There is a fear of NPLs and I think that is a very important concern which needs to be addressed
When the liquidity and interest rates are slow, it's the midcaps and smallcaps that start performing.
We are now thinking in terms of time value of money.
We absolutely must recover because we are the one viable national opposition party in the country, says Tharoor.
While govt has to do certain things, more needs to be done by industry itself, says Maruti chairman.
We need to take steps that help us accelerate growth over the next few years, said Singh.
According to Deven Choksey NDA-II will speed up economic progress in the country.
"A lot of well-managed midcap consumer businesses are emerging now."
BSE Midcap index advanced 69 per cent in the past five years till May 17, 2019.
After initial euphoria, sanity will prevail, said Umesh Mehta, Samco Securities.
Polarisation within the Nifty pack suggests the time is ripe to go for some rebalancing.
Growth has been propped up recently almost solely by government expenditure.
The market is at elevated valuation on all counts, said Vinod Karki of ICICI Securities.
Andrade believes the much awaited earnings recovery is at the most two years away.
Most analysts are cautious and say investors should stay away from auto stocks.
Budget will be first big signal of how the economics of this country can now be rebooted, says Chokhani
Former Vice Chairman, NITI Aayog discusses the possible agenda for first 100 days of NDA-2
I don't really expect too many disruptive changes going forward under NDA-2, says CLSA India strategist
Within commodities, I would be more positive on cement instead of metals, say Bansal.
With this kind of mandate, his political sensitivity should be significantly down, says Bhanshali.
Once we get a resolution of tension in the Middle East, prices will track lower from here, says Barratt.
ET Now spoke to various experts and here's what they have to recommend for today's trading session.
We are focussing on the medium sized companies, says Mobius Capital partner.
“Steps taken by the government to revive consumption is the focus of the market.”
Modi’s victory built on incremental reforms plus welfarism: Swaminathan Aiyar, Consulting Editor, ET Now
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