Tag: et now

Stock Market: Jayesh Mehta on what rallying global bond yields mean for Indian market

I expect that we will see a clarification from RBI that even at 5% inflation, if they need to cut the rates, they can cut...

what to buy: Sandip Sabharwal on what to buy if the market falls further

Sandip Sabharwal, analyst, asksandipsabharwal.com, says if markets decline further, he would like to buy cyclicals like L&T or some consumption stocks, banks, if they come...

what to buy: PSU banks may outperform private peers in next few quarters

You could see a very powerful trading rally. Already one is underway, but this has got more wings and can fly even higher, says Dipan...

koo: New social media guidelines a move in right direction, says Koo founder

The new guidelines are making social media a much better, more positive place. It is a move in the right direction, says Aprameya Radhakrishna, Co-Founder...

Financials to be big beneficiary of economic revival: Ashwini Agarwal

“Domestic cyclicals, construction, realty to do well”, says Ashwini Agarwal, Co-founder, Ashmore Investment A compulsive bull like you would always try to call it a...

Buy clean, market leading franchises and you will make money over 3-4 years: Saurabh Mukherjea

Do not get lost in short-term frenzies both on the way up and the way down, says Saurabh Mukherjea, Founder, Marcellus Investment Managers. Yesterday, the...

Stock Market: Broader markets may outperform Sensex, Nifty in next 6-12 months: Anshul Saigal

If earnings support the stock prices, then this may be a good time to add on to equities with a one to two year time...

Gold prices: Gold outlook continues to be good in medium term: PR Somasundaram

We don’t forecast prices but medium-term fundamentals still seem very solid for gold, says PR Somasundaram, MD-India, World Gold Council. Gold prices are down by...

what to buy: Want to play domestic cyclicals? Take cues from this fund manager

The metal sector outlook may be good but if a long-term investor has to play the domestic cyclicals, cement, capital goods may be the other...

SBI: SBI has potential to outperform private sector also: Kunj Bansal

In the short-term, we could continue to see a consolidation in the market in the current week, says Kunj Bansal, CIO, Karvy Capital. We have...

mutual funds: It takes a bit of courage to remain fully invested: Sunil Subramaniam

There is need to identify PSU banks based on sector specific analysis, says Sunil Subramaniam, MD & CEO, Sundaram Mutual From the pre Budget low,...

What to buy in capital goods space other than L&T

Pure execution companies like and , look good for the next two-three years, says Sandip Sabharwal, analyst, asksandipsabharwal.com What about the outlook when it comes...

Safir Anand: Safir Anand on game-changers & new investment opportunities

It is not only about being tech-enabled though that is of utmost importance. Businesses new or old, can be multi-baggers, also by innovating to preserve...

bull market: Should you bet on mean reversion stories? This is what Malabar’s Sumeet Nagar has to say

“We want to invest in companies that have the ability to deliver significantly higher than market earnings growth of more than 20-25%”, says Sumeet Nagar,...

Motherson Sumi: Glad to deliver highest-ever quarterly revenue in Q3: Vivek Chaand Sehgal

We are witnessing strong demand revival in India, says Vivek Chaand Sehgal, Chairman, Motherson Sumi. What are the reasons for such a strong performance in...

Asian Paints: Why this FII portfolio manager won’t touch Asian Paints

We are in the contra world where money is to be made, maybe a little more than the rest, by buying into names which are...

Tata Motors: Global auto recovery: How Tata Motors, Bharat Forge & Motherson Sumi fare

In the next two, three quarters, we could see margins falling for many auto companies, says Sandip Sabharwal, analyst, asksandipsabharwal.com. Going by the thesis of...

Adar Poonawalla: Adar Poonawalla on why he is buying Magma Fincorp

Adar Poonawalla, CEO, Serum Institute of India, says wanted to scale up Poonawalla Finance which he started two years ago and Magma is a wellrun...

ITC: Expecting a 20% YoY decline on EBITDA for ITC in Q3: Yogesh Mehta

In case of , the commentary on demand trends and further price hike in cigarettes are the two things to watch out for, says Yogesh...

Stocks to buy: Rahul Sharma’s 3 short-term picks from broader market

Nifty may enter into a consolidation zone between 15,300 and 14,700 on the lower side while 34,000-37,000 will be the consolidation range for the Bank...

M&M: Eicher, M&M and Maruti are preferred picks in auto: Hemang Jani

Capex being the key theme that the investors want to participate in, there has been very strong action across names like L&T, Voltas and a...

Expect real NPA pain for banks to show up in July-Sept quarter

Deepak Shenoy, Founder of Capital Mind, says NBFCs have been enjoying a huge regulatory arbitrage over banks in their ability to borrow from the bond...

Aptech: Enterprise business likely to surprise us in Q4: Anil Pant, Aptech

Domestic retail business will probably normalise by Q1 of FY22 itself, says Anil Pant, MD & CEO, . What led to the performance on profit...

Sun Pharma, India Cement value plays; enter Britannia in next 6 months

Given the huge fiscal deficit that has been projected for next year, the government will need to borrow a lot, which in turn will harden...

ITC | SBI: Should you be positive on ITC? Siddhartha Khemka answers

As the market has sharply moved up in the last four-five days, the focus could shift back to defensives like IT and pharma in the...