ET MARKETS GLOBAL SUMMIT
It would not be surprising if India takes a little breather: Bill Maldonado, HSBC Global AMC
In India, you need to differentiate and you need to analyse rather than just allocating top down.
Wait for results, don’t stick your neck out in midcaps just now: Vivek Mavani
Infosys may see bigger upside in next few quarters while TCS ma...
PSU banks, infra and consumption sectors may turn around first: Neeraj Dewan, Quantum Securities
Once you the market rhythm comes back, exper...
Mphasis and Hexaware are our top midcap IT picks: Apurva Prasad, HDFC Securities
We are expecting flattish quarter-on-quarter performance from Wipro.
We are bottoming out in terms of growth: S Krishna Kumar, Sundaram AMC
I do not think we are looking to move into defensives to hedge ourselves, says the CIO-Equity.
I would go for midcaps & smallcaps rather than largecaps in India: Krishna Memani, Invesco
"Flows in India will come about if the growth outlook for India improves meaningfully."
India’s bond market seeing more foreign inflows: Mitul Kotecha, TD Securities
India will not be impacted as much as other countries in Asia from China slowdown
Real estate or financials-linked pain could play out for banks: Thakkar
Small and midcaps have been beaten down very severely, says the CIO of PPFAS MF
Look beyond IL&FS issue, this is the right time to enter IndusInd: Siddharth Purohit
All stressed accounts combined is something around 1.9% of the total book.
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