Expert Views
- Palm oil climbs on Malaysia plantation closures, firmer rival oils
- Select companies likely to recover fast after lockdown
- UBS sees Nifty at 6,000 by March if stress aggravates
- Buy ICICI Securities, target price Rs 310: Jayesh Bhanushali
- In flight to safety, Bharat Bond ETF trumps other fixed-income products
- Crude futures climb ahead of Opec+ meeting
- Buy Cholamandalam Investment & Finance Company, target price Rs 160: Jayesh Bhanushali
- Asian stocks gain on hopes pandemic is approaching peak
- RIL, IOC, HPCL & BPCL raise Rs 78,000 cr via CPs
Pandemic a perfect storm for the auto sector: Sudip Bandyopadhyay
The sector was already facing problems because of slowing down demand and BS-VI transition, says the Group Chairman of Inditrade Capital.
It will take a couple of years for market to bottom, not 1-2 months: Daniel Niles
If you lose 50% of your assets, you have to be up 100% to get even, says Founder, AlphaOne.
Would avoid Ipca and Cadila at this juncture: Rahul Shah
Defensives participate in a better way in bear market, says the VP for Broking at Motilal Oswal.
Consumer staples and telecom stocks will stand out in the short term: Jigar Shah
Companies with no or little leverage will do much better, says the CEO of Maybank Kimeng Securities India.
Liquidity problem should not turn into a solvency issue: Abhimanyu Munjal
Post moratorium, without a restructuring, there will be a big spike in delinquencies across banks and NBFCs, says Joint MD & CEO, Hero FinCorp.
Attractive value bets available in every pocket of the market: Sailesh Raj Bhan
Retail investors are far more resilient than before, says Deputy CIO at Nippon India Mutual Fund.
BULL'S EYE
Once a top wealth creator, analysts see no end to this sector’s woes
So far in 2020, all the 14 components of this sector have lost at least 10 per cent value.
‘Essential’ stocks rally up to 80% ever since March 25 shutdown
Out of 500 index stocks, 377 are now in positive since PM announced the lockdown.
Make a large number of good buys, not just a few perfect ones: Marks
Marks believes investors waiting on sidelines may keep themselves from making good purchases.
IT sector Q4 preview: Virus hits billings, shadows FY21 spending
Few brokerages expect IT firms to report de-growth in FY21 dollar revenues for first ever time.
Possible share buyback candidates that may give solid assured returns
The sudden rise in share buyback offers this time has more to do with the market fall.
Ray Dalio still thinks ‘cash is trash’ as printing presses roll
I think a lot about what money is worth and believe that it has no intrinsic value, says Dalio.
Perfect time to lap up this battered index heavyweight? Analysts believe so
The stock currently trades at Rs 1,158, 28 per cent away from its 52-week high.
5 MNC stocks stand out as oasis in a desert amid market turmoil
Select names from the pack may even outperform the broader market in the short term.
IndiGo, SpiceJet face major air turbulence after Corona hit, may soon run out of fuel
Travel bans globally and domestically have virtually paralysed the capital-intensive sector.
Market Movers
Markets Videos
Time to have faith in SIPs more than ever before: Ashwani Bhatia
This disruption has been sudden, but we will get over it in 3-6 months, says MD & CEO, SBI Mutual Fund.
LIC is buying stocks available at good valuation on a daily basis: MD
We do not see any reason for a major shift in our IPO agenda, says Vipin Anand.
Stay with leaders in each sector: Harsha Upadhyaya
If you panic less in the current volatility, you are likely to make more money, says the CIO-Equities at Kotak AMC.
Pharma will continue to do well; Dr Reddy’s, Sun Pharma, Cadila, Ipca top picks: Chakri Lokapriya
These stocks have fairly visible earnings growth, a rarity in current times, says CIO & MD of TCG AMC.
Unusually low levels of demand impairing crude prices: Seth R Freeman
There is so much supply that there is no more room to store oil, says senior MD, GlassRatner Advisory.
Speciality chemicals to be the next great export pillar for India: Varun Goel
Various studies show chemicals will be a $100 billion industry in 6-7 years, said Head of Equity, Nippon India AIF.
Indian market will see recovery through private banks: Deepak Shenoy
They may have some issues, but overall banking system is safe, says founder, Capital Mind.
Moody's analyst warns credit quality of banks & NBFCs to come under pressure
We have changed the outlook for 12 banks in the APAC region to negative, says Alka Anbarasu, VP and senior credit officer at Moody's Investors Service.
V-shaped recovery for global equities not impossible: Jim O'Neill
It is essential for the emerging world that western markets stabilise quickly, says ex-Chief Economist, Goldman Sachs.
Everybody is looking for a govt bailout; there is no plan B: Kapil Kaul
Unless the aviation promoters pitch in, government bailout would not be enough, says CEO-India & ME, CAPA.
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