Market Guru in talk with RJ Salil Acharya of Radio City: People should invest in Bank, Auto and Real Estate stocks

I am bullish on the red-sensitive stocks, i.e., the stocks that are impacted from rates like banks, auto and real estate and you should invest in these slowly, says Anil Singhvi, Managing Editor, Zee Business. During a candid radio podcast, 'Kadak Currency’, with RJ Salil Acharya, Radio City, 91.1 FM, Mumbai, Singhvi said people can buy gold when it is available in Rs 45,000-46,000 range.

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RJ Salil at the start of the podcast, 'Kadak Currency' said people across the world are a bit tense as the war has stretched from expectations, which was assumed to end within a week or so, but it didn’t happen creating some stir in the stock market to commodity market to others. However, there is something in the market that increases during problems and that is gold. He asked Singhvi that the gold market has strengthened by almost 10 per cent in a week but maximum has a belief that gold should have 5 to 10 per cent share in your portfolio. So, what would you like to say that the investment should be the same in gold or in these times, we should increase our investment in gold?

To which Singhvi said, gold is remembered only on bad days, therefore it increases, because if something bad is happening then everyone feels it is safe to take the gold. I feel, that neither it is going to go below Rs 45,000 nor above Rs 50,000, so, it will spend its time in the 5,000 range.

So, it doesn’t matter much. So, if you must take it for the long term then buy it whenever it comes in the Rs 45,000-46,000 range.

In his next question, RJ Salil said, then what must be done, should money be kept safe or it should be put in the FDs (fixed deposits) or debt funds or something else as everyone is scared of the market now, it has gone up for a day or two but it is not that great?

Singhvi in his reply said, the point is that if you get a quarter percent, half per cent or one percent less or more returns then it will not make your life. The life will be made after multiplying your returns, i.e., 10 percent, 20 percent, 50 percent, two times to three times.

Can you make that money as that money is not there in the debt? That money is available only in the equity? I will say it again that if you will invest your money in the equity today, the money doesn't need to be made this year itself, this year is important from the aspects of making investments.

If you have invested some money at the right level and at a right time in the market, then you will get good returns in the next two to three years and you can have faith in this.

Towards the end of the Podcast, 'Kadak Currency' RJ Salil enquired about an ideal basket of three to five stocks that can bring good returns in the next two years?

Singhvi said that if you are a ‘Khatron Ke Khiladi’ i.e., the one who is going to fight all the way then you have to buy stocks of banks, auto, real estate. Now, you will say these are the stocks that are falling maximum then this is the fun.

At this time, there is fun in buying those shares that have fallen like anything. Ultimately, if the economy must run, then the banks will run, auto stocks have declined as the crude prices have risen to around $130-140 per barrel and we all know that crude must come back to around $ 80 per barrel.

So, these are the stocks that you should buy although the favourites at this moment are oil and gas, metal stocks and IT stocks. IT stocks are evergreen and there is no need to think but I feel that it's time to take contra trade and buy the stocks that have fallen.

So, I am bullish on red-sensitive stocks. Red sensitive means the stocks that are impacted by the rates and it includes names like banks, auto and real estate. These are three sectors where you should start investing slowly.