Stories
Ajay Srivastav's Volatile Market Strategy: Buy Right, Book Profit, Protect Capital
- •Ajay Srivastav, CEO of Dimensions Corporate Finance Services, advises investors to prioritize capital protection over returns in volatile markets.
- •He emphasizes that blindly investing in equity is a mistake and opportunities will continue to arise, so there's no need to rush.
- •Srivastav's strategy involves identifying sectors that gain even in weak markets, averaging carefully, booking profits, and cyclical investing/divesting.
- •He also discusses the impact of insurance news on stocks, and expresses a liking for gold loan companies and select NBFCs.
- •His core mantra is to book profits and secure capital, also touching upon NSE and capital markets stocks.
Key Questions Answered
Ajay Srivastav advises investors to prioritize protecting their capital over chasing returns, arguing that blindly investing in the entire equity market is a mistake. Instead, investors should focus on identifying and buying specific shares or sectors that perform well during weak markets, average carefully, and cycle through investing and divesting while booking profits.
Ajay Srivastav favors gold loan companies and select non-banking financial companies (NBFCs), while also evaluating how insurance-related news impacts stock movements and discussing NSE and capital markets stocks.
Ajay Srivastav cautions investors against chasing expensive midcap stocks and advises focusing on earnings growth rather than further price-to-earnings (P/E) expansion. He recommends building resilient portfolios by spacing out purchases and concentrating on quality and pedigree amid market uncertainty.
