Expert Views
- We want to turn into an omni channel in next 5 years: Anuj Khanna Sohum, Affle India
- ETMGS: Not enough to talk to companies alone, talk to rivals, says Mark Mobius
- Australia shares lifted by energy and miners, NZ slips
- Share market update: Nifty Financial Services index down; Edelweiss dips 3%
- Japanese stocks gain on hopes for truce in US-China trade row
- Share market update: Media shares gain; Network 18 surges 12%
- Share market update: BSE Capital Goods index down; Siemens slips 4%
- Global brokerages see up to 30% upside in this PSU
- Fitch Rating says tariff hikes, recent govt relief won’t offset impact of AGR dues
We want to turn into an omni channel in next 5 years: Anuj Khanna Sohum, Affle India
The festive season of October-November-December -- has been relatively muted.
We’ve always been overweight on India in our regional portfolio: Adrian Lim
We have been expanding our Chinese exposure but that has never been at the cost of India.
Advent can deploy $1.7 bn in India in 3-5 years: Chairman
Overall, India has been increasingly a more attractive environment for investments.
Why Prasanth Prabhakaran is avoiding pharma, auto & consumption stocks
We believe a broad-based rally in the midcaps and smallcaps is a long way off.
Steel industry seeing green shoots, demand coming back: Sajjan Jindal, JSW Group
We are not yet ready for RCEP. We need to start walking before we start running.
Mohandas Pai on dealing with whistleblower complaints
When a whistleblower goes to the market, whether right or wrong, the news gets reflected in the price.
BULL'S EYE
Dichotomy between markets & economy? Just live with it
The economy seems to be at a low while the market appears to be on a high.
View: Gold rally pauses for trade talks outcome; be on your guard
It is small investors who haven’t lost their appetite for gold and who are still long.
This magical number can be key to telecom sector’s all problems
Customers were earlier paying Rs 180-200 for voice services and some data, says Mathews.
Stocks to watch: In times of tax gain, these 72 firms grew Q2 PAT on top line expansion
This was one of the better earnings seasons anytime in last 3-4 years, says Vivek Mavani.
Multibaggers that lost their glow! There may be gems among these 45 stocks
Most of the names belong to midcap and smallcap segments, which have been battered badly.
Voda Idea climbs 170% in 4 sessions; should you bet on the stock?
Last week, Vodafone Idea reported a consolidated loss of Rs 50,921 crore.
Hopeless cases! These stocks need up to 3,000% rise to hit 52-week highs
If these stocks are to touch new record highs, they would need a rally of 1,50,000 per cent!
Global investor interest in Indian real estate gathering momentum
Residential realty to come back in due course with improving economy, says Alistair Elliott.
YES under-reports bad loans by Rs 2,299 cr for FY19; profit falls
Adjusted profit for FY19 after taking into account divergence in provisioning was Rs 1,084 cr.
Market Movers
Markets Videos
For telecom players, ARPU has to go up to Rs 150 and more: Rajan Mathews, COAI
Customers were earlier paying Rs 180-200 for voice services and some data, says Mathews.
If any one divestment does not take place, we would run a big risk : Vikas Khemani, Carnelian Capital Advisors
If one of the disinvestments is successful, it could lead to a good re-rating of the rest of the pack.
India is not a classic liquidity driven market, it’s quality driven too: Vallabh Bhanshali
Govt has taken a measured response to the economic situation, choosing very carefully what they do.
BPCL, Concor sale to bring $15-20 bn to fisc: Saurabh Mukherjea
Finance Minister Nirmala Sitharaman is doing a stellar job under difficult circumstances.
If you missed BPCL, play disinvestment theme with HPCL, IOC: Dipan Mehta
Government testing waters with BPCL; there could be many more divestment candidates
BPCL privatisation may lead to rerating of oil marketing space: Hemang Jani
The environment for oil marketing companies is extremely positive at this point of time.
Privatisation good news for BPCL, bad news for 2 other oil retailing PSUs: Ajay Srivastava
PSU privatisation great for shareholders, govt must run a good process to get good value.
2020 may see PSBs leading from the front, pharma outperforming: Sanjiv Bhasin
Discretionaries like auto and select other FMCG stocks could also be outperformers in 2020.
We will see risk appetite growing over next few days: Mahantesh Sabarad, SBICAP Securities
Telecom stocks running a little ahead of what the fundamental seems to be telling us.
Tie-up to help SpiceJet access wider network of Gulf Air: Ajay Singh
The tieup is commercial and SpiceJet to collaborate with Gulf Air in engineering, cargo, personnel.
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