The current trust deficit in the credit market is quite worrying, said Saibal Ghosh, chief investment officer, Aegon Life. In an interview with Nishanth Vasudevan, Ghosh spoke about his outlook for equities and portfolio positioning among other issues. Excerpts:
The brokerage has a ‘buy’ rating on United Spirits, United Breweries and Radico Khaitan.
Market veterans in Mumbai believe the odds on a V-shaped recovery appear rather long, especially since fiscal and monetary measures often work with a lag.
A sharp rebound might be in the offing with central bankers scampering to talk up the market.
Finance professor Jayanth Varma has made a case for wiping out existing shareholders of Yes.
Avenue was unexpectedly moved into the Trade-to-Trade or ‘T’ Segment .
India has thousands of deeppocketed investors willing to experiment with new-found wealth.
Kapil Singhal has been elevated to head KKR India’s corporate credit business and entrusted with the task of recovering money the firm lent to various companies.
A senior broker quipped exchanges might have had to put out the circular on upfront margins with a heavy heart because lower activity would also impact their revenues.
Intra-day trading contributes at least 50 per cent of most brokers’ daily transaction volume.
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