risk-to-reward ratio: ETMarkets Smart Talk: Chemicals & CRAMS sectors likely to get re-rated in FY25: Nimesh Chandan

risk-to-reward ratio: ETMarkets Smart Talk: Chemicals & CRAMS sectors likely to get re-rated in FY25: Nimesh Chandan

“Largecap stocks currently offer a better risk-to-reward ratio compared to midcaps and smallcaps,” says Nimesh Chandan, CIO, Bajaj Finserv Asset Management. In an interview with ETMarkets, Chandan, said: “We expect chemicals and CRAMS(Contract research and manufacturing services) sectors, which has been an underperformer for the past few years, to get re-rated as business improves this … Read more

FII selling: Banking sector is the place to be, don’t be put off by FII selling: Andrew Holland

FII selling: Banking sector is the place to be, don’t be put off by FII selling: Andrew Holland

Andrew Holland, CEO, Avendus Capital Public Markets Alternate Strategies LLP, says he does not think there is anything wrong with the results season so far. The bank stocks have been victims of FII selling who have been using the banking sector as a very liquid and large overweight or overweight to neutral stance which they … Read more