“We have been bullish on some of the private sector smaller banks like Federal Bank, South Indian Bank.”
Good earnings growth seen in corporate banks, some of the FMCG and discretionaries, says Chadha.
"FMCG does not give you visibility of high double digit growth over a year."
Indian pharma cos putting up ANDAs and APIs in one plant to avoid paying GDUFA fee, says Rajan.
In many categories, penetration levels are relatively low and we will focus on that, says the CMD.
As the rupee gets weaker, it is obviously good for IT and pharma companies, says Advani.
Equity, hands down, is the best asset class to help you create wealth.
Sekhri normally invests in companies that have been listed for at least 10 years.
American cos can tap into EMs' economic growth much better than their Indian counterparts.
January was the third straight month when inflows into equity funds slowed down.
The upcoming general election is a key event looming over the market.
Tata Motors delivered a shock with its record loss for December quarter.
These stocks can be considered for accumulation in 3-4 tranches.
The ace investor said it is not that he keeps on buying a stock up to any valuation.
Investors have become suspicious of every company, where promoter share pledge is high.
Top private banks will have 20% earnings growth for next three years, says the Macquarie HoR, Financials
Dedicated EM funds were quite overweight on India moving into 2019. It was the correct strategy in 2018 and it is proving not to be the correct strategy this year, Adrian Mowat, EM - Equity Strategist, tells ET Now.
We are seeing different trends in earnings even within the same sectors, says Mowat.
Sitting on 15-20% cash, looking to buy good quality equity at a lower price, says Choksey
Sooner or later, we have to fall in line with the international markets and more so the US markets, says Bhat.
"One of the sectors we actually like is the CGD business which has got very strong revenue visibility. "
One has to be very picky and choosy in terms of valuation, says CIO of Kotak PMS
Acquisition to be funded through repayments of existing loans and debt from the market, says Sharma.
In the next couple of years, we hope to gain momentum and increase our top line, says Jaipuria.
Market sometimes gets so hollow that any shares put out by a pledger to sell, nosedives, says Diwanji.