Tag: et now

reliance industries: Reliance earnings momentum likely to slow down over next 2 quarters: Probal Sen

From here, we would expect 10-15% return, but investors would probably have to be patient and ride through the near term weakness and uncertainty until...

zomato IPO: Zomato grossly overvalued but may still go up post listing: Bhavin Shah

In their DRHP, they have given very limited quarterly information and given how FY21 has panned out with so much variability in activity level because...

earnings: Expect cyclicals to lead aggregate growth in earnings: Aashish Sommaiyaa

“Expect momentum to sustain in IT and pharma. These two sectors form core holding in our portfolio. We are not seeing too much panic or...

SBI | HDFC Bank: ICICI Bank, SBI and Axis to outshine HDFC Bank, Kotak over next 5 years: Hemang Jani

The net profit that reported from FY17 to FY21, would be less than the number that Axis Bank is expected to report in FY22, says...

Reliance Industries | ITC: What could be the next trigger for Reliance? Gurmeet Chadha answers

remains an enigma, prefer Tata Consumer & Marico in FMCG stocks, says Gurmeet Chadha, Co-founder & CEO, Complete Circle Consultants. How are you reading into...

Not Biden’s tax proposals, market more wary of global slowdown: Arvind Sanger

“We are at the stage of the recovery where we need earnings to follow and that is not dependent on economic slowdown or low yields....

Is it time to accumulate Indian Hotels, IndiGo & other Covid-hit stocks?

The banking sector will start seeing the stress going forward because of the second Covid wave peaking and the big move has been over the...

investment strategy: Lessons on Zen & the art of portfolio balancing from Sunil Singhania

Don’t look at last year’s return and expect 40-50% return year after year. Expect decent mid teen returns and you will not be disappointed, says...

Stocks to buy: What to avoid is more important than what to buy now: Viraj Mehta

“We are a reasonable believer in mean reversion. We would have bought in pharma and agro chemicals three years back. Today we think there is...

stocks to buy today: Is this the right time to buy metal stocks?

In FY22, all large IT companies are likely to see good growth because of the deal pipeline and the deal closures, but margins would be...

Stocks to buy: Is it time to move away from cyclicals?

Investors should definitely go for cyclical sectors but it is time to wait for better levels to get in, says Sandip Sabharwal, analyst, asksandipsabharwal.com Cement,...

SBI | ICICI Bank: How to spot value amid volatility: Samir Arora

“I strongly believe that — because the play book is there, because the end game is people getting vaccinated and the vaccination is working per...

Shankar Sharma: Can you trust AI with your money? Shankar Sharma & Devina Mehra answer

Shankar Sharma & Devina Mehra, Co-founders, First Global, talk about the future of investing. In your latest note you have talked about how India was...

unicorns: Looking for unicorns in the next 650 companies: Nimesh Kampani

Having unicorns is just the beginning. It is not the end. The company has to become sustainable and show growth. The primary driver is always...

mutual funds: Next 6 months to see return of alpha; stick to flexi cap, multi-cap funds: Sunil Subramaniam

Sundaram Mutual will be much closer to the middle of the risk reward curve in terms of our positioning, says MD & CEO Sunil Subramaniam....

unicorns: Are you ready? 10 unicorns to list in next 12-18 months

People who are under allocated are using the dips to increase their allocations, says Abhay Agarwal, Founder, Piper Serica PMS. The resilience of the market...

sail: Expect rising demand and pricing trend to continue for steel industry: SAIL Chairman

“We are lowering our debt and got it down to around Rs 35,000 crore. The moment we are able to reduce it by a few...

3 steel stocks that will get better upgrades post Q4: Hemang Jani

The only company which would deliver a very strong double digit volume growth would be JSW Steel. But from a short-term perspective, Tata Steel can...

investment strategy: Go for sell-and-buy approach in cyclicals: Deven Choksey

Both the demand and the prices are on the stronger side as far as the ferrous and non-ferrous metals are concerned, says Deven R Choksey,...

Covid-proof stocks: 2 sectors that could prove to be Covid-proof this year

There could be earnings upside in metals and cement and IT stocks, but not so much in FMCG, says Chakri Lokapriya, CIO & MD, TCG...

smallcaps: Midcap and smallcap rally has just started: Prasanth Prabhakaran

The trigger that all of us are waiting for in the financial market is the support from the government. Private capex always follows large initiatives...

Best stocks to buy: Growth with value? Cyclicals are the way to go: Chakri Lokapriya

All the growth companies which are available at low valuations — both financials and industrials — will tend to do well, says Chakri Lokapriya, CIO...

value stocks: Emam’s Sridhar Sivaram on how to avoid falling in value traps

The best way to participate in the PSU reboot is to buy a PSU bucket. “If I am a retail investor, I would buy a...

Whatever banks are reporting does not present the full picture: Saswata Guha, Fitch Ratings

We are pretty mindful of the fact that a fair degree of underwriting has been done by banks over the last three to four years...

Can’t rule out volatility; earnings to decide market trajectory: Shibani Sircar Kurian

“We will have to wait and watch the management commentary for margins in FY22”, says Shibani Sircar Kurian, Senior EVP, Fund Manager & Head -Equity...