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ETMarkets Investors' Guide (ETMarkets.com)
5 things that changed on Dalal Street over last 2 decades
13:24 Min | June 29, 2020, 6:36 PM IST
Tune in! We talk to Amar Ambani to seek answers to D-Street's questions.
TranscriptHello. This is ETMarkets Investors' Guide, a show about asset classes, investment ideas and market trends. I am Saloni Goel.
Nifty's run from the March lows has been fast and furious. Most analysts called it a liquidity-driven rally. When liquidity drives market, how does one build it into stock price projections and index outlook? We connected with Amar Ambani , Senior President and Head of Research for Institutional Equities at YES Securities, to seek an answer to these questions. He also shared a few investment ideas, his outlook for the Nifty and stocks from the financial space. Listen in!
Welcome to the show, Mr Ambani
Q. Lemme start with the question most of the investors are wresting with. When liquidity becomes the main driving force of stocks, what happens to hard-nosed old school equity research?
Q. How do you factor in these aberrations or abnormalities, if I may say so, into your price projections for stocks as well as index?
Q. You have been in Indian market for over two decades now. If I were to ask you to identify 5 things that have changed permanently, what would they be?
Q. Let’s talk about the here and now. What are your projections for Nifty by the year-end?
Q. When financials have 40% odd weightage and there is this huge patch of dark clouds over that sector, what would really drive the index there?
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