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We are not out of the woods yet on earnings, only top quality cos doing well
The whole market will not report a 15-20% earnings growth. It is only the better quality players which will do so, says Rakshit Ranjan.
Why rural India is poised for a good pickup in next 2-3 years
The sheer availability of credit will give rural India a good two, three year p...
TCS & Infosys: Great ROE cos or great growth cos?
Both TCS and Infosys are IT enablers but therein lies both their strength and their weaknes...
Saurabh Mukherjea on 4 factors that can ensure outsized success in investing
Reading, a variety of experiences, high output rate and collaboration amongst other like-minded souls are hallmarks of creative people.
Saurabh Mukherjea on 3 qualities to look for while buying stocks
‘We love the opportunities provided by Covid-19 because it allows sensible investors to cherry-pick really high quality franchises.‘
Saurabh Mukherjea’s 3 tenets for achieving financial goals
‘The message that comes out from studying great investors is once you get an insight, simplify it, communicate it so that it is easy to follow and implement in practical life.’
Why Saurabh Mukherjea continues to steer clear of Reliance
We prefer looking at companies with return on capital above cost to capital consistently and then of that small subset of Indian companies, we invest in a few.
Saurabh Mukherjea on 3 sectors which will see multi-year rally
'We are heading into a multi-year boom on API manufacturing and the entire ecosystem which feeds into API manufacturing.'
Mid, smallcap rally to sustain; 3 factors to figure out the best plays
'This rally looks like it will sustain, but do not let the euphoria and passion get the better of you.'
Saurabh Mukherjea on how to play Bharat rather than India now
‘We are in the first year of a two to three-year economic recovery.’
Covid will flick on the switch for massive consolidation in banks & NBFCs: Saurabh Mukherjea
As the PSU banks shed market share, the top private sector banks will consolidate market share. Big holdings of HDFC Bank, Kotak Bank and in the NBFC context, Bajaj Finance comes through.
It pays to be stock specific in pharma: Rakshit Ranjan
Once you build longevity into valuation, then even a 20 times PE multiple is very expensive and you should not get into it.
Over next 3-5 years, we are in for a decent pickup in automobile cycle: Pramod Gubbi
We will have to wait and see how soon we can get around the whole Covid situation.
New wave of capex will come in tech, science & Indian intellect: Saurabh Mukherjea
Commodity oriented sectors like steel, cement do not allow us to play the new thrust of India’s capex engine.
Slow recovery is ideal for stock markets and India in a good spot: Saurabh Mukherjea
Stop-start lockdowns keep liquidity sloshing around abundantly for the next couple of years and from a financial markets perspective, whether it stocks or bonds, that is good news.