Long & Short of Markets: Saurabh Mukherjea’s strategy in Covid-hit market; tips on value investing

Stick to the biggies
In this interview, star fund manager Saurabh Mukherjea points out at the looming input cost inflation which can squeeze operating margins of India Inc. To weather such a squeeze, the veteran talks about companies which have the advantages of entry barriers and pricing power.
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Auto, FMCG in the soup
While the boom in commodities have triggered a massive rally in several metal stocks, the surge in prices of various commodities are causing trouble for auto and FMCG stocks. The impact is clear if one studies the quarterly numbers of some of the companies.
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Time to exit steel?
While surging metal prices globally indicate a strong recovery ahead, the commodities boom is drawing caution on Dalal Street. Gautam Duggad of MOFSL says although there is still some room left for earnings upgrade in steel stocks, he advises investors to take some money off the table now.
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Defensives vs cyclicals
With Covid 2.0 yet to peak, Sanjeev Prasad, MD and Co-Head of Kotak Institutional Equities opines that one can go for financials, capital goods and real estate stocks. Since any good news on Covid second wave is good for cyclicals, he stresses that the next 2-3 weeks may bring in good news.
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Obscure is the gold mine in value investing
Legendary American investor Michael Price advises investors to reject popular opinions of Wall Street and concentrate on the company’s geographical and market presence, entry barriers and edge the company has in terms of its products. He debunks several popular Street perspectives in analysing stocks.
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