Look at midcaps like SRF, Polycab, Balkrishna Industries: Hemang Jani
There can be a case for disappointment from financials in terms of overall growth. At the same time, certain sectors are back in the reckoning like telecom and certain mid & smallcap stocks. Wherever you see a sector showing better delta in terms of growth and the midcap space is showing good numbers, money could move from banking to these sectors.
Battery storage, smart grid and efficiency companies raised over $536 million through venture capital in 2019
Log 9 Materials, a developer of...
Banking sector set for more pain, deratings likely: Hemang Jani, Sharekhan
In terms of the NPL cycle and loan growth, there is a huge disconn...
New Islamic State group leader identified: Report
Intelligence services have identified the new leader of the Islamic State (IS) group as Amir Mohammed Abdul Rahman al-Mawli al-Salbi, British newspaper The Guardian reported on Monday.
High inflation print unlikely to dent market sentiment: Hemang Jani
Seeing a strong rebound across midcap and smallcap stocks, says Hemang Jani.
CAA, NRC 'internal matters' of India: Bangladesh PM
"We don't understand why (the Indian government) did it.It was not necessary," Hasina told the Gulf News in an interview, referring to India's new citizenship law. Bangladesh, where 10.7 per cent of the 161 million population is Hindu and 0.6 per cent Buddhist, has denied any migration to India because of religious persecution, the paper said.
Abu Dhabi-based agency calls for clean energy investments to double
It estimated as much as USD 10 trillion worth of investments are planned in non-renewables-related energy projects by 2030, risking failure to meet the goals of fighting global warming
Unitech promoters diverted money of home-buyers and banks to off-shore tax havens: Audit report
Forensic audit of Unitech, done on SC's orders, reveal massive diversion of funds by the firm.
Why Hemang Jani is betting on Airtel, Tech M and Biocon
We are looking at a 35-40% growth in the operating profit for Airtel. Biocon has its own growth story and there is no pricing pressure. We are expecting good strong numbers from Tech Mahindra as it is much cheaper than the rest of the IT companies. In medium to long-term, among cement stocks, Ramco, JK Lakshmi & UltraTech present good opportunities.
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.
By 2030, 57% of global power demand should be met by renewables: IRENA
Strengthening the case for renewable energy, IRENA pointed to falling technology costs. Solar PV costs fell by 87% over the last ten years, and onshore wind turbine prices by 46%.
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...
OIC Play? Pakistan hosts Abu Dhabi Crown Prince
The Crown Prince was hosted exactly a week after Islamabad hosted Saudi Foreign Minister as it faces challenge in balancing ties with Arab World on one hand and Turkey-Malaysia on the other.
People opening up to quality midcaps, including NBFCs: Hemang Jani
For now, market to focus on the same bunch of performers in 2020 as well. People would continue to go for companies where there is some degree of growth visibility. Once we are witness to some sort of revival in the economy and risk appetite is back as also flows, you will see broader market participating in a big way.
ASCEND Kerala 2020 attract Rs 1 lakh crore investment proposals
At the valedictory session of the event, he said Rs 32008 crore proposals were received at the event from 138 projects. Besides, Kerala infrastructure Fund Management Ltd. and Abu Dhabi investment Authority have also promised huge investment. The former has signed for one project but have earmarked Rs 8110 crore for six projects.
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