Expert View
- Altico Capital: Sachin Bansal, Reliance Mutual Fund face defaults on outstanding debt
- SBI shelves IPO plans for general insurance arm; card JV to hit market in Q4
- Trade setup: Don’t chase any Nifty bounce blindly; stay stock specific
- Saudi stocks dip 3% in first session after oil attack
- Sebi mulls new whistle-blower mechanism for auditors, other 'gate-keepers'
- Tweet Buster: India’s sweet spot & why auto deserves no GST cut
- Global spare oil capacity in US hands after Saudi outage
- Some parts of power sector look up thanks to govt steps
- FPIs turn net buyers, infuse Rs 1,841 cr in September first half
If Nifty tops 11,200, this rally can last longer: Jay Thakkar
The week has been quite positive and Nifty bounced back quite well on Friday.
Bottom fishing has already started in market: Ajay Bagga
And within a week of the RBI policy meet, the second quarter earnings season will kick off.
PSU stocks will be going up consistently over next 2 quarters: Prasanth Prabhakaran, Yes Securities
Instead of going for high debt-laden infra co, look for surrogate plays like cement.
Here are Rahul Shah's top two ideas in PSU space
Still betting on largecaps, will steer clear of midcaps, says VP, Equity Advisory Group, MOSL.
Strategic disinvestment of PSUs a good initiative from govt: Sanjiv Bhasin
Buyers in Concor, Pawan Hans are going to be in a very strategic locations.
We are fast reaching a stage when interest rate lever will not do any good: Richard Harris
There is a big proportion of the economy out there which is probably a zombie economy.
BULL'S EYE
Money managers for the rich play for long term, reap gains
In June, eight of every 10 of these schemes had logged negative returns.
Watch out! Next Nifty compounders will most likely come from this space
Some analysts say this sector should grow at 20-30 per cent growth over next 3-4 years.
Multibagger anyone? We did the dirty work, you take your pick
It is difficult to call the market bottom, says Saurabh Mukherjea.
As mkt looks up, it's time to buy quality stks; where to find them?
Any sign of renewed strength in the economy should spell opportunity for investors to invest.
Lots of opportunities to invest in midcap space: Ramesh Damani
Private equity is a high-risk, high-return type of game where failure is a possibility.
If you are wondering which stocks to buy, top fund house offers cues
“Indian equities are offering good value,” says Prashant Jain, ED & CIO of HDFC AMC.
Stellar show! India’s top PMSes stop bleeding in Aug, log up to 6% gains in depressed market
PMSes cater to wealthy investors with portfolio sizes exceeding Rs 25 lakh.
I am expecting a global recession; oil could go to $30 if not $20 a barrel: Raoul Pal, Real Vision
Capex is falling globally. Global PMI is below 50, suggesting the world is headed towards recess
Expect 1,000-pt rally in next 2 months, see Nifty near 12000 by Diwali: Sanjiv Bhasin
2020 will belong to the midcaps and would one of the best years for equity markets
Market Movers
Markets Videos
Insurance industry to grow at 15% for next 5 years: Ashish Vohra, Reliance Nippon Life
There is a relatively larger stable base of savings products that the industry sells.
There are quite rich pickings in the secondary market: Ramesh Damani
Private equity is a high-risk, high-return type of game where failure is a possibility.
Betting on 4 pockets in broader markets: S Krishna Kumar, Sundaram AMC
H2 would be far better as the liquidity will help the economy to bounce back
Consumption, insurance stocks are the new defensives: Sandip Sabharwal
Don’t see big risk to insurance companies over the next 10 years, says Sandip Sabharwal
Market undertone remains negative: Gurmeet Chadha
A 15% erosion in market cap is roughly about $380-400 bn, says Complete Circle co-founder.
We have time till end Sept 2020 for meeting MPS requirement in SBI Life: Dinesh Kumar Khara, SBI
We have initiated the process on credit card IPO but it is premature to say anything more.
More time needed before cherry picking in auto: Abhishek Basumallick, Intelsense Capital
Maruti; Hero, Bajaj Auto are good names to have on watch list over next 4-5 months.
It is better to buy smallcaps via mutual funds: Arun Thukral, Axis Securities
We are neutral on energy space and asking investors to keep away from NBFCs.
Go bargain-hunting as markets near bottom: Saurabh Mukherjea
Economy may bottom out in next six months but the market to bottom before that
Maruti an investment option; YES Bank is for traders: Siddhartha Khemka, MOSL
In case of Maruti, expecting 20% earnings growth in FY21 on a weak base of FY20.
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