New respiratory portfolio could sustainably grow Cipla’s business and we are looking forward to that over the next two to three years.
'However bullish I am today, I have to realise that nothing is permanent in this market.'
The market is not being driven by just one engine -- IT or pharma or metals.
I have been liking Cipla because of the fact that it is invested in formulation plants and is reaping its benefit.
Once you build longevity into valuation, then even a 20 times PE multiple is very expensive and you should not get into it.
There is new money coming in which is betting on a V-shaped recovery.
Buffett said in early May that he was keeping cash high to be prepared for any direction the pand
Interglobe Aviation Ltd , which runs India's largest airline IndiGo, said on Monday it will raise
While solid momentum in the domestic stocks gave a wow moment to the money managers for the wealt
Analysts believe that the wide variation in the lease rental rate demand by the Indian Railways a
"RIL's deleveraging could exceed our expectations, given the extent and magnitude of its asset mo
The participation of retail investors will also increase in future REITs, enabling them to earn d
The loss-making operator has started a restructuring drive to help save Rs 4,000 crore on an annu
FIIs have invested a net of $1.1 billion in Indian shares in July, after pumping in $2.5 billion
Mahindra & Mahindra has been in the midst of major restructuring exercise, where the company is t
By the end of this year, we might see the cycle turning in terms of demand coming back for some of the base metals.
The Independent Data Safety Monitoring Board has reviewed the data and has found the vaccine to be safe.
It is quite evident that the world is moving to a China plus one strategy.
On the supply side of IT services, it is only Indian. You cannot count more than 10-15 companies with the capability to cater to this demand.
‘My view is that in India, our costs of production could be much lower.’
It is not a one off and we should see a good run for a while in the agri and rural economy.
The gross margins have reduced by 230 bps and EBITDA margins has improved by 480 bps.
‘Rural India by itself will not sustain beyond a certain point in time and agriculture in its current form.’
There is too much euphoria around midcap pharma but the larger ones are the ones people could look at.
There’s a very rare bull move led by pharma, IT and metals: Gautam Shah