ET NowIn a chat with ET Now, Prakash Diwan, Director, Altamount Capital Management, shares his investment ideas. Excerpts:
ET Now: For the long term, give me an investment idea, one from the large cap, one midcap and one small cap theme.
Prakash Diwan: A company like Marksans Pharma has always been a favourite for traders in the small cap space. It is making right moves like Aurobindo Pharma or Life Sciences have started doing collaborative works with some of the US companies and that is the way forward for most of these smaller companies to scale very rapidly. So that is something that you can look at.
From the midcap space, Voltas of course is one of the best choices that I have. The other one is EPC Industry. We have seen a turnaround in this company. A significant amount of interest on the Mahindras and the government push on this particular sector could take things forward for this company in a very significant way. So watch out for this. It could probably be in the news for all the right reasons going forward.
From the large cap side, I would still go with an auto player. Though consumption is not one of the great ideas, but the interest rate sensitivity could also help and Mahindra & Mahindra is a stock that has really not yet participated in this rally where we have seen Tata Motors and Marutis of the world doing so well. So I would put my money on that given its diversification of product mix and the kind of focus areas in tractors and commercial vehicles.
ET Now: For the long term, give me an investment idea, one from the large cap, one midcap and one small cap theme.
Prakash Diwan: A company like Marksans Pharma has always been a favourite for traders in the small cap space. It is making right moves like Aurobindo Pharma or Life Sciences have started doing collaborative works with some of the US companies and that is the way forward for most of these smaller companies to scale very rapidly. So that is something that you can look at.
From the midcap space, Voltas of course is one of the best choices that I have. The other one is EPC Industry. We have seen a turnaround in this company. A significant amount of interest on the Mahindras and the government push on this particular sector could take things forward for this company in a very significant way. So watch out for this. It could probably be in the news for all the right reasons going forward.
From the large cap side, I would still go with an auto player. Though consumption is not one of the great ideas, but the interest rate sensitivity could also help and Mahindra & Mahindra is a stock that has really not yet participated in this rally where we have seen Tata Motors and Marutis of the world doing so well. So I would put my money on that given its diversification of product mix and the kind of focus areas in tractors and commercial vehicles.
Get Unlimited Access to The Economic Times
