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| 07 August, 2020, 02:54 PM IST | E-Paper
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    Expert Views

    Kenneth Andrade on why utilities could be a contra bet

    You have to have a fair amount of contrarian ideas at the bottom end of their industry cycle.

    Liquidity will hold up the market till recovery takes place: Kenneth Andrade

    In terms of profitability, 2022 to 2025 is going to be a very robust period.

    New US stimulus will be much lower than what was expected: Priya Misra

    I am thinking the deal will be $1-1.5 trillion at the most given the intense opposition from the deficit hawks out there.

    Voda-Idea a retail trader’s play, no way to estimate its equity value: Sandip Sabharwal

    A lot of the rural plays have already moved up and to that extent, they need to spend time consolidating before a further up move, says analyst, asksandipsabharwal.com.

    Nobody is seeing death of businesses; lakhs are losing their livelihoods: Gautam Singhania

    'Time has come to open up the economy seamlessly and that is the only way to recovery.'

    Rate cut cycle seems to be over, loan restructuring to create issues for banks: Sandip Sabharwal

    I do not think we are going to get more rate cuts going forward because the inflationary trajectory could remain quite strong.

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    BULL'S EYE

    PNC Infratech and L&T make for good bets in infra: Sanjeev Zarbade

    'From here on, we would be a bit cautious on pharma but continue to stay positive on the IT sector.'

    I would have welcomed a slight reduction in reverse repo rate: Ashima Goyal

    Some counter cyclical measures will reduce the cost of borrowing further.

    For first time RBI has talked about personal loan restructuring: R Sivakumar

    RBI policy includes a lot of subtext in terms of efforts to support the economy

    Liquidity shot for MFs, limited opening of restructuring window to help revive growth: Nilesh Shah

    ‘Apart from providing the benefit of diversification in liquidity, MFs can give a benchmark to the bank treasury.’

    RBI Guv’s emphasis on need to stick to flexible inflation targeting important: Abheek Barua

    RBI Guv’s emphasis on need to stick to flexible inflation targeting important: Abheek Barua

    There are inflation risks even in a scenario where growth is scrambling because the nature of the inflation animal is very different today.

    China’s growth story has a long way to run, it has not petered out: S&P Global Platts

    China’s growth story has a long way to run, it has not petered out: S&P Global Platts

    ‘In 2014, iron ore companies used to talk about China producing one billion tons of crude steel and people laughed at them. But that was almost the case last year and definitely this year.’

    3 ways investors can make the most of the Atmanirbhar megatrend

    3 ways investors can make the most of the Atmanirbhar megatrend

    The Atmanirbhar theme likely to catapult into something really big over a multiyear horizon.

    Rally in pharma has just started, here are three ways you can play it: Envision Capital

    Rally in pharma has just started, here are three ways you can play it: Envision Capital

    In case of pharma, we still have a long way to go and it looks like that the tailwinds they are currently enjoying could sustain for a few more quarters ahead.

    SBI and Nippon pharma funds a better bet for playing pharma basket: Sanjiv Bhasin

    SBI and Nippon pharma funds a better bet for playing pharma basket: Sanjiv Bhasin

    The banks are buffering up their liquidity as they foresee credit expansion in next 6, 9, 12 months both on the industrial side and on the retail side.

    Expect a small calibrated cut from RBI rather than a pause: Siddhartha Sanyal

    Expect a small calibrated cut from RBI rather than a pause: Siddhartha Sanyal

    ‘Even if the headline print is slightly higher than the RBI’s comfort in the latest print, the pressure for the RBI to deliver more rate cuts is quite strong.’

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