Maruti and UltraTech like Virat Kohli and Rohit Sharma, good to have in your portfolio: Hemang Jani

Hemang Jani, Independent Market Expert, says Maruti and UltraTech are the names that I like from the largecap side because those are very steady like Virat Kohli and Rohit Sharma and it is good to have those in your portfolio..

But even if you see a little bit of cool off, it would be a good idea to buy into BSE..

The big regret or the emotional part that I have handled is why did I not buy enough of the stock that did so well and the other one is that why did I sell so early because many stocks in our portfolios tend to become 5x, 10x, 25x and because we are driven by the emotions and particularly in the social media and the Whatsapp kind of world we are living in, it amplifies the whole emotion..

Unfortunately unlike certain other subjects where one has a very proper understanding of when to do what and all that, the stock market is a behavioural science so here you do not have specific ways to deal with it but I think as you learn, as you really engage with people, you look at your own experiences and data that will give you a lot of insights that okay what is working for me, what is not working, I mean the basic simple from an investor point of view the ones which are actually going in your favour if you have the conviction to ride that will actually take away a lot of these small issues which are there around...

To be very honest, I see a big bubble there because while the order flow and the sentiment around the geopolitical issues are there, at the end of the day, when it comes to market investment, one needs to look at the valuations and what kind of earnings growth we are looking at..

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