You have to have a fair amount of contrarian ideas at the bottom end of their industry cycle.
In terms of profitability, 2022 to 2025 is going to be a very robust period.
I am thinking the deal will be $1-1.5 trillion at the most given the intense opposition from the deficit hawks out there.
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.
'Time has come to open up the economy seamlessly and that is the only way to recovery.'
I do not think we are going to get more rate cuts going forward because the inflationary trajectory could remain quite strong.
The permissible loan to value ratio (LTV) for gold loans was raised to 90% from 75% in the latest
‘Apart from providing the benefit of diversification in liquidity, MFs can give a benchmark to th
Loss of business and demand slump due to the coronavirus outbreak has not only dried up cash stre
Grapevine has it that residents who purchased gold and silver jewellery, and bars and coins at hu
With the fresh acquisition, the hold of LIC has increased from 0.75 per cent to 4.98 per cent, Ye
Most FMCG companies cut down advertising spends during the June quarter, but Amul doubled it - a
As a theme we do not believe in investing in metal stocks for a portfolio of two-year, three-yea
Investors generally are interested in alternative assets but older ones are buying gold while you
The Appointments Committee of the Cabinet, headed by Prime Minister Narendra Modi, has approved e
'From here on, we would be a bit cautious on pharma but continue to stay positive on the IT sector.'
Some counter cyclical measures will reduce the cost of borrowing further.
RBI policy includes a lot of subtext in terms of efforts to support the economy
‘Apart from providing the benefit of diversification in liquidity, MFs can give a benchmark to the bank treasury.’
There are inflation risks even in a scenario where growth is scrambling because the nature of the inflation animal is very different today.
‘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.’
The Atmanirbhar theme likely to catapult into something really big over a multiyear horizon.
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.
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.
‘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.’