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| 31 October, 2020, 03:24 AM IST | E-Paper
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    Expert Views

    Yale’s Stephen Roach on what a change of political leadership will mean  for US

    The philosophy of the US judicial systems, the law of government versus markets in guiding the economy, social issues, racial issues are all at stake in this election right now, says Stephen Roach

    For a better portfolio, look at 2023-2024

    For a better selection of companies or portfolios, one has to now look at 2023 and 2024 and have a long term focus on investment, says Nimesh Chandan.

    Why Reliance share price is likely to remain range-bound for a while

    Jio and Reliance retail will do well but we expect 15-17% decline in Reliance’s consolidated profits to about Rs 9,000 crore odd in Q2, says Probal Sen.

    Why Maruti Suzuki is keeping views open on what will happen after December

    Till December, the supply and demand are well matched. A GST cut can be considered next year, says RC Bhargava

    Look beyond IT and pharma as markets correct

    We expect the margin trajectory to be much better for FY22, FY23, given the cost cutting and offshoring angle we are seeing in IT and pharma, says Pratik Gupta.

    Is a major upside likely in Pidilite?

    Pidilite was a laggard among many of the erstwhile high flying FMCG/consumer stocks. It has made some sort of comeback, says Sandip Sabharwal.

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    BULL'S EYE

    Is market seeing handover from safety to risk?

    A handover is happening from safety to risk, from FMCG to consumer durables and discretionaries, says Sunil Suramaniam.

    Keep out of sugar sector, leave it to high risk traders

    The sugar sector is highly regulated in India and remains a politically sensitive volatile sector. It is not for retail investors, says Siddhartha Khemka.

    3 sectors where you can find dark horses as markets turn choppy

    When mutual funds enter to buy, recovery will be more broad-based, says Sunil Subramaniam

    What stocks to buy in case of a sectoral churn

    Too many people are excessively bullish about the long term growth prospects of IT and pharma and those growth prospects are not really so bullish, says Sandip Sabharwal.

    SP group seeks division of Tata Sons’ assets. What happens next?

    SP group seeks division of Tata Sons’ assets. What happens next?

    Whether the Supreme Court is going to monitor this type of settlement is very doubtful. In the past, they have not done that, says HP Ranina

    Be wary, not brave and keep cash handy

    Be wary, not brave and keep cash handy

    Depending on risk profile, one should keep anything from 10% to 30-40% in cash, says Sandip Sabharwal.

    Marico confident of 8-10% volume growth in H2

    Marico confident of 8-10% volume growth in H2

    Rural India continues to deliver higher consumption trends than normal, says Marico MD.

    How a partnership in technology with the US can change India's future

    How a partnership in technology with the US can change India's future

    "Microsoft ​and Google are run by Indians. They are the first generation who had to go out of India to build these partnerships and achieve their full potential."

    2 things that will be crucial for Maruti in coming quarters

    2 things that will be crucial for Maruti in coming quarters

    While margin performance will come in with a lag effect in subsequent quarters, one should focus on Maruti’s PAT level where there has been substantial delivery on the profit level, says Mahantesh Sabarad.

    We are not out of the woods yet on earnings, only top quality cos doing well

    We are not out of the woods yet on earnings, only top quality cos doing well

    The whole market will not report a 15-20% earnings growth. It is only the better quality players which will do so, says Rakshit Ranjan.

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