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Time for caution on business-to-govt stocks now after 18-month rally: Amit Jeswani

The B2G sector, including defence, railways, and other such companies, has reached the end of its rally, Amit Jeswani observed. But other trends may open up in 2024. ....

Titagarh , West-bengal , India , Mazagon , Maharashtra , Hindustan , India-general , Amit-jeswani , Hindustan-aeronautics , Stallion-asset , Mazagon-dock-shipbuilders

bull market: Game is still on and the bull market continues; we will see newer highs: Amit Jeswani

“I believe the game is just starting. In consumer companies, once you cross Rs 100-crore profit mark, in the next three-four-five years, typically you end up moving to Rs 500 crore and that is the pattern in all consumer companies. That is what I expect in RedTape also but we will hold the stock till the time there is execution. If there is no execution, we at Stallion have better choices and will move out.” ....

India , Venu , Gujarat , Lucknow , Uttar-pradesh , Amit-jeswani , Sanjay-gupta , Rajiv-jain , Shuja-mirza , Offering-college , Indian-school-of-business , Google

Titan rises to lifetime high, but valuation no longer cheap: Amit Jeswani

Titan trades at 65 times its estimated FY24 earnings, on the higher end of the valuation curve ....

Amit-jeswani , Titan-company , Ideaforge-technology , Stallion-asset , Senco-gold ,

SEBI: Research Analysts Not to Provide Model Portfolio Product

Though a settlement order does not operate as law, it impacts online platforms offering model stock portfolios created by investment advisers and research analysts, but also the retail investors who have shown increased interest in the stock market ....

India , Amit-mohan-jeswani , Research-analysts-regulations , High-powered-advisory-committee , Exchange-board-of-india , Research-analyst , Exchange-board , Stallion-asset , Research-analysts , Investment-advisers , Show-cause-notice , Portfolio-managers