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economictimes.indiatimes.com / 1 year ago
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Beyond Financials: Amnish Aggarwal’s safe-haven sectors for smart investors
«But eventually as it happens every time, the markets are always a leading indicator and they have stabilised for now. So, I do not see that kind of a pain setting in in the near future,» says Amnish Aggarwal, Prabhudas Lilladher.
What should be a very basic strategy? For our viewers who are watching the show they want to benefit from your expertise. What would you advise them, if you have endured the pain now, wait for the gain?
Amnish Aggarwal: As the situation stands, we might have seen the worst kind of a panic in the market and it happened in the previous quarter, you can say in the run up to March where there was a lot of panic that economy is going down, markets are going to crash.
But eventually as it happens every time, the markets are always a leading indicator and they have stabilised for now. So, I do not see that kind of a pain setting in in the near future that is one.
The second is, however, that the ride will be slow and the time still remains to be very choosy when it comes to investing in say specific stocks because as we have seen time and again that like you were saying there was froth in a lot of stocks, there are much more number of stocks where the smallcaps, microcaps where the valuations are 40 times, 50 times, so I do not think those stocks are going to come back in a hurry, but yes it will be a stock pickers market this year and the companies or the sector which do well, the stocks gradually will bounce back.
So, what is looking like a safe pocket other than financials which really
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