Why one could be buyers in frontline & midcap IT stocks now: Chakri Lokapriya MD, TCG AMC /Date08 Oct 2020
Reliance has brick and mortar, logistics, warehousing, online build out with recent deals: Chakri Lokapriya MD, TCG AMC /Date14 Sep 2020
Chemicals have run their course, look out for consumer durables: Chakri Lokapriya MD, TCG AMC /Date26 Aug 2020
Bet on midcaps like L&T, KEC to play the Atmanirbhar theme: Chakri Lokapriya MD, TCG AMC /Date17 Aug 2020
Valuation never a concern for SBI, it still trades under book: Chakri Lokapriya MD, TCG AMC /Date03 Aug 2020
Clarity on Voda-Idea, Bharti to emerge only in August now: Chakri Lokapriya MD, TCG AMC /Date21 Jul 2020
Each of the new hyper growth engines have high customer acceptance opportunity with scale, and will be multiple times current valuation, making the traditional oil and gas business a less than 20% contributor to valuation going forward: Chakri Lokapriya MD, TCG AMC /Date16 Jul 2020