Expert Views
Covid crisis has given us an opportunity to re-imagine our business: Cipla
New respiratory portfolio could sustainably grow Cipla’s business and we are looking forward to that over the next two to three years.
Atul Suri on what it takes to be a winner in the market
'However bullish I am today, I have to realise that nothing is permanent in this market.'
This rally is like a relay race, 4 themes to carry the baton through: Atul Suri
The market is not being driven by just one engine -- IT or pharma or metals.
Pharma cos getting advantage of API bandwidth: Deven R Choksey
I have been liking Cipla because of the fact that it is invested in formulation plants and is reaping its benefit.
Despite a sectoral trend, it pays to be stock specific in pharma: Rakshit Ranjan
Once you build longevity into valuation, then even a 20 times PE multiple is very expensive and you should not get into it.
People moving to safety and going to wait and watch: Sunil Subramaniam
There is new money coming in which is betting on a V-shaped recovery.
BULL'S EYE
How Warren Buffett is carefully picking his spots
Buffett said in early May that he was keeping cash high to be prepared for any direction the pand
IndiGo to raise up to $534 mn via share sale
Interglobe Aviation Ltd , which runs India's largest airline IndiGo, said on Monday it will raise
Machines beat men in PMS mart to deliver solid returns
While solid momentum in the domestic stocks gave a wow moment to the money managers for the wealt
Concor faces downgrades over land valuation uncertainty
Analysts believe that the wide variation in the lease rental rate demand by the Indian Railways a
RIL asset monetisation to boost credit quality: S&P
"RIL's deleveraging could exceed our expectations, given the extent and magnitude of its asset mo
More builders may join party post Mindspace REIT success
The participation of retail investors will also increase in future REITs, enabling them to earn d
AGR ruling will decide Voda fundraising quantum
The loss-making operator has started a restructuring drive to help save Rs 4,000 crore on an annu
Can -ve GDP spoil FIIs' love for D-St?
FIIs have invested a net of $1.1 billion in Indian shares in July, after pumping in $2.5 billion
M&M set for a reboot, and how!
Mahindra & Mahindra has been in the midst of major restructuring exercise, where the company is t
Market Movers
Markets Videos
A cycle change has started in metals: Deepak Shenoy
By the end of this year, we might see the cycle turning in terms of demand coming back for some of the base metals.
Zydus promise: Covid-19 vaccine by March
The Independent Data Safety Monitoring Board has reviewed the data and has found the vaccine to be safe.
A small move away from China means huge tailwinds for contract research in India: Anshul Saigal
It is quite evident that the world is moving to a China plus one strategy.
Bullish on IT services, there is no competition for India: Vikas Khemani
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.
Right from 1950, we have followed wrong policies raising production cost: RC Bhargava
‘My view is that in India, our costs of production could be much lower.’
We are strong in SUVs, SCVs and pickups and we will focus there: Pawan Goenka
It is not a one off and we should see a good run for a while in the agri and rural economy.
Healthcare and hygiene portfolio has grown by 29% in Q1: Emami
The gross margins have reduced by 230 bps and EBITDA margins has improved by 480 bps.
Urban India has to perform for rural economy to grow on an absolute basis: Sanjeev Prasad
‘Rural India by itself will not sustain beyond a certain point in time and agriculture in its current form.’
Dr Reddy’s likely to do better, downside possible in Titan in short run: Sandip Sabharwal
There is too much euphoria around midcap pharma but the larger ones are the ones people could look at.
Nifty is going to be irrelevant, real opportunities are outside the index: Gautam Shah
There’s a very rare bull move led by pharma, IT and metals: Gautam Shah
