Expert View
Problem with NBFCs is of liquidity, not solvency: Vishal Kampani, JM Financial
A stable macro environment will boost prospects of NBFC sector, ensure medium- to- long-term growth.
IL&FS is a one-off case. Beyond that, other indicators are intact: Romesh Sobti, IndusInd Bank
"Risky assets from a media company, housing finance company or a conglomerate are 1.9% of our exposure."
Why IIFL’s Sanjiv Bhasin is putting his money in the four Cs
The biggest change would be a new FM who can reinitiate a lot of the changes: Bhasin.
Election results factored in, markets may see a general pause: Mahantesh Sabarad, SBICAP Securities
Banks a far safer bet for any investor in the financial services sector, says Sabarad.
Expect a faster resolution of NBFC crisis once next government is formed: Dhirendra Kumar
SIPs investors, do not try to time it, . Big moves are always unexpected, says Value Research CEO.
Not only revenue and profitability, Tech M spent more than 2% on CSR: CP Gurnani
This was the third quarter of very good growth in telecom for Tech Mahindra , backed by deal wins.
BULL'S EYE
D-Street experts say Monday’s rally just the beginning if exit poll results hold true
According to Deven Choksey NDA-II will speed up economic progress in the country.
Are smallcaps all set to make a comeback? Porinju thinks so
"A lot of well-managed midcap consumer businesses are emerging now."
Up to 5,500% rally under BJP govt! Do you own any of these stocks?
BSE Midcap index advanced 69 per cent in the past five years till May 17, 2019.
Saffron rally: What you must know before giving in to this euphoria
After initial euphoria, sanity will prevail, said Umesh Mehta, Samco Securities.
Trick is to look beyond crowded bets as market due for rebalancing
Polarisation within the Nifty pack suggests the time is ripe to go for some rebalancing.
After the breathless rally, let’s do a reality check on economy
Growth has been propped up recently almost solely by government expenditure.
Stocks may be rallying, but analysts see major risk-reward mismatch
The market is at elevated valuation on all counts, said Vinod Karki of ICICI Securities.
India’s sweet spot was under coalition govt, says Andrade
Andrade believes the much awaited earnings recovery is at the most two years away.
Buy another day! Perkiest stocks of past years leave investors stranded
Most analysts are cautious and say investors should stay away from auto stocks.
Market Movers
Markets Videos
3 things new government has to focus on in first 3 months: Sajjid Chinoy, JPMorgan
There’s need to jumpstart private capital formation as we cannot fly on one engine, says Chinoy.
Election result comes at a time when global money can reallocate towards India: Jonathan Garner, Morgan Stanley
Indian economy is primed for a cyclical upturn post election, says Morgan Stanley MD.
Modi factored in, market to gradually go up as fundamentals improve: Chakri Lokapriya
“It really doesn’t matter whether the exit poll numbers exceed or come below tomorrow.”
Corporate banks, cement, capital goods, infra to do well if Modi returns: Siddhartha Khemka
Once the election results are out, market will focus on fundamentals, says Khemka.
If DHFL is putting deposits on hold with a clean conscience, it is not a bad thing: Sandeep Parekh
DHFL trying to manage the ultra short-term side of liquidity, says Parekh.
Government intervention needed to prevent NBFC crisis turning systemic: Sunil Subramanian
“It is an extremely short-term crisis situation and DHFL needs to be able to tide it over.”
Buy or Sell: Stock ideas by experts for May 22, 2019
ET Now spoke to various experts and here's what they have to recommend for today's trading session.
We are not just focused on large corporates: Surendra Rosha, HSBC
HSBC to leverage its global network to connect with large NRI diaspora while focussing on SMEs in India.
Midcaps may start outperforming larger caps in 2019: Dipan Mehta
By and large most NBFCs have been able to manage the crisis pretty well, says Mehta.
Financial sector expected to drive earnings growth 18-20%: Sanjay Dongre, UTI AMC
It is very important that earnings get delivered to sustain valuations, says Dongre.
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