There is nothing called ‘defensive’ in equities, says Siddharth Oberoi of Prudent Equity

In an interview with MintGenie, Siddharth Oberoi of Prudent Equity advised investors that the focus should be on individual stocks offering valuation comfort and where growth potential is intact for the next 12-24 months.

Continue to focus on bottom-up approach, says B&K Securities; a look at its portfolio update

The brokerage has included Bharti Airtel, Bosch, Ramco Cements, and Aarti Industries in its model portfolio in April whereas excluded TCS, Maruti, Gujarat Fluorochemicals, and RHI Magnesita.

Markets in Mayhem! Defensive stocks are the best offense during any global crisis, says Nuvama; lowers exposure in banks

Stocks

Global banks' fallout is sending shockwaves across markets and is likely to have large spillovers on Indian equities in 2023. Nuvama suggested investors take a defensive stance and has lowered its exposure in banks, financial services and insurance (BFSI), and is underweight on other cyclicals. Meanwhile, it increased its overweight stance in Cement, pharma, and IT. The Nifty typically enters a bear market phase during a global crisis, but it is still distant from entering the bear market. Nuvama has grown even more cautious and has turned underweight on BFSI and industrials, while raising its weight in IT, cement, and pharma.

Stay away from 'expensive names with low growth', says HDFC Securities' Varun Lohchab; overweight on industrials, banks

Lohchab prefers sectors and companies which are beneficiaries of capex amid the current market and GDP environment.

5 rules of dividend-investing you can't afford to miss

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Mantra to sail through in 2023 – diversify your portfolio

<ul><li>In this article, we discuss the performance of the Indian market in 2022, lessons learned and future strategy for investors.</li></ul>

AI sector has the potential to do well in the future, says Suresh Sadagopan of Ladder7 Wealth Planners

In an interview with MintGenie, Ladder7 Wealth Planners’ Suresh Sadagopan shared that one must continue investing for the long term as dictated by the suitable asset allocation for that individual/family.

Debt funds are a good option to park money, says Salonee Sanghvi of My Wealth Guide

In an interview with MintGenie, My Wealth Guide’s Salonee Sanghvi shared that asset allocation and diversification is the best way to manage risk.

2023 a year of value buying and a stock picker’s market, says Satish Menon of Geojit

In an interview with MintGenie, Satish Menon of Geojit said that he expects the second half of 2023 to be better than the first half. He advised investors to have a balanced portfolio of equity and debt.

Raise exposure to dynamic bond funds or duration funds, advises Sharekhan's Gaurav Dua; sees another rate hike

In an interview with MintGenie, Dua advised investors to increase exposure to dynamic bond funds or duration funds where in the next 1-2 years, the average returns could be in double-digit due to rising portfolio yields.

Top Investment Strategy News

markets

There is nothing called ‘defensive’ in equities, says Siddharth Oberoi of Prudent Equity

markets

Continue to focus on bottom-up approach, says B&K Securities; a look at its portfolio update

markets

Markets in Mayhem! Defensive stocks are the best offense during any global crisis, says Nuvama; lowers exposure in banks

markets

Stay away from 'expensive names with low growth', says HDFC Securities' Varun Lohchab; overweight on industrials, banks