Expert Talk | Stock and sector calls by D-street pundits in the week gone by

SUMMARY

Here's a look at what some of the top experts have to say about the stocks and sectors that should be on every investor's radar

By Jerome Anthony Jun 13, 2020 12:56:13 PM IST (Updated)

The market witnessed a decline in the week gone by but gained some momentum on Friday (June 12), yet closed in the red. Here's a look at what some of the top experts have to say about the stocks and sectors that should be on every investor's radar

Saurabh Mukherjea, Marcellus Investment Managers | Mukherjea is bullish on large NBFCs like Bajaj Finance as he expects market share gains. He sees telecom stocks doing well too.

Harendra Kumar, MD of Elara Securities | Kumar sees value in auto stocks like Hero Moto, Bajaj Auto, TVS Motor. He is bullish on midcap agri and gas stocks.

Jai Bala, cashthechaos.com | The analyst/trader feels Kotak Bank is a great 'sell' at these levels. He is also bearish on Sun TV and Zee TV and expects a pullback in Indraprastha Gas and Mahanagar Gas.

Atul Suri, Marathon Trends Advisory | Suri sees the telecom sector doing well in a post-COVID world and expects the rally in pharma shares to continue.

Nilesh Shah, Envision | The MD and CEO of Envision Capital is bullish on general insurance, life insurance, sectors related to kitchen appliances and wellness-related companies. Shah is bearish on NBFCs. .

Arvind Sanger, Geosphere Capital | The managing partner at Geosphere Capital expects telecom stocks to continue to do well, but is wary of investing in financial services stocks.

Samir Arora, Helios | Arora iswary about the rally in pharma shares as he does not see any major uptick in earnings. He is bullish on insurance stocks as he feels perception of risks have now changed.