Fundamentally, the company is well poised across India, has

Here’s what Anand Rathi recommending to buy now

canada goose outlet toronto factory In an interview to CNBC TV18, Shirish Pardeshi, Head Equity Research at Anand Rathi Institutional Equities goose outlet canada shares his views on a couple of sectors and his preferred bets going ahead. canada goose outlet toronto factory

canada goose outlet online uk Below is verbatim transcript of the interview: canada goose outlet online uk

canada goose outlet in usa Q: You do official canada goose outlet have a lot of companies coming in to attend your conference and so many pharma stocks, so many real estate stocks have canada goose outlet jackets gone up considerably in the last five or six odd months. How is the mood amongst the participants with respect to growth in the midcap sector and canada goose outlet near me personally, how canada goose kensington parka uk much gains do you think the midcap sector could eke out in the next 6 12 months? canada goose outlet in usa

canada goose outlet nyc canada goose vest outlet However, the current economic scenario offers the traditional value pickers a good opportunity to buy canada goose outlet locations in toronto and for people who believe the growth story, there are options for them as well. There is so much demand because the small and midcap canada goose outlet online uk index over the last one year has gone up by 100 percent. canada goose outlet canada goose outlet mississauga nyc

canada goose outlet sale So, what we are seeing from the investor perspective is not a sector allocation but a bottom up strategy. Few pharma stocks where canada goose outlet eu we have seen a lot of canada goose outlet store uk interest, right now the investor https://www.canadagoose-online-shop.co.uk mood looks like what is it the growth story and the expectations canada goose clothing uk and the valuations which are canada goose outlet in uk ahead of fundamentals. canada canada goose outlet store new york goose outlet sale

canada goose outlet new york city The investors are clearly having a clear interest in terms of speciality chemicals. canada goose outlet new york city

canada goose black friday sale We have seen interest in some of the R players that has got better business model like Insecticide India which has close to about 150 formulations and the crop protection business is just taking off. The company has just put the capacity and with the value picking up with the new plant at Dahej we see a lot of traction. Fundamentally, the company is well poised across India, has about close to 6000 plus distribution touch point. I think we see a lot of demand there. canada goose black friday sale

canada goose outlet store Q: Besides Insecticides India, would you like canada goose outlet england to add to that list of either sectors or canada goose outlet store toronto companies that are exciting investors most at this point in time? canada goose outlet store

canada goose outlet jackets A: In speciality chemical, Aarti Industries has drawn lot of interest. There is pharma canada goose outlet online ingredient supplier Speciality chemical who Aarti Drugs, there is a Hikal; these players have seen lot of interest. People are trying to factor in that with the economic canada goose outlet online store improvement and there is earning visibility which can be predicted. I think there is lot of demand and interest in the small and midcap space. canada goose outlet jackets

canada goose outlet reviews In the consumer space we have seen lot of canada goose parka outlet home solutions players like HSIL, Somany Ceramics. To talk about these companies, these companies have traditionally been into one segment of the business but there canada goose outlet las vegas is a demand from vitrified and glazed tiles which is traditionally HSIL is seeing the up movement. canada goose outlet reviews

goose outlet canada Similarly, Somany is also able to bring in new business lines which are into the sanitary ware and household faucets and other business. I think what investors are trying to gauge is that whether the company is well poised in terms of business model to get into and canada goose jacket outlet uk exploit the new business out of diversification. These are the companies which really canada goose stockists uk have done wonderfully well in the times to come. I think the management canada goose outlet germany gives that kind of confidence. goose outlet canada

canada goose outlet parka Q: Another pocket that shows up in your list canada goose outlet 2015 is the education canada goose parka outlet uk space but some of these canada goose outlet florida names like Career Point, have not really participated in the canada goose outlet edmonton rally in the last three to six months. What is the story within the education sector and what are the stocks do you think could deliver good returns? canada goose outlet parka

canada goose outlet A: In the education space what we are seeing, the investors are still trying to understand what is the big opportunity. With the focus of government trying to canada goose outlet real provide the education space a much wider audience, there we canada goose discount uk will see the traction and people who are providing solution I think my Canada Goose Outlet sense is that would be ahead of the curve. Though it is not reflecting into the earnings, so probably there is canada goose womens outlet a position people have taken wait and watch maybe another one quarter. However, I strongly believe that this will get factored in, in another one quarter canada goose outlet.