Expert Views
- Avoid cos with pricing control or loan waivers: Chakri Lokapriya
- Tech View: Nifty forms Spinning Top on weekly chart as traders get fright of heights
- Karnataka Bank Q1 results: Firm posts highest-ever quarterly profit of Rs 196 crore
- Sensex sheds 143 points but up for 4th week straight
- F&O: Nifty setup indecisive, but VIX still signals a bullish stance
- Hindalco, JSW Steel and JSPL are top metal picks: Siddhartha Khemka
- Engineering firms' Q1 revenue, profit to take hit due to lockdown: Report
- Default risk for Indian firms drops at fastest pace in decade
- Three kinds of stocks to avoid in post-Covid market: Axis AMC
Avoid cos with pricing control or loan waivers: Chakri Lokapriya
DRL, Glenmark, Syngene or Pfizer have a fairly good growth profile over the next few years.
Hindalco, JSW Steel and JSPL are top metal picks: Siddhartha Khemka
‘TCS is a good stock from a medium to long term perspective.’
Three kinds of stocks to avoid in post-Covid market: Axis AMC
‘A theme of consolidation has played out every time there has been a crisis.’
Pharma stocks would be market outperformers over the next 5-6 years: Dalal & Broacha
Indian pharma companies have two or three legs of business -- India, US and rest of world.
Supply issues supporting metal prices: Paul Bartholomew
‘Industrial activity in China back at 90% thanks to a lot of infrastructure stimulus’
Avoid equity only if you think India's per capita income will fall in the long run: Milind Karmarkar
'As an investor, hold on to companies with virtually zero debt and good brand presence.
BULL'S EYE
PMSes deliver over 50% return for Q1; few high-profile ones lag
Data showed at least 169 strategies managed to deliver positive returns to clients.
View: Look beyond largecaps, focus on dominant sectoral names
‘Bulk of the fiscal stimulus the government is providing is going into the rural economy’
Jhunjhunwala's biggest stock holding divides analysts
Analysts said the recovery so far has been in line with expectations, but the outlook uncertain.
View: Gold one of the safest bets for next 5 years
‘Gold could continue to give about 6% or 7% per year in dollar terms’
Half of Nifty50 stocks trade at discounts to 10-year averages
Nomura India said consensus Nifty50 earnings estimates for FY21 are down 27 per cent.
What made Rakesh Jhunjhunwala Big Bull of Dalal Street
The equity investor with Midas touch, Rakesh Jhunjhunwala, turned 60 on July 5.
Make sure your portfolio has these Covid-proof stocks
‘Risk appetite is rising globally and a big crack is not around the corner.’
On Dhoni's birthday, CSK investors worry over his retirement
Dealers in unlisted shares expect the stock to rise 50%, if the tournament does materialise.
View: Don’t expect a rip-roaring rally over the next month
‘You will see S&P highs towards the latter part of this year or end of Q3 and Q4’
Market Movers
Markets Videos
Along with growth, TCS’ margins will also improve: CFO
‘The recovery will be very segment and specific country driven.’
There are better opportunities in Europe now: TCS COO
‘Optimisation is clearly a theme and innovation-led digital workplaces is a big theme.’
Starting next quarter, TCS expects positive revenue growth q-o-q: Rajesh Gopinathan
'We are not predicting what the future is. We are sharing the trajectory that we see.'
Buy insurance stocks selectively; wait for better entry points: Nippon Life AMC
‘Covid might act as a catalyst for this sector because of health awareness’
Five sectors to bet on from a risk-reward ratio perspective
‘The market in March took an extremely bearish view on some of the stocks’
Go with a small position in gold, don't bet the ranch: Hugh Albert Johnson
'If the recession in the US were to reassert itself. I will be very careful about gold.'
Investors will take TCS results with a pinch of salt; Q2 outlook to be in focus: Centrum Broking
‘I was looking at 6% decline in constant currency and 60 bps margin drop’
Pandemic taught hotel industry to live with zero revenues and with fixed costs turning variable: Puneet Chhatwal
‘Business will bounce back 60 to 90 days after the lockdown is over.’
Is this bull market similar to the bull market of 2000? Nilesh Shah explains
‘There is a lot of similarity in low quality stocks between 2000, 2008 and 2020’
Positive commentary from TCS on stable Q2 will be a huge positive: Edelweiss Financial Services
‘We are expecting a 3.5% decline QoQ on a constant currency basis’
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