This year i.e. 2021 was very good for the stock markets. If we look at any sector, it has seen good growth. Almost every sector has witnessed double digit growth and the market has enjoyed a boom throughout the year. Now from this Diwali to next Diwali, where are the investment opportunities being created in the market and on which sectors the veteran fund managers of the market are keeping their eyes on for profit.
About the strategy of investing in the market today CNBC-Awaaz Marcellus Investment founder Saurabh Mukherjee In which he told in which sector he has invested and what is his strategy now considering the market.
Saurabh said that there is no weakness in terms of demand in the market as good signs are visible from the global markets and recovery is also visible. Due to top line growth and low interest rates, the chances of demand slowing down are slim.
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What types of stocks are included in the portfolio
Saurabh Mukherjee said that the next 12 months look very good to the financial sector. It is likely to continue to accelerate. His Asset Management includes leading stocks like HDFC Bank, Kotak Bank, Bajaj Finance in our portfolio for many years and now we have increased our exposure in ICICI Securities as well. That’s why we feel that these stocks will make good profits in future as well.
Invest money in companies that have dominance and penetration in their sector
For investing in the market, he said that our focus is only on big and large cap companies, we believe in betting. Our fund management consists of Asian Paint Company stocks for many years. This is a company that is almost 3 times bigger than our nearest competitor, so we work on investing in companies that have a strong presence in our sector and are dominant.
In the next 1 year, money will be made in specialty chemicals and pharma
Apart from this, since the last 1 year, we have also included specialty chemicals and specialty pharmaceuticals companies in our portfolio with great pricing capabilities. Talking about stocks, from this sector we have invested in companies like Divi’s Lab, GMM Fodler, Alkmine etc. Money has been made in this sector in the last 12 months and we expect more money to be made in this sector for the next 12 months.
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These 3 things are happening simultaneously in the country which have never happened before
Saurabh said that three such things are happening simultaneously in this India which has never happened in the whole world, in which the first is that India is being networked like the country is being connected with airlines, broadband, mobile network etc. Access to other technology is being made, now even the best technology is available with small companies and the third thing is that black money is under attack.
Supply chain and retail inflation a matter of concern
Continuing his conversation, the fund manager has no control over the supply chain and inflation in the market. Therefore, increasing concerns in this sector may show little impact on the fund. If retail inflation rises, interest may also become costlier. We expect interest rates to go up in the next 6-8 months. At the same time, the problem of supply remains a challenge in many industries. There is a shortage of special or critical raw material in many sectors. Concerns may increase due to the lack of supply in the semi-conductor and petroleum sector arising due to COVID.
Never invested in any PSU stock
Saurabh Mukherjee said that he never invested in any PSU as a fund manager. When asked the reason for this, he gave an interesting answer and said that most of the government’s hold remains in the government companies. The job of the government is to serve the country and the countrymen and we believe that this is also true to some extent. That’s why we stay away from government companies to make profits and focus more on the private sector.
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