Parag thakkar stock picks: The market has been seeing good shopping for the last three to four days. There is also a slight stability in the market. But the statements coming daily about the tariff of US President are spoiling the mood of the market. Now they have targeted pharma. His statement has also come about the semiconder. Reacting to this and discussing the market outlook, Parag Thakkar, Senior Fund Manager of Fort Capital, said that the market has made good announcements made to increase the consumption in the budget in the trump tariff and trying to add cash in RBE’s system Was ignored
Government capex is leading from December
Since December, government capex also saw an increase. RBI is putting cash. Apart from this, now there is a lot of shopping from the promoters. From TVS Motor, he has bought shares of its own group company TVS supply chain. Pollen told that these shares are also in his portfolio. In this way, the promoter of Jindal Steel and Power has also bought a lot of shares in their company. There was also a purchase from the promoter of Deepak Nitrite in Kemil sector yesterday.
Banking and consumption theme quite good
Parag says that the banking and consumption theme for the future looks quite good. The shares of TVS Motor, Hindustan Lever and Pidilite look great in the consumption. Federal Bank Parag is very much liked in banking. He said that Federal Bank has a huge stake in his portfolio.
Starting again by protars a good sign
He further stated that it is a good sign to start shopping again by protars. Now all the promoters are also feeling that after much correction, now their company shares look worth shopping. No one can decide the bottom of the market, but after the promoters return to the market, we feel that we are now close to the bottom.
24000 levels in Nifty when out of 23400, these 5 shares can shine your luck
Now valution at a very good level
Parag further said that the country’s macro figures are in a very good condition. Other basic factors associated with the market are also in good condition. Only Trump is spreading chaos in between. But due to the correction due to this, now valurations have come to a very good level.
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