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midcap picks: Look no further! Midcaps to buy if you are betting on capex theme

Pankaj Murarka of Renaissance Investment Managers says midcap capital goods companies like Schaeffler, Grindwell, which are seeing capex, can be bought into. ....

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What to avoid for next 2-3 years? Pankaj Murarka answers

What to avoid for next 2-3 years? Pankaj Murarka answers
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Last Updated: May 17, 2021, 03:55 PM IST
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Synopsis
While consumer discretionaries are likely to do well, steer clear of consumer staples, says the founder of Renaissance Investment Managers.
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Renaissance Investment Managers, says remains very constructive on outlook for earnings over the next five years,
Tata Motors is one of the top holdings in your portfolio. What are your thoughts on the global auto space right now as markets are reopening gradually?
The advanced economies are significantly ahead of India in terms of vaccination time, schedule and scale. Economies are opening up across the US and Europe and we are seeing a strong resurgence in demand across all consumer segments including passenger cars because customers want to travel more safely and there is a huge pent up demand in the ecosystem. ....

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Stocks to buy: IT & pharma are good but better to go with consumer discretionaries: Pankaj Murarka

How have you looked at the overall earnings trajectory so far?
The numbers so far have been pretty decent. There have been some minor dips here and there, but broadly they have been pretty healthy and very much in line with expectations. There have been some positive surprises as well.
ICICI Bank surprised big times over the weekend in terms of the numbers they reported. The incremental NPAs are much lower and the provisioning was also much lower and they have given a very healthy outlook going forward to the next year. Likewise, we have seen a pretty healthy set of numbers from IT companies and more importantly the guidance for next year. ....

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Markets can deliver 15-20% CAGR return over the next 5 yrs: Pankaj Murarka

Markets can deliver 15-20% CAGR return over the next 5 yrs: Pankaj Murarka
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bull market: Pankaj Murarka on how to play this strong bull market

On the recent consolidation in the market
We have had a phenomenal rally in the markets over the last one year. The index has almost doubled from the lows of last March. Obviously, after such a phenomenal rally, it is very fair for the market just to pause to catch a breath. Obviously there will be a round of profit taking which investors might want to invest in.
There are certain clouds in terms of rising crude oil prices and some concerns on rising rates in the US but I do not think that any of those has a significant influence on India’s long-term growth story. Markets might pause to catch their breath and we might be in for a consolidation or a minor pullback. But beyond that, the bull market remains pretty much alive. ....

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