DRL, Glenmark, Syngene or Pfizer have a fairly good growth profile over the next few years.
‘TCS is a good stock from a medium to long term perspective.’
‘A theme of consolidation has played out every time there has been a crisis.’
Indian pharma companies have two or three legs of business -- India, US and rest of world.
‘Industrial activity in China back at 90% thanks to a lot of infrastructure stimulus’
'As an investor, hold on to companies with virtually zero debt and good brand presence.
Data showed at least 169 strategies managed to deliver positive returns to clients.
‘Bulk of the fiscal stimulus the government is providing is going into the rural economy’
Analysts said the recovery so far has been in line with expectations, but the outlook uncertain.
‘Gold could continue to give about 6% or 7% per year in dollar terms’
Nomura India said consensus Nifty50 earnings estimates for FY21 are down 27 per cent.
The equity investor with Midas touch, Rakesh Jhunjhunwala, turned 60 on July 5.
‘Risk appetite is rising globally and a big crack is not around the corner.’
Dealers in unlisted shares expect the stock to rise 50%, if the tournament does materialise.
‘You will see S&P highs towards the latter part of this year or end of Q3 and Q4’
‘The recovery will be very segment and specific country driven.’
‘Optimisation is clearly a theme and innovation-led digital workplaces is a big theme.’
'We are not predicting what the future is. We are sharing the trajectory that we see.'
‘Covid might act as a catalyst for this sector because of health awareness’
‘The market in March took an extremely bearish view on some of the stocks’
'If the recession in the US were to reassert itself. I will be very careful about gold.'
‘I was looking at 6% decline in constant currency and 60 bps margin drop’
‘Business will bounce back 60 to 90 days after the lockdown is over.’
‘There is a lot of similarity in low quality stocks between 2000, 2008 and 2020’
‘We are expecting a 3.5% decline QoQ on a constant currency basis’
Copyright © 2020 Bennett, Coleman & Co. Ltd. All rights reserved. For reprint rights: Times Syndication Service