ETMarkets Investors’ Guide: Are auto stocks worth being a part of

Hello, you have tuned into ETMarkets Investors’ Guide, a show about asset classes, investment ideas and market trends. I am Nikhil Agarwal.

Auto companies are stuck in a peculiar situation. On one side, there is the tailwind of festive season demand, low interest rates and reopening of the economy, but on the other side bottlenecks related to supply are proving to be a dampener.

In today’s special podcast with independent market expert Rajiv Nagpal, let’s understand whether it is worth risking your money in auto stocks at this stage.

Listen in.

Welcome to the show Mr Nagpal.

1) How has the quarterly numbers and management commentaries impacted your outlook on auto stocks?

2) There seems to be no problem on the demand side. Once the issues related to the supply side eases, do you think operating margins can improve?

3) What is the best way to pick stocks in the segment if I am investing with a 1-2 year view?

4) The EV story is yet to unfold. Would it be too early to start picking up names, especially on the ancillaries side?

Thank you Mr Nagpal. That’s all in today’s special podcast. But do keep checking this space for more such interesting content. Good bye!