F&O: Nifty now needs a decisive range breakout for next leg of rally
The index has been consolidating between 12,118 and 12,293 level since last 11 sessions.
Broader range for Nifty at 11,850 and 12,300 for near term: Rahul Shah
Looking at the overall global scenario, it is time to get ready for a ...
Consumption recovery is on track, says Godrej Consumer Products CFO
We are looking at premiumising and trying to bridge the gap between value...
Financial, cement companies to do well in Q3: Amnish Aggarwal, Prabhudas Lilladher
Q3 is unlikely to give green shoots as far as the overall performance is concerned. We are underweight on IT because in run up to the US elections, the IT sector underperforms and overall growth rate suffers. In auto, q-o-q, some improvements may be visible and base effect may be favourable, but we are not out of the woods yet.
Export basket including IT, pharma and metal stocks looks positive: Hemang Jani
The focus now will shift to earnings positive surprises and to the companies, better placed in terms of margins, etc., says Hemang Jani, Sen...
Consumers spending more on services than merchandise: Arvind Singhal, Technopak
There is going to be pressure on the spending on merchandise, says Arvind Singhal.
Credible scrappage policy to help CV market improve by Diwali: MM Forgings CMD
April, May, June is likely to be a very dull quarter.
Expect a better Q4, see green shoots from PVs: Sunil Bohra, Minda Industries
But with the BS-VI launches around the corner, It is very difficult to guess how the markets will pan out from April 1, 2020. EV is a big opportunity for us. For most of our products, we have 30 plus business lines. Most of our products are agnostic to the fuel injection systems -- be it internal combustion or EV engine.
Avoid smaller banks and PSBs except for SBI: Hemang Jani
We should not try to move into smaller banks or PSU banks other than SBI just because they are cheap because the environment around us continues to be difficult. Stay with the quality where there is a growth visibility and a reasonably good asset quality. The focus will continue to be on HDFC Bank, ICICI Bank, SBI and Axis Bank.
Govt going to be fully supportive, we are going to invest more: Anil Agarwal, Vedanta Group
We are looking at BPCL. But it is in very initial stages, says Agarwal.
In market carnage, look to buy in IT and select pharma pockets: Yogesh Mehta
These are names where the correction is very minor today.
Millenials not so brand conscious & they are buying on EMIs: Vijay Sales MD
Vijay Sales MD on new trends that have seen sales improving over last few months, especially in December. Last year, November and December were washouts and now we are seeing a higher double digit growth which we have not seen in the last four years at all. Brands also have been very aggressive on marketing as well as pricing front.
Rising commodity prices not a huge risk for inflation: R Sivakumar, Axis MF
You might see a rupee offset to global commodity prices if there is a global growth revival.
Oil supply is not a worry because there are multiple sources: MK Surana, HPCL
As far as India is concerned, the increase in crude prices as well as exchange rates will matter, says MK Surana, CMD, HPCL. Excerpts from a...
We are not abandoning those stocks that have done well, but looking outside those as well: Sridhar Sivaram
You need patience. Stocks can correct 20-30% even from here for all you know. But eventually they do pay off and that is my broad view, says...
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