Expert View
Addressing liquidity concern should be top agenda for NDA 2.0: Keki Mistry, HDFC
There is a fear of NPLs and I think that is a very important concern which needs to be addressed
Avoid smaller names in PSU bank space: Amisha Vora, Prabhudas Liladher
When the liquidity and interest rates are slow, it's the midcaps and smallcaps that start performing.
‘Central Bank to return to profit in current fiscal’
We are now thinking in terms of time value of money.
Congress revival plan must start tomorrow as various state elections are coming up: Shashi Tharoor
We absolutely must recover because we are the one viable national opposition party in the country, says Tharoor.
Rate cut not enough, auto industry must become globally competitive: RC Bhargava
While govt has to do certain things, more needs to be done by industry itself, says Maruti chairman.
Reduce tax on ATF or include it under GST: Ajay Singh, SpiceJet
We need to take steps that help us accelerate growth over the next few years, said Singh.
BULL'S EYE
D-Street experts say Monday’s rally just the beginning if exit poll results hold true
According to Deven Choksey NDA-II will speed up economic progress in the country.
Are smallcaps all set to make a comeback? Porinju thinks so
"A lot of well-managed midcap consumer businesses are emerging now."
Up to 5,500% rally under BJP govt! Do you own any of these stocks?
BSE Midcap index advanced 69 per cent in the past five years till May 17, 2019.
Saffron rally: What you must know before giving in to this euphoria
After initial euphoria, sanity will prevail, said Umesh Mehta, Samco Securities.
Trick is to look beyond crowded bets as market due for rebalancing
Polarisation within the Nifty pack suggests the time is ripe to go for some rebalancing.
After the breathless rally, let’s do a reality check on economy
Growth has been propped up recently almost solely by government expenditure.
Stocks may be rallying, but analysts see major risk-reward mismatch
The market is at elevated valuation on all counts, said Vinod Karki of ICICI Securities.
India’s sweet spot was under coalition govt, says Andrade
Andrade believes the much awaited earnings recovery is at the most two years away.
Buy another day! Perkiest stocks of past years leave investors stranded
Most analysts are cautious and say investors should stay away from auto stocks.
Market Movers
Markets Videos
India could potentially be in the best five-year period of its economic life: Manish Chokhani, Enam
Budget will be first big signal of how the economics of this country can now be rebooted, says Chokhani
Arvind Panagariya on corporate tax, lower tariffs & fewer ministries
Former Vice Chairman, NITI Aayog discusses the possible agenda for first 100 days of NDA-2
Why CLSA’s Mahesh Nandurkar is bullish on property developers
I don't really expect too many disruptive changes going forward under NDA-2, says CLSA India strategist
It is probably time for small and midcaps to perform: Kunj Bansal
Within commodities, I would be more positive on cement instead of metals, say Bansal.
Basic reforms are done, hope to see a very different Mr Modi: Vallabh Bhanshali, Enam Group
With this kind of mandate, his political sensitivity should be significantly down, says Bhanshali.
Oil prices to keep steady till Iran tension subsides: Jonathan Barratt, Probis Securities
Once we get a resolution of tension in the Middle East, prices will track lower from here, says Barratt.
Buy or Sell: Stock ideas by experts for May 24, 2019
ET Now spoke to various experts and here's what they have to recommend for today's trading session.
Even without huge Modi verdict, India’s a winner for FIIs: Mark Mobius
We are focussing on the medium sized companies, says Mobius Capital partner.
Verdict says we are ready to pay short-term price for long-term gains: Nilesh Shah, Kotak AMC
“Steps taken by the government to revive consumption is the focus of the market.”
Hindu nationalism has won the day; other issues are number 2 to 10: Aiyar
Modi’s victory built on incremental reforms plus welfarism: Swaminathan Aiyar, Consulting Editor, ET Now
Copyright © 2019 Bennett, Coleman & Co. Ltd. All rights reserved. For reprint rights: Times Syndication Service
