Talking on market fundamentals, Hxgon Partners LLP director Tushar Pradhan said that if someone wants to invest in the market from a long perspective, then this is good to buy good shares in the market. But the market situation is still not good from the short term perspective. No green signal has come yet. FII is selling, there is concern about tariffs. There are problems regarding the currency. But if you are a long -term investor then it is a good time to make a portfolio.
Non-landing financial companies are looking good
Tushar Pradhan said that he likes non-landing financial companies such as deposits and RT agents. Some government companies also look good after correction. Seeing the weakness of the rupee against the dollar, IT shares also like Tushar. He believes that the EPS growth of IT shares next year is likely to be very strong. IT companies will also get the benefit of strengthening in US economy.
Gold prices likely to strengthen further
In this conversation, Tushar further said that this time budget has been tried very well to increase consumption in the country. We will get to see its effect from the end of FY 2026. People will have more money to spend from tax cuts. There is a special craze to buy gold in India, so shopping can be seen in gold. From here we can see more strength in the prices of gold.
Invest in travel, tourism and hotel shares, good money will be made in the next 6-9 months – Mehrboon Irani
Capex theme will be seen strongly in the next 2-3 years
Tushar Pradhan says that we have to invest from a long perspective to take advantage of the Capex theme. In the next 2-3 years, we can see a good rise in capital goods and other shares related to CAPECS. We should invest money in these shares for long -term gains, not for the immortal gains. Investment from private companies of the last two to three years in the country has stopped. But in the next two or three years, we are also expected to accelerate private capex. In such a situation, shares like Capax Bicycle Infra, Cement, Engineering, Capital Goods and Cement may appear to be accelerated in a long period.
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