Expert Views
- 'BUY' or 'SELL' ideas from experts for Thursday, 14 November, 2019
- Board Meetings Today: Vodafone Idea, ONGC, Grasim, Vedanta and Bharti Airtel
- CLSA retains buy on Coal India, target price Rs 270
- IDFC Securities maintains outperformer on Sanofi India, target price Rs 7,368
- Market Movers: What changed for D-Street while you were sleeping
- Jefferies maintains hold on Info Edge (India), raises target price to Rs 2,330
- Prabhudas Lilladher upgrades Lupin to hold, raises target price to Rs 760
- Stocks in the news: DHFL, SpiceJet, Vedanta, CCD, ONGC and Vodafone Idea
- Investec’s India arm leads race to pick up stake in SBI Cap
Foreign funds likely to increase India weightage: Sunil Khaitan, BofAM-ML
The interest for companies that straddle consumer growth and financing of that growth is tremendous.
3 banks where ROE will improve going forward: Sanjeev Zarbade
In private banks, loan loss provisions and slippages have come down.
Nimesh Chandan on where to find better returns than largecaps
Smallcap companies going through some cyclical downturn because they are more connected to the economy.
GDP growth may be less than 5% in Q2, to improve from Q3: Adi Godrej
Good performance, Nature’s Basket sale led to 128% jump in Godrej Industries' profit in Q2.
We saw 6% degrowth in aluminium demand from 7% growth in Q1: Satish Pai, Hindalco
For aluminium in auto, we are predicting a 10% CAGR over next 5 years
Overseas equity in domestic debt a perfect combination: N Jayakumar
The economy is going to bottom out somewhere around December-January-February.
BULL'S EYE
Gold on charts! Valuations suggest these 45 stocks can be good 'buys'
Though most of them are smallcaps, a few largecaps and midcaps too figured in the list.
FIIs back to investing in India, but are very cautious right now
FIIs have lapped up Indian shares to the tune of $627 million so far in November.
Investors frustrated over slower EM growth: Adrian Mowat, CLSA
As far as EMs are concerned, trade war concerns are the biggest headwind.
Growth should bottom out in Q3, but no V-shaped recovery ahead: Nandurkar
The CLSA expert said market action has started broadening from a few largecaps.
Retail inflation hits 16-mth high: Analysts say rate cut still likely
Annual retail inflation rose to 4.62% in October, up from 3.99% in the prior month.
What passive funds’ good show in '19 telling about market rally?
India's passive funds have delivered 9.6% this year, much higher than active funds' 5.7%.
Fed likely to defy history with rates steady through elections
Fed has changed policy in one direction or another in each of the last 10 presidential polling ye
Are your better off investing in IPOs of non-PE backed firms?
Excluding 11 PSUs, the average listing returns by 26 non-PE backed companies stood at 23.3%.
Tough reforms needed to realise $5t economy: Harsh Mariwala
The government has majority but somewhere there is some degree of hesitation.
Market Movers
Markets Videos
AMCs and insurance could generate future compounders: Nischal Maheshwari, Centrum Broking
It is difficult to put out any stock which I believe to be a multibagger in my hands.
Long-term compounding opportunities for small cos in media, healthcare and entertainment: Gautam Chhaochharia, UBS
Given the global slodown, Indian slowdown is not a big negative for global investors.
Voda-Idea needs reliefs to stay out of NCLT: Rajiv Sharma, SBICAP Sec
Voda CEO comment a reflection of real state of affairs and the challenges the company is facing.
GDP growth rate in Q2 will be possibly sub 4.5%: SK Ghosh, SBI
If we are in the range of 5.5-5.8% even in Q3 and Q4, growth rate could go even below 5%
Private banks, insurance, energy & utilities top picks: Manishi Raychaudhuri, BNP Paribas
We could possibly see a bit of a recovery in the January-March quarter, purely on a low base.
Tough decisions needed to realise $5 trillion economy: Harsh Mariwala, Marico
The government has majority but somewhere there is some degree of hesitation.
Credit risk is for real... look deeper into portfolio quality: Murthy Nagarajan, Tata Mutual Fund
We believe the market is factoring in most of the risks at this point of time, says Nagarajan.
If you have the right cars, there is no slowdown: Vivek Chaand Sehgal, Motherson Sumi
All the greenfield projects are going through a ramp-up which cannot happen overnight.
Nitin Raheja on how he learnt to protect his profits
There are plenty of opportunities in services-oriented businesses in this bottom-up market.
Why Vaibhav Sanghavi is ready to bet on small finance banks
Avendus Capital Co-CEO is betting on financials, consumer and industrials in the longer term.
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