Tag: et now

Infosys is good but real outperformance coming from IT midcaps: Hemang Jani

” at 24-25 times is quoting at much higher valuations than its historic average. The brokerages have not upgraded their earnings estimates for next year...

Stocks to buy: Early green shoots seen in industrial and capital goods cycle: Pankaj Tibrewal

We see double digit topline growth in home improvement stocks for the next three to five years, says Pankaj Tibrewal, Senior Fund Manager, Kotak Mutual...

Market Strategy: What should you short in this market? Avendus’ Vaibhav Sanghavi answers

Vaibhav Sanghavi, Co-CEO, Avendus Capital Public Markets Alternate Strategies, says sectors which have outperformed till now – consumer staples or pharma — are pockets which...

SBI | Bank of Baroda: 2 PSU banks Deven Choksey is ready to bet on

Other than SBI, and are the other two PSU banks could be relatively better off going forward, says Deven R Choksey, MD, KR Choksey Investment...

Stock Market: Commodity correction still has some way to go: Sandip Sabharwal

Huge investments are happening in unlisted Indian IT companies and some are becoming unicorns. Most of the investors unfortunately cannot participate in that space and...

Will the market rally continue? Here are 3 things to look out for

If NSDL took action against the three FPIs with a lathe number of Adani group company shares on May 31, why wasn’t it brought to...

Stocks to buy: Metal stocks have paused, more upside left: Chakri Lokapriya

The world is on the verge of a very big economic uptake in the developed markets which is the US and EU and on the...

BSE: BSE is a fintech company in the guise of a stock exchange; we are getting into newer businesses: Ashishkumar Chauhan

Somewhere down the line, many of our businesses which we have incubated for 10-years plus will give us great results going forward, says Ashishkumar Chauhan,...

et now: If pace of vaccination picks up, avalanche of foreign money will return to market: Gautam Trivedi

I would not expect people to be that bullish and the big money that has been made in the last 12 months may not necessarily...

Stocks to buy: Betting on M&M, Escort and Hero MotoCorp among auto stocks: Yogesh Mehta

Among OMCs, we are not looking at 2x, 3x kind of a return but at least 20-25% return can be expected from IOC or ONGC...

Stock Market: Will the market party continue? Here’s what Helios India’s Dinshaw Irani has to say

“I believe that we have to be cautious in certain sectors and not go overboard while investing. We are a bit cautious in our consumer...

Pashupati Advani on why consumer stocks continue to be expensive

There has been a flight to quality on the consumer side. There has been a shift from the unorganised sector to the organised sector because...

Market Strategy: Cautious but not bearish on the market: Prasun Gajri

“We are very positive on the larger private sector banks as far as the cyclical sectors are concerned. On the defensive side, we are more...

Hirings happening at the bottom of the pyramid, says Manish Sabharwal of Teamlease

I am hoping that in the next three to six months, the vaccination can get fully into overdrive and then you will not have domestic...

ICICI Bank | Axis Bank | SBI: 5 banks to go for once unlock theme starts playing out: Hemang Jani

Book out of pockets where the upside has been strong and focus on companies or sectors where the price action has been muted and incremental...

Federal Bank | IDFC First: Go for Federal Bank, IDFC First and RBL with a long-term view: Sudip Bandyopadhyay

We can look forward to a good six to nine months in the current fiscal once we cross this hump of the Covid second wave,...

federal bank: It has been a good year for Federal Bank given the challenges: Shyam Srinivasan

Our underlying principles remain the same – preserve and conserve capital and preserve the portfolio quality and keep provision coverage at 65% for our largely...

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...