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neeraj chadawar: PSUs will continue to ride momentum in 2024; 2 stocks to ace manufacturing cycle: Neeraj Chadawar

Neeraj Chadawar says: “We are identifying the stocks which are contributing to the ancillary demand of the manufacturing cycle. One stock which we identified is Amber Enterprises. The next is Sansera Engineering. This is auto ancillary company and in over a year this company has de-risked its portfolio which was earlier concentrated into IC engine.” ....

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manufacturing theme: Neeraj Chadawar on 5 themes that will have a bearing on equity market

Neeraj Chadawar says: Based on this manufacturing theme, we identified four stocks for 2024. These are Pitti Engineering, Archean Chemical, Sansera Engineering and Amber Enterprises. Our second theme is PSU banks. We believe that PSU banks are in a bright spot and they will continue their growth momentum in 2024 also and under the PSU banking theme, we like SBI ....

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Robeco publishes Expected Returns 2024-2028: 'Triple Power Play'

Robeco publishes Expected Returns 2024-2028: 'Triple Power Play'
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