Coronavirus is helping some Indian businesses & how!
The market is keeping an eye on the pace of coronavirus outbreak, and how India could re...
Why Chakri Lokapriya prefers Dabur to HUL in FMCG space
A good monsoon could boost demand for FMCG firms over the next couple of quarters, says Chakri Lokapriya, MD & CIO at TCG AMC.Why Chakri Lok...
Will go public in next 15-18 months, says SBI Mutual Fund CEO
Ashwani Bhatia of SBI Mutual Fund, says the ongoing market rally is very concentrated, but that does not make the role of active fund managers any less meaningful.
Impact likely on India Inc if coronavirus issue drags beyond April: Sanjay Dongre, UTI AMC
Most of the efficient players in the cement industry tend to have low debt on their balance sheets, says Dongre, a fund manager with UTI Asset Management.
PSUs as a pack look attractive, but supply overhang persists: A Balasubramanian, Aditya Birla SL AMC
Balasubramanian finds PSU stocks attractive on high dividend yields and attractive price-to-book multiples that have fallen below one time in many cases. The government’s strategic sales holds the key, he said.
Promoters trim pledged shares as market rallies after tax cut
Pledged holdings of companies in BSE 500 index declined to 2.28 per cent in December quarter.
Engineering and capital goods to outperform consumption sector: Harsha Upadhyaya
Harsha Upadhyaya, CIO - Equity, Kotak AMC, says there are very few businesses which are really growing but eventually for the long-term investor, money can be made in the broader market and not just in the 20-40 largecaps. Edited excerpts:
SBI Mutual Fund pips HDFC AMC to become largest fund house
SBI MF’s asset under management (AUM) stood at Rs 3.82 lakh crore at the end of January.
Special situations helped this PMS hit the jackpot in Jan; here’s how
PMSes cater to wealthy investors with portfolio sizes exceeding Rs 50 lakh.
Buy HDFC AMC, price target Rs 3450: Kunal Bothra
The analyst suggested a stoploss at Rs 3200 .
Global brokerages cut BHEL's target price post Q3; shares slip over 5%
Jefferies and Macquarie cut the target price for the stock to Rs 33 and Rs 41, respectively.
China’s coronavirus epidemic a big opportunity for Make in India: H Nemkumar, IIFL
There is some bit of caution due to the Coronavirus, particularly in Asia understandably, but this too shall pass, says H Nemkumar, Head - Institutional Equities, IIFL Securities.
What could be the wealth creators of next decade? Here’s a clue
H Nemkumar, Head - Institutional Equities, IIFL Securities, says there is a pent-up demand in the auto space given what has happened in the last 18-24 months with a very steep year-on-year decline in volumes and therefore, that sector is definitely going to come back.
2020 to be a year of consolidation & transition for D-Street: Aditya Birla AMC
The fund house believes corporate earnings growth is likely to pickup in line with the improvement in the economy. It projects FY21 Nifty earnings growth at around 23 per cent.
Solar energy to power Agra civic body head office
The solar power besides cutting down on electricity bills will also provide relief from power cuts that affects official work.
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