Expert View
- 'BUY' or 'SELL' ideas from experts for Friday 14 December 2018
- Asian shares jolted by weak Chinese data, growth risks
- Oil prices dip, but expectations of tightening supply support
- Dollar firmer as investor focus shifts to Fed
- Stocks in the news: Motherson Sumi, PNB, PSU banks, Kwality and Max Financial
- What changed your markets while you were sleeping
- Gold prices steady on Fed policy outlook uncertainty
- Gunit Chadha’s APAC Financial Services gets Rs 250 crore fund
- New RBI Guv brings rate cut expectations
CHOOSE LANGUAGE
ENG
- ENG - English
- HIN - हिन्दी
- GUJ - ગુજરાતી
- MAR - मराठी
- BEN - বাংলা
- KAN - ಕನ್ನಡ
- ORI - ଓଡିଆ
- TEL - తెలుగు
- TAM - தமிழ்
Something good must be happening... it’s good time to buy Indian assets: Stephen A Schwarzman, Blackstone
"There hasn’t been a trade agreement between US and China in 70 years. So, it's a major progress."
Nehru, Indira, PC all had issues with RBI governors, says Jaitley
"I have best relationships with both governors though I may not have agreed on many issues."
We should never fall to the temptation of reversing reforms agenda for political purpose: Arun Jaitley.
We have to focus on infra, rural areas and gender & geography to sustain growth
98% money is made in the market by being a bull: Rakesh Jhunjhunwala
Indian economy is ready to take off and I remain bullish, says the Partner in Rare Enterprises
Today NBFCs can go to market and raise money depending on their rating: Keki Mistry, HDFC
I would say the autonomy of the RBI has not been sacrificed at all, says Mistry
We need hundreds of champion cos like TCS and govt needs to back them: Amitabh Kant, NITI Aayog
The series of structural reforms by government to make Indian economy very efficient, says Kant.
BULL'S EYE
A decisive vote in 2019 can lift Sensex to 47,000 by Dec: MS
Morgan Stanley says macros are driving stocks at present, rather than idiosyncratic factors.
There is something promising about this defence-related firm
The company’s largest customer is the government.
PMS run by Maheshwari, others look up in Nov, but Porinju’s still down
The Basant Maheshwari Wealth Adviser’s PMS rallied 10.41 per cent in November.
Modi course correction ahead, fiscs may suffer: Economists
The ruling party suffered a major setback in the latest round of state elections on Tuesday.
With a major unknown gone, it’s time to buy stocks cheap: Analysts
G Chokalingam says midcap and smallcap stocks are showing huge potential.
There is a reason St is not too worried about this poll outcome
Nifty futures on Singapore Exchange had slumped as much as 4% before Monday midnight.
Goldmine! Stocks from this sector have soared up to 900% in 2018
Keen to tap this space, companies may come up with robust capital expenditure plans.
Damodaran says valuation is not just a number, there’s a story to it
Damodaran believes like humans, companies don’t like to age.
Post 900% jump in Q2 net, these stocks can add to their 1K% rally
As many as five mutual funds were holding over 1 per cent stake in one of these stocks.
Market Movers
Markets Videos
My ministry saved Indian bankers from Rs 3,00,000-cr NPAs: Nitin Gadkari
“I am expecting cooperation from bankers in hybrid annuity projects.”
We have not seen any change in rural credit growth: Chandra Shekhar Ghosh, Bandhan Bank
Bandhan Bank has not faced any liquidity crunch, says the Managing Director
2019 is going to be a year of moderate returns: Mahesh Patil, ABSL MF
Three-six months down the line, fundamentals will catch up and that will drive the market, says Patil.
Santa rally is coming! Invest with a long-term view: Sanjiv Bhasin, IIFL Securities
Slightly longer term, then India becomes one of the best emerging market destinations, says Bhasin
5-6 months before a general election is a dream time to buy: Devang Mehta, Centrum Broking
"Though polls went against the ruling party, market reacted positively to end of uncertainty."
Side-pocketing in MFs to save retail investors from adverse effects: Radhika Gupta, Edelweiss AMC
“Side-pocketing likely to be allowed in cases of extreme downgrades in a short period of time.”
We love buying cos that are complex or misunderstood by the market: Henry Kravis, KKR
I think GST and bankruptcy law are a recent phenomenon, says Henry Kravis.
We need more capital formation and a broader investible universe: Vikram Limaye, NSE
You need to educate the common man about the products available & associated risks, says Limaye
Raghuram Rajan on what India needs to do to get a $5-trn economy
“We have to find ways to adopt the best of those policies without overturning the whole system.”
Financial and agri sector challenges to impact India’s growth in short and long term: Arvind Subramanian
India will have to overcome globalisation backlash with better policies at home, says the former CEA.
