“We may see some opportunity in industrials, consumer discretionary, and staples—which seem to be bottoming out, like ITC and Hindustan…
Tag: Chakri
tariff: SBI well-positioned post QIP; 20–30% upside likely: Chakri Lokapriya
“The word “tariff” has been overused in the past few months, and we’ll probably continue using it. Until things settle,…
market strategy: No sharp rallies ahead, expect incremental valuation re-rating: Chakri Lokapriya
“We’ve seen earnings from TCS and HCL Tech that reflect the uncertainty in the U.S., largely due to tariffs. Discretionary…
ETMarkets Smart Talk | Fixed income is portfolio’s seatbelt against volatility: Chakri Lokapriya of LGT Wealth India
In this edition of ETMarkets Smart Talk, Chakri Lokapriya, CIO – Equities at LGT Wealth India, explains why fixed income…
cement companies: Chakri Lokapriya backs banks as top pick amid favorable valuations
“On the other hand, companies like railways which used to be so boring a couple of years ago, have become…
PSU banks, select private lenders remain attractive despite global market jitters: Chakri Lokapriya
“All this will take away the focus of the company from its core lending and borrowing business and instead focus…
market strategy: Chakri Lokapriya expects prolonged earnings pressure despite market optimism
“It looks like the volumes have held up and therefore, it has allowed them to beat the numbers. On back…
ETMarkets Smart Talk: Investor bearishness at highest levels since 2009, says Chakri Lokapriya
In this edition of ETMarkets Smart Talk, Chakri Lokapriya, CIO – Equities at LGT Wealth India, shares his insights on…