Join CNBC-Awaaz today to discuss market outlook Ask hedge solutions CEO Vaibhav SanghviVaibhav has an almost 2 decade experience of fund management. Vaibhav has also worked with Avandas Capital, Ambit Investment and DSP Meril Lynch before the Ask hedge solutions. Vaibhav holds a very good grip in the risk-adjustable returns. Let us know from them what their strategy is in the current market.
Vaibhav Sanghvi’s opinion
Vaibhav Sanghvi said that his fund is a long-short fund. They were carrying a strategy of hedging in the portfolio. In such a situation, he has benefited a lot in the last 3-4 months. He told that when a big events are contained, they usually carry a strategy of hedging. His funds have benefited from this.
After the results, the valuation of large cap stocks is good
Talking on the market, after the results, valuations of large cap stocks are beginning to look good. But valuations in mid and smallcap are currently expensive. There is still a problem of valuation in the midcap-movement. At present, the market is showing opportunities to invest in large cap stocks from the media from the long -term perspective. There will be problems in shorts in the market. The market will remain in the short term.
Tariff Trump’s means of bargaining
Talking about the stir made by Trump over the tariff, Vaibhav said that Tariff is a bargain for Trump. There should be no concern for a long period about the issue. Trump is trying to get a better trade deal through tariff. If good shares are found cheaply in any correction in the market during this tariff war, then we should shop from mid -long long -term perspective.
Meghmani Organics became today’s hero, duty on Chinese products filled the excitement, know how it can be ahead
FII will return again
He further said that for the last four months, FIIs have been continuously selling. We should keep in mind that this process cannot run continuously. Sometimes FIIs will again turn to India and emerging markets. He further said that whenever the dollar is soft, the FII flow in the emerging market may increase.
Consumption theme better for medium period
Vaibhav says that IT companies may have correction round. IT companies can underporce the market. The consumption theme looks better for the medium period. Vaibhav is advised to stay away from industrial and cap goods.
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