Private banks, insurance, energy & utilities top picks: Manishi Raychaudhuri, BNP Paribas
We could possibly see a bit of a recovery in the January-March quarter, purely on a low base.
Across-the-board earnings recovery not before 2-3 quarters: Manishi Raychaudhuri, BNP Paribas
We are in an extended slowdown phase which woul...
We are betting on three themes in India in 2019: Manishi Raychaudhuri, BNP Paribas
In 2019, EMs including Asia markets should outperform deve...
In run up to elections, volatility is likely to continue: Manishi Raychaudhuri
In run up to elections, volatility is likely to continue. See possibility of things stabilizing H2 onwards, depending on new Govt policies, ...
Market out of harm's way as long as next govt is not a mishmash of parties: Manishi Raychaudhuri, BNP Paribas
"We could be on the cusp of a private capex revival over next two to three years."
RINL eyes Rs 25,000-crore turnover in FY 2019-20
P Raychaudhury, Director (Commercial) said RINL is continuously in touch with customers to strengthen the bond with them.
Not much upside in metals; pvt banks will outperform: Manishi Raychaudhuri
"In the past three-four years, India has had single-digit earnings growth. Even in fiscal 2017, it would be in single digits -not more than 6-7%. "
Everything you need to know about Mumbai Duty Free's 'Big December' campaign
The ‘Pay ZERO’ promotion in collaboration with actor Shah Rukh Khan is a part of the campaign.
Fed may not raise interest rates now: Manishi Raychaudhuri, BNP Paribas
We have witnessed surge in emerging market flows with US Fed delaying the interest rate hike decision. We expect these flows into EMs are likely to sustain over the medium term.
US equities may race past EMs in near term: Manishi Raychaudhuri, BNP Paribas Securities
The Fed rate was on expected lines. There may be two more hikes in 2017 and possibly four more in 2018 as Trump is likely to inject fiscal stimulus in US.
P Raychaudhury has been assigned as the chairman cum managing Director (In- charge) of RINL
He will be discharging the duties of the CMD in place of P Madhusudan who took over as CMD of RINL in January 1, 2014 and superannuated from service on May 31, 2018.
Fed rate hike won’t impact funds flow into emerging markets: Manishi Raychaudhuri, BNP Paribas
I have a target of 29,000 on the Sensex by end of this year. The problem is that the market has already crossed 28,000 and it leaves hardly about 3% upside till the end of the year
Reaction of EM equities to yuan devaluation overdone: Manishi Raychaudhuri
The reaction that global equities, was a knee jerk reaction on the part of regional equities, which should not have been so severe in the first place.
IT sector and India as a whole, will do well in medium term: Manishi Raychaudhuri, BNP Paribas
In the near term US dollar appreciation could be an additional tailwind for the IT sector but additional orders should work in favour of investors in the medium term
US Federal Reserve unlikely to hike interest rates soon: Manishi Raychaudhuri, BNP Paribas
"India will remain an important destination for foreign investors, because of the strong economic scenario where GDP is growing," Raychaudhuri said.
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