ajay bagga

If they want to be a fund, raise a fund and go ahead and run a fund, do not run a company then. A company needs operating disciplines. They should not use public money to go and punt further into the hole they have dug themselves into,…

"In a month or two, we might reach peak inflation for this cycle. Dollar hit 105 plus and came back down. It is strong. Maybe it has hit its peak and then peak interest rates will be very critical. Once we see that the Fed is done and we…

“I have been cautious for the last eight weeks. I would still remain cautious. There is no silver lining right now. This period has to be gone through. The good thing is in India at least the economic dynamics are good,” says market expert…

"The market has decided that IT has outperformed over the last 16 months, it is over owned and now might be a time to let out some steam from IT. We might be in for some more bloodletting on the IT index for some time especially on the…

“More steam will be there in midcap ITes because they will be ratcheting up, they will be scaling up, but I would also buy largecap IT, said market expert Ajay Bagga. Edited excerpts: It was a very busy week when it comes to the financial…

"There is a big disconnect between the stock markets, what is happening in the economy and what the bond markets are showing. But my experience is that the bond markets are much more accurate predictors of what is in store. So I would be…

“There will be these blips, but we will see financials outperforming. I would look at metals and materials that the commodity super cycle is very much on,” said market expert Ajay Bagga. Edited excerpts: This week we saw big FIIs selling to…

"I have not recommended selling any existing positions and would say conserve the additional cash, SIPs can continue, the regular investments that one is making can continue that is irrespective of the short term noise, but right now, the…

"There is no reason for the market not to continue its upward journey. The big risks, of course, are inflation and central bank action," says market expert Ajay Bagga. Can the party continue in 2022 or we should temper our expectations?…

“Now the market will look for Q3 results coming in post January 10. Then the pre budget expectations will get embedded in the market sentiments. Those two will become the drivers for our markets but maybe 15 days from now,” says market…