NDTV Profit INVEST 2029: Market Gurus Bring You Strategies For Next Five Years
The event is being held at the National Stock Exchange in Mumbai's BKC.
NDTV Profit INVEST 2029 | Watch Here
Invest 2029 | Valuations Over Sentiments
"Sentiments override valuations in a bull markets. Need to look at valuations, we are not bigger than markets. Capital goods stocks still have a long runway," said CK Narayan.
Invest 2029 | Gold Will Beat Equity Returns
"Gold will beat benchmark equity returns in next one year. You’ll see gold at $3,000/Oz in next couple of years," said Gautam Shah.
He also said the next one year could see a comeback of both public and private banks and metals will outperform the nifty in next 12 months.
Invest 2029 | No Big Selling Coming In PSUs, Says CK Narayan
"Entire PSU basket was a shunned area in the past. Modi government revamped the entire PSU space and made it a loved sector. PSU stocks are prominent among the ‘Modi group stocks'. Don’t see big time selling in PSUs due to the strong order book," CK Narayan said.
"Continuity will still be there in the PSU sector. Would buy PSUs even at the current price," said Kush Bohra.
"There is a basket of PSUs that are playing the India story, but not a big fan of PSUs in defence and railways space," said Gautam Shah.
Invest 2029 | Midcaps Is The Big Bet, Says Kush Bohra
"SIP numbers are significant, every new money is not chasing the large caps. Midcaps are the place to be for the next 10 years and they’ll outperform," Kush Bohra said.
Invest 2029 | Markets Reaction To Results Was Very Emotional, Says Gautam Shah
"Markets reaction to the results was very emotional. Markets made a matured comeback after the election results. Charts are in great shape, it is going to be a stock pickers markets in next 6 months."
