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Oct 17, 2023
it largecap stocks: Are valuations attractive enough to go back to IT largecaps? Sunil Singhania answers
Market in a zone where we will have a 15% move two-three times a year: Sunil Singhania India has 4D advantage, should get back what was lost as FII outflows over next 18 months: Sunil Singhania
Market in a zone where we will have a 15% move two-three times a year: Sunil Singhania
India has 4D advantage, should get back what was lost as FII outflows over next 18 months: Sunil Singhania
ETMarkets Smart Talk: Rs 30,000 cr in 2 months! Growth potential brings back FIIs to Indian markets: Mayank Mehraa
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Reliance Industries Ltd (RIL) chairman Mukesh Ambani said his three children — daughter Isha and sons Akash and Anant — will be inducted on the board as non-executive directors. He will continue as chairman and managing director for another five years, he announced at the RIL annual general meeting (AGM) on Monday.
A trading platform dedicated to small and medium enterprises (SMEs) is currently witnessing a flood of public offerings on surging demand from rich individual domestic investors with the risk appetite for such small issuances.
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Sunil SinghaniaAbakkus Asset Manager LLPYou have been shopping a lot and that is what the bulk deals are indicating – from Uniparts to Dynamatic Technologies, Mastek, Ion Exchange in the small and the midcap space. Are you following any kind of a theme or are these company specific investments irrespective of what the sector is doing?What is your view on banks given that right now there is a consensus view that banks are the way forward as credit growth is strong, NPAs are down, this entire Rs 2000 note move by the government maybe could help some of the banks in garnering deposits on the margin. Do you think banks are more like a consensus view and a consensus trade?You bought very differentiated IT names in the past and one classic call has been Route Mobile which has done rather well for you. I can see there is ICICI Securities which is a blend of both financial services and technology. Since everybody knows that the nature of the economy is moving more towards digital, what is the best way to participate in it?Is it a good time to revisit largecap IT, the classics and buy them at the time of downturn, sell them at the time of upturn? Are valuations attractive enough to go back to IT largecaps?