 month investment horizon are: Bharti Airtel, ICICI Bank, Tata Consumer, Bajaj Finserv, and Hero MotoCorp.

from Moneycontrol Market Outlook https://ift.tt/3g76usq

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Largecap valuations near fair value, time to start deploying: Jyotivardhan Jaipuria

​So, banks are cheap. And second is, at these valuations, a lot of bad news is priced in. So, as we see growth coming back, as we see things...