Expert Views
Comeback kids: What to expect from Reliance, TaMo
One can see what is happening in Reliance from a long-term perspective; the evolution of the company and the direction it is taking and also the way foreign investors are perceiving it, says Nitin Raheja.
After Plast Met, Motherson Sumi looking at other acquisitions
It was a pending acquisition that we should have done last year but then the Covid outbreak happened and we were successful in working through these troubled times, says Vivek Chaand.
We are very bullish on next few quarters as well as next year: Mindtree CEO
Our objective is to get into an industry leading growth rate, says Debashis Chatterjee
Want to dig for mid and smallcap treasures? Look in these 3 sectors
Diagnostics along with insurance biggest opportunity in healthcare for next 2-5 years, says Sanjay Dutt
Covid cess unlikely to move market: Sanjay Dutt, Quantum Securities
"A Covid cess, or tinkering with tax for super rich in Budget would be a mere blip in market. We will get over it."
Time to buy SBI instead of HDFC Bank? Here's why
I would want to be underweight on private sector financials which are overvalued. I am positioned more towards SBI, says Sanjay Dutt.
BULL'S EYE
Next 10 years make-or-break decade for Indian economy
If everything goes according to plan, India will be able to reap the fruits of its favourable dem
The ‘landmines’ you may have bought in this market
While market veterans are looking at the stupendous gains in some of the midcap and smallcap stoc
India will add trillion dollar GDP every few years
As part of the ongoing multi-decadal growth super-cycle, India is expected to add a trillion doll
Will higher car prices help Maruti preserve margins?
Maruti has finally decided to raise vehicle prices by up to Rs 34,000 effective from January 18 a
We are very bullish for next few quarters: Mindtree CEO
Our objective is to get into an industry leading growth rate, says Debashis Chatterjee
Analysts see up to 27% upside in HDFC Bank after Q3
Analysts noticed a slight recovery in the bank's net interest margin (NIM) and said the restructu
What makes Indian Oil analysts' favourite among OMCs
IOC’s refineries are back to 100% capacity utilisation levels which should help improve its refin
Rajan's on why investors are gung ho on Bitcoin, Tesla
Raghuram Rajan says Tesla is another case where investors have priced the stock at many multiples
Growth will come back in 2021: Swaminathan Aiyar
“I will not be surprised if India has a record GDP growth of 10-12% in the coming year. As market
Market Movers
Markets Videos
Time to buy metal, financial and auto stocks on dips
We are looking at 20-25% CAGR growth in the credit lending businesses of HDFC, Bajaj Finance and even HDFC Bank, says Deven Choksey
Everybody getting vaccinated necessary condition for return to normalcy: Madan Sabnavis
There is no pent-up demand for services sectors like hotels and restaurants, says CARE Ratings chief economist.
What will move the needle for Reliance?
Upcoming 5G auction very important for Reliance, says Mahantesh Sabarad
Rupee’s strength, opportunities in fixed income & equities make India interesting
Investors should be realistic about return expectations from global equities, and a dollar investor should expect 5% from global equities, said Joe Little, chief global strategist, HSBC Global Asset Management.
How will NBFCs be impacted if RBI tightens regulatory norms?
‘NBFCs will gradually have to yield to better management and tighter controls’
What will be the biggest theme for next 10 years? Gautam Duggad answers
Have a basket of stocks across sectors where the earnings visibility is going to be high. That is where one will make bulk of the money in a bull cycle.
3 sectors which will drive earnings over next 2-3 years
As far as EPS is concerned, we are at Rs 516 for FY21. For FY22, we are at Rs 700 which will be a growth of more than 30% from where we will end in FY21., says Gautam Duggad.
India likely to outperform Asian economies, clock 12.8% growth in 2021: Nomura
Liquidity normalisation will begin very shortly this year but the actual repo rate hike is still some time away, says Sonal Varma.
4 priorities for government in Budget 2021: Sonal Varma, Nomura
The timeline over which India gradually goes back into the fiscal consolidation path will be in focus as well.
Saurabh Mukherjea betting on second-rung financial stocks
Marcellus is focusing a little more on the auto ecosystem, premier financials and listed market unicorns.
