A lot of people are asking how long will the provisioning cycle last? You got four quarters of provision-taking for the so-called legacy wholesale loans. I acknowledge that issue, says V Vaidyanathan, MD & CEO, IDFC First Bank.
There will be a recession only if there is a full-scale war and if oil is above $100 per barrel. If oil prices were to go up to $80/ barrel, there will be a negative growth impact on the global economy. Even within the US, while gas and oil producers will have a windfall, consumers are going to be hurt.
We are starting to move our allocations away from expensive stocks, says Neelkanth Mishra.
We have not given up on the Gare Palma coal block yet, says JSPL Chairman.
There is a tremendous runway to make India more aligned with other EMs and developed markets.
We are putting in a full roadmap of digital transformation which will impact and transform every workflow.
Smallcap companies going through some cyclical downturn because they are more connected to the economy.
Stocks that are very liquid, which can grow at 10-20% are trading at 40 to 50 PE.
The steps the government has taken will see changes very quickly on the economy in the next one year.
Every attempt at making profits out of lousy investing is a foundation for future losses.
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