SEARCHED FOR:PHARMACEUTICAL INDUSTRY
Go bottom-up & invest in market leaders irrespective of market cap
GDP and capital market should be correlated but the correlation is no longer valid, says Krishna Kumar Karwa.
IT looks good, but pharma is a structural story
In the near term, even the cyclical part of the economy will pick up. Digital and manufacturi...
Why India may have strategic repercussions if Trump loses election
If you have invested in the US market, hedge it. In the Indian market, foc...
Trend investor's mantra: Keep an eye on dollar & bet on these 4 mega themes
Keep an eye on the US dollar to get a sense of where the markets are heading, says Atul Suri.
Is passive investing the best way for millennials to enter the market?
Most investors are looking for diversification of asset allocation and are also searching for yield, says Radhika Gupta
Why are investors chasing only equities in a pandemic-hit market?
Surplus liquidity coupled with historical low bonds yields are bringing investors to the equity market, Saraf told ET in an interaction.
Piramal Pharma stake sale to provide war chest for acquisitions & growth
We had planned to close the deal by the end of the year and we managed to finish it by the end of September, says Nandini Piramal.
Select private sector banks might cheer up investors. Here's why
'Borrowers who availed moratoriums were basically looking to save cash in this uncertain environment but now people have started paying up as the lockdowns are getting lifted and the economy is getting opened.'
Stocks to consolidate for 2 quarters and then jump again
The broader market presents much richer opportunities from a two-three year perspective, says Manish Gunwani.
Betting on pharma? Build a basket of these stocks
We have probably seen 20% of the rerating in pharma but it will take about one, one and a half years for the entire thing to play out, says Sudip Bandyopadhyay.
Keep out of contra trade but cyclicals could be value plays
It is the positioning of the portfolio which matters in uncertain times like this, says Sridhar Sivaram.
Pharma unlikely to see steep rally ahead, better to exit: Anand Tandon
'SC not an expert, must leave moratorium decision on RBI'
Which sectors will dominate Nifty in 2030? Big Bull makes a guess
Today effective yield on debt post tax is 4% to 6% . If I can earn 12% to 15% on equity, I am a king, says Rakesh Jhunjhunwala.
Pharma would outstrip FMCG in next 2 years by a significant margin: Andrew Holland
‘Money flows will come to Asia and India will capture quite a large slice of that.’
Bigger money will be made in top 4 private banks over next 12 months: Aditya Khemani
'The market correction today is a part of overall profit-booking exercise.'