A stable macro environment will boost prospects of NBFC sector, ensure medium- to- long-term growth.
"Risky assets from a media company, housing finance company or a conglomerate are 1.9% of our exposure."
The biggest change would be a new FM who can reinitiate a lot of the changes: Bhasin.
Banks a far safer bet for any investor in the financial services sector, says Sabarad.
SIPs investors, do not try to time it, . Big moves are always unexpected, says Value Research CEO.
This was the third quarter of very good growth in telecom for Tech Mahindra , backed by deal wins.
According to Deven Choksey NDA-II will speed up economic progress in the country.
"A lot of well-managed midcap consumer businesses are emerging now."
BSE Midcap index advanced 69 per cent in the past five years till May 17, 2019.
After initial euphoria, sanity will prevail, said Umesh Mehta, Samco Securities.
Polarisation within the Nifty pack suggests the time is ripe to go for some rebalancing.
Growth has been propped up recently almost solely by government expenditure.
The market is at elevated valuation on all counts, said Vinod Karki of ICICI Securities.
Andrade believes the much awaited earnings recovery is at the most two years away.
Most analysts are cautious and say investors should stay away from auto stocks.
There’s need to jumpstart private capital formation as we cannot fly on one engine, says Chinoy.
Indian economy is primed for a cyclical upturn post election, says Morgan Stanley MD.
“It really doesn’t matter whether the exit poll numbers exceed or come below tomorrow.”
Once the election results are out, market will focus on fundamentals, says Khemka.
DHFL trying to manage the ultra short-term side of liquidity, says Parekh.
“It is an extremely short-term crisis situation and DHFL needs to be able to tide it over.”
ET Now spoke to various experts and here's what they have to recommend for today's trading session.
HSBC to leverage its global network to connect with large NRI diaspora while focussing on SMEs in India.
By and large most NBFCs have been able to manage the crisis pretty well, says Mehta.
It is very important that earnings get delivered to sustain valuations, says Dongre.
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