“You have got a good rainfall, inflation is under control and I think the choice and aspiration of growing to bigger banks is growing. I continue to think Hindustan Lever …
“The excesses were created on Monday because of the exit poll getting it all wrong and people leveraging in PSUs and so on of defence. I always held the view …
“There are no free lunches. Only if you are there will you participate in this. But a large part of the market is now, particularly the over-owned PSUs are now …
“So luckily for us, we are also invested equally as in Paytm in Zomato and PB Fintech. And PB Fintech sounded extremely optimistic. They have kept to their guidelines,” says …
Sanjiv Bhasin, Director, IIFL Securities, says in the microfinance space, AU Small Finance deserves a relook. It was trading below Rs 700. I gave that as one of my Diwali …
Sanjiv Bhasin, Director, IIFL Securities, says people are talking of largecap underperformance. But the stars have been REC, PFC, NTPC, and Coal India. While people kept doubting the PSU rally, …
Sanjiv Bhasin, Director, IIFL Securities, says “I can hold my neck out. I think this 18800-18900 may be retested because of a technical parlance. But these, again, are buying opportunities …
Sanjiv Bhasin, Director, IIFL Securities, says “Idea can be a very good takeover target or there could be a strategic buyout. Idea is going to go to 22-25. So, take …
Sanjiv Bhasin, Director, IIFL Securities, says Paytm is fair value now at Rs 850, 900. The management itself indicated that while China was the leader in digital, now India is …
Sanjiv Bhasin, Director, IIFL Securities, says “If this market has to go back to 20,000, Reliance has to go to Rs 2,600 and beyond. So, one heavyweight which I am …