Wednesday, 22 July 2015

Sun Pharma, Infosys long-term bets; like Wipro: Zerodha

Nikhil Kamath, director of Zerodha is upbeat on Ashok Leyland despite the high-than-peers valuation that it commands, and Maruti Suzuki

The investor climate in Bengaluru continues to be robust with the city-bred Infosys announcing a good set of numbers on Tuesday, says Nikhil Kamath, director of Zerodha. He is bullish on the stock from a long-term perspective and also has a buy call on Wipro . According to him, Wipro is trading cheaper than its peers in the space.

He also likes Sun Pharma despite its profit warning from a three-year perspective.

Another sector that was in the news throughout Tuesday, post the cautious commentary from companies such as HUL and Asian Paints , is the FMCG sector. But Kamath continues to be bullish on the sector again from a long-term, that is 2-3 year, perspective.

In the auto space, he is upbeat on Ashok Leyland despite the high-than-peers valuation that it commands and Maruti Suzuki .

Among midcaps, he likes Info Edge with target price at Rs 1000.


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