Don’t buy just because it is cheap now, bet on performing companies: Hemang Jani
JK Lakshmi and Ramco Cement are some midcap cement stocks one can buy.
Verdict says we are ready to pay short-term price for long-term gains: Nilesh Shah, Kotak AMC
“Steps taken by the government to revive consum...
Iran sanctions bigger concern for India than risk of Chinese dumping: Alastair Newton
Hiking duty on Chinese imports to hurt consumer sentime...
Starting 2008-09, it has been a decade of lost earnings: Ravi Dharamshi, ValueQuest
Valuations is high for top 25-30 stocks. For the rest, we are at pre-2013 valuations, says ValueQuest CIO
Post consolidation, Reliance will continue to be an outperformer: Nitin Raheja
Market to have a downward bias in short term , says Raheja
Banks to easily deliver 15-20% balance sheet growth in next two years: S Krishna Kumar, Sundaram Mutual
There are good tier-2 NBFC companies that are waiting for better time, says Sundaram MF CIO
Expecting 18% growth in Titan jewellery business: Naveen Kulkarni, Reliance Securities
Most critical focus in quarterly results will be on margins for jewellery business, says Kulkarni.
India will gain from any tariffs against China: Mitul Kotecha, TD Securities
There is a sense that the recent decline in oil prices has been beneficial for Indian markets, says Kotecha
We have raised concern with DoT over 20% import duty on telecom equipment: Rajan Mathews, COAI
The way forward for US and India is to understand the opportunities and maximise that, said Mathews.
Why SBICAP’s Mahantesh Sabarad is bullish on this very small company
This firm is doing wonderfully well in terms of growth rate, says Mahantesh Sabarad.
Economy going through a strong consumption tailwind: Ajay Tyagi, UTI AMC
The theme where private sector banks continue to do well versus PSU banks will strengthen, says Tyagi.
Gold should be about 15% higher over next year: Mark Matthews, Julius Baer
For next three years, I would focus attention more on US markets, says Matthews
Nischal Maheshwari’s top three midcaps picks
Other than midcap banks, cement and metals midcaps also doing well, says Maheshwari.
Why Deven Choksey remains convinced on consumption story
I do not see too much of a threat on consumption story; it should emerge stronger, says Choksey.
Buy Maruti, FMCG stocks on dips: Hemang Jani, Sharekhan
Bharti Airtel continues to be a bit of a contrarian bet but it is on a revival path, says Jani.
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