Vijay Kedia, a renowned investor, and other experts have laid out their strategies for how they will invest their money in the stock market. In this article, we will try to understand their approach in this bearish market.
Vijay Kedia
Vijay Kedia advised that the right strategy now would be to buy quality stocks on dips. Adding to the statement he said, “When markets fall the price of good shares also fall so it creates an opportunity to buy good share . Market has already fallen 15% from its peak and there are many stocks which have fallen 30%, 40% even 50%.”
He further quoted that one should not be in a rush to make quick money in the market, as it would be challenging and might backfire. He further said that right now he’s optimistic about different sectors such as tourism, aviation, power, and the hospitality sector, which might provide a good cushion against trump tariffs. He also mentioned that it’s better to avoid sectors, such as the automobile and IT sector, that are highly vulnerable to tariff hikes. He advised investors to invest in large-cap stocks and expects FII to be a net buyer in June.
Chakri Lokapriya
Chakri Lokapriya, CIO-Equities at LGT Wealth, advised that investors should focus on domestic companies which has no exposure to the export industry in the US market and to avoid sectors like automobile, IT, etc. He also advises keeping PSU stocks under the radar citing their low valuations and a push from the government.
He also mentioned that traditional retailers may gain from reduced competition in quick commerce, but high expansion costs at firms like Dmart are a concern. Auto stocks with minimal US exposure, like Bajaj Auto and Hero Moto, are worth watching as the market stabilizes.
Gaurav Misra
Gaurav Misra, head of equity at Mirae Asset, advised that investors should not abandon midcap and small-cap stocks despite recent volatility and tariff woes. He believes quality companies in these segments still offer strong growth potential and could benefit from India’s structural economic trends.
He also stated that one should not panic amidst the ongoing global uncertainties and tariffs; instead, one should invest in fundamentally good stocks in a disciplined way and take a long-term view rather than reacting to short-term market conditions.
Written by Satyajeet Mukherjee
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