gurmeet chadha

“Wherever the valuations are very stretched, there is no harm in taking some money off the table. There have been cases even in the case of midcap IT when the valuations have turned…

"Try and play non-discretionary spending. The farm equipment looks a better play; two-wheelers I am not too sure about but the valuations are pretty reasonable," says Gurmeet Chadha,…

“One can make a nice portfolio in digitisation and some of the fintech companies can also be added. One can have some largecaps like TCS, Infosys at the top, some good midcap names like…

“The merger will have a good impact on the other group subsidiaries including insurance, asset management and securities and some of the unlisted businesses like HDB which has also been…

In the last one year, HDFC Bank added market share. It is now about 10.8-10.9%. Their asset quality has always been the best. Even the slippages during the peak period was almost around…

“One can be a little contrarian now. There are lots of sectors which in my view are going through a rough patch but they have good businesses going. For example, the last two-three years…

I am not throwing out too much, but in terms of incremental allocation, there have been very good corrections in some of the API CRAM names like and and Hero in auto sector and a platform…

We crossed the $3.5 trillion market cap yesterday. The UK market cap is about $3.6 trillion. So some breather is warranted and one should be careful in terms of putting fresh capital and…

Companies which are into pipes, dye makers, cables and wires, companies like Polycab and Havells, which are into fast moving electrical goods, consumer durable companies like Voltas, paint…