26 December 2006
outside viws of metal sector
DSP Merrill Lynch believes that the overall trend is to be externally driven based on the EM flows. He also feels that the market is seeing a betting on earnings growth to drive individual stocks.
DSP Merill Lynch is gradually investing money but still sitting on some cash.It is looking at cement, mid & smallcap IT as well as private sector banks. Maheshwari believes that the madcap IT stocks’ valuations are much cheaper than large caps.
The metal sector could be the dark horse of 2007 DSP opines and he also states that both the large and madcap pharma looks good.
by erectusplus at 14:44:00 |
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