Investment FAQs With Parimal Ade (Investment Satsang- 08)

• BSE Star is also going to be listed due to which value unlocking can happen.
• There might not be a great amount of moment in its Stock Price.
• The market is looking from the traditional holding company which is not a good sign.
• Therefore rerating of the company is not happening.
• The institutional players are more interested in allocating money to upcoming listed or recently listed companies.

• The banking sector may face some trouble in the next 2 quarters.
• These banks need to be avoided for some time.
• So it is better to stick with big banks, retail-oriented banks.
• If there is something to go on aggressive then going for IDFC First Bank should be a good pick as it is focusing on the retail side.

• Too much discounting has already happened.
• Due to debt pressures, there could be chances new players might come into the market.

• The institutional investor not that interested in investing in such kind of companies which is having a hold thought process.
• There could be some movement compared to the main company but it will be subdued.
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• This stock is all about demand and supply.

• There is an issue with casinos, hotels, capital intensive business.
• There is a corporate governance issue also for this particular counter.
• It may go wrong on short term things
• It is better to avoid such counters.

• If the investor is following asset allocation then it is time for mid-year asset allocation or rebalancing. So can do rebalancing of asset allocation.
• It’s a wealth management kind of strategy. If it is seen from the investment point of view or financial goals then there could be an exit opportunity as well in some time.
• If it is bothersome then it always better to do a rebalancing kind of activity.

• This particular stock should outperform the market.
• Growth opportunities are ample.
• There could be decoupling in short term.
• In long term, the performance of IEX will be good than the market in the coming years.

• There is going to have a consolidation in PSU Banks.
• If at all the allocation need to be made then SBI is a good pick to invest in.
• The future is based on news than results.
• The next decade will be the private bank decade in which 65% to 70% of allocation business share will be towards private banks.
• 30% to 35% will be towards PSU Banks in which SBI will be having its major stakes.

• ICICI Bank looks like the worst is over. Still, there is a problem of NPA need to watch for the next 2 quarters.
• The worst phase in which there was back-to-back loss has come to an end.
• The banks are focusing on retail banking.
• Still, there could be some pain.

• A lot of premium valuation has happened to the IT sector.
• It is doubtful that there will be a price correction.
• There could be a time correction in IT companies. Good companies like TCS should not disappoint in the long run.

• The steel industry is going on a peak cycle. It is not known when there could be a turnaround.
• This is a cyclical sector.
• Need to understand the steel industry very well.
• This has happened due to extraordinary demand by china which is not known.
• It is no doubt that whether it will sustain for a longer period.
• Not positive about seeing the pattern

• Currently, there is an extra premium with a listed player.
• HDFC will always have such kind of premium allocation.
• When LIC be listed the universe will be a little bigger. There could be the chance to choose in these companies.
• There could be some price correction for time being.

• The last decade was the western market decade. If we see big companies, big markets. They have outperformed margin markets.
• Now the tide is turning. This could be an emerging market decade.
• Emerging equities, India equities should grow well in the coming 10 years.